In Mortar AI, lists are organised groups of customers or entities that share specific attributes or behaviours. These lists are essential for segmenting and managing customer data effectively, enabling businesses to target the right audience for personalised marketing and analytics efforts.
Key Features of Lists in Mortar AI:
Dynamic and Static Lists:
Dynamic Lists: Automatically updated based on real-time data or specific conditions (e.g., customers who made a purchase in the last 30 days).
Example: A dynamic list can automatically update with customers who purchased a specific product last week.
Static Lists: Fixed lists created for a specific purpose and do not change unless manually updated.
Example: A static list might include all attendees from an event held in 2023.
Advanced Filtering:
Mortar AI allows users to create lists based on complex criteria, such as purchase history, engagement levels, demographic data, and predictive analytics.
Integration with Campaigns:
Lists can be directly integrated with marketing tools like Klaviyo to run targeted campaigns based on specific customer segments.
Predictive Targeting:
Utilise Mortar AI's predictive capabilities to create lists of customers likely to churn, high-value prospects, or those likely to respond to specific offers.
Export and Synchronisation:
Lists can be exported to other platforms or synced in real-time with CRM, email marketing, or analytics tools.
Use Cases:
Retention Campaigns: Create a list of customers who have not purchased in the last 90 days for a win-back campaign.
Product Recommendations: Build a list of customers interested in specific product categories for personalised offers.
High-Value Customers: Segment top-tier customers based on spending patterns to prioritise engagement efforts.
How to Create a List:
Click the '+' sign to create a list.
2. Use existing lists and segments by selecting from dropdown menus.
3. Set conditions (e.g., is in or is not in).
4. Save the list or segment.
Once created, the list will appear in the dropdown. When accessed, it will display the number of profiles and their details.
Takeaway:
Lists in Mortar AI provide a structured and flexible way to manage customer data, ensuring businesses can deliver highly personalised and effective marketing strategies.