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How to create a new list

  • 3 mths ago

You may want to create a new grouping for your contacts to help track things like customers who completed an order in the past week, customers who have not ordered in a while, or something different! This article will show you how to create a new smart list in the Bottle Dashboard.

  1. Go to the "lists" tab in the left-side menu
  2. Scroll to the "smart lists" section of the dashboard that comes up
  3. Click the "+list" button

  4. On the new page you should enter a name for the list at the top of the page
  5. Click the pencil icon to edit the filters for the list
  6. Click Save

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