You can create customer lists in Mibo to group customers according to your preferences. There are two types of customer lists in Mibo:

• 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:

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

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

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

   • Name

   • Description

4. Click the Find Customers tab. In this tab, you can find customers based on sales, attributes, coupons, and campaigns.

5. Populate the search criteria, and then click View Customers. In this example, we are finding customers that were added to your Mibo account from August 1, 2021 to March 6, 2022.

6. The following pop-up window is displayed. Do one of the following:

   1. Click Add All X customers To List to add all the customers in the search result to the new static list.

   2. Select a customer from the search result list by checking their respective check box, and then clicking Add to List.

7. Click the Customers tab to view the customers that have been added. You may find and add more customers to this list in the Find Customers tab.

8. Click Save to save the new static list. The new list is displayed in the Customer List page.

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.

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.