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Create a smartlist

This training will allow you to create a smartlist and to understand all the feasible actions around smartlists.

Kevin Bagayoko avatar
Written by Kevin Bagayoko
Updated over 3 years ago

1st Step: Create a smartlist.

Enter the "Marketing" section and then "Smartlists".

Click on "Add a list".

Enter the name of the list > Add a description > Click on "Save".

2nd Step: Add filters.

In "General", click on "Add new filter".

Select the filter of your choice based on member information, course cards, reservations or purchases.

Select the categories you are interested in for filtering :

Then click on "Add" when you are finished.

In "Statistics", you can choose a time interval of the reservations for more precision.

3rd Step: Send an email to a smartlist.

4th Step: Follow the campaigns on the smartlist.

5th Step: Download a Smartlist.

To download the smartlist in Excel version, click on "Export list".

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