How to create a contact list

Defining a list is the most important part of every marketing campaign. The more specific and targeted is your message the more effective will be. This is why we offer a killer audience creation system.

With Customerly you can create lists based on infinite possibilities. The only limit is your creativity.

Let’s take a look at how to create a segment with your own conditions.

We use two different categories to identify your contact list: Users and Leads. (Visitors, Users and Leads and: what's the difference?)

We have different options to create a condition and can be based on:

• Properties: custom data you can add on each user or lead. (eg. License_type = pro)

• Events: custom event fired by users (eg. Added_to_cart)

• Tags: custom tags added by you or via API

• Segment: custom segment created by you with certain conditions. (eg. All Paying customers)

• Campaign: Data from a recent email campaign (eg. the user has opened and clicked)

• Company properties: similar to user properties but linked to user’s companies. (eg. Acme company has License_type = pro)

This article explains how to filter your contacts, check it out.

How do I create a contact list?

• Go to the contacts page

• Start filtering your contacts by clicking on the "All contacts" button and their information by clicking on the "Add filter".

• We want to select all the contacts from Ireland. We chose a property "Country" with the condition "is" and typed in "Ireland".

  

• To save the list, click on "Save list" in the top right corner.

  

• Select if you want to create a new list or update the current list.

  

• Name your list and save it. The list has been created!

  

• You can see the created listed on the right sidebar.

Discover more:

• All you need to do to export the contact list is to click one button and check out how.

• Now you can use your new segment as an audience for your campaigns, chat triggers, workflow, surveys, or NPS.