Description: This module allows you to create and manage contact lists (or tags) for your marketing activities, offering powerful segmentation tools and automatic synchronization based on existing customer data.
What is it for? (Practical examples)
Use this tool to optimize the management of your recipient lists:
- Targeted segmentation: Create lists that include only customers who meet specific requirements (e.g., have purchased a specific product or registered in the last month).
- Automatic updating: Keep a list always up to date, ensuring that new customers are added automatically without manual intervention.
- List cleaning: Automatically remove contacts who no longer meet the established criteria, ensuring your communications reach the most relevant audience.
Main features
- List Creation and Management: Allows you to define new lists by assigning a name and description.
- Detailed Monitoring: For each list, it is possible to view in real time the number of active Subscribers, Unconfirmed Contacts, Unsubscribed, and Contacts present but not subscribed to the newsletter.
- Mass Import: Enables quick import of new contacts into the list via CSV file upload.
- Subscriber Management: Offers a complete overview of the contacts included in the list, with the possibility to view their status and remove them individually.
- Advanced Synchronization: Allows defining complex rules for the automatic inclusion of existing contacts in the system.
How to configure Synchronization
The "Contact Synchronization" section is the heart of the tool and allows automating the insertion of recipients.
To activate synchronization, check the box Synchronize customers.
Synchronization Options
| Option | Description |
|---|---|
| Perform single import | Contacts that meet the conditions are imported only once. The list will not update automatically in the future. |
| Keep list synchronized | The list is updated automatically and periodically. Contacts will be added or removed based on the set conditions. |
| Synchronize all | If selected, ignores condition criteria and includes all existing contacts in the system. |
| Remove contacts that do not meet the conditions | (Recommended for synchronized lists) If a contact no longer meets the criteria (e.g., has exceeded the age limit or changed status), it is automatically removed from the list. |
Defining Criteria (Query Builder)
If "Synchronize all" is not selected, you can define the specific conditions a contact must meet to be included in the list.
- Use the visual rule builder to combine filters based on customer data (e.g., registration date, purchases made, demographic status, etc.).
- The system shows in real time, through the "To synchronize" widget, how many contacts will be added to the list based on the set criteria.
> Note: If you modify an existing list, the system also shows the number of "Current Contacts" already present, distinguishing between active subscribers and non-subscribers.
Automatic integrations
This module integrates with the central contact system and automatic operations:
- Continuous Updating: When choosing to "Keep the list synchronized," the system performs scheduled automatic operations to check if new contacts meet the criteria or if existing contacts need to be removed.
- Customer Data Management: Lists are directly linked to the customer database. When a customer is modified or created, the system evaluates whether they should be added or removed from synchronized lists.
