This feature available on All Plans
There are times when it’s beneficial to create new, segmented lists from a single list of entries based on specific information attached to each entry. This can be helpful for:
- Sending emails to a targeted group.
- Organizational purposes, like dividing entries by specific criteria.
For this example, we’ll use a Pick Your Prize Campaign. In this campaign, entrants select a prize from multiple options, and the prize name is included in the entry details. This makes it easy to segment the main list into separate lists for each prize.
Step 1: Open Your List
You can access your list in two ways:
From the Home:
- Click on Manage in the navbar, and select Lists in the dropdown.
- Find the name of your list and click the number of entries to the right of the list name.
From the Campaign Builder:
- Click on the inbox icon on your Form Container Widget.
- The icon will display the number of entries.
- You’ll be taken to the Entries Manager for the connected list.
Step 2: Search by Entry Information
At this stage, the Entries Manager will display all your list entries.
- Use the Search field to locate the specific entries you need.
- For this example, we’re looking for all entries that chose "Prize 1".
- Enter your search term in the field:
- If your search term is a multi-word phrase, include it in quotation marks (e.g., "Prize 1").
- Press Enter, and the list will narrow down to entries that match your search term.
Note:
You can manually verify the entry details if needed, but as long as your search term is accurate and concise, manual checks should not be necessary. Any information entered into a form field can be used as a search term.
Step 3: Copy Entries to a New List
Once you have filtered your entries:
- Click the Action button at the top.
- Select Copy Entries to New List from the dropdown menu.
- A pop-up will appear where you can:
- Name the new list.
- Add any tags to the list.
- Click Continue to finalize.
Your new list will now appear in the Lists Manager.
Step 4: Create Additional Segmented Lists
To create another segmented list:
- Return to your original list in the Entries Manager.
- Repeat the steps above, using a different search term (e.g., "Prize 2").
Important Note: Managing Entry Allowance
- Copies of entries count toward the entry allowance for your plan.
- If you no longer need the original list after segmenting it, be sure to delete it to free up entry space.