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How do I create a fixed list from my customer database?

Create a fixed list when you want an individual customer or specific group of customers to access a particular promotion or receive a target push notification. Customer's can only be added to and removed from a fixed list manually.

A simple example is particular promotion that is available to the fixed list 'Staff'.

  1. Log into Tidy Office
  2. Open the 'Database' module
  3. Select an individual customer or specific group of customers 
  4. Tap the 'Add to list' button + 'Create New'
  5. Given the list name and save

Each time you create a new Promotion or create a new Broadcast this fixed list will be available to choose.

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