Creating a List

Learn how to create a listing using the List & Segments feature in Retainful.

Let's see how to create a list using the ‘List & Segments’ feature.

Step 1: Login to your Retainful dashboard -> List & Segments

Creating a List

Step 2: In the List & Segments section, click on the ‘List’ tab and click on ‘Create List’

Name your list

Step 3: Give a name to your list and click on ‘Create List’.

Step 4: Now, you can add contacts to the list using the condition filters or manually from your ‘Customers’ list available in the Retainful dashboard.

Add contacts

Add contacts by filter

To add contacts by filter, you need to click on the option ‘Add contacts by filter’. Then, you will be redirected to a page where you can use conditional filters to create a curated list of contacts that match the conditions.

Click on ‘Add Filter’ to find the conditional filter rules. Select the rule of your choice and apply the filter.

For example, if you would like to create a list of contacts who have subscribed to receive emails, you can set up the filter rules like the below,

Creating list using filter rules

NOTE: You can also use multiple conditional filter rules to create a list. And, you can use the AND, OR conditions to combine filter rules within a filter group and between filter groups.

Click on the ‘Search contacts by filter’ button to find the contacts who match the filter rules.

Now, you will see a list of contacts that match the conditional filter rules. You can click on the ‘Import filtered contacts’ button on the right side to add all the available contacts to the list.

Filtered lists of contacts

If you would like to select only a specific number of contacts from the filtered list, you can use the select option located on the left side.

Now, your list should be ready.

List

Add contacts manually

To add contacts manually from your Retainful dashboard, you need to click on the ‘Add contacts manually’ button. Then, you will be redirected to the page where you can find all the contacts available in your Retainful dashboard.

Add all contacts

There, you can click on the ‘Add all contacts’ button to add all the available contacts to the list. If you would like to select only a specific number of contacts from the available list, you can use the select option located on the left side

Now, your list should be ready.

Contacts list

That’s all required. You have successfully created a list.