Creating and using customer lists

<div class="body">
<div class="note attention">
<span class="attentiontitle"></span> Customer Lists is a legacy add-on. See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408889260186" target="_blank" rel="noopener">About Zendesk product legacy add-ons</a>.</div>
<p class="p">Customer lists define a segment of your users based on a set of criteria. Customer lists are similar to views for tickets in that they enable you to create a list based on system attributes, tags, and custom fields. In this case, the list is a group of users instead of a group of tickets.</p>
<div class="p">You can use customer lists to learn about segments of your customer base. Here are some ways you might want to segment users:
<ul id="topic-1__ul_ztt_lgd_n4b" class="ul">
<li class="li">
<strong class="ph b">Entitlements</strong> Create separate customer lists for each plan type you offer, based on a custom field for subscription type or plan.</li>
<li class="li">
<strong class="ph b">Online retailers</strong> Create lists of customers according to their purchase history or preferences, based on custom fields.</li>
<li class="li">
<strong class="ph b">E-Commerce</strong> Create a list of customers based on their subscription start date or trial expiration date.</li>
<li class="li">
<strong class="ph b">Gaming companies</strong> Create customer lists to identify big spenders and active gamers, based on the customer's online activity.</li>
</ul>
</div>
<p class="p">You can do more analysis by exporting customer lists as CSV files. Or you can install apps to send email campaigns or surveys to a customer list.</p>
<p class="p">Administrators can create shared and personal customer lists. Agents in <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408882153882" target="_blank" rel="noopener">custom roles with permissions</a> can view customer lists and create and manage them depending on how their permission was defined.</p>
<p class="p">This article contains the following sections:</p>
<div class="p">
<ul class="ul">
<li class="li"><a class="xref" href="#topic_gvb_5fq_zl">Creating a customer list</a></li>
<li class="li"><a class="xref" href="#topic_nxr_tyn_m4">Viewing your customer lists</a></li>
<li class="li"><a class="xref" href="#topic_wnt_sfq_zl">Editing a customer list</a></li>
<li class="li"><a class="xref" href="#topic_tq3_fh1_bm">Modifying the columns in a customer list</a></li>
<li class="li"><a class="xref" href="#topic_q3w_jrq_bm">Exporting a customer list to a CSV file</a></li>
<li class="li"><a class="xref" href="#topic_xrq_5b4_dm">Using customer lists for email campaigns and surveys</a></li>
</ul>
</div>
<div class="p">Related article:
<ul id="topic-1__ul_rpc_ygd_n4b" class="ul">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408822480410" target="_blank" rel="noopener">Managing your customer lists</a></li>
</ul>
</div>
</div>
<div id="topic_gvb_5fq_zl" class="topic nested1" aria-labelledby="ariaid-title2">
<h2 id="ariaid-title2" class="title topictitle2">Creating a customer list</h2>
<div class="body">
<p class="p">You create a customer list by applying filters to determine which customers are included in the list.</p>
<p class="p">Administrators can create shared customer lists (available to all agents or available to one group) or they can create personal lists (available only to themselves). Agents in <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408882153882" target="_blank" rel="noopener">custom roles with permissions</a> can view customer lists and create and manage them depending on how their permission was defined.</p>
<div class="p">
<div class="note tip">
<span class="tiptitle">Tip:</span> Be sure to check out our <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408882412570" target="_blank" rel="noopener">Customer-centric cookbook</a> for recipes using customer lists.</div>
</div>
<div class="p">
<strong class="ph b">To create a customer list</strong>
<ol id="topic_gvb_5fq_zl__ol_yxz_5qk_zl" class="ol">
<li class="li">Click the <strong class="ph b">Customer Lists</strong> icon (<img id="topic_gvb_5fq_zl__image_tyn_jfp_bm" class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/customer_lists_icon.png" width="NaN" height="NaN">) in the sidebar.</li>
<li class="li">Click <strong class="ph b">Customer Lists</strong> in the top toolbar, then select <strong class="ph b">Create a list</strong>.
<p class="p"><img id="topic_gvb_5fq_zl__image_lq4_f2p_bm" class="image img-screenshot" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/customer_lists_create_list_option.png" width="NaN" height="NaN"></p>
</li>
<li class="li">Enter a <strong class="ph b">Title</strong> for your list.</li>
<li class="li">(Admins and agents with permission to create shared customer lists) Select a <strong class="ph b">Visibility</strong> option to determine who can see this list.
