How to assign Customers in a List

How to assign Customers in a List

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

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 then it will ask to select a list in which the subscribers will assign. 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

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