Table of Contents

1. Lists

1.1. Adding a List to a Convo or quiz answer

1.2. Removing users from a list

2. Facebook Custom Audience


1. Lists

Customer Lists:

There are 4 pre-made lists within your Octane AI dashboard to get you started. Those lists are as follows:

  • Messenger subscribers: users who have subscribed to your bot

  • Messenger subscribers with email: users subscribed to your bot who have also submitted an email address

  • SMS subscribers: users who have subscribed to SMS

  • Email subscribers: users who have only submitted an email address

Making New Lists:

You can create new lists in order further segment and target your customers whether it be based on their quiz answers or a reply inside of a Convo.

In order to create a new list, click on the New List button and choose your list's name:

When choosing the Type, you can select either:

  • Targeting: these lists are automatically populated based on the filters you set.

  • Manual List: you will manually select who will be added to this list.

Please note that followers can only be manually added to Manual lists. In Targeting lists, you cannot manually add or remove followers.

Adding a List to a Convo or quiz answer

Convo:

To add a List to a Convo, click on the two-person figure beside the quick reply button. You can use an existing List or create a new one. A user will then be added to the List anytime they select that quick reply.

Quiz Answer:

To add a List to a quiz answer, just simply click on your quiz and scroll down until you get to the answers section. Next, locate the answer you wish to add a List to and click on the + sign to the right. You can then either choose to add an existing List or make a new one:

Removing users from a list

You can remove a user from either the Messenger subscribers list or the SMS subscribers list. To do so, click on the trash can to the right of the user.

Note: If you have a sizable number of subscribers and manually removing one is not ideal, you can reach out to support and we will be more than happy to assist you with this.

For a more detailed explanation of Lists, check out our Customers: Target Your Audience with Accuracy help article.

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2. Facebook Custom Audience

You can create Facebook custom audiences with any Facebook Messenger list. Using your existing contacts will allow you to target the ads you have created on Facebook.

To create the audience, go to Customer within your Octane AI dashboard and select New List.

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Have any questions? Send us an email at human@octaneai.com or use the support icon in the bottom right corner to chat with our team.

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