List Builder Tool
Building a List - Upload Custom List
⏱︎ 2 minutes There are 3 ways to build a List - Purchase History (based on orders made across both log in accounts or guest account), Customer Profiles (based on traits within login accounts only), or Upload a Custom List (where you can import your ...
Building a List - Customer Profiles
⏱︎ 3 minutes There are 3 ways to build a List - Purchase History (based on orders made across both log in accounts or guest account), Customer Profiles (based on traits within login accounts only), or Upload a Custom List (where you can import your ...
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 ...
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 ...
Building a List - Purchase History
⏱︎ 3 minutes There are 3 ways to build a List - Purchase History (based on orders made across both log in accounts or guest account), Customer Profiles (based on traits within login accounts only), or Upload a Custom List (where you can import your ...
Accessing the List Builder
⏱︎ 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 ...
Understanding the List Builder Tool
⏱︎ 1 minute 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 ...
Recent Articles
Bulk Customer Import
⏱︎ 1 minute Bulk Customer Import allows you to invite customers to create login accounts. This is helpful if you're new to using the system and need to import customers from an old account, if you have an email list you're looking to upload, and ...
Understanding Customer Accounts
⏱︎ 1 minute Customer accounts are where important customer details like purchase history, contact information, and customer notes and question answers are stored. It is also where you can access and affect past customer orders, like if you needed to ...
Point of Sale Custom Views
⏱︎ 2 minutes Point of Sale Custom Views allow you to reorganize your Point of Sale tool, where you can sell from your administrator site, to your own custom layout. Create a Custom Point of Sale View 1. Access the Point of Sale tool via the blue $. ...
Convert a Guest Customer into a Login Account
⏱︎ 1 minute This function allows an Administrator to invite a customer who used Guest Checkout to convert to a login account right after an order is completed or later on directly in the order itself. Converting a Guest order into a Login Account: ...
Creating and Using Upsells
⏱︎ 3 minutes This function allows you to suggest relevant events, items, packages, or sponsorships to your customers during checkout. You can choose to recommend something when only specific items are in the cart, or can choose to always recommend ...