Creating a List

Lists are groups of customers that you manually upload to Yotpo via a CSV file. Lists will only be updated when you manually add or remove members.

Before you start

To avoid getting errors when uploading a file, please verify that your file fulfills the following requirements:

• File is in CSV format
• File includes the following required column headers (must be included in the first row of the file):
  • First name
  • Last name
  • Email address

Create a list

1. Log into Yotpo Loyalty & Referrals.
2. From the menu on the left, select Lists & Segments.
3. In the top right corner, select Create > Create list. 
4. Give your list a memorable name so you can find it later, and click Save.
5. Drag and drop your CSV file onto the screen, or upload a CSV file from your computer. 
6. Click Import file. You’ll now be returned to the Lists & Segments management page. You’ll be able to see your updated list at the top with a NEW label.

Next steps

Once you’ve created your list, you can now go ahead and apply it to your campaigns. Learn about applying campaigns to target audiences.

You can update your list at any time. See Managing your lists to learn how.