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Creating a contact list based on visits

Learn how to create contact lists based on customer visit data, including the number of visits, location, source, visit dates, and more.

Written by Mishal Ahamed Ibrahim

  1. Go to CRM → Lists.
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  2. Click Add list.
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  3. Select either Dynamic list or Static list, depending on your needs.
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  4. On the right-hand side, click Filter group.

  5. Select Visit as the filter type.

  6. Under Visit attributes, select the information you want to use to filter your contacts. You can choose from:

    • Number of visits

    • Location

    • Source

    • Starts at

    • Ends at

    • Created at

  7. Configure the condition based on the contacts you want to include in your list. For example, you could filter contacts based on a specific visit location, number of visits, source, or visit date.

  8. Once you've configured the desired filters, click Activate to generate and activate the list.

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