Interest lists are used to group customers together by area of interest for email or letter notifications. Interest lists are often used for marketing new offerings to your customer base.
Interest lists are maintained as a master list and individual lists can be attached to specific activities, facilities, membership packages, daycare programs or individual customers.
Note: Interest lists are not to be confused with subscription lists, which are lists of people who specifically subscribed to particular mailing or communication groups. An interest list groups people together without requiring customers to sign up. For example: people who enrolled in Shark Hunting may be automatically included in the Aquatics interest list for future marketing notification, but they need to sign up to be included in the Shark Hunting newsletter subscription list.
Select the Communication tab.
Select the following menu links: List Builder > Interest Lists.
To add
From the Interest Lists page, clicking Add New brings you to the Change Interest List Detail page, allowing you to create a new record.
To modify
From the Interest Lists page, clicking an underlined List Name displays the Change Interest List Detail page, with the selected interest list loaded, allowing you to make any necessary changes.
On the Change Interest List Detail page, you will find the following input field with the option to Save or Delete the record at the bottom of the page:
| Name of Field | Type | Description |
List Name |
Text |
The name of the interest list. |
Description |
Text |
Enter a description of the interest list. |
Activity Category |
Dropdown list |
(Optional) Select an activity category to associate with the interest list. |
Activity Other Category |
Dropdown list |
(Optional) Select an activity other category to associate with the interest list.
Note: You can select either an activity category or activity other category, but not both. |