How can I configure my own customer lists in Retail Clienteling?

Modified on Wed, 8 Oct at 2:48 PM

Access the Retail Clienteling from the Dashboard:
- Go to the left-hand navigation menu.
- Click on the Dashboard Module.
- Select the cog-wheel icon located on the top-right corner and check the Retail Clientele.
Configure a New List:
- Click New List located on the left side of the table.
- You will have the option to either add an existing list or to create a new list.
- Use filters like customer tags, lifetime spend, or purchase history to narrow results.
- Click Apply Filters once your conditions are set.
Save and Manage Lists:
- Click Save List.
- View your saved lists from the Saved Lists column located on the left side of the table.