Add a List
1) In the vinSUITE admin panel, expand the ?Marketing? section in the left hand navigation panel, and then select ?List Builder?.
2) The List Builder will open in the work space. Click the '+ Add A List' button.
3) The Add List window will open. In the Add List dialog box, enter a name for the list (i.e. Chardonnay Buyers, ABC Club) in the List Name box and click the 'Save' button.
4) The list will be saved. There are several tabs and fields you can enter information to refine your list.
Note: Remember to click the 'Save' button on each tab to save any changes.
General Tab
From the General tab, you can edit the name of the list.
Members Tab
On the Members tab, you can create a list that includes:
- Specific member types (Club Members, Allocation)
- The date members were added to the database
- Members' tenure (how long they were a member)
- Members' birth dates (before, after, or between specific dates)
- When members last logged in to the website
- If a customer lives within a set amount of miles from a specific zip code
- What states members reside in
Note: If you do not choose specific states, your list will include members in all states.
Club Members Tab
On the Club Members tab, you can create a list that includes:
- Which Club Level a member belongs to
- How long members has been in the wine club and/or their anniversary dates
- If members are active or inactive
- When members' credit cards expires
Preferences Tab
On the Preferences tab, you can create a list based on specific responses to your Preference Based Marketing profiles.
You can add and review your Preference Based Marketing questions by navigating to Preference Based Marketing in the Marketing section.
Note: Preference Based Marketing questions that have a text box response will not appear in List Builder Preferences tab.
Wine Tab
On the Wine tab, you can create a list that refines purchasers by:
- Wine Types
- Wine Brands in your inventory
- Varietals
- Appellations
- The amount of money spent on the wine
- The amount of bottles purchased
- Vintage
- Bottle Size
Product Tab
On the Product tab, you can create a list that refines purchasers by:
- SKU or SKUs (separate the SKUs by comma)
- Category of wines and products
Orders Tab
On the Orders tab, you can create a list based on:
- When an order was placed
- How much was spent in an order
- Which state(s) the order was shipped to
Excludes Tab
On the Excludes tab, you can choose to exclude customers that may appear on other lists.
Note: You cannot choose a list that exclude other lists.
Summary Tab
On the Summary tab, you can review your selections from other tabs.
By selecting the 'Get Member Count' button, you can view how many members would be included in your list.
By selecting the 'Download List' button, you can download an Excel spreadsheet that displays the following information about members on the list:
- Birth date
- First Name
- Last Name
- Company
- Address
- Phone
Preview Tab
On the Preview tab, you can preview all the members that meet the criteria of the list. The Preview tab provides a quick glance at members without searching in the downloaded excel file.
The Preview tab presents:
- The members' first names, last names, and billing email addresses are provided in sortable grids
- A search field to identify a particular member (The Filter List)
- A link to a individual's Member Profile via the green pencil icon
Note: Remember to click the 'Save' button on each tab to save any changes.