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
2. Click CREATE NEW LIST.
3. Choose how you would like to customize your list below, and follow our steps:
Segment your List by Event Ticket Buyers
a. Click PURCHASE HISTORY, then CONTINUE.
b. Choose ANY or EVERY Filter.
If you wish to include multiple events or purchase types in your list, and your filter is set to EVERY contact, then the contact must have purchased from BOTH events. If your filter is set to ANY, then the contact can have purchased either of your events or purchase types that you are including in the list.
c. Choose the purchase type by clicking the BLUE +.
d. Use TYPE to find the Event.
e. For CONDITION, choose ANY to see event attendees across all events, or choose SPECIFIC to search for event attendees for a specific event(s).
1. If using the SPECIFIC option, uses the BLUE + to add, and click ADD TO SEARCH.
f. Limit by Purchase Date, if you wish to only see orders placed within a specific time frame.
g. Under Exclude from Lists, choose if you want to exclude specific purchase types.
1. Click the BLUE + to open the list.
2. Click the BLUE + next to the purchase type to exclude it.
3. Click SAVE.
You will most likely use this option if, in step b, you used the ANY setting. This will be how you can dictate that you might like to have ANY event in the list, EXCEPT the Fall Cabaret.
h. Click SEARCH.
i. The results will appear below the search button. Enter the LIST NAME, and click SAVE LIST.
Segment your List by Date Range
a. Click PURCHASE HISTORY, then CONTINUE.
b. Choose ANY or EVERY Filter.
If you wish to include multiple events or purchase types in your list, and your filter is set to EVERY contact, then the contact must have purchased from BOTH events. If your filter is set to ANY, then the contact can have purchased either of your events or purchase types that you are including in the list.
c. Choose the purchase type by clicking the BLUE +.
d. Use TYPE to find the type of item you would like to include. If you wish to search for all purchases made within a time frame across events, packages, etc., you can choose to add them all one by one!
e. For CONDITION, choose ANY to see all of the line items (ie all Events), or choose SPECIFIC to search for a specific line item (ie specifically Sweeney Todd).
1. If using the SPECIFIC option, uses the BLUE + to add, and click ADD TO SEARCH.
f. Limit by Purchase Date to segment your list by Date Range of purchase.
g. Under Exclude from Lists, choose if you want to exclude specific purchase types.
a. Click the BLUE + to open the list.
b. Click the BLUE + next to the purchase type to exclude it.
c. Click SAVE.
You will most likely use this option if, in step b, you used the ANY setting. This will be how you can dictate that you might like to have ANY event in the list, EXCEPT the Fall Cabaret.
8. Click SEARCH.
9. The results will appear below the search button. Enter the LIST NAME, and click SAVE LIST.
Segment your List by Package Buyers
a. Click PURCHASE HISTORY, then CONTINUE.
b. Choose ANY or EVERY Filter.
If you wish to include multiple events or purchase types in your list, and your filter is set to EVERY contact, then the contact must have purchased from BOTH events. If your filter is set to ANY, then the contact can have purchased either of your events or purchase types that you are including in the list.
c. Choose the purchase type by clicking the BLUE +.
d. Use TYPE to choose PACKAGES.
e. For CONDITION, choose ANY to see all package buyers, or choose SPECIFIC to search for specific packages.
1. If using the SPECIFIC option, uses the BLUE + to add, and click ADD TO SEARCH.
f. Limit by Purchase Date to segment your list by Date Range of purchase.
g. Under Exclude from Lists, choose if you want to exclude specific purchase types.
a. Click the BLUE + to open the list.
b. Click the BLUE + next to the purchase type to exclude it.
c. Click SAVE.
You will most likely use this option if, in step b, you used the ANY setting. This will be how you can dictate that you might like to have ANY event in the list, EXCEPT the Fall Cabaret.
8. Click SEARCH.
9. The results will appear below the search button. Enter the LIST NAME, and click SAVE LIST.
Segement your List to Exclude Recent Buyers
a. Click PURCHASE HISTORY, then CONTINUE.
b. Choose ANY or EVERY Filter.
