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List Builder: Add a List

Add a List

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

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2) The List Builder will open in the work space. Click the '+ Add A List' button.

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3) The Add List window will open. In the Add List dialog box, enter a name for the list (i.e. Chardonnay Buyers, ABC Club) in the List Name box and click the 'Save' button. 

 

 4) The list will be saved.  There are several tabs and fields you can enter information to refine your list. 

OHC_Button_General.png OHC_Button_Members.png
OHC_Button_Preferences.png OHC_Button_Club_Member.png
OHC_Button_Wine.png OHC_Button_Product.png
OHC_Button_Orders.png OHC_Button_Excludes.png
OHC_Button_Summary.png OHC_Button_Preview.png

 

Note: Remember to click the 'Save' button on each tab to save any changes. 

 

General Tab

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 From the General tab, you can edit the name of the list. 

 

Members Tab

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On the Members tab, you can create a list that includes:

  • Specific member types (Club Members, Allocation)
  • The date members were added to the database 
  • Members' tenure (how long they were a member)
  • Members' birth dates (before, after, or between specific dates)
  • When members last logged in to the website
  • If a customer lives within a set amount of miles from a specific zip code
  • What states members reside in

  Note: If you do not choose specific states, your list will include members in all states.

 

Club Members Tab

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On the Club Members tab, you can create a list that includes:

  • Which Club Level a member belongs to
  • How long members has been in the wine club and/or their anniversary dates 
  • If members are active or inactive
  • When members' credit cards expires

 

Preferences Tab

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On the Preferences tab, you can create a list based on specific responses to your Preference Based Marketing profiles.

Note: You can add and review your Preference Based Marketing questions by navigating to Preference Based Marketing in the Marketing section.    

Preferences_-_PBM_Questions.jpg

 

 

Wine Tab

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On the Wine tab, you can create a list that refines purchasers by:

  • Wine Types 
  • Wine Brands in your inventory 
  • Varietals
  • Appellations
  • The amount of money spent on the wine 
  •  The amount of bottles purchased
  • Vintage
  • Bottle Size

 

Product Tab

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On the Product tab, you can create a list that refines purchasers by:

  • SKU or SKUs (separate the SKUs by comma)
  • Category of wines and products 

 

Orders Tab

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On the Orders tab, you can create a list based on:

  • When an order was placed
  • How much was spent in an order
  • Which state(s) the order was shipped to 

 

Excludes Tab

 Excludes.jpg

On the Excludes tab, you can choose to exclude customers that may appear on other lists.  

Note: You cannot choose a list that exclude other lists.  

 

Summary Tab

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On the Summary tab, you can review your selections from other tabs. 

By selecting the 'Get Member Count' button, you can view how many members would be included in your list. 

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By selecting the 'Download List' button,  you can download an Excel spreadsheet that displays the following information about members on the list:

  • Birth date
  • First Name
  • Last Name
  • Company
  • Address
  • Phone
  • Email

 

Preview Tab

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On the Preview tab, you can preview all the members that meet the criteria of the list. The Preview tab provides a quick glance at members without searching in the downloaded excel file.

The Preview tab presents: 

  • The members' first names, last names, and billing email addresses are provided in sortable grids
  • A search field to identify a particular member (The Filter List) 
  • A link to a individual's Member Profile via the green pencil icon 

 

Note: Remember to click the 'Save' button on each tab to save any changes. 

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