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holray:add_customer_to_list

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holray:add_customer_to_list [2022/04/11 15:30] – created holrayholray:add_customer_to_list [2022/04/11 15:37] (current) holray
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 Lists allow you to group your customers for marketing purposes. If you use a bulk mail tool such as Mailchimp, you will already be familiar with the notion of a list. Lists allow you to group your customers for marketing purposes. If you use a bulk mail tool such as Mailchimp, you will already be familiar with the notion of a list.
 If you need to create a new list, you can [[holray:maintain_lists|find out how here]]. If you need to create a new list, you can [[holray:maintain_lists|find out how here]].
 +
 +To add a customer to our "Repeat customer" list we simply [[holray:customer_search|find our customer record]] and click on the "lists" tab. We then "tick" the check-box against the list(s) to which we wish to attach the customer.
 +
 +{{:holray:customer:maintain_customers_-_lists_-_add.png|}}
 +
 +There is no need to Save the record, checking or un-checking a list checkbox triggers the save event automatically.
 +
 +We can use the list as a search criteria to find all customer records in that list:-
 +{{:holray:customer:customer_-_search_by_list.png|}}
holray/add_customer_to_list.1649691002.txt.gz · Last modified: 2022/04/11 15:30 by holray