Static lists would hold customer accounts that you update manually by uploading data from a file or by generating data directly from the CDP.
You can add customers to the list but you cannot delete from it. If you want to remove customers from a list, you should create a new list and upload the updated customers list to the new one.
When you setup a list you can link it to a brand or a branch which then determines where it can be used or who can have access to it. For example, you can create different lists for different branches so branch managers can see only lists that belong to their branches.
This also helps organize lists by country, brand, branch for quick access. However, you can still create lists without linking to a country/brand/branch, which means they will be visible always.
You can use lists to target marketing campaigns and in dashboards.
Uploading Customers From Files
You can upload customers accounts into a list from Excel or CSV files. The file should have headers for each field/column. When you upload the file, you will be able to map the columns to the relevant customer profile fields.
After you upload a file, you will then be able to see the results where the system would show how many of the accounts you uploaded were new and how many already existed. The system determines if an account already exist by looking customer ID, phone, or email.
You can choose to override the data of an existing account if it already exists in the system. For example, if you upload a customer account and select the option to override existing data then whatever account fields data that exist in the system will be overwritten but that uploaded from the file.
The file has to have one unique identifier as a column, which could either be Customer ID, Phone, or Email. However, the file can include all those fields but it needs to have at least one.
Populating Lists From CDP
You can add customers to a list directly from the customer data platform (CDP). In this case you have a wide range of filters that you can use to pick the right list of customers that you want.
The flow for populating lists from CDP is similar to Segments where you can look at leads, customers, or/and employees and once you finish configuring the filters you want, the customers data that match the selected filters will get uploaded to the list that you selected.