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Michael Wertenberg
Written by Michael Wertenberg

How to make a custom user list

Organize users into separate groups


Why use lists?

Lists give you the ability to have particular users organized into groups. It’s a feature that helps you keep your contacts ordered and organized.

Example: Have your close friends, co-workers, and clients in separate groups.

How to add users to a list

First, you need to create a list. To do that, go to "Tools" -> User list and click Create. Then type the name and click "Save".The second step is to add users to the list. You can do that from the section People.

  1. Filter your users in order to narrow down the group that you want to add to a given list.
  2. Click Manage then, from the drop-down menu, click Add to list.
  3. Select a list from the drop-down menu.
  4. Click "Save".

That's all! Your users are already on the list.Adding users to lists through Automations

The action module, "Add to List", lets you add a user to a list (or lists) if certain conditions are met. What does it mean for you? Firstly, you don’t need to bother adding them manually. Secondly, you can run further actions if they are not added to particular lists.

Case Study

Create an automation targeted at users who have verified their email address by clicking the link in your email campaign.

Event trigger will start the automation when somebody registers on your website. It’s going to be a very short but powerful action. Create the event then choose it (new_user_register) to start. Simply, connect it to the action module, Send an email campaign: Hi ! Welcome to XYZ! Great to have you on-board. Please, verify your email address and we are all set!”

By using the exit node, on click, your user will be redirected to your homepage with an action, Show a form, that will send a short “thank you” for verifying the address. But also, connect on click to the action, Add to a list, and decide which list the action adds the user to.

This way, you keep all your data well organized and you won’t lose track of who has and who has not verified their account yet.

 

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