Managing an Automated Contact List

An automated contact list helps you group your contacts according to specific details, such as Birth Month, Age, Job Title, Company, and more. Typically, you would need to search and add specific contacts to your list manually, but with a “Filter by” option, you can add specific contacts to your list automatically. Creating and maintaining an automated contact list can be a powerful marketing tool for your online store.  

In this article, we will discuss: 

  • Adding an Automated Contact List
  • Editing an Automated Contact List
  • Deleting an Automated Contact List
  • Review

Adding an Automated Contact List

  1. In your Account Manager, click Websites on the left side of the page:
    • If you have a Website plan, click on Launch Website Builder for the plan you want to manage.
    • If you have an eCommerce plan, click on Launch for the plan you want to manage.
  2. You will be redirected to the eCommerce dashboard.

  3. Click on Customers on the left navigation menu, then select List from the drop-down:

  4. Navigate to the Automated Lists tab, then click the Create List button on the upper right corner of the screen:

  5. On the pop-up window, select the type of list you want to create, then click the Create List button:

    You will be taken to a page where you can create an automated list of your contacts by Birth Month, Age, City, State, Job Title, Country, and more.

6. Enter a name for your list and use the “Filter by” option to filter the contacts you want to add to your list.

Please Note: You can add another search filter by clicking the + Add Another Search Filter button or delete a search filter you have added by clicking on the trash icon.

  1. Once you have entered a name for your list and filtered the contacts you want to add, click on the Save Email List button on the top-right corner of the page.

You have successfully created an automated list. You will now see your new list under Automated Lists.

Please Note: Clicking on the information icon will display the filter(s) you used for a specific automated list.

Editing an Automated Contact List

  1. Click on Customers on the left navigation menu, then select List from the drop-down:

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

  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 automated list.

Deleting an Automated Contact List

  1. Click Customer on the left navigation menu, then select List from the drop-down:

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

    3. A pop-up window will appear asking if you want to remove the selected automated list. Click the Delete button to proceed:

You have successfully deleted the selected automated contact list.

Review

By creating automated contact lists, you can save time and effort when managing your email marketing campaigns. This article provided a helpful guide on how to create, edit, and delete automated contact lists. With this knowledge, you can segment your contacts and send more targeted email campaigns.