List Builder

This powerful tool will help you to create customer lists that you can use for targeted marketing email campaigns, export specific contacts for a 3rd party service, or give you more insight into your customer database. Use the list builder to find groups of people based on where they live, what they have bought, their lifetime value, whether or not they are club members, and much more! 

List builder begins by taking all contacts in your contact database and segments the List based on the parameters you enter to find a targeted group of contacts.

Create A List

1. Navigate to Contacts in your admin panel. Select List Builder.

2. Click Add a List. This will take you to the first page to add General Information.

General Information

1. Give your List a name in the Name field. This is a required field to proceed to the next section.

2. (Optional) Do you want to use data collected via a form you've created? If yes, you can select the appropriate form from a dropdown on this first screen under Uses Form. You will find all of your named forms in this List.

3. Save to proceed.

Contact Options

Select the Contact Types you would like to build a list from. Alternatively, you can use a process of elimination and exclude the contact types from the search through Contact Not.

Contact Options Definitions:

*Applies to Wineries registered for the 46Brix program only.

Form Options

If you selected a form for creating your List, you will see Form Options after clicking Save in the General Information section. Here you should select the relevant criteria, for example, customers who answered yes to question three on the form.

Club Options

This is where you will select relevant club information. For example, you can select only "Member Select Club" members. Alternatively, you can use the Clubs NOT feature to exclude members of a specific club (or clubs).

Club Options Definitions:

Product Options

This is where you'll begin to select information specific to your customer's purchasing habits.

Product Options Definitions:

Order Options

You can filter order types by checking off the appropriate boxes (i.e., Admin Panel, POS, Club Order, Tasting Room, Reservation, etc.).

Order Options Definitions:

Allocation Options

You can select information regarding your customers' allocations using the Allocation Options section.

1. Which allocations have they selected? Check the box(es) that apply.

2. Not taking ANY of their allocations: Checking this box will give you customers who have not purchased it.

3. Not taken ALL of their allocations: Checking this box will give you customers who either have not purchased from the allocation or have not purchased the maximum allocation.

4. Has purchased from the allocation: Checking this box will give you only customers who have purchased from the allocation. 

5. Has WISHED for more from the allocation, select Yes or No from the dropdown menu.

6. Has GRANTED more than the allocation, select Yes or No from the dropdown.

Generate List

1. Once you've built your List, click the Generate List tab. Here you will see a summary of the number of contacts in the List and the filters you have selected to build your List. 

2. From the List Actions menu, select Download CSV.

There are additional list actions available beyond simply downloading your List.

List Actions

Clean A-List

You need valid email addresses for your contacts to have an effective email marketing campaign. To help you achieve this, any List Builder Lists that include contacts with a Blank Email Status will display the Clean List tool under Generate List > Actions.

Master Clean List (Clean All Contacts)

If you are starting and have not done a clean list function for your entire contact database, it is best to create a master list and run a Clean List function. In a few easy steps, you can clean your whole contact database. This List can be saved and used periodically to clean your contact database.

1. Go to Contacts > List Builder. 

2. Click Add A-List.

3. Under General Information, name your List (i.e., All Contacts). Do not select anything under Uses Form. 

4. Click Save. 

5. Click Generate List and wait for your List to generate. You will be given a summary of all your contacts, including the number of Blanks you need to clean.

6. From the Actions menu, click Clean List.

7. A popup window will appear with the total number of Blank Contacts to Clean. You will receive a notification email when the list cleaning is complete. Enter the Notification Email address where you want to receive this summary email. 

8. Click Clean List and then OK on the confirmation popup.

9. A progress bar will keep you up to date on the status of preparing your List for the clean function. Please leave this running until your List has been completely cleaned. Once completed, you will see a summary screen and a summary email will be sent to the notification email confirming that the cleaning has been completed. Click Close to dismiss the summary.

Now that your entire contact database has been cleaned, you can start sending emails through the Send Grid mass email tools, which offer a faster send process and more robust email tracking, including eCommerce conversion and club signups based on the email and links within it.

Clean List (Clean A Single List) 

After creating and generating a list, you will be given a summary of all the contacts with a Blank Email Status. You cannot email the List through Send Grid until the List has been cleaned. Use the steps below to clean a list. 

1. Go to Contacts > List Builder. 

2. Create or select your List and click Generate List. 

3. From the Actions menu, click Clean List.

4. A popup window will appear with the total number of Blank Contacts to Clean. A notification email will be sent when the List has completed the cleaning. Enter the Notification Email address you want to receive this summary email. 

5. Click Clean List and the secondary OK on the confirm popup.

6. A progress bar will keep you up to date on the status of preparing your List for the clean function. Please leave this running until your List has been completely cleaned. Once completed, you will see a summary screen, and a summary email will be sent to the notification email address confirming that the cleaning has been completed. Click Close. 

Now that your List has been cleaned, you can send an email to it using the Send Grid mass email tools, which offer a faster send process and more robust email tracking, including eCommerce conversion and club signups based on the email and links within it.

List Builder FAQs