Step 1: Log into Your Xero Account 

  • Go to the Xero website and log in with your credentials. 

Step 2: Navigate to Smart Lists 

  • From the dashboard, click on Contacts in the top menu. 
  • Select Smart Lists from the dropdown to access the feature. 

Step 3: Create a New Smart List 

  • Click on New Smart List to start building a targeted list of customers. 
  • Give your Smart List a descriptive name to identify its marketing focus, like “Top Repeat Customers” or “High-Value Clients.” 

Step 4: Filter Customers by Criteria 

  • Use the filter options to define criteria for your list. For example: 
  • Location: Select customers in specific regions. 
  • Purchase Frequency: Target customers who have purchased multiple times. 
  • Payment Timeliness: Identify customers who pay on time or have overdue invoices. 
  • Product or Service Type: Segment customers based on the products or services they typically buy. 

Step 5: Review and Save the Smart List 

  • Once you’ve set the filters, review the resulting list to ensure it includes the intended customer group. 
  • Click Save List to store this Smart List for future use. 

Step 6: Export the Smart List for Marketing Campaigns 

  • If you plan to use this list outside of Xero, select Export List to download it in a format that’s compatible with your marketing tools. 
  • You can then import the list into email marketing software or CRM platforms for campaign execution. 

Step 7: Run Targeted Campaigns 

  • Use your Smart List to launch tailored marketing campaigns, such as email offers, loyalty rewards, or product updates. 
  • For example, email repeat customers with exclusive discounts, or inform high-value clients of new offerings. 

Step 8: Track Engagement and Results 

  • After running campaigns, monitor the engagement of your targeted customers to measure campaign success. 
  • Track how many customers redeemed offers, increased purchases, or engaged with your marketing materials. 

Step 9: Update and Refine Smart Lists Regularly 

  • Return to Smart Lists periodically to refresh the criteria and ensure the list reflects your latest customer data. 
  • Modify filters based on seasonal trends, customer behavior changes, or campaign results. 

Step 10: Use Insights for Marketing Optimization 

  • Analyze the results from your Smart List campaigns to refine future marketing efforts. 
  • Leverage customer insights to better understand purchase behaviors and preferences, helping tailor future campaigns. 

By using Xero’s Smart Lists, you can segment your customer base effectively for targeted marketing, enhancing customer engagement and building loyalty.