How to categorise your customer/client base Using Xero Smart Lists

Annette Ferguson

Annette Ferguson

How to categorise your customer/client base Using Xero Smart Lists

Set the conditions to generate the list of customers that fit the criteria for this campaign.

Run the search and you instantly have the results. 

Then export the list to CSV and import into your email marketing software. Or you can open the CSV file into a spreadsheet to do what you like with the information.

If you’re using Constant Contact for your email marketing, you can send it straight through to your account and take it from there.

Choose from handy preset searches like customers with overdue payments to help you stay on top of your cash flow.

You can even focus on a particular city or state for a regionalized marketing campaign. 

The list can also be added to a new or existing contact group in Xero to keep your contacts organized and enable you to invoice that entire contact group in one swoop. 

That’s how to categorise your customer/client base Using Xero Smart Lists.

Thanks ever so much for taking the time to read my post I truly hope you’ve found it useful and insightful. If you have any questions feel free to contact us!

I am Annette Ferguson, CEO of Annette & Co. Chartered Accountant, Profit First Professional and creator of the Business Wealth Engine. We’re also SUPER social so don’t forget to follow. Here’s to your success!

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