Marketing Hub: Custom Contact Lists

Overview

Building your contact lists helps you keep a continuing cycle of prospective customers or clients who receive emails or information from you. Strategically building your contact lists helps improve your click-through and email open rate and lets you understand what works and does not work for your customers.

In this article, we will discuss: 

• Adding a Custom List
• Editing a Custom List
• Adding Contacts to your Custom List
• Removing Contacts from your Custom List
• Deleting a Custom List

How to Add a Custom List

1. Once inside your Ecommerce account, click on Customers on the left menu. 

2. You have the following options:

   • Within the Dashboard, click on the +Create new list link.
     

   • Within List, click on the Create List button.
     
3. The Create New List pop-up opens. Select Custom, then enter a name for your custom list.

4. Click the Create List button.

Note: If you do not click the check box to immediately assign contacts to your list, you can still assign contacts to your custom list later. For instructions on adding a contact to your custom list, please see Adding Contacts to your Custom List.

You have successfully created a custom list.

 

How to Edit a Custom List

1. Once inside your Ecommerce account, click on Customers on the left menu, then select List from the options. 

2. Within the Custom Lists tab, click on the vertical ellipses for the list you want to edit, then select Edit.

3. The Edit List pop-up opens. Enter a new list name, then click Done.

You have successfully edited or updated the name of your custom list.

 

How to Add Contacts to your Custom List

1. Once inside your Ecommerce account, click on Customers on the left menu, then select List from the options. 

2. Within the Custom Lists tab, click on the vertical ellipses for the list you want to add contacts to, then select Add Contact.

3. The Add Contacts to List pop-up opens. Click the drop-down menu on the top-left, which lists the types of contacts you have, such as:

   • Contacts – all your contacts
   • Subscribed – subscribed contacts
   • Unsubscribed – unsubscribed contacts
   • Not in Any List – contacts not part of any list
   • Lists - contacts in existing lists
   • Never Emailed – contacts that did not receive any emails from you
   • Manual – contacts added manually
   • First Time Buyers – contacts who are first time buyers
   • Booking – contacts with appointment bookings

4. Once you have selected the type of contacts you want to add to your custom list, click on the check box(es) for the name(s) you want to add.

Note: You can use the magnifying glass icon to search for the name of a specific contact quickly. Also, you can use the Show drop-down to display the number of contacts you want to be listed in the pop-up.

5. Next, click on the Add button.

You have successfully added or updated contacts to your custom list.

Once you have added contacts to your custom list, you now have the option to send campaigns to the contacts on your list. Click on the vertical ellipses for the list you want send campaigns to, then select Send Campaign. For more information on creating an email campaign, check out Marketing Hub: Creating an Email Campaign.

 

How to Remove Contacts from Your Custom List

1. Once inside your Ecommerce account, click on Customers on the left menu, then select List from the options. 

2. Within the Custom Lists tab, click on the vertical ellipses for the list you want to update, then select Remove Contacts.

3. You will then be taken to the Contacts page. Click on the checkbox(es) for the name(s) you want to remove from the selected custom list, then click on the trash icon.

4. A pop-up will show asking if you want to delete the selected contact(s). Click on the Delete contact button to proceed.

The selected contacts will automatically be removed from your custom list.

 

Deleting a Custom List

1. Once inside your Ecommerce account, click on Customers on the left menu, then select List from the options. 

2. Within the Custom Lists tab, click on the vertical ellipses for the list you want to remove, then select Delete.

3. A pop-up will show asking if you want to delete the selected custom list. Click the Delete button to proceed.

You have successfully deleted the selected custom contact list.