---
title: Share lists with multiple customers
slug: configured-commerce/docs/share-lists-with-multiple-customers
docTags: 
createdAt: 2026-08-13T10:46:29.000Z
---

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

1. Log in to the Admin Console.
2. Go to **Marketing** > **Lists**.
3. Click **+ List** to add a new list.
4. Enter the list **Name**, **Shared By**, and **Description** information on the Details finger tab.
5. Click **Save**.

:::hint{type="info"}
**Note**

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

## Add products

### Manually

1. Select the **Products** finger tab**.**
2. Click **+ List Product** to assign products individually to a list
3. Select a product from the **Product** drop-down list. These fields only include products that are available for addition to this list.
4. Select the appropriate **Unit of Measure**.
5. Enter a value in **Qty Ordered**.
6. Enter a value in **Sort Order** based on where you want the product to appear in the list.
7. Click **Save**. Repeat these steps to add more products individually.

### Import

1. Click the **Import** icon to add multiple products at once.
2. Select **Wishlist Products** from the **What would you like to import?** drop-down list.
3. 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](docId\:Md_11YPiwIOJ4WQyXdlUZ) and the [Work with the Import Template](docId\:S-ouMp4EHztdemA6HPjp0) articles.
4. Click **Choose File** to search for and select your import spreadsheet. 
5. 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. 

1. Choose the list.
2. Go to **Products**.
3. Toggle **Use Dynamic Rules** to **On**.
4. Follow the prompts to add your rules with one of the following types: 
   - Product Fields
   - Product Custom Properties
   - Product Attributes
5. Click **Preview** to see all products matching the currently configured list rules.

## Assign customers

### Manually

1. Select the **Customers** finger tab.
2. Click **Assign Customers** or **Unassign** to add or remove individual customers from this list.
3. Select the customer name from the list or search for a customer name.
4. 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. 

1. Select the **Customers** finger tab.
2. Toggle on **Use Dynamic Rule**. A modal displays for you to select rule types.

   ![Use Dynamic Rule.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/YwzK6ncuAXSLPim4sYxmM-20260720-144707.png)
3. Choose whether to match **All** or **Any** of the following rules.
4. Select from **Customer BillTo fields** or **Customer Custom Properties** in the drop-down list.
5. Select the **Property Name**, if required.
6. Select the operator.
7. (Optional) Click **Add Rule** or **Add Rule Group** to add more.
8. (Optional) Select **Specific Customers** to include.

   ![Select customers.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/-QJ5QPz_ltIByPJxz8qBG-20260720-144707.png)
9. (Optional) Select any customers to exclude.
10. 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.