There are times where it will be beneficial to create new, segmented lists out of a single list of entries, based on information attached to the individual entries. This might be for sending emails to a specific group, or just for organizational purposes. The process to do this is relatively simple.
For this example, we'll be using a list from a Pick Your Prize Campaign. In this type of campaign, entrants select a prize out of three or more options; the name of the prize is included in the entry details for each entry. This makes it a perfect example for creating a segmented list, as we'll want to divide our main list into separate lists - one for each prize. Here's how:
Open Your List
From the Dashboard, click on Lists at the top.
Then, find the name of your list, and click the number of entries to the right of the list name.
Alternatively, if you're in the Campaign Builder, you can click on the inbox icon on your Form Widget (it'll have the number of entries listed next to it) to be taken to the Entries Manager for the connected list.
Search by Entry Information
At this point the Entries Manager should be open, displaying your list of entries.
Once the list is open, you'll need to search for the information by which you want to sort your entries. For this example, we want to find all the entries who chose Prize 1 and add them to a new list.
To accomplish this, just search for the entry information that you need using the Search field. If you are looking for a multi-word phrase, you'll want to put quotation marks around it, like so:
After you've added your search term and hit Enter, you should see the entries narrow down to only the entries that have your search term.
You can manually look through the entry details for each entry if you'd like, but as long as you're concise and accurate with your search term, verification shouldn't be necessary. Anything that has been entered into a field in your form should be usable as a search term.
Copy Entries to New List
Now that you have a narrowed-down list of entries, you'll need to copy all of these entries to a new list. We've made this super easy - just click the Copy to New List button. This will make a new list out of all the filtered entries.
A pop-up will appear where you can name the new list, and also add any tags. Once both of those fields have been filled out, click the blue Continue button.
From there, it's just a matter of waiting for your list to be ready. You'll see a notification at the top of the screen letting you know that an email will be sent to you when your new list is ready:
If you're still in Shortstack when the new list is completed, you'll receive a notification in the bottom-right corner letting you know it's ready to go. Just click View to be taken to your new list!
To make another list from the same original list, you'd just go back through these steps, using a different search term for your new list.
Note: Copies of entries do count towards the entry allowance for your plan. If you no longer need the original list after you've segmented it out, be sure to delete it to remove those entries from your count.
