Create a Customer List

Create New User/Account List

You can create a new list either through the "List Explorer" or the "Manage Lists" section in the "Manage Lists & Charts" page under "Explorer". On the "Manage Lists" page, click "New".

You will be directed to the "List Explorer" page where you can edit the details of the list:

1. Name the list.

2. Select if the list is for accounts or users.

3. Add a description for the list.

4. Construct rule definition.

Filter Accounts

The "Attributes" section is where you define how your accounts should be filtered based on certain attributes. For example, you can filter accounts by a certain country, industry, tier or stage. You'll also be able to filter the accounts by the custom dimensions you add to Natero. 

Specify Behavior and Time Frame

The "Metrics over time and event occurrences" section is where you specify the behavior or changes in behavior you'd like to see in this list of accounts. There are four ways to do so:

1). Compare a metric to a value
     e.g. Usage of module "Dashboard" is less than 5 mins a day.
2). Compare a metric to another metric
     e.g. Usage of module "Dashboard" is at least 30% less than usage of module "Reporting".
3). Compare a metric to itself over time
     e.g. Usage of module "Dashboard" in last week is at least 10 mins more than usage of the same module a week prior. 
4). Check for an event
     e.g. Account joined in the last 7 days. 

You'll then select both the start date and the end date of the the time period over which the metric will be calculated. 

1). Begins after an event or day
     e.g. 7 days after the "Account join date" or 3 days after "Account last seen" date
2). Begins before an event or day
     e.g. 7 days before "Current day" or 30 days before the "Account renewal date"
3). Begins on an event or day
     e.g. "Current week"
4). Begins on specific date
     e.g. Dec. 1. 2015

5. View matching accounts/users 

The "Run" feature of Natero's list builder allows you to quickly preview a list of matching accounts/users to the conditions specified, so that you have an idea of the size of the list and what the accounts/users in that list look like.

Click "Run", and all accounts/users who are currently (at the time of the button click) matching the condition statement will be displayed in the table above.

6. Save the List

If everything looks good, click "Save" to successfully save the list. Once the list is saved, it can be viewed on the "Manage Lists" page. 

Copy and Delete Lists

If you'd like to construct another list based on an existing list, click "Copy" for that list and the conditions of the existing list will be copied over in the new list being created.  

To permanently delete a list, check the select box for that list and click "Delete" in the Bulk action area. You can also select multiple lists for bulk deleting.

Edit, View and Export Lists

To modify an existing user/account list, click "View/Edit". At the list editing page, you'll be able to view the currently matching accounts/users to that list and modify the list conditions.  

Please note that Natero will only run the search of the matching accounts/users to a list at the time of the "View/Edit" action.

The accounts/users shown in the table do not reflect live matching to the list conditions, if you'd like to view the latest matching accounts/users to that list, you'll need to click "Run" for the list again.

To quickly search for an account or user in that list, use the text search box on the top right. 

Click "Export List" to download the table as CSV file. 

 

View example lists and use cases you can create using Natero's List Explorer. 

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