How to filter clients for a mailings

Creating a mailing list

To filter clients and send targeted mailings to them, you need to create a list that will include your clients. First, go to the "Lists" section:

Then click "Create a list." In the modal window that opens, enter the list name and, if necessary, add it to a folder.

Next, click "Create a list." The new list will appear in the section.

Filter in the "Clients" section

Go to the "Clients" section.

Click the "Filters" button.

Clicking on "Filters" will open a window that allows you to filter clients based on various criteria:

Clients can be filtered based on:

1. Funnel block:

1. Communication channels:

1. Lists and tags:

1. CRM funnel stage:

1. Unsubscribed, unread, and others:

Then, click "Filter":

You will see a list of clients that match the criteria you specified. Now you need to find the additional actions menu:

And click the "Bulk actions with dialogues" button:

A dropdown list of bulk actions for clients will appear:

You need to click the checkbox to select all filtered clients:

Find the "List and tag actions" button in the opened menu and click on it:

In this window, you can choose a list to add the filtered clients to.

Then click "Add." A notification will appear confirming that the client has been added to the list.

Creating a mailing

Now, let's create a mailing. To do this, go to the "Mailings" section:

And click "Create a mailing".

A tab with mailing settings will open. Here, you need to select the list to which you added the filtered clients:

ТеNow you know how to filter clients for mailings using a wide range of criteria in MaviBot!

Read more about other mailing settings in the article "Mailings in messengers." ссылка