<ul id="topic_gvb_5fq_zl__ul_mg2_ckr_zl" class="ul">
<li class="li">
<strong class="ph b">All agents</strong> This list is available to all agents.</li>
<li class="li">
<strong class="ph b">Me only</strong> This list is only available to the admin or agent who creates the list.</li>
<li class="li">
<strong class="ph b">Group</strong> This list is available to the selected group. You can select one group only.</li>
</ul>
<p class="p">Agents do not set a visibility option because they can create only personal lists for themselves. They cannot create shared lists.</p>
</li>
<li class="li">Click in the box beside <strong class="ph b">Filters</strong>, then select a condition, an operator, and a value to define this collection of users.
<p class="p">Conditions include system attributes, tags, and custom user fields. For more information about filters, see <a class="xref" href="#topic_24x_mnr_zl">Building condition statements for customer list filters</a>.</p>
<p class="p"><img id="topic_gvb_5fq_zl__image_szb_l4j_bm" class="image img-screenshot" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/customer_lists_add_filter.png" width="NaN" height="NaN"></p>
</li>
<li class="li">If you want to add another filter, click <strong class="ph b">Add new filter</strong>.</li>
<li class="li">Click <strong class="ph b">Save</strong> to create the list or click <strong class="ph b">Preview</strong> to see the list before you create it.
<p class="p">You can also click <strong class="ph b">Cancel</strong> if you don't want to create the list.</p>
</li>
<li class="li">If you clicked <strong class="ph b">Preview</strong>, click <strong class="ph b">Save</strong> or <strong class="ph b">Cancel</strong> in the upper-right corner of the list preview to either create or cancel the list.
<p class="p"><img id="topic_gvb_5fq_zl__image_gyb_psj_bm" class="image img-screenshot" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/customer_lists_preview_save.png" width="NaN" height="NaN"></p>
Your customer list appears.
<div class="note note">
<span class="notetitle">Note:</span> If you have more than 100,000 total users you will not see a complete list of matched users in your customer lists. Instead, you will see a sample of users that match the customer list. Admins can export a customer list of up to 100,000 users in size by selecting <strong class="ph b">Export as CSV to see the entire list</strong> in the message that appears in sampled lists.
<p class="p"><img id="topic_gvb_5fq_zl__image_jzj_vxn_m4" class="image img-screenshot" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/customer_lists_sampled_list_msg.png"></p>
</div>
</li>
</ol>
</div>
</div>
<div id="topic_24x_mnr_zl" class="topic nested2" aria-labelledby="ariaid-title3">
<h3 id="ariaid-title3" class="title topictitle3">Building condition statements for customer list filters</h3>
<div class="body">
<div class="p">The filters you apply to create customer lists consist of conditions, field operators, and condition values. Filters are essentially ‘if’ statements that return all customers that meet the specified criteria. For example, here are three filters you might apply to a customer list:
<ul id="topic_24x_mnr_zl__ul_yds_ks4_bm" class="ul">
<li class="li">
<pre class="pre codeblock"><code>Plan type is premium</code></pre>
</li>
<li class="li">
<pre class="pre codeblock"><code>Created after 01/01/2013</code></pre>
</li>
<li class="li">
<pre class="pre codeblock"><code>Organization is ABC Company</code></pre>
</li>
</ul>
</div>
<p class="p">The conditions for customer list filters include the system attributes, tags, and custom user fields. The operators and condition values vary depending on the selected condition.</p>
<div class="p">
<div class="tablenoborder">
<table id="topic_24x_mnr_zl__table_kg3_z4r_zl" class="table" border="1" summary="" frame="border" rules="all" cellspacing="0" cellpadding="4">
<colgroup> <col style="width: 50%;"> <col style="width: 50%;"> </colgroup>
<thead class="thead" style="text-align: left;">
<tr class="row">
<th id="d52e310" class="entry nocellnorowborder">Condition</th>
<th id="d52e313" class="entry cell-norowborder">Description</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry nocellnorowborder" headers="d52e310">Name</td>
<td class="entry cell-norowborder" headers="d52e313">The user's full name.</td>
</tr>
<tr class="row">
<td class="entry nocellnorowborder" headers="d52e310">Organization</td>
<td class="entry cell-norowborder" headers="d52e313">The user's organization name.</td>
</tr>
<tr class="row">
<td class="entry nocellnorowborder" headers="d52e310">Tags</td>
<td class="entry cell-norowborder" headers="d52e313">Tags that have been added to the user's profile.</td>
