What are Lists in Zaple?

Lists in Zaple are tools that help you efficiently organize customer information, making it easy to manage and update contact details. They allow you to group customers for targeted communication, ensuring that your data remains accurate and accessible. By using lists, you can streamline your customer management processes, improve the precision of your communications, and ensure that all relevant information is readily available and well-organized.

This functionality is crucial for businesses aiming to enhance their customer engagement and operational efficiency. For example, you might have separate lists for:

New leads vs. existing customers
Different cities or regions
Product interest categories
VIP customers
Event attendees
Newsletter subscribers

Step-by-Step Tutorial

1 Navigating to the Customers Section

Click on the "Customers" option in the left sidebar to view and manage customer groups.

2 Viewing Customer Groups

The main section displays a list of customer groups with their names and the total number of customers in each group.

3 Adding a New Customer List

Click on the "+ List" button at the top right to add a new customer list. Fill in the list name and click on "Create".

4 Editing a Customer Group

Click on the "Edit" button next to the customer group you want to modify. Make the necessary changes and save.

5 Deleting a Customer Group

Click on the "Delete" button next to the customer group you want to remove. Confirm the deletion.

6 Importing Customer Data

Click on the "Import Excel" button to upload customer data from an Excel file. You can choose a list from "Choose List" or upload any Excel list from the "Upload Excel" option.

7 Downloading Sample Excel

Click on the "Download Sample Excel" button to download a sample file that shows the required format for importing customer data. You can customize it according to your needs.

Import Format & Requirements

You can import contacts from a CSV or Excel file. Here's the required format:

Required Format

phone	name	email	city
919876543210	Rahul Sharma	[email protected]	Mumbai
919876543211	Priya Patel	[email protected]	Delhi

📋 Phone Number Format

• Include country code (e.g., 91 for India)
• No spaces, dashes, or special characters
• No + symbol needed
• Example: 919876543210

Import Steps

Go to Contacts → Import
Select your CSV/Excel file
Map your columns to Zaple fields
Select the list(s) to add contacts to
Review the preview and click Import

Managing Contacts in a List

Once you have a list, you can:

Add contacts: Manually or through import
Remove contacts: Select and remove from list
Move contacts: Transfer to another list
Edit attributes: Update contact information
Export list: Download as CSV

Smart Lists (Dynamic Segments)

Create dynamic lists based on contact attributes. These lists auto-update as contacts match or unmatch the criteria:

Example: Create a list of all contacts where:

• City = "Mumbai"
• Last contacted > 30 days ago
• Has email address

Why Are Lists Useful?

Lists help you stay organized and make your communication more effective. Here are some ways lists can be helpful:

📍 Organize Customers by Region

If your business operates in multiple locations, you can create separate lists for customers in different regions. For example, you could have a "North Region Customers" list and a "South Region Customers" list. This makes it easy to send location-specific updates, promotions, or event invitations.

🎯 Segment Customers by Interests

Lists allow you to group customers based on their preferences or interests. For instance, if you sell a variety of products, you can create separate lists for customers interested in electronics, clothing, or home goods. This way, you can send tailored promotions or updates about products they care about.

📧 Manage Subscribers Efficiently

If you run newsletters or subscription services, you can use lists to manage your subscribers. For example, you can maintain separate lists for subscribers to a "Weekly Deals" newsletter and a "Product Updates" newsletter. This ensures subscribers only receive content they signed up for, improving customer satisfaction.

By grouping customers into lists, you can ensure your messages are relevant and your data is easy to manage. Zaple's list feature makes it simple for businesses to personalize communication and improve operational efficiency.

Best Practices

✓ Use descriptive list names that are easy to identify
✓ Regularly clean your lists to remove inactive numbers
✓ Segment by interest, location, or stage for better targeting
✓ Always include opt-out contacts immediately
✓ Use custom attributes to enrich contact data

📌 Next Steps

Send a Broadcast Add Custom Attributes