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How to assign Customers in a List

Now you can manage lists for your customers that can be used to reach them in a personalized way.

 This is a step-to-step guide to assigning Customers to a List.



Step 2. Click on the Timeline of the customer.


Step 3. On the right side click on the List tab then click on the Add to List button.


Step 4. Select a list in which you want to add the customer then click on Save.


Using Import CSV

When you import a CSV it will ask you to choose a list to which the customers will assign.

How to Import CSV – Click Here


From Newsletter Popup

When you create a newsletter popup then it will ask to select a list in which the subscribers will assign.

How to create Newsletter Popup – Click Here


From Workflow Automation

You can assign a customer to a list based on his activities.

How to create a workflow – Click Here

Need Help?

Hope you find the guide helpful! If you have any feedback then please feel free to share it in the comments below.

Also, check our features page to know more about our marketing automation app- AiTrillion.

However, if you have any doubts or queries then reach us here. If you are interested in our app and want to check it by yourself then request a demo.



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