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What is List Builder?

What is List Builder?

List Builder is a powerful tool that can help you create customer lists that target specific subsets in your customer database. The List Builder allows you to create a 'profile' for a particular member type and their buying preferences. You can then send relevant emails to specific list of customers to ensure a greater response.

 

What can List Builder do?

List Builder can be used in several different ways to communicate with your customers. You can:

  • Create and send emails directly from the Admin panel via the Send Mass Email option.
  • Download a list and transfer it to Vertical Response or another third party email program.
  • Download a list that can be mail-merged with popular software programs like Microsoft® Word to create written communications.
  • Use the telephone numbers displayed in your list to contact your members by phone.

 

Sample List

Example #1

To create a customized list that targets specific customers (Purchasers), follow the steps below.

  1. In the vinSUITE admin panel, expand the ‘Marketing’ section in the left hand navigation, and then select ‘List Builder’.  

  2. The List Builder page opens. Click the '+ Add a List' button.

  3. Assign a name and click the 'Save' button.

  4. Click the Member Tab.

  5. Select the Purchasers Member Type.

  6. Click the 'Save' button.

  7. Click the Wine Tab.

  8. Under amount spent, select Greater Than and type an amount.

  9. Click the 'Save' button.


Example #2

To create a list of Subscribers that have joined within a specific time range, follow the steps below.

  1. In the vinSUITE admin panel, expand the ‘Marketing’ section in the left hand navigation, and then select ‘List Builder’.  

  2. The List Builder page opens. Click the '+ Add a List' button.

  3. Assign a name and click the 'Save' button.

  4. Click on the Member Tab.

  5. Inside Member Type, select Subscriber.

  6. Specify the Date Added.

  7. Click the 'Save' button.


Additional Examples

The lists that you create are automatically updated to add new customers who meet the criteria you have established.

Example: Create a list of Club Members whose cards are expiring before a specified date sixty days out. Assume 100 members fall into this category. If you run the same list 30 days later and find that there are only 50 members on the list, you will know that 50 members opened the email and went online to update their credit card information. Now you can send another email to the remaining 50 members or call them directly.

 

Links

Please visit the following pages to learn more about the List Builder. 

Add a List

Edit a List

Delete a List

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