This article will walk through what the List Builder is and how to use it, as well as how to access it.
What is the List Builder?
The List Builder is a tool to segment your contacts based on past purchases. You can then download this list, or use it directly in our Email Marketing Tool to contact your customers.
How do I Use It?
The List Builder allows you to target key demographics in your contacts. Use the tool to identify these contacts, then potentially build email campaigns in the Email Marketing Tool.
For example, in the List Builder you can create a list of all contacts who had purchased for the last two years of the fall play, or pull a list of all your VIP donors, and more.
Once you have created a List, you do not need to duplicate or refresh it. The List will update in real time, so it is always ready for use.
Who has Access to the List Builder?
You can then use it on either the organization level, or the department level.
Organization administrators will be able to access account-wide lists, or department specific lists. Department managers will have access to department specific lists only.
How do I Access the List Builder?
How you access the List Builder will vary by your administrator account type (ie, Organization administrator vs. Department manager), and by the type of List you are looking to create. Follow this article for more information.
How do I build a List?
In order to build a list, you will need to decide the type of List you want to make.
1. Purchase Type - based on orders made across both log in accounts or guest account
2. Customer Profile - based on traits within login accounts only
3. Import a List - where you can import your own contact list and use it to make a List within BookTix
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Understanding Your List Summary
⏱︎ 2 minutes Use this article to understand your list's details, data summaries, the filters utilized, and the functions you can use. 1. Access the List Builder. 2. Click on the List you wish to view. 3. Find your list. Filters and List Summary ...
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⏱︎ 1 minute How you access the List Builder will depend on the type of Administrator Account you have - Organization Administrator vs. Department Manager. To activate the Email Marketing tool, as well as to control who can access it, read this ...
Using the List Builder to Segment Your Audience
⏱︎ 2 minutes This article provides practical examples of using our List Builder Tool to segment your audience for more targeted email marketing. Segmentation Options 1. Access the list builder. 2. Click CREATE NEW LIST. 3. Choose how you would like ...
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