Creating a Group From a Match List

After matching values and customers together, you can create a group directly from your match list by choosing who you wish to include in your group or simply include all the matches in a group.

This can be useful if you want to send a campaign to those customers.

Create a group from selection

  1. Click on your name, at the top right corner of your screen.
  2. Click on Data matching.
  3. Click on the list you want to create a group from.
  4. Click on the checkbox near the customers you wish to include in your group.
  5. Click on Create group from selection.
  6. Enter the name of your group.
  7. Click on Create.

Create group from matching

  1. Click on your name, at the top right corner of your screen.
  2. Click on Data matching.
  3. Click on the list you want to create a group from.
  4. Click on Create group from matching.
  5. Enter the name of your group.
  6. Click on Create.