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Customer Lists

Customer lists allow you to segment your audience for targeted marketing campaigns.

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List Types

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Dynamic Lists

Automatically update based on criteria:
  • Customers matching rules are added
  • Customers no longer matching are removed
  • Always current

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Static Lists

Manually curated:
  • Add specific customers
  • Import from CSV
  • Won’t auto-update

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Creating Lists

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Dynamic List

1

Navigate to Lists

Go to Marketing → Lists
2

Create New List

Click Create List → Dynamic
3

Name Your List

Give it a descriptive name
4

Define Criteria

Add rules to filter customers
5

Preview Members

See matching customers
6

Save

List is ready to use

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Static List

1

Create List

Click Create List → Static
2

Name Your List

Give it a name
3

Add Customers

Search and add individually, or import
4

Save

List is ready

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Filter Criteria

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Customer Properties

PropertyOperators
Lifecycleis, is not
Locationis, is not
Tagshas any, has all, has none
Created Datebefore, after, between
Custom Fieldsequals, contains, etc.

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Purchase Behavior

CriteriaDescription
Has PurchasedAny order completed
Service TypeSpecific service booked
Order CountGreater/less than X
Total SpendGreater/less than $X
Last OrderWithin X days

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Engagement

CriteriaDescription
Email ActivityOpened, clicked in X days
Last VisitWithin X days
Member StatusIs/is not member

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Combined Rules

Build complex segments:
  • AND: All conditions must match
  • OR: Any condition matches
  • Groups: Nested logic
Example: 
(Lifecycle IS "Active") 
AND 
(Total Spend > $500 OR Member Status IS "Gold")
AND
(Last Order within 90 days)

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Managing Lists

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Viewing Members

Click any list to see:
  • Member count
  • Member list with details
  • Criteria summary

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Editing Lists

For dynamic lists:
  • Modify criteria
  • Preview changes
  • Save to apply
For static lists:
  • Add/remove members
  • Import additional
  • Export current

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List Actions

ActionDescription
ExportDownload as CSV
DuplicateCreate copy
ArchiveHide from active
DeletePermanent removal

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Using Lists

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In Campaigns

Select lists when creating campaigns:
  • Single list
  • Multiple lists (combined)
  • List exclusions

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For Reporting

Filter analytics by list:
  • Revenue from segment
  • Engagement metrics
  • Behavior patterns

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For Exports

Export list members:
  • Customer data
  • Order history
  • Contact info

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Preset Lists

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Built-in Segments

Tiquo provides common segments:

All Customers

Everyone in database

Active

Recent activity

New

Last 30 days

VIP

Top spenders

At-Risk

Declining engagement

Members

Loyalty program

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Customizing Presets

Modify preset criteria:
  • Adjust thresholds
  • Add conditions
  • Save as new list

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Best Practices

Create lists for specific campaign goals, not just to have lists.
Complex rules are hard to maintain. Start simple, add complexity as needed.
Use descriptive names: “VIP - Spent $1000+ - Active” not “List 1”
Check list sizes periodically. Investigate significant changes.

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Import Lists

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From CSV

Import customers to static lists:
  1. Click Import to List
  2. Upload CSV file
  3. Map email column
  4. Match to existing or create new
  5. Review and import

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From Other Systems

Import from:
  • Mailchimp
  • Klaviyo
  • Other ESPs
  • Custom exports

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Export Lists

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Export Options

FormatContents
Email OnlyJust email addresses
Full DetailsAll customer fields
CustomSelected fields

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Scheduling Exports

Automate regular exports:
  • Daily/weekly/monthly
  • Delivery to email or SFTP
  • For external systems

Marketing Overview

Marketing basics

Campaigns

Using lists in campaigns

Customer Lifecycle

Lifecycle segmentation