</tr>
<tr class="row">
<td class="entry nocellnorowborder" headers="d52e310">Language</td>
<td class="entry cell-norowborder" headers="d52e313">The user's language preference.</td>
</tr>
<tr class="row">
<td class="entry nocellnorowborder" headers="d52e310">Role</td>
<td class="entry cell-norowborder" headers="d52e313">The user's role (for example, end-user, agent, a custom role, and so on).</td>
</tr>
<tr class="row">
<td class="entry nocellnorowborder" headers="d52e310">Created</td>
<td class="entry cell-norowborder" headers="d52e313">The date the user was added.</td>
</tr>
<tr class="row">
<td class="entry nocellnorowborder" headers="d52e310">Last login</td>
<td class="entry cell-norowborder" headers="d52e313">The date the user last logged in.</td>
</tr>
<tr class="row">
<td class="entry row-nocellborder" headers="d52e310"><em class="ph i">Custom user fields</em></td>
<td class="entry cellrowborder" headers="d52e313">Custom user fields that have been created.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
</div>
<div id="topic_nxr_tyn_m4" class="topic nested1" aria-labelledby="ariaid-title4">
<h2 id="ariaid-title4" class="title topictitle2">Viewing your customer lists</h2>
<div class="body">
<p class="p">In addition to lists you and your team have created, there is one default list named <em class="ph i">All customers</em> that includes all of your end users. You can access all of your customer lists (default, shared, and personal lists) in one place.</p>
<div class="p">
<strong class="ph b">To view a customer list</strong>
<ul id="topic_nxr_tyn_m4__ul_xjx_5zn_m4" class="ul">
<li class="li">Click the <strong class="ph b">Customer Lists</strong> icon (<img id="topic_nxr_tyn_m4__image_pnq_vyn_m4" class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/customer_lists_icon.png" width="NaN" height="NaN">) in the sidebar, then select a customer list.
<p class="p">In the left pane you see your customer lists, with shared lists first and personal lists below that in the <strong class="ph b">Your lists</strong> section. In the right pane you see the selected customer list.</p>
<p class="p"><img id="topic_nxr_tyn_m4__image_3ck_wzn_m4" class="image img-screenshot" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/customer_lists_viewing.png"></p>
</li>
</ul>
</div>
<div class="p">
<div class="note note">
<span class="notetitle">Note:</span> If you have more than 100,000 total users you will not see a complete list of matched users in your customer lists. Instead, you will see a sample of users that match the customer list. Admins can export a customer list of up to 100,000 users in size by selecting <strong class="ph b">Export as CSV to see the entire list</strong> in the message that appears in sampled lists.
<p class="p"><img id="topic_nxr_tyn_m4__image_rym_f14_m4" class="image img-screenshot" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/customer_lists_sampled_list_msg.png"></p>
</div>
</div>
</div>
</div>
<div id="topic_wnt_sfq_zl" class="topic nested1" aria-labelledby="ariaid-title5">
<h2 id="ariaid-title5" class="title topictitle2">Editing a customer list</h2>
<div class="body">
<div class="p">
<div class="note note">
<span class="notetitle">Note:</span> The default list, <em class="ph i">All customers</em>, can't be modified or deleted.</div>
After you create a customer list, you can edit the title, who it's available to (all agents, a specific group, or just you), and the filters that define the customer list.</div>
<p class="p">If you want to change the way information is presented in the customer list, including the user information that appears in columns, the sorting, or the grouping of customers, see <a class="xref" href="#topic_tq3_fh1_bm">Modifying the columns in a customer list</a>.</p>
<div class="p">
<strong class="ph b">To edit a customer list</strong>
<ol id="topic_wnt_sfq_zl__ol_nyy_hrk_zl" class="ol">
<li class="li">Click the <strong class="ph b">Customer Lists</strong> icon (<img id="topic_wnt_sfq_zl__image_wvj_nfp_bm" class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/customer_lists_icon.png" width="NaN" height="NaN">) in the sidebar, then select a customer list.</li>
<li class="li">At the top of the customer list, click the name of the list.
<p class="p"><img id="topic_wnt_sfq_zl__image_gpz_rz4_bm" class="image img-screenshot" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/customer_lists_edit.png" width="NaN" height="NaN"></p>
</li>
<li class="li">Make changes as necessary to the <strong class="ph b">Title</strong>, <strong class="ph b">Visibility</strong>, or <strong class="ph b">Filters</strong> for the list.
