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List Management Features & Best Practices

Updated over a year ago

As your company grows and you get more and more customers and users that you are reaching out to for reviews it gets increasingly more difficult to not only manage larger lists but also be able to sort through them and quickly identify segments that you want to reach out to or take specific actions on. That's why we built a suite of features to help simplify list management to make managing lists of thousands of users as easy as riding a bike.

1. Filter by Campaign

2. Filter by Account Owner

3. Custom Segmentation with Tags

πŸ’‘ Note: You can also import tags when you add new customers or to enrich/add segmentation to existing users already in the review manager.

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