Managing your Lists

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Products


Loyalty
Supported plans

Premium, Enterprise

eCommerce Platform

Shopify, Shopify Plus

You can manage your lists directly from the Lists & Segments management page.

The following actions are available:

View list members

View all of the members of a list, along with the information you collected about them in Yotpo. The following information is available:

  • Email address
  • Phone number
  • First and last name
  • Loyalty information
  • Points balance
  • Purchase information
  • Tier

To view the members of a list, click the name of the relevant list. Alternatively, you can click the 3-dot menu next to the list and then select View & edit members.

Please note:
To export your list members and their data to a CSV file, click Export in the top-right corner.

Add members

  1. Next to the list you want to update, click the 3-dot menu.
  2. Click Import
  3. Drag and drop your CSV file onto the screen, or upload a CSV file from your computer.
  4. 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.

Remove members

  1. Click the name of the relevant list. Alternatively, you can click the 3-dot menu next to the list and then select View & edit members.
  2. Next to the member you want to delete, click the Delete icon.

Rename a list

  1. Next to the list you want to rename, click the 3-dot menu.
  2. Click Rename.
  3. Type a new name and press Enter on your keyboard.

Delete a list

Please note:

Deleting a list will permanently remove it from your account.

  1. Next to the list you want to delete, click the 3-dot menu.
  2. Click Delete.
  3. To confirm, click Delete again.