Customer Lists

    Customer lists are saved groups of customers that you can reuse for campaign targeting and CRM filtering. Unlike tags (which label individual customers), lists are curated collections you build and manage as a unit.

    Creating a list

    1. Go to the Customers CRM page.
    2. Use search and filters to narrow down the customers you want.
    3. Select customers using the checkboxes.
    4. Click Save as List and give the list a name.

    Managing lists

    Lists appear as filter badges above the CRM table. Click a list badge to view only its members.

    • Rename — Click Manage to rename any list.
    • Delete — Remove a list entirely. This does not delete the customers, only the grouping.
    • Member count — Each list badge shows the number of members.
    Screenshot: Customer list badges showing list names with member counts and a Manage button

    Using lists in campaigns

    When creating a campaign, you can select a Customer List as the starting audience instead of "All Customers". This sends the campaign only to members of the selected list. You can still apply additional refinement filters (tags, distance, spend) on top of the list.

    Tip: Create lists for recurring audience segments like "Holiday Catering Clients" or "Corporate Lunch Accounts" so you can quickly target them without rebuilding filters every time.