Save Lists for Target Texts and Marketing Emails

 Video: https://www.loom.com/share/b00029bc31f940f683570e4f5bc8ad62

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✅ SOP: Saving Customer Lists for Marketing & AI Sales Assistant

Overview

Users can now create and save filtered customer lists in AutoRaptor.
Saved lists can be used for:

• Targeted text campaigns
• Marketing email campaigns
• Coming soon: AI Sales Assistant audience targeting

This feature helps streamline outreach and create personalized engagement lists.

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Who Can Use This

• Sales Reps
• BDC Agents
• Managers & Marketing Users
• Admins
• AI Sales Assistant customers (beta)

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Where to Access

Customer or lead list view inside AutoRaptor.

Navigation: Up Sheets → Filter → Save List

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How to Save a List

1. Apply Filters

1. Navigate to the Up Sheet's tab to access your customer list.
2. Go over to Filters.
3. Select the desired filter criteria.

Example filters:

• Assigned salesperson → Rocco
• Status → Active
• Interest type → (e.g., Honda buyers)
• Sales outcome → No sale

 

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2. Save the Filtered List

1. Once results appear, click Save List.
2. Name your list clearly.
   Example:
   Rocco – Active – Honda Interest
3. Choose access level:
   • Private — only you can use the list
   • Shared — team can access and reuse
4. Click Save List.

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Using Saved Lists

For Marketing Emails or Target Texts

1. Go to Marketing Emails or Target Texts
2. Click on Saved List 
3. Click the eye icon next to the the list you'd like to load.
4. Choose a template or write your own email.
5. Send your campaign.

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Pro Tips

💡 Name lists by salesperson + intent + status
Example: Rocco_Honda_Active_NoSale

💡 Share lists for consistent team outreach

💡 Saved lists can be reused across campaigns to save time

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Coming Soon

✅ AI Sales Assistant audience activation
— Filter & save lists to power automated follow-up and nurturing

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FAQs

Question	Answer
Can others see my saved list?	Only if you choose to share it.
Can I edit a saved list?	Yes, load the list, adjust filters, save again.
Does this update automatically?	Yes, lists refresh as customer data updates.

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Troubleshooting

Issue	Solution
Can't find saved list	Check Shared vs Private settings
Filters aren’t applying correctly	Clear filters and re-apply
System won’t save	Ensure list name is unique

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Version

• Feature: Save Lists for Targeted Messaging
• Release: v1.0
• Last Updated: November 3, 2025

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