Assign Customers in a List.

Assign Customers in a List.

Introduction:

Now you can manage lists for your customers that can be used to reach them in a personalized way.

Here are the steps to assign customers in a list:

Step 1: Navigate to the Customers section of AiTrillion.

Step 2. In the customers section, navigate to the timeline.

Step 3. On the right side, click on the List tab, then click on the Add to List button.

Step 4. Select a list in which you want to add the customer then click on Save.

Other Methods to add a customer to a list:

Using Import CSV

When you import a CSV it will ask you to choose a list to which the customers will assign. How to Import CSV: Click Here

From Newsletter Popup

When you create a newsletter popup, it will ask you to select a list to which the subscribers will be assigned. How to create Newsletter Popup: Click Here

From Workflow Automation

You can assign a customer to a list based on his activities.

How to create a Workflow: Click Here


    • Related Articles

    • Auto-assign Affiliate group

      Introduction In this article, we'll walk you through how to set up auto-assignment for affiliate groups and the benefits this automation can bring to your affiliate program management. Here are the steps to auto assign Affiliate group-: Step 1: Go to ...
    • Export Customers List

      Introduction: In this article, we'll guide you through the process of exporting your customers list Here are the steps to export customers list Step 1. Go to Customers >> List Step 2. Click on the three dots and then choose export customers. =
    • Assign/Change VIP tier manually

      Introduction In this article, we’ll walk you through the process of manually assigning VIP tiers providing exclusive benefits, personalized services, and special perks. Assign Vip Tier Here are the steps to Assign VIP tier manually -: Step 1: Go to ...
    • Allow your customers to opt out of a certain type of marketing list

      Introduction: AiTrillion's email marketing system offers your subscribers the option to opt out of specific emails by sending a campaign with an opt-out block. Note: The customer must be added to a list before configuring the opt-out for the ...
    • Assign loyalty points based on customer tags

      Introduction Learn how to enhance your customer loyalty program by assigning loyalty points based on customer tags in AiTrillion. With this feature, you can reward customers for specific behaviors or characteristics associated with their tags. Simply ...