If you wish to include multiple events or purchase types in your list, and your filter is set to EVERY contact, then the contact must have purchased from BOTH events. If your filter is set to ANY, then the contact can have purchased either of your events or purchase types that you are including in the list.
c. Choose the purchase type by clicking the BLUE +.
d. Use TYPE to find the type of item you would like to include. If you wish to search for all purchases made within a time frame across events, packages, etc., you can choose to add them all one by one!
e. For CONDITION, choose ANY to see all of the line items (ie all Events), or choose SPECIFIC to search for a specific line item (ie specifically Sweeney Todd).
1. If using the SPECIFIC option, uses the BLUE + to add, and click ADD TO SEARCH.
f. Limit by Purchase Date to choose a range end and exclude recent buyers.
g. Under Exclude from Lists, choose if you want to exclude specific purchase types.
a. Click the BLUE + to open the list.
b. Click the BLUE + next to the purchase type to exclude it.
c. Click SAVE.
You will most likely use this option if, in step b, you used the ANY setting. This will be how you can dictate that you might like to have ANY event in the list, EXCEPT the Fall Cabaret.
8. Click SEARCH.
9. The results will appear below the search button. Enter the LIST NAME, and click SAVE LIST.
Filters
Two types of list builders - Purchase History and Customer Profiles - contain different types of filters.
The third type of list builder, Upload Custom List, does not contain filters.
Purchase History Filters
a. ANY or EVERY Filter.
If you wish to include multiple events or purchase types in your list, and your filter is set to EVERY contact, then the contact must have purchased from BOTH events. If your filter is set to ANY, then the contact can have purchased either of your events or purchase types that you are including in the list.
b. Purchase Type - event, event genre, item, package, donation campaign, and sponsorship.
This also includes EXCLUSIONS, meaning you can search all events EXCEPT a specific one, or all donors EXCEPT those who also bought packages.
c. Limit by Purchase Date - how to only see orders placed within a specific time frame.
Customer Profile Filters
a. ANY or EVERY Filter.
If you wish to include multiple events or purchase types in your list, and your filter is set to EVERY contact, then the contact must have purchased from BOTH events. If your filter is set to ANY, then the contact can have purchased either of your events or purchase types that you are including in the list.
b. Customer Details - Last Name, First Name, Address 1, Address 2, City, Zip, Country/State, Phone, Email, or a BookTix Tag.
Click the BLUE + and search for Customer Details. Click ADD TO SEARCH when complete.
c. Purchase Type - Search for customers who have purchased specific events, items, packages, donations and sponsorships.
Click the BLUE + and search for Purchase Type. Click ADD TO SEARCH when complete.
a. under ACTIVITY choose if the customer Purchased or Did Not Purchase.
b.Use TYPE to find the the type of line item you would like to search (ie, Events, Items, etc.).
c. CONDITION can either be ANY (will include ANY event, item, etc. ) or SPECIFIC (will search for SPECIFIC events, items, etc (for example, use this if you want to specifically look at customers who bought Pippin tickets).
d. Purchase Date Range - Search for customers who have purchased within a specific date range.
Click the BLUE + and search for Purchase Date Range. Click ADD TO SEARCH when complete.
e. Individual Donations - Search for customers based on the amount of donations and sponsorships purchased.
Click the BLUE + and search for Individual Donation amounts. Click ADD TO SEARCH when complete.
Refining a Saved List Over Time
Lists update in real time. This means that you will not need to re-run a list to see if there are new customer contacts; if a customer makes a purchase that makes them eligible for the list, they will automatically populate into the list.
Additionally, you can re-access the existing list and refine it.
To do this, click EDIT LIST. This will re-open the list builder.
In the list builder, add additional criteria via a BLUE +, or under Current Search Criteria, use the BLUE X next to a filter to remove it.
Then click SEARCH to update the List.
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