TABLE OF CONTENTS

Overview 


This guide explains how to add a Contact List in Core. It covers all essential steps — from navigating to the contact lists and entering details to configuring rules and saving. By following this guide, merchants can create and manage targeted customer lists for their campaigns.


Step 1: Navigate to Contact Lists

  • Go to the Marketing Module in Core.
  • Click on the Contact Lists Tab.
  • Click on the Add Contact List Button.


Step 2: Enter Contact List Details

  • Toggle on the Active button to activate the Contact List.
  • Enable the Auto Update toggle to keep the Contact List updated based on the selected criteria.



  • Name: Type the name of the Contact List.

Description: (Optional) Add a description for the Contact List. The limit is up to 700 characters.


Step 3: Configure Rules

  • Click on the Add New Rule Button to set the Customer Contact List Criteria.



  • A Rule Popup will appear on the screen.



  • Set the Criteria and their Operators.




A Contact List Criteria can include up to 3 rules, and each rule can have 4 different criteria.


  • Specify the And/Or Conditions for more than one Criteria.
  • And: All conditions must be fulfilled.
  • Or: Selection is made even if one condition is satisfied



And means all conditions must be fulfilled while Or relates to making selection even if One condition is satisfied.


Step 4: Save the Contact List

  • Click on the Save Button.