Customer lists

A Customer list is a static list of customers. When you upload a customer list, if a customer in the customer list does not exist in Blueshift, a profile is created.

 You can use customer lists for different reasons. For example:

• To add additional customers not already added in Blueshift.
• Withhold a randomly selected set of customers from being messaged for purpose of a "control" group.
• Use in a segment to simply send an email to an externally generated list of emails.

Note: You cannot use a customer list to add or update customer attributes. To add or update attributes for customers, upload data from Customer Data > Profiles in the left navigation.

Data format

• A customer list must be a .txt or .csv file with one email, phone number, or customer_id per row.
• Do not include any headers.
• Do not include any attributes.

View customer lists

To view uploaded customer lists or customer lists created from segments, go to Customers Data > Lists.

You can view, edit, or remove a customer list.

You can also export a customer list in CSV format to your email address.

Create a new customer list

To create a new customer list, complete the following steps:

• Go to Customer Data > Lists and click + CUSTOMER LIST > File Upload.

• Select the File to upload. For file and data format, see Customer data format.
• Enter a Name for the list.

• Select the customer Identifier you are using to identify customers. Available options are:
  • Email
  • Phone number
  • Customer ID
• Sample data is fetched from the file.
• Verify the sample data.
• Add a Description.
• Click Upload.

View customer list details

Click a list or click Edit in the actions menu to view the list details.

The Properties tab shows the customer list detail and also lists the campaigns and segments that the customer list is used in.

Update the customer list name

After you create customer lists, either by uploading a list or from a segment, you can edit the name of the list.

When you view the customer list, go to the Properties tab and click the Edit (pencil) icon next to the list name.

Update customer list

You can update an existing customer list to add more customers from the list, delete customers from the list, or overwrite an existing list

Note: You cannot update a customer list that is created from a segment. 

To update a customer list, complete the following steps:

• When you view the customer list, go to the Update Customer List tab.
• Select the File that has the list of customers.
• Select the option to either Append to the list, Delete from the list or Overwrite existing list
• Sample data is fetched from the file.
• Verify the sample data.
• Click Update.

Create a customer list from a segment

You can split any segment into randomized lists and target different campaign variants at different lists.

For more information, see Split segments into lists.