Lists are the cornerstones to personalize marketing and mass marketing. When your lists are well-defined and up-to-date, you’re able to send more intelligent and customized messages.

There are two types of lists:

  • Static Lists are the lists that require the manual addition and removal of contacts. Most often you see static lists associated with forms. Someone signs up to receive the newsletter and they are forevermore on the Newsletter list
  • Dynamic Lists are updated continuously and automatically through the rules you set for them. You establish the rules once, then your contacts are added and removed automatically as the meet (or fail to meet) the rules you set.

Steps to Create a List:

1.) After logging into your Kevy account, click on 'Segmentation' tab on the left navigation bar and then 'Lists':

2.) On the 'Lists' page, click the green "Create List" button in the right-hand corner of the page:

3.) It should route you to a page where you can create a name for your list, select the list type (static or dynamic), the match type, and if you would like to activate the list and show it publicly:

4.) If you are creating a dynamic list, you can add rules based on how you want your list segmented. You may choose to segment by recency, frequency, monetary, default field, custom field, list, shopping cart, product and/or brand.

5.) Once you have filled out everything for your list, save by clicking the blue 'Save and Exit' button.

There are three ways to add a contact to a static list:

  1. During onboarding, you can give your entire list of contacts to Kevy, and we will upload them for you.
  2. You can use Kevy Forms and set the Completion Action to add the respondent to a static list.
  3. You can add individual contacts onto a list. Simply follow the below: Select Segmentation > Contacts from the left-hand menu.Select the Contact you would like to add to a specific list.Click the Edit Contact button at the top-right.Scroll to the bottom of Contact Edit page. You can add the Contact to the desired list with the drop-down provided.Click on Update Contact.

How to add a contact to a dynamic list:

Rather than adding a contact to a dynamic list, you will simply create rules for the dynamic list. Only contacts that meet the set criteria will be added auto-magically.

Because dynamic lists are built based upon defined rules, they will ebb and flow as new customers meet the criteria, or existing customers no longer meet the criteria. Without ever managing the list, you know that it will be the most accurate and up-to-date list available because the rules remain defined.

So when would you use dynamic lists over their static counterparts? Let’s check out a few ideas:

  • Geo-targeted Lists

Want to see which state, country or area has the highest CLV or order rate? Or do you want to send location-based promotions only to customers in certain states?  Seems arduous, but either idea can be accomplished in minutes.

One example is the ability to offer free shipping near warehouses. If you have a warehouse in Atlanta, Georgia, you know shipping is low cost for anyone living in the state, so you may want to offer free, 2-day shipping. But you don’t want someone in California getting this same message, because you may lose money on shipping costs since it is so far from the warehouse.  Using the Default Field rules, you can set the state to "Georgia".

Alternatively, you can use the Location rule to target any customer within a defined radius of a particular address.

By creating targeted lists dynamically, you can personalize each message based on location to increase profits through targeted promotions.

  • Purchase History

As another example, if you are in the fashion industry, you might want to send certain promotions to anyone that has ordered more than $250 from your Patagonia product categories in the past year. You know these customers are high-value, and a simple note or promo may bring them back for the upcoming holiday season. You can find these customers by setting up a dynamic list using these three rules:

  1. Monetary – greater than $250
  2. Brand – more than three orders, for example, of product within the Patagonia brand
  3. Recency – last order within the last 365 days

In this instance, you can create a monetary and brand rule, but the recency rule is key. With this rule you can separate recent shoppers with those that may have purchased years ago, but haven’t returned. Your recent, high value buyers are the ones that are most engaged with your store and provide the greatest return.  Once this is set, all of your contacts will be filtered and only those that meet these rules will be added to the list.

  • Cart Abandonment

If you are curious about the most recent cart abandonment numbers – just create a dynamic list.  The only people that will be on this list are those that abandoned greater than X hours ago. If someone returns to claim their left items, they will be automatically removed from the list. Nice, right?

 

  • VIP Club

Many of the retailers I talk to have aspirations for a VIP club but have no idea where to even start. Who qualifies for the VIP club, how do we welcome them, how do we keep the club current etc….? There is a great deal to think through when it comes to establishing a VIP program. But, when you are using Dynamic lists, this suddenly becomes far more attainable.

With this list, it won’t matter what brand or product they purchased, as long as they have spent greater than $550 in your store. The other key rule for this example is the Frequency rule. You may want to exclude the shoppers that had a single large purchase, but never returned again. You only want true VIP members to be repeat buyers that remain loyal to your brand and store.

Once you create a list like this, or any of the lists shown here, you can start personalizing your email efforts and tailor them to fit the needs of each unique group of customers. Whether you want to do a mass email blast, or an automated welcome series, you can rest knowing that only the right people will receive the right message every time.

Importing Lists

You may encounter times when you need to import contacts directly into lists within Kevy. We have made this simple for you to do through our Import Wizard. To import your list of contacts, simply follow the steps below:

  1. Navigate to "Lists" under the "Segmentation" tab in the left-hand menu of Kevy.

2. Click on the green "Create List" button on the top right-hand side. Once you are on the create list page, you will name your list. Be sure to select 'Static List' from the drop down. You are not able to import contacts into Dynamic Lists since Dynamic lists are based on segmentation rules. 

3. Once you have named your static lists, click Save. You will now be taken to the list main page. You will see a tab above the list table that says "Import Contacts". Click on that button and it will open the Import Wizard. 

 

4. Once you are in the Import Wizard, simply follow the steps and click save when done. An email will be sent to your email address as soon as import is complete. 

Quick Tips On Imports:

  • Email is always required so ensure every contact on your list includes an email.
  • You can select to override existing data by clicking the checkbox to the right of the mapped field.
  • If some contacts are unable to be imported, the confirmation email will include details on which contacts failed so you can correct the data and re-import. 

Exporting Lists

You may need to export  files of your lists, contacts or database. We want you to have full access to your data, so we have made it easy for you to export files. You will receive this data in the form of comma-separated values files (.csv)

Each export will include the full data-set of your contact information - everything from email to total spent at your store. 

To export, simply follow the steps below:

1. Navigate to segmentation, then to the list you would like to export

2. Click the on your desired list, and at the top you will see headings, including "view subscribed contacts" and "view unsubscribed contacts".   

3. Click the desired contacts tab

4. At the top right of the table, you will notice a gray "Export CSV" button.  Click this button and your CSV will begin downloading to your login email address. 

5. You will receive an email saying "Your export is ready to be downloaded here".  

Depending on the way your computer is set to auto-download, this may save automatically as a spreadsheet as soon as you click 'here'.  However, if it does not auto-open, you will simply right-click this link and save it to your computer.

 

6.  Your CSV will then save to your computer and you can access the entire file in spreadsheet format.

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