How to add and remove user lists
Check different possibilities of adding and removing user lists
Effective user management is key to executing successful marketing strategies and enhancing customer engagement. User lists play a crucial role in this process, allowing you to organize and segment users into specific groups based on a variety of criteria. Whether you’re looking for the definition of user lists and the examples of usage, please first check the following article.
This guide will provide you with clear instructions on how to manipulate these lists to best fit your business needs.
Automations
Automations allow you to set up rules that automatically add or remove users from lists based on specific triggers or conditions.
There are two modules responsible for such manipulations with user lists:
Example: you can add users who filled the "Newsletter subscription" form directly to the "Newsletter" list. If the user changes the consent inside the user profile, you can remove the user from the list as well.
People Section
This method involves manually managing user lists through the platform’s People section, where you can directly add or remove users.
Just follow the simple steps:
Enter Data > People section
Apply filters or mark the users manually
Click on Manage > Add to List/Remove from List
Example: You can target users who haven't been active in the last year but have historically had high purchase volumes. In the People section you apply the filters to identify these users by last login date and total purchase amount. The users meeting these criteria are manually added to a "Re-engagement Campaign" list. This list is specifically used for a tailored email campaign that aims to reactivate these high-value but currently inactive customers with special offers and updates about new product features.
User Profile
Similar to tagging, you can add or remove a user from lists directly on their individual profile page. This is useful for making adjustments based on interactions or updates in user status.
Follow these simple steps:
Enter User's Profile
Find "Lists" section on the left side
Click on "+" icon an choose the list.
(to remove user from the list just click on the X icon near the list)
Example: If a user contacts customer support and expresses interest in a product upgrade, the support team can immediately add them to an "Interested in Upgrades" list from their profile. This list can then be used by the sales team for follow-up calls and emails.
CSV import
When importing users via a CSV file, you can simultaneously add them to specific lists. This method is efficient for handling large batches of data.
In addition you can trigger an automation for these specific users. The flow should be active and it should begin with the "Added to List" trigger.
To add imported records to the list you need to create a new list or use the existing one right on the first step of the import process.
Example: During a promotional campaign, you might import a list of participants from a trade show into User.com and directly add them to a "Trade Show Leads" list. This can help the sales team quickly start the follow-up process with a ready-made list of potential leads.
REST API
The REST API can be used to manage list memberships. This is particularly useful for integrating User.com with other systems or automating list management.
Apart from adding/removing users from the lists you can also proceed with other manipulations with lists.
To check all possible options, please, read the User.com REST API documentation.
Example: Automatically add a user to a "VIP Customers" list when they exceed a spending threshold. This could be done through an API integration with your e-commerce platform.