List Explorer

In this article

Overview

Lists are segments of customers that match a set of attributes and behavior you define.

List Explorer is a segmentation tool where you can define as many segments of customers as you want, using all of the data coming from all of the different systems, including usage data, CRM data, data from billing and support ticketing systems and even custom attributes and metrics.

These customer segments are automatically updated, in other words, customers that meet or no longer meet the criteria in a list are automatically added or removed from that list.

A list can be analyzed (in Chart Explorer) alone for tracking trends around product usage or activity; or against another list to drive insights across customer segments. By understanding a list's behavior or usage pattern over time, you can create customized action plans that directly target those customers' needs.

You can also create a custom account view using any existing list. 

List Types

There are three list types:

Accounts

Lists that include only accounts matching to the defined conditions.

Users

Lists that include only users matching to the defined conditions.

Alert Rules

List generated by an alert rule is segment of accounts that match a set of attributes and behavior defined in that alert rule. 

Since alert rules will trigger alerts for matching accounts, you'll find these accounts showing up in your alert list as well. 

These lists are useful as sometimes you'd like to view all the customers to whom a specific alert has fired and perform targeted outreach to them.  

Please note that list for an alert rule only contains accounts who match the conditions of the alert rule.

Create a New List

You can create a new list through the "List Explorer" page, simply open the page and you'll be presented with a blank list builder for defining the list conditions. If you want to start over, click "New" on the top right corner of the page, the action will revert the list builder back to the blank state. 

You can also create a new list at the "Manage Lists" page under "Manage Lists & Charts". Read our step-by-step guide on how to create a user/account list

Load Existing Lists

The "List Explorer" page also allows you to quickly view all the accounts/users who currently match the conditions of a specific list or an alert rule and export those accounts/users for personalized campaigns. 

Click "Load", on the pop-up modal, you can filter to view only accounts list, user lists, or lists for alert rules. You can also use the text search box to quickly find a list by name. Click "Load" for the list you'd like to view results for. 

Please note that Natero will only run the search of the matching accounts/users to a list at the time of the "Run" or "Load" 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 or users to a list, you'll need to "Run" the list again.

Once a list is loaded, you'll be able to edit the details at the same time. You can click "Run" at anytime to view the updated results of the change.

If an alert rule list is loaded, a new list will be automatically populated with the details and conditions of the alert rule. You can choose to save the new list or simply disregard it. 

Export a List

Click "Export" to download the list results as CSV file. 

 

Learn how to create a customer list.

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