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How to: Create a Customer List

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Customer lists are used when sending a Regular Campaign. Learn more about Campaigns. When creating an email Campaign, there are two strategies.

  1. Create the email marketing message first. Then define a Customer List that will respond strongly to your message.
  2. Decide who you want to target first. Then build an email that's specifically designed for the known audience.

The Customer List can make or break the success of a Campaign. Customer Lists are most powerful when segmented in a way that your email message resonates with everyone on the list. By delivering meaningful content to your customers, you will keep their attention over time and reduce opt outs. Learn more.

TIP: if you've already created a Customer List, you can add or remove Customers from it.

With ShippingEasy's Customers database and filters, you're able to narrowly define who you want to contact. Learn more about filtering customers.

Whether you start with the email or the audience, it's easy to put together a Customer List.

How to: Create a stand alone Customer List

Create a Customer List starting with the email
  1. From the blue navigation bar, expand the MARKETING tab and select CUSTOMER LISTS.
    customer_list_dropdown.png
  2. Select the "Create List" button.
    customer_list_button.png
  3. Name your campaign, and click "Create".
  4. Select the customers you want to include on the list.
    TIP: use the filters to refine your list of customers, then select all at once. Learn more.
    Select_customers_for_list.PNG
  5. Expand the Manage Lists button. Hover over + Add to List and select your desired list.
    add_to_list_name_of_list.png
  6. Your customers have been saved to your customer list.
Create a Customer List starting with the audience
As customers respond to an email campaign by making a purchase, they are automatically added to a list that contains only the buyers who made a purchase after receiving the campaign. This makes it much easier for you to identify those customers for future campaigns. If you have additional customers to add, you can add them one by one or in multiples. Learn more.
  1. From the blue navigation bar, expand the MARKETING tab and select CUSTOMER LISTS.
    customer_list_dropdown.png
  2. Select the customers you want to include on the list.
    TIP: use the filters to refine your list of customers, then select all at once. Learn more.
    Select_customers_for_list.PNG
  3. Expand the Manage Lists button. Hover over + Add to List and select "Add to a New List".

add_to_a_new_list.png

4. Enter the name of the list into the Name field. Then click the blue Add to List button.

add_to_a_new_list.png

5. Your new list is saved to the Customer Lists page. Find it by navigating to CUSTOMERS >> CUSTOMER LISTS.

Now it's time to put your Customer List to work!
  • If you have a Campaign Template saved: you're ready to send a Regular Campaign. Learn more.
  • If you opted to create the Customer List first: the next step is to create a Campaign Template. Learn more.

How to: Create a Customer List when saving new contacts

    1. From the blue navigation bar, expand the MARKETING tab and select CUSTOMER LISTS.
      customer_list_dropdown.png
    2. Select the "Create List" button.
      customer_list_button.png
    3. Click the Add Customers button.addCustomers.png
      To add single customers
      • Click the Add Single Customer (form) entry.
        aceSingle.png
      • Enter your customer's email address.
      Add multiple customers
      • Click the Add Many Customers (paste) entry.
        aceMany.png
      • Enter the email addresses for each of your customers. You can put each email address on a separate row or put a space or comma between each email address.Screen_Shot_2018-10-30_at_6.32.13_PM.png
    4. Click the Add Additional Information link.
      addAddInfo.png
    5. Specify additional information about your customer including Company name, phone number and tags.
      additional_information_add_customer.png
      In the Lists section, add the customer to a brand new list by typing in the name of the new list and clicking Create List.
      additional_information_customer_lists.PNG
    6. Click the Add Customers button to save.
      add_customer_button.PNG

How to: Create a Customer List for an email campaign that's ready to send

  1. From the blue navigation menu, expand the MARKETING tab and select EMAIL CAMPAIGNS.
    marketing_email_campaigns.png
  2. Click on the tab "Regular" and then click the name of the Regular Campaign you would like to add customers to.
    regular_campaign_name.PNG
  3. Click on the "Audience" tab on the workflow bar at the top.
    audience_page_tab.png
  4. On the Configure your audience page, click on the tab "Create a New List"
    configure_audience_create_new_list.PNG
    Select from a list of customers: On the Customer List page, select the customer you want to be included on the list and then click "Create List".
    create_list_button.PNG
    The list will now be included on the campaign you are ready to send.

    Paste in emails: Add in email as you would when adding multiple customers and then name the new list. Click "Create List" .
    additional_information_customer_lists.PNG
    The list will be added to the campaign.
  5. Click the "return to your campaign" link in the blue message across the top of your screen to navigate back to the campaign.
    return_to_campaign_message.PNG
  6. On the Configure your audience page, clicking on the name of the list will add those customers to your campaign.
    configure__audience_existing_list.PNG

How to: Create a new Customer List from a previous Campaign

As buyers respond to your email campaign by making a follow-on purchase, they are automatically added to a CM list that contains only the buyers who made a purchase after receiving the campaign. This makes it much easier for you to identify those buyers for future campaigns.

  1. From the blue navigation menu, expand the MARKETING tab and select EMAIL CAMPAIGNS.
    marketing_email_campaigns.png
  2. Click on the name of the completed campaign you want to create a list from.
    regular_campaign_name.PNG
  3. On the Campaign Results page, click the "Total Recipient Reached" link.
    total_recipients_reached.png
  4. Click on the name of the customer you would like to add to a new list.
  5. Click on the Manage Lists button.
    manage_list_button.PNG
  6. Click Create a New List link in the modal box.
    manage_list_modal.PNG
  7. Type in the name of the list.
    name_list_in_modal_box.PNG
  8. Check the box next to the list to add the customer to it.
    check_box_for_list.PNG

 

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