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  • Static - a fixed customer list. You can manually add customers to this list.

  • Active - a dynamic list. Mibo automatically adds customers to this list based on your list criteria selection.

Creating a static list

To create a static list, follow these steps:

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Note: You can add a customer to an existing static list through either of the following ways:

  • Clicking a static list from the Lists page and then finding and adding customers.

  • Viewing and then adding a specific customer to a static list through the Customer 360 view. For more information, refer to Customer 360 view.

Creating an active list

To create an active list, follow these steps:

  1. Click Customer > Customer List in Mibo. The following page is displayed. This page displays all the customer lists in your Mibo account.

  2. Click ADD, and then select ACTIVE. The following page is displayed.

  3. Enter the following details of the new active list:

    • Name

    • Description

  4. In the List Criteria tab, select a criteria to filter customers. You can filter customers based on sales, attributes, coupons, and campaigns. In this example, we are setting the list criteria to customers who purchased in the last 91-180 days.

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  5. As soon as the criteria is set and customers are found based on the selected criteria, the estimated record is updated and the found customers are displayed in the Customers tab. Add more criteria as needed in the List Criteria tab.

  6. Click Save to save the new active list. The new list is displayed in the Customer List page.