đ Step-by-Step Guide to Creating Homepage Outreach Lists
1. Understand the Homepage Lists
The homepage lists are the core of OneShopâs daily workflow.
This is where associates go each day to complete client outreach.
Every associate will automatically see a Recent Sales list, which shows:
Their sales from the last 7 days
Below this section is where admins can add custom outreach lists.
Types of Outreach Lists
There are two types of outreach lists you can create:
Ongoing Outreach Lists
These lists are always active.
Example:
Customers who havenât shopped in 90 days
The list automatically updates.
If a customer reaches 90 days without shopping tomorrow, they will automatically appear in the list.
These are best for:
Client re-engagement
VIP relationship building
Weekly outreach routines
One-Time Outreach Lists
These lists exist for a specific date range.
Example:
Customers to invite to a weekend event
The list will:
Appear on the homepage during the event week
Disappear after the event ends
You can also track the conversion results from this outreach.
2. Create a New Outreach List
To create a list:
Go to Campaigns
Click Create Outreach List
By default, OneShop will pull all clients.
Next, you will filter the list to determine who the outreach is for.
3. Filter the Client List
Use the client filter to select your target audience.
Example:
Total Sales greater than $10,000
Total Sales less than $100,000
After selecting your filters:
Click Confirm
OneShop will generate your list.
4. Name the Outreach List
Give the list a clear name.
Example:
VIP Clients
You can also add a description, but this is optional.
5. Choose Which Stores Can Use the List
Select which store locations should have access.
Options include:
All stores
Specific store locations
This is useful for companies with multiple locations.
6. Decide if the List is Ongoing or One-Time
Ongoing List
Leave the date range empty.
The list will stay on the homepage permanently and automatically update.
Example:
VIP Clients
Customers inactive for 90 days
One-Time List
Set a date range.
Example:
May 20 â May 27
The list will only appear during those dates.
Before the start date, the list will appear as âUpcomingâ.
7. (Optional) Add a Messaging Template
You can attach a recommended message template.
This helps associates know exactly what to say when contacting clients.
Templates will be covered in another tutorial.
8. Save the Outreach List
Click Save.
The list will now appear on the homepage for your team.
If the list has a future start date, it will show as Upcoming until it becomes active.
9. How Associates Use Outreach Lists
When associates open a list, they will see two sections:
Not Contacted
Customers who have not yet been reached out to.
Contacted
Customers who have already been contacted.
As associates send messages:
Customers move from Not Contacted â Contacted
This creates a checklist-style workflow so the team knows who has been contacted.
đĄ Best Practice for Admins
Admins should create 2â3 outreach lists for their team to use daily.
Examples:
VIP Customers
Customers Who Havenât Shopped in 90 Days
Customers Who Purchased in the Last 30 Days
Upcoming Event Guests
This gives associates clear daily outreach priorities.