Share lists with multiple customers

7 min

You can create, manage, and share lists with multiple customers from the Admin Console. This lets you target marketing efforts by sharing lists with one or multiple customers to promote products or streamline access to their most-purchased products. Customers see lists shared from the Admin Console on their My Accounts > My Lists page, including who created and shared the list. Customers cannot share, edit, or delete this list.

Create a list

Go to Marketing > Lists.

Click + List to add a new list.

Enter the list Name, Shared By, and Description information on the Details finger tab.

Click Save.

Note

The list management table only shows lists that have been created in the Admin Console.

Add products

Manually

Select the Products finger tab.

Click + List Product to assign products individually to a list

Select a product from the Product drop-down list. These fields only include products that are available for addition to this list.

Select the appropriate Unit of Measure.

Enter a value in Qty Ordered.

Enter a value in Sort Order based on where you want the product to appear in the list.

Click Save. Repeat these steps to add more products individually.

Import

Click the Import icon to add multiple products at once.

Select Wishlist Products from the What would you like to import? drop-down list.

Click Download Template to start from a template with columns for List, Product, Unit of Measure, Qty Ordered and Sort Order. Fill in the product information and save your spreadsheet. For more information about importing, see the Import and export data and the Work with the Import Template articles.

Click Choose File to search for and select your import spreadsheet.

Click Import.

Dynamic rules (recommended)

For the most efficient method you can auto-generate lists from custom properties and product attributes in Optimizely Configured Commerce from the Admin Console. This feature uses dynamic rules to assign products to lists and preview the products from those configured rules. Applying the products to the list dynamically ensures that the lists are always up to date based on the defined rules and require less maintenance than maintaining manually.

Choose the list.

Go to Products.

Toggle Use Dynamic Rules to On.

Follow the prompts to add your rules with one of the following types:

Product Fields

Product Custom Properties

Product Attributes

Click Preview to see all products matching the currently configured list rules.

Assign customers

Manually

Select the Customers finger tab.

Click Assign Customers or Unassign to add or remove individual customers from this list.

Select the customer name from the list or search for a customer name.

Click Save.

Dynamically (recommended)

For the most efficient method of maintaining customers assigned to lists it is encouraged to use Dynamic Rules. This will help ensure the appropriate customers receive the lists most important for them at all times based on Customer BillTo fields or Customer Custom Properties.

Select the Customers finger tab.

Toggle on Use Dynamic Rule. A modal displays for you to select rule types.

Choose whether to match All or Any of the following rules.

Select from Customer BillTo fields or Customer Custom Properties in the drop-down list.

Select the Property Name, if required.

Select the operator.

(Optional) Click Add Rule or Add Rule Group to add more.

(Optional) Select Specific Customers to include.

(Optional) Select any customers to exclude.

Click Save.

Schedule marketing list availability

Marketing lists include Start Date and End Date fields that control when the list is active on the storefront.

Start Date – The date and time when the list becomes visible to storefront users. If left blank, the list is active immediately.

End Date – The date and time when the list is no longer visible to storefront users. If left blank, the list remains active indefinitely.

Configure these fields when creating or editing a marketing list under Marketing > Lists in the Admin Console.