Building targeted lists for your Connect messages increases the likelihood of someone converting into a sale when the message is catered to them and their interests. All Connect messages are required to have at least one List associated with it. Lists will also increase conversion and click-through rates, since customers are getting messages pertinent to their interests or status.
First, click the Connect button to open your dashboard. Next, select the Lists tab at the top. Here, you can view all current Connect lists, enable/disable lists, and see when specific lists were created. You are also about to edit (pencil icon), view (eye icon), or delete (trash icon) your previously generated Connect lists.
Creating Connect Lists
From the Lists tab, click the +Create List button. Give the list a descriptive name so that when you go to use it, you remember which customers it targets. Lists are reusable for future campaigns.
Conditions determine the criteria the customer must meet to fall under the selected condition. See below for all of the applicable conditions that can be set for your List.
Customer Discount -
Interests - Use this filter to message customers specific to their product interests and make the message relevant to them. Interests are chosen by the customer when they checkin or sign up using Collect. This is good to use when the message is product specific.
Customer Type - Use this filter to message customers that fall under a specific license class. This can include medical patients and recreational consumers.
Loyalty Tier - Use this filer to message customers who belong to a specific loyalty tier.
Drawing - Use this filer to message customers who checked in to a specific drawing.
Event - Use this filer to message customers who checked in to a specific event.
Checkin Station - Use this filer to message customers who checked in to a specific station.
Customer Source - Use this filer to message customers who because a customer via experience checkin, mobile checkin, collect sign up, or online order.
Loyalty Points - Use this filer to message customers with a specific point balance.
Order Type - Use this filter to message customers who have placed online or in-store orders.
Became a Customer - The date a customer was added to your customer center.
Date of Birth - The date of birth of a customer. Use this filter to message customers with birthdays that fall within given date range.
Loyalty Points Expire - Use this filer to message customers who have expiring loyalty points.
Subscribed - The date a customer subscribed to Connect.
Checked In - The date that a customer last checked in to your Lobby. Use this filter to message customers who have checked in to your Lobby within any given date range.
Placed an Order - The date a customer made a purchase from the POS.
Once a condition is selected, determine whether the customer needs to fit one or any.
One - Customers must match the parameters (conditions) exactly
Any - Customers only need to match one of those parameters (conditions)
Additional List Information
Each time you add or adjust a condition, the estimated reach updates and is displayed at the top of your page. This populates the newly expected reach based on customers that are opted into your marketing messaging. This number will fluctuate depending on subscriber activity at the time a list is selected during message creation.
Example: We want to create a list to include all customers who fall under a specific Customer Discount. In order to send a text messaging campaign to all customers that have the Veteran Discount applied to their account, we select matches one and then choose Veteran from the Discount drop-down menu. You are welcome to add as many conditions to a List as you would like.