Marketing: List Builder Definitions
The List Builder feature is available for clients on the Inspire Enhanced Plan or Advanced Plan, allowing you to create targeted marketing lists based on client information, appointment history, purchases, memberships, and more.
To create a list, navigate to Marketing > Lists > List Builder, select the desired filter, and generate your list.
Important Information
After generating a list, wait for the confirmation message:
"Your list has been successfully added. Please now check under the list section."
List generation time varies depending on the number of clients included:
- Lists containing approximately 100 clients may take up to 1 minute to generate.
- Lists containing approximately 5,000 clients may take up to 10 minutes to generate.
If your list appears to contain fewer clients than expected, regenerate the list and confirm that you received the successful generation message.
Marketing Opt-In Requirement
Only clients who are eligible to receive marketing communications will be included in generated marketing lists.
To verify a client's marketing status:
- Navigate to Clients > Client Profile > Marketing.
- Confirm the client is opted in for marketing communications.
- Verify that a valid Primary or Secondary email address is entered.
- Confirm the email address is listed within the Client Info tab.
Clients who have unsubscribed from email marketing or are not opted in will not appear in marketing lists.
Available List Builder Filters
Appointment Status - Generates a list of active clients who had an appointment with the selected status during the specified date range.
Example: Clients with completed appointments between January 1 and January 31, or clients with booked appointments during a selected date range.
Clients Who Received This Service - Generates a list of active clients who have received the selected service on a completed ticket at any time.
Example: Clients who have ever received a Pedicure service.
Clients Who Received a Service in This Group - Generates a list of active clients who have received a completed service within the selected service group.
Example: Clients who have received any service within the Color Services group.
Client Flag List - Generates a list of active clients assigned the selected Client Flag.
Example: Clients marked as VIP.
Client with Birthdate Between - Generates a list of active clients whose birthdate falls within the selected date range.
Example: Clients born between January 1, 1980 and December 31, 1990.
Client Birth Month Is - Generates a list of active clients whose birthday occurs during the selected month.
Example: All clients with birthdays in July.
Clients Who Had Services By - Generates a list of active clients who have received services from the selected worker.
Example: Clients who have had appointments with a specific stylist or service provider.
Clients Who Visited Only Once - Generates a list of active clients with only one completed ticket on record.
Example: Clients who visited once and have not returned.
Clients Who Referred Other Clients - Generates a list of active clients who are listed as a referral source on another client profile.
Example: Clients who have referred new clients to your business.
Select Gender List - Generates a list of active clients based on the gender selected within their client profile.
Example: Clients identified as Female.
Product Purchased - Generates a list of active clients who purchased products from the selected product line within the specified date range.
Example: Clients who purchased products from a specific retail line during a selected month.
Client Type - Generates a list of clients based on their Active or Inactive status.
Example: All inactive clients.
Cross Referenced Multiple Filter List - Generates a highly targeted list by combining multiple client, appointment, and service filters.
Example: Clients with birthdays in a specific date range who received a Pedicure service during a selected service date range.
Clients Whose Last Visit Was Between - Generates a list of active clients whose most recent completed ticket occurred within the selected date range.
Note: Only completed tickets are considered. Future or booked appointments that have not been completed are not included.Top Clients - Generates a list of clients based on spending history.
You may select:
- Service Sales Only
- Retail Sales Only
- Combined Service and Retail Sales
- Client Limit
- Specific Date Range
Example: Top 20 clients based on retail purchases.
Promotions - Generates a list of active clients who have used the selected promotion on a completed ticket.
Example: Clients who redeemed a specific discount or promotional offer.
Upselling - Generates a list of active clients who have never received the selected service.
Example: Clients who have never received a Pedicure service.
Membership - Generates a list of clients enrolled in a selected membership based on membership status and billing activity during the selected date range.
Example: Active members billed during the month of January.
Gift Cards - Generates a list of active clients who purchased a gift card during the selected date range.
Example: Clients who purchased gift cards during the holiday season.
Ticket Rating - Generates a list of clients whose completed tickets received the selected ticket rating during the specified date range.
Example: Clients whose completed tickets received a positive rating during the selected month.
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