Lists and segments

Lists let you group contacts based on specific criteria: regular customers, guests with upcoming bookings, event participants. Working with lists makes it easier to assign call campaigns, send targeted communications, and keep track of specific groups.

Creating a manual list

Manual lists are created by selecting contacts one by one from the directory, or by importing a selection via CSV. They are ideal for stable groups that don't change frequently.

1. 1

   Go to Contacts › Lists

   From the sidebar select "Contacts", then the "Lists" tab.

2. 2

   Create a new list

   Click "New list", give it a descriptive name, and save.

3. 3

   Add contacts

   Select contacts from the directory and add them to the list, or import them from a CSV file.

Usage examples

Lists adapt to many everyday operational scenarios. Here are some concrete examples.

• Regular customers. Group your most loyal guests to contact them with exclusive offers or to collect feedback.
• No-shows. Track customers who didn't show up for an appointment or booking to manage follow-ups.
• Event participants. Create a specific list for each event (tasting dinner, class, party) and use the assistant to send reminders.
• Customers to re-contact. Collect contacts who asked to be called back at a later time.
• VIP guests. A dedicated list for guests who require special attention or preferential treatment.