Lists & Segments

Lists

Lists are groups of customers used for marketing communications.

Lists allow organizations to organize customers into manually managed groups that can be selected when sending marketing emails.

Lists are static, meaning customers remain in the list until they are manually added or removed.

Lists are commonly used for:

• Imported customer groups
• VIP customer groups
• Event attendees
• Early access groups
• Internal marketing audiences

Customers can belong to multiple lists at the same time.

Creating a List

To create a list:

• Navigate to Marketing
• Select Lists & Segments
• Click Create New
• Choose List

When creating a list, the following information can be added:

• List name
• Description

Once created, customers can be added to the list.

Adding Customers to a List

Customers can be added to a list in several ways:

• Manually selecting existing customers
• Importing customers into the list
• Adding customers directly from the customer search interface

Customers are selected from the existing CRM customer database.

Adding a customer to a list does not modify the customer's profile or other list memberships.

Customer Membership

Customers can belong to multiple lists simultaneously. Lists do not affect how customers interact with other areas of the platform.

For example, a customer may belong to:

• A VIP list
• A newsletter list
• An event list

Lists simply define audiences for marketing communications.

Marketing Consent

Being included in a list does not guarantee that a customer will receive marketing emails.

Marketing emails are only delivered to customers who have opted in to receive marketing communications. If a list contains customers who have not opted in, those customers will automatically be excluded from email delivery.

Using Lists in Marketing

Lists can be selected as audiences when sending marketing emails.

When multiple lists or segments are selected:

• Duplicate customers are automatically removed
• Only eligible recipients are included in the final send

This ensures customers receive a single copy of each email.

Managing Lists

Lists can be updated at any time.

Organizations can:

• Add customers
• Remove customers
• Rename lists
• Update descriptions

These changes take effect immediately and apply to future campaigns.

Exporting Lists

Lists can be exported when organizations need to work with customer data outside the platform. Exports include the customers currently included in the list.

Archiving Lists

Lists can be archived when they are no longer actively used.

Archived lists remain in the system for reference but are not shown in active list views. Archiving allows organizations to keep historical audiences without cluttering active marketing tools.

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Segments

Segments are dynamic groups of customers created using filter criteria.

Unlike lists, which are manually managed, segments automatically include customers who match defined conditions. Segments update dynamically based on customer activity and profile data.

Segments allow organizations to target specific groups of customers based on behavior, engagement, or customer attributes.

Examples include:

• Customers who visited in the last 30 days
• Customers who have spent over a certain amount
• Customers who have not visited recently
• Customers associated with a specific location

Customers can belong to multiple segments simultaneously.

Creating a Segment

To create a segment:

• Navigate to Marketing
• Select Lists & Segments
• Click Create New
• Choose Segment

When creating a segment, the following information can be added:

• Segment name
• Description
• Segment color

After creating the segment, filter criteria can be defined.

Segment Filters

Segments are built using filter criteria that define which customers are included.

Filters support both AND and OR logic, allowing advanced targeting rules to be created.

Examples of filters include:

• Age range
• Preferred location
• Total spend
• Last visit date
• Marketing consent
• SMS consent

Segments can also use custom customer parameters as filtering criteria.

Dynamic Updates

Segments update automatically when customer data changes.

Customers are added to or removed from a segment whenever they meet or stop meeting the defined criteria.

Segments are recalculated automatically before marketing campaigns are sent to ensure the audience is accurate.

Estimated Results

When configuring filters, the system provides an estimated number of customers who match the segment criteria. This helps organizations understand the expected audience size before sending a campaign.

Using Segments in Marketing

Segments can be selected as audiences when sending marketing emails.

Segments can also be used alongside lists when defining campaign recipients.

When multiple audiences are selected:

• Duplicate customers are automatically removed
• Only customers who meet marketing consent requirements receive the email

Segment Visibility

Segments appear within customer profiles when a customer matches the segment criteria. This allows staff to quickly identify how customers are categorized within marketing audiences.

Managing Segments

Segments can be edited at any time.

Organizations can:

• Modify filter conditions
• Rename the segment
• Update descriptions
• Change the segment color

Changes take effect immediately and update the segment audience automatically.