allows you to group contacts for targeted communication. By organising contacts into lists like "Adventure Seekers" or "Local Partners", you can send relevant offers and updates, saving time and personalising guest experiences. This ensures your contact database is organised and easy to use.
Accessing this feature
Go to Customers > Lists
How to use it
Creating a New List
Click the + New List button on the 'Lists' page.
Enter a List Name. Choose a name that clearly describes the list's purpose, such as "Adventure Seekers - QLD", "Family Holiday Planners", or "Local Partners".
Add a Description (optional). This can remind you (or your team) of the list's specific purpose, such as "Guests interested in high-adrenaline activities in Queensland" or "Businesses we collaborate with for cross-promotion".
Click Create List. Your new list appears in your main 'Lists' overview.
Adding Guests to Your List
From the 'Lists' overview, click on the name of the list you created (or any existing list).
Click + Add Contacts.
A panel appears, allowing you to search through your existing contacts. You can:
Search: Type a name or email into the search bar to find specific individuals.
Select Multiple: Tick the box next to each contact you want to add to this list.
Filter: Use the filter options to narrow down your contacts by various criteria (e.g., location, booking history).
Click the Add Selected Contacts button. Your list is now populated with your chosen contacts.
Editing or Deleting a List
Go back to the main 'Lists' page.
Next to each list, click the '...' (More Options) icon.
Choose Your Action:
Edit List: To change the name or description, select Edit List. The same form as when you created it appears. Make your changes and click Save Changes.
Delete List: If a list is no longer needed, select Delete List. A confirmation message appears. Click Delete to confirm. Deleting a list does not delete the contacts themselves.
Tips
Segment by Interest: Create lists for different types of experiences, such as "Wildlife Enthusiasts" and "Food & Wine Tours", to send relevant promotions.
Geographic Segmentation: If you attract visitors from various regions, create lists like "International Visitors - UK" or "Domestic Travellers - VIC" for location-specific offers or travel advice.
Past Guest Lists: Create a list for "Repeat Guests" or "Guests from 2023" to send exclusive 'thank you' offers or early bird specials.
Engagement Levels: Create lists for guests who have opened your emails frequently versus those who haven't to tailor your communication strategy.
Cleanliness is Key: Regularly review your lists and remove contacts who haven't engaged in a long time or have invalid email addresses.
Don't Overdo It: Avoid creating too many tiny lists that become hard to manage. Find a balance that works for your business size and communication strategy.
Use Descriptions Wisely: Clearly define the criteria for each list in the description field.
Need help?
For further assistance, contact us at [email protected]