Learn how to create a static list. Static lists include customer records (identified by the customers email) who meet a set of criteria you selected at the point when the list is saved. Static Customer lists do not update automatically, so new customer records who meet the criteria will not be added to the list. This article includes instructions for creating and editing Customer static lists from the lists tool.

To create a static list, navigate to your Multi-Channel Inbox and click on the Lists icon.

A new window containing all your lists will appear. From there, click Create

Then, click on Static List. Static lists do not automatically update as your customer records change. A static list represents a single moment in time.

Use the search bar to find customers, service providers or prospects. Add them individually by clicking on the Add icon. On the right side of the window, you can see a list of all your selected contacts. When you are done, give your list a name and click Save

Congratulations! Your list is ready to be used! You can also come back to your static list at any time to modify it by clicking on the Gear icon next to your list title.