Company segmentation lists
The segmentation list is a technique that will allow you to segment your attendees' list based on any number of conditions. It is a technique used by businesses and marketers to send relevant communications to specific people.
This article intends to show you how to create segmentation lists and how to import them to your events.
How do I create a segmentation list for the company?
At the company level, click on Account > Segmentation lists. Then, click on the + New list button towards the top left of the platform, name your new list and press Create.
Once your list has been created, you can choose an existing list from the drop-down bar in the left corner.
How can I add people to the segmentation list?
- You can do it manually by selecting a list as shown in the previous section then pressing + New Person, entering their data, and clicking on Create.
- Or you can also enter large amounts of data via a spreadsheet by pressing Edit in the upper right corner and then Import and in the upper left corner. Then, click on Download demo file. The file will be downloaded to your computer and you will need to fill out the required fields. Once you have entered your data in the excel sheet, upload the file back onto the platform by clicking Edit > Import > press the green button > select the excel file > press Import. Click here for further information on the import function.
How can I import lists to my events?
In any event of your choice, go to People > Lists.
Then, create a new list by clicking on the + New List button and typing in the name of the list. Once you are done, check if the list you've just created is selected on the drop-down list on the top left corner.
Press Edit and on the top left corner, click on Import from list. You can select the list created at the company level and import it into your event.
Click here for further information on custom lists.