Customer Profile: Adding List

Procedure

  1. Navigate to Target > Create New > Customer Profile.
    When the new page opens, a new customer profile record has been created, and the profile configuration panel is open.
  2. Specify the name and provide description for the new customer profile record.
    1. In the Customer Profile Name field, enter a name that is unique and succinct.
    2. In the Internal Notes field, provide internal description.
  3. Click +Add Filter.
    A menu listing the available filters is displayed.
  4. Click Fixed > Lists.
    The lists configuration panel is displayed.
  5. Click Select Lists.
    This opens the List Picker window, which includes lists that have been created or imported.
  6. Drag and drop the appropriate list into the selection box and click Done Selecting.
    This returns you to the list configuration panel.
  7. Click Save.
    The list gets added and is displayed as the blue horizontal bar in the right-hand panel.