Customer Lists

Summary

Customer lists are a way to group customers. These lists are used across the platform for a variety of use cases, for example when creating special offers for a particular group of customers.

Customer List Types

Approved Account List (to be deprecated)

See standard list.

Newsletter Sign-Ups List

Automatically includes every customer who has opted-in for marketing / newsletter.

Product Restriction List

Automatically keeps a list of customers who bought a particular product or products. Tech support is required to manually configure the SKU for such a list.

Professional List (to be deprecated)

See standard list.

Reward Card list

Automatically includes customers with reward card.

Segment Based

Generated from an eCRM segment once a day.

Standard

Arbitrary list of manually selected customers.

Standard (CS Editable)

Same as Standard, but Customer Agents can edit these via Contact Centre.

Student list

Includes customers with email domain suffix .ac.uk.

Subscriber List

Automated includes customers subscribed to a particular sku. If the sku is defined as null, this list will automatically include all customers with any subscription on the site.

View Existing Customer Lists

Use the Search by Name, ID or Type search bar at the top left to filter your view of the existing customer lists.

Click on a particular list to view the list details.

Create a new Customer List

Click on the New Customer List button at the top right of the screen. Enter your customer list name, the list type and the relevant details. Click Save once ready.

Edit or Delete a Customer List

Click on a particular list to view the list details. Make your changes, then click Save.