How to create a List
To create a list, click on Audiences » Lists » New List.
Then give your List a name.
Once the List has been created, there are two options for adding contacts to the List.
You can import contacts into the List by clicking on the "Import Contacts" button inside the created List.
Through our Contacts list found in the CRM, to add contacts in this way, simply select the contacts you want, click on "Actions" and then click on "Add List".PopularDifference between Lists and Segments
Lists vs. Segments
Lists:
Fixed sets of contacts stored in a database.
Each user belongs to a specific list.
If the same contact is in multiple lists, it counts as a duplicate.
Typically used for distinct subscriber groups (for example, VIP Clients, Leads, Former Clients).
Segments:
Dynamic groups within a list, created based on specific filters and criteria.
Contacts are automatically added or removed as they meet (or no longer meet) the defined criteria.
UsefFew readersHow to Create Custom Fields?
Custom Fields for Contacts
In Closum you can add custom fields containing any information about a contact.
However, custom fields such as “Name”, “Email “, “Phone Number” and “Birth Date” are already included in our platform and should not be modified.
To configure custom fields, navigate to Settings » Application » Contact. Then, under “Contact Fields”, click on “Configure Fields”.
Click on “Add Fields” and select the Field Type.
(https://storage.crisp.chatFew readersHow to Create and Add Contacts to a List
Managing your contacts in an organized manner is essential to optimize communication and lead tracking in Closum.
In this video, we show you how to create and add contacts to a List, allowing you to segment and manage your contact base in a simple and efficient way.Few readersHow to create Audiences
This article explains the concept of audiences and provides a step-by-step guide on how to create one.
What are audiences?
Audiences are dynamic lists that allow you to segment your contacts.
This segmentation allows you to send personalized communications to different contacts in your database.
How to access Audiences?
To access Audiences, click on the “Audiences” option in the left-hand menu. This will display all the audiences you have created.Few readers
