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 Recipient 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 able 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 New Recipient 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.
Creating List Conditions
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.
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.
Checkin Station - Use this filter to message customers who checked in to a specific station.
Interest Tags - 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.
Cell Phone Carrier - Use this filter to message customers who are all using the same cell phone carrier.
Subscribed - The date a customer subscribed to Connect.
Became a Customer - The date a customer was added to your customer center.
Customer Source - Use this filter to message customers who became a customer via experience checkin, mobile checkin, collect sign up, or online order.
Customer Type - Use this filter to message customers that fall under a specific license class. This can include medical patients and recreational consumers.
Date of Birth - The date of birth of a customer. Use this filter to message customers with birthdays that fall within given date range.
Customer Discount - Use this filter to message customers with a specific discount applied to their profile (like student, senior, or veteran).
Drawing - Use this filter to message customers who checked in to a specific drawing.
Event - Use this filter to message customers who checked in to a specific event.
Loyalty Points - Use this filter to message customers with a specific point balance.
Loyalty Points Expire - Use this filter to message customers who have expiring loyalty points.
Loyalty Tier - Use this filter to message customers who belong to a specific loyalty tier.
Has Abandoned Cart - Use this filter to message customers who do or do not have on open shopping cart (on BBGo or your website menu embed) hat has not been updated or submitted in a given period of time.
Order Type - Use this filter to message customers who have placed online or in-store orders.
Placed an Order - The date a customer made a purchase from the POS.
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.