In this article, we'll explore how creating a list of group customers empowers you to leverage the power of segmentation to enhance your marketing strategies and deliver more personalized experiences to your audience. Whether you're a small business owner or a seasoned marketer, this guide will provide you with the knowledge and tools needed to harness the full potential of customer segmentation.
Step 1: Go to Customers >> List
Step 2: Click on Create New List at the top-right corner of the screen to create a new list.
Lists are static groups of customers, meaning customers will not automatically enter or exit unless manually added or removed.
Use a clear and descriptive Internal Name to easily identify the list within your account.
The Description field is for internal reference only and helps your team understand the purpose of the list.
You can edit, export, view contacts, or delete a list anytime from Customers >> List.
Lists can be used for email campaigns, SMS marketing, popups, imports, and workflow automations.
Be cautious when deleting a list, as it may affect campaigns or automations linked to that list.
Lists are useful for grouping customers from specific sources, such as form submissions, manual imports, or special promotions.
Always verify the number of contacts in the list before sending campaigns.