How to create segmented lists or groups

Creating segmented lists in OtterText 🦦 is a straightforward process that allows you to target specific contacts for your communication needs. Segmented lists help you organize your recipients and tailor your messages to different groups. There are two main methods to create segmented lists: uploading pre-selected contacts and utilizing keywords. Follow this guide to create segmented lists effectively.

Method 1: Uploading Pre-Selected Contacts

1. Accessing the Contacts and Lists Section:

   • Log in to your OtterText 🦦 account.
   • Navigate to the "Contacts" or "Lists" section in the main navigation menu.

2. Uploading a List of Contacts:

   • Click on the option to upload a new list.
   • Ensure you have gathered the recipients' contact details you want to add to the list.

3. Formatting Your List:

   • Before you upload, please make sure each contact's information is correctly formatted.
   • Could you check for any spaces or errors in the phone numbers?
   • Could you make sure each phone number has the correct area code (preceded by '1' if applicable)?

4. Following the Help Guide:

   • Click the "Help" button at the top of the page to access the guide.
   • Follow the provided instructions to ensure accurate list uploading.

Method 2: Utilizing Keywords for Segmentation

1. Creating Keywords:

   • Keywords are used to associate recipients with specific segments or lists.
   • Navigate to the keyword management section in your OtterText 🦦 account.

2. Assigning Keywords:

   • Could you decide whether you want to use keywords for public advertising or internal organization?
   • For public advertising: Create a keyword that recipients can text to opt into a specific list.
   • For internal organization: Assign a keyword to a recipient within the inbox feature.

3. Adding Contacts to Segmented Lists via Keywords:

   • In the Inbox feature, select a recipient.
   • In the top right-hand corner, click "Add to List."
   • Please choose the option to add them to a new list.
   • Alternatively, you can select multiple recipients and add them to a list simultaneously.

4. Managing Lists and Campaigns:

   • Once your segmented lists are created, proceed to the "Martin and Bo Campaigns" section.
   • You can choose the individual list you want to talk about.
   • Could you compose and send tailored messages to your segmented audience?

Just to remind you, segmented lists empower you to engage with your recipients more effectively by delivering relevant messages to their interests or needs. Using either the contact upload or keyword method, you can organize your communication strategy efficiently using OtterText 🦦.