Marketing Lists

What is a Marketing List?

A Marketing List is a group of customers you can send targeted email campaigns to. It helps you organise your audience based on specific criteria—such as service type, visit history, or customer preferences.

What You Can Do with a Marketing List:

• Send personalised campaigns to the right group of customers.
• Segment your audience for better engagement and results.
• Avoid sending irrelevant content by targeting based on their booking details.
• Reuse and manage your lists across multiple campaigns.

Example:
Want to promote grooming services? Create a Marketing List with customers who’ve booked grooming in the past, and send them a tailored offer or reminder.

Tip: Marketing Lists allow you to communicate more effectively by sending the right message to the right people—helping you improve open rates, clicks, and overall customer engagement.

To access Email Templates in Pet Manager, click on Tools in the top menu, then Email Marketing.

From the Intro Dashboard click on 'Marketing Lists'.

This panel displays your saved lists, shows whether they’re active, and gives you the option to deactivate, edit or delete them. Use the search bar in the top-left corner to quickly find a list, and the toggle in the top-right to show inactive lists.

• Title - The name of the marketing list, used to identify its purpose or audience.
• Estimated Customers - The number of customers currently included in the list.
• Active - Indicates whether the list is currently available for use in email campaigns.
• Actions - Options to manage the list - such as view, edit, or delete.
• Sort - You can sort your list by clicking and dragging items—your cursor will change shape when it's ready to move the item.

If you choose to edit an existing list, the lister builder will open, allowing you to make changes and click Save to update. If you are only wanting to edit the Title name, this can be done from this screen without having to edit the whole template. Simply click on the title name and make your changes, click on the Tick when you have made your changes.

Create a Marketing List

If you’re creating a brand new campaign and feel a new list is needed, simply click ‘Add List’ in the top-right corner of the screen.

This will open the list builder, where you can name and customise your list. From here, you can define filters and set the criteria customers must meet to be included.

• Title - The name of your marketing list, used to identify its purpose or audience segment.
• Customer Type - Filter your list based on the type of customer (e.g. Pensioner, Standard Customers, VIP ) to target relevant groups.
• Portal Access - Specify whether to include customers based on their access to the online customer portal.

Tip: You can use the available conditions to target specific customers.

When you tick the checkbox for a section, additional filtering options will appear—these must be met for a customer to be included in the list.

It's also helpful to note that selecting the check box for multiple filter areas will narrow down the results further, allowing you to define your audience more precisely.

Example:
You may want to send a promotion only to dog owners with the Affenpinscher breed who have a Boarding booking in 2024.

Filter Areas explained:

Where Customer Has a Pet

Includes only customers who have at least one pet listed in their profile.

• Animal Type - Filter customers based on the type of animal they own (e.g., dog, cat, other animals).
• Animal Breed - Narrow down your list by selecting specific breeds (e.g., Labrador, Siamese) to target breed-specific content or offers.

Where Customer Has a Booking

Includes customers who have made at least one booking.

• Location - Filter customers by the location where their booking was made (useful for multi-location businesses).
• Area Type - Target customers based on the type of area used in their booking (e.g. Boarding, Daycare, Training, Grooming, Walking, Hydrotherapy ).
• Start - Filter by the start date of the customer’s booking.
• End - Filter by the end date of the customer’s booking.
• Number of Bookings - Specify how many bookings a customer must have to be included in the list (e.g. 6+ bookings).

  =	Equals	Includes results that are exactly equal to the value specified.
  <	Less Than	Includes results that are less than the value specified.
  >	Greater Than	Includes results that are greater than the value specified.
  <=	Less Than or Equal To	Includes results that are either less than or exactly equal to the value.
  >=	Greater Than or Equal To	Includes results that are either greater than or exactly equal to the value.
  !=	Does Not Equal	Excludes results that match the specified value.

Where Customer Does Not Have a Booking

Includes customers who have not made a booking within the specified conditions.

• Location - Filter for customers who do not have bookings at selected locations (useful for multi-location businesses).
• Area Type - Target customers who have not booked specific area types, such as Boarding, Daycare, Training, Grooming, Walking, or Hydrotherapy.
• Start - Set the start of the date range to identify customers with no bookings from this date onward.
• End - Set the end of the date range to identify customers with no bookings up to this date.

Where Customer Has a Sales Order

Includes customers who have at least one sales order recorded in the system.

• Start - Filter by the start date to include sales orders from this date onward.
• End - Filter by the end date to include sales orders up to this date.

Where Customer Does Not Have a Sales Order

Includes customers who do not have any sales orders recorded within the specified date range.

• Start - Set the start date to filter for customers with no sales orders from this date onward.
• End - Set the end date to filter for customers with no sales orders up to this date.

This panel allows you how to manage your template.

• Estimated Customers - Displays the estimated number of customers who meet the selected filter criteria. This helps you preview the size of your targeted audience before sending a campaign or saving the list.
• Save Button - Saves your marketing list with the current filters and settings so it can be used in future campaigns.
• Back Button - Returns you to the previous screen without saving any changes made to the current list.

Now that you've created your marketing list, you're ready to put it to use!
You can use this list to send targeted email campaigns, ensuring your message reaches the right customers. When creating a new campaign, simply select your saved list to personalise your communication and improve engagement.