Overview

Lists are the oldest form of customer grouping within marketing. Customers are subscribed to lists based upon filling out a form, a webhook subscription (from a lead generation quiz for example), selecting within their email marketing preferences, or due to the purchase of a product.

We recommend that you utilize Segments whenever possible to create targeted lists of customers based upon their historical behavior.

Creating a List

To create your first list, click on the Lists & Segments sub-menu, click New List or Segment, and then click New List.

Open

Open

Give the list a name. If you check the “Allow members to configure their membership” then the list will be public. An additional field will appear to allow the configuration of the public description. Make sure the description is appropriate for customers to see. You can also quick add a few email addresses during the list creation.

Customer Unsubscribe & List Management Form

Within the Storefronts ‘List & Segments’, in List Editor, you have a slider button to enable/disable the Customer Unsubscribe & List Management form The advantage of enabling this option is that it allows the customer to unsubscribe from a particular list without having to unsubscribe from all marketing.

Example:

When the customer clicks on the unsubscribe link with-in a marketing email, they will have granular unsubscribe options, in addition to a global unsubscribe:

Importing a List

After you have been given permission to import lists by UltraCart Support, you can click on the middle button of the New List or Segment dialog.

Pick one of the connected email service providers, select the lists from their system you want to import, click Import Lists then sit back and relax. UltraCart will use your existing API connection to the third party to import the data. The speed of the import depends upon the third party. You will receive an automated email when the list import is complete.

Important Notes Regarding Imported Email Lists

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