Using custom fields to create smart lists for your automations

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In this tutorial, we will show you how to import massively your collaborators with a CSV file for your communication automation campaigns.

We will start with some prepared items :

  • a demo collaborator
  • a XLS file with our collaborators
  • a CSV file with our collaborators

We’ll show you in this video tutorial how to :

  • create your own custom fields
  • import collaborators using custom fields
  • filter collaborators with your custom fields
  • create smart lists made with multiple filters
Contact us to know more
July 26th, 2019|