Creating Contact Lists

Segment your contacts into lists to better classify and target your contacts.

Creating a List

Create your own segmented contact list by selecting "Lists" from the dropdown under "Contacts" in the menu bar.

Select "Lists" from the "Contacts" dropdown

Click on the blue "Create List" under your name on the top right-hand corner of the screen to add a new list. Give your list a name and click on the blue "Create" button to create the list.

Create a new list

Head over to the "Contacts" tab and select the contacts that you want to add to a list and click the "Add to List" button on top on the contact table. If you want to select all the contacts, you do not need to select the contacts one by one, you can simply click the box right next to Name, there will be a small blue pop up under the Name bar that allows you to select all users.

You can also apply filter to the contact list to add the specific groups of customers to the list.

Select the list you want to add the selected contacts to, and click on the blue "Add" button to add them to the list.

Select a list to add contacts to

You can always click on a list name to reveal all contacts stored.

Update List with Automation

You can set automation rule to add and remove contacts from a list.

Let's take the VIP list for example, if the contacts have VIP labels then they will be added to the VIP list and vice versa. First you will have to make sure the VIP customers are labelled. Learn more about how to label a contact, click the link here.

Go to Automation on SleekFlow and choose "Update Contact and Add and Remove from List".

Set the conditions for the automation rule.

Set the action to send congratulation message to customers and add them to the VIP list automatically.

Publish the rule when everything is set!