Customer Lists

Scoping Questions

1. How are customer lists created for campaigns? (manual, import, segmentation rules)
2. Are dynamic customer segments supported?
3. What customer attributes are used for targeting?

How To Guide

How To Guide - CRM Launch POS

Configuration Example

Customer list configuration is managed through the CRM campaign management module. Key settings include:

• List types - static lists, dynamic segments, import lists
• Segment criteria - purchase history, demographics, loyalty tier, preferences
• List maintenance - automatic refresh for dynamic segments
• GDPR compliance - opt-in/opt-out filtering, data retention rules

These settings are configured through the CRM application rather than entity XML.