Share lists with multiple customers

You can create, manage, and share lists with multiple customers from the Admin Console. This lets you target marketing efforts by sharing lists with one or multiple customers to promote products or streamline access to their most-purchased products. Customers see lists shared from the Admin Console on their My Accounts > My Lists page, including who created and shared the list. Customers cannot share, edit, or delete this list.

Create a list

1. Log in to the Admin Console.
2. Go to Marketing > Lists.
3. Click + List to add a new list.
4. Enter the list Name, Shared By, and Description information on the Details finger tab.
5. Click Save.

Add products

Manually

1. Select the Products finger tab.
2. Click + List Product to assign products individually to a list
3. Select a product from the Product drop-down list. These fields only include products that are available for addition to this list.
4. Select the appropriate Unit of Measure.
5. Enter a value in Qty Ordered.
6. Enter a value in Sort Order based on where you want the product to appear in the list.
7. Click Save. Repeat these steps to add more products individually.

Import

1. Click the Import icon to add multiple products at once.
2. Select Wishlist Products from the What would you like to import? drop-down list.
3. Click Download Template to start from a template with columns for List, Product, Unit of Measure, Qty Ordered and Sort Order. Fill in the product information and save your spreadsheet.
   

   For more information about importing, see the Import and export data and the Work with the Import Template articles.

4. Click Choose File to search for and select your import spreadsheet. 
5. Click Import.

Dynamic rules

You can auto-generate lists from custom properties and product attributes in Optimizely Configured Commerce from the Admin Console. This feature uses dynamic rules to assign products to lists and preview the products from those configured rules.

1. Choose the list.
2. Go to Products.
3. Toggle Use Dynamic Rules to On.
4. Follow the prompts to add your rules with one of the following types: 
   • Product Fields
   • Product Custom Properties
   • Product Attributes
5. Click Preview to see all products matching the currently configured list rules.

Assign customers

1. Select the Customers finger tab.
2. Click Assign Customers or Unassign to add or remove individual customers from this list.
3. Select the customer name from the list or search for a customer name.
4. Click Save.