How to add customers to the Target list using Bulk Actions?

Updated on February 13, 2023 09:41PM by Admin

You can move your customers to the target list, for the marketing team to look into the same. You can add customers to the target list in Apptivo Customers App in two ways.

  • Access Targets App
  • Access Customers App.

You can also add bulk customers to a target list. Here are the steps to transfer customers to the target list.

This feature is available for all users with Premium and Ultimate plans.

Access Customers app:

  • Log in and access the Customers App from your universal navigation menu bar.
  • Select the customers to be added to the target list using the check box or you can also select customers based on specific criteria by using the advanced search and add them to the list.
  • Here, I want to include all the customers in the target list whose category is Interiors.
Customers - Adv search Int
  • Once the result is up, select all the customers. And click on the Bulk Actions button and select the Add To Target List option.
Customers - Bulk Actions add to TL
  • Select the Target list from a predefined list using the dropdown.
  • Click on the Save button to save successfully.
Customers - Save TL
  • You can view the added customers in the Targets App as shown in the image below:
Targets - Customers List
  • Now you are all set to use this target list to announce the campaign for your business!