SalonBiz Targeted Lists for Textel Blast
To create a targeted list in SalonBiz:
- From the SalonBiz main menu, go to Communications, click Campaigns, and then Targeted Lists.
- You can easily see all of your prior lists with descriptions so you can quickly pull a list again or make a new one.
- View Conditions - see exactly which conditions have been set for this list.
- View/Edit - to make changes to an existing list.
- Delete - remove any targeted lists that are no longer needed.
- Clone - allows you to clone an entire targeted list, including the name and all conditions set. Use this if you have lists that are similar but may have a different date range or extra condition.
- Download - this will allow you to choose and download what fields to export in a CSV file.
- Send Campaign - this allows you to send an email campaign directly from the targeted list you customized.
Setting Conditions:
- To create a targeted list you will start by setting conditions, these conditions are used to filter your list.
- You'll see the options down the left side of the screen on a new targeted list or one you are editing.
- Click the plus icon to bring the condition over to the list summary where you will complete the fields.
- Click the Done button after you complete each section.
- Once you've added all of the conditions, click the Save button at the bottom of the screen.
- Placing a check in the box at the bottom will calculate the expected number of clients in the final list. This is a great way to ensure you've set the right parameters before sending your email.
- Be patient! The system is checking all of your client info so it can take a minute or two to finalize your list.
Here is the link to view the SalonBiz tutorial video on their support site.