Overview

Lists allow you to organize your customers and make targeted communication easier.

Note: If you'd like to import the historical email engagement information of your customers (e.g., Previous sends, opens, and clicks), please check out this article instead.

Create a list

To create a customer list:

Navigate to Customers > Lists.
In the upper left click New List.
In the upper left click into the Untitled List field, set a name, and select Save.
Add customers to the list via an import, manually, or a web modal form.

Import customers to a list

After creating a list, you can upload a CSV file to add customers in bulk. Simply, drag and drop a CSV file onto the Drag & Drop area or select the browse option to locate the file elsewhere. To ensure the information is imported correctly, please follow the file formatting guidelines outlined below.

Format your data correctly

The file's name should begin with zaius_list (such as zaius_list_newcustomers.csv) and use the CSV UTF-8 format, with a header row of field names. An identifier field, such as email, is required to import a list. An action field is also recommended, which can have values subscribe or unsubscribe. If the action field is omitted, a subscribe value is assumed. Optionally, customer_id can be provided.

A list import does not support updating customer data. To update the customer record with new or changed attributes, reference this article. Two separate imports may be required to both add to a list and change the customer profile.

Note: The optional customer_id field is only available in some accounts. If your account does not have this field, then it should not be included in your import file. Additionally, if an email value is available, the optional customer_id field should not be used. A customer_id value should only be provided when an email is not available.

Manually add customers to a list

After creating a list, you can manually add customers via its subscription form. To add a customer to a list via this form:

Navigate to Customers > Lists.
Create a new list or locate the desired existing list and view it by clicking its name.
Scroll down and locate the Manually add a customer to this list section.
Input the customer's information and select Subscribe.

Add customers to a list via a form

After creating a list, you can use a web modal form to collect email addresses and add those customers to a list(s). The default Email Modal Collection campaign is a good place to start; however, you can specify a list subscription in any form that contains the email field.

Export a customer list

To export a list:

Navigate to Customers > Lists.
Locate the desired list and view it by clicking its name.
Scroll down and locate the section labeled with the list's name.
Select the Export option at the upper-right of this section.
Select the information you'd like to include in the export via the prompt.
Select the Export option to confirm your selection and download the file.

Using a list in a campaign

To contact all members of a list, select it as a segment for a campaign via the Are in a segment or a list filter.

To contact members of a list from a specific segment, select the list after enabling the Must be subscribed to enrollment rule. This will only send the campaign to customers that are included in the segment and the list.