Contact Lists

Creating Contact Lists / Contact Segments

Demo of creating Contact lists

1. To create a contact segment, you can manually select the contacts you want to group together or use the filters on the right side of the screen to select customers based on specific labels and statuses.

2. Once you've selected the desired contacts, a Create Contact List button will appear on the right. Click on this button.

3. Enter a name for your new segment in the List Name field, then click "Create List."

4. You can view all your saved segments in the Contact Lists section.

Contact List Section

Creating Contact Lists Using Filter

• Navigate to the Contacts tab in your Mercuri CX dashboard.

• Use the "All Labels" dropdown to filter contacts based on a specific tag or label.This helps narrow down the contacts you want to group into a list.

• Check the boxes next to the contacts you want to include in the list.

• Click on “Create Contact List”

• Once contacts are selected, the “Create Contact List” button will appear on the right-hand side. Click it.

• Give your contact list a relevant name (e.g., "New Customers - June Campaign").

• Click Create to save the list.