Using Customer Lists

With Notify Customer Lists, you can put your customers into different groups—we call them "Lists" while other systems may call them "tags" or "segments". You can then send customized text campaigns to each List.

Say you want to send one text campaign to top customers, and another to customers who haven't shopped with you in a long time. You could create the following Lists:

• Top Customers
• Infrequent Customers

Try it out on the Customers page or watch this quick video showing you how to create and use Customer Lists step-by-step:

IMPORTANT: Instructions for Adding Customer Lists via CSV Import

• You must use a CSV file for the import.
• Your column headings should include First Name, Last Name, Mobile Phone, and List.
  • If you need to add more than 1 list to a given customer, you can put semicolon-separated list names in the List column, e.g. [VIP; Prospects].
  • The CSV importer trims whitespace, ignores empty entries, and removes duplicates within that row—so [VIP; Prospects;VIP] adds the customer once each to the VIP and Prospects lists.
• When uploading a CSV with customers and lists, you can include both new customers and existing customers already in your Notify account. Any existing customers will not get added twice, but will get the relevant List assigned as indicated in your uploaded file.