<div class="p">
<div class="note note">
<span class="notetitle">Note:</span> Only administrators and agents with permission to create shared customer lists can change visibility.</div>
</div>
<p class="p">Your list automatically updates as you make changes, but your changes are not saved yet.</p>
</li>
<li class="li">Click <strong class="ph b">Save</strong> at the top-right side of the customer list to save your changes.
<p class="p">Alternatively, click <strong class="ph b">Cancel</strong> if you don't want to save your changes.</p>
<p class="p"><img id="topic_wnt_sfq_zl__image_cg1_w2p_bm" class="image img-screenshot" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/customer_lists_edit_save.png" width="NaN" height="NaN"></p>
</li>
</ol>
</div>
</div>
</div>
<div id="topic_tq3_fh1_bm" class="topic nested1" aria-labelledby="ariaid-title6">
<h2 id="ariaid-title6" class="title topictitle2">Modifying the columns in a customer list</h2>
<div class="body">
<p class="p">After you set up a customer list, you can modify the information that appears in the list for each user. You can also change the way the information is presented, including the sorting and grouping of users.</p>
<p class="p">If you want to edit the customer list, including the title, visibility, and filters, see <a class="xref" href="#topic_wnt_sfq_zl">Editing a customer list</a>.</p>
<p class="p"><strong class="ph b">To add or remove columns in a customer list</strong></p>
<ol id="topic_tq3_fh1_bm__ol_h2d_kl1_bm" class="ol">
<li class="li">Click the <strong class="ph b">Customer Lists</strong> icon (<img id="topic_tq3_fh1_bm__image_dqz_xhx_gm" class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/customer_lists_icon.png" width="NaN" height="NaN">) in the sidebar, then select a customer list.</li>
<li class="li">Click the <strong class="ph b">List controls</strong> icon (<img id="topic_tq3_fh1_bm__image_jxh_rfp_bm" class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/customer_lists_controls_icon.png" width="NaN" height="NaN">) on the right side of the column headers row.</li>
<li class="li">If you want to remove a column, hover your mouse over the name of the column, then click the <strong class="ph b">X</strong>.
<p class="p">You can remove multiple columns. Your list updates as you remove columns, but the changes are not saved yet.</p>
<p class="p"><img id="topic_tq3_fh1_bm__image_3pq_41p_bm" class="image img-screenshot" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/customer_lists_column_remove.png" width="NaN" height="NaN"></p>
</li>
<li class="li">If you want to add a column, click <strong class="ph b">Add columns</strong>, then select the names of the columns you want to add.
<p class="p">You can select multiple columns. Your list updates as you add columns, but the changes are not saved yet.</p>
</li>
<li class="li">Click <strong class="ph b">Save</strong> at the top-right side of the customer list to save your changes.
<p class="p">Alternatively, click <strong class="ph b">Cancel</strong> if you don't want to save your changes.</p>
<p class="p"><img id="topic_tq3_fh1_bm__image_dnj_f1p_bm" class="image img-screenshot" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/customer_lists_column_save.png" width="NaN" height="NaN"></p>
</li>
</ol>
<p class="p"><strong class="ph b">To change how users are grouped in a customer list</strong></p>
<ol id="topic_tq3_fh1_bm__ol_5zx_nm1_bm" class="ol">
<li class="li">Open a customer list, then click the <strong class="ph b">List controls</strong> icon (<img id="topic_tq3_fh1_bm__image_sk3_tfp_bm" class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/customer_lists_controls_icon.png" width="NaN" height="NaN">) on the right side of the column headers row.</li>
<li class="li">Click the <strong class="ph b">Group by</strong> drop-down list, then select customer information you'd like to use to group customers in the list.
<p class="p">Your list automatically updates, but your changes are not saved yet.</p>
</li>
<li class="li">Click <strong class="ph b">Save</strong> at the top-right side of the customer list to save your grouping.
<p class="p">Alternatively, click <strong class="ph b">Cancel</strong> if you don't want to save your changes.</p>
</li>
</ol>
<p class="p"><strong class="ph b">To change the sorting and ordering for a customer list</strong></p>
<ol id="topic_tq3_fh1_bm__ol_yry_lm1_bm" class="ol">
<li class="li">Open a customer list, then click the <strong class="ph b">List controls</strong> icon (<img id="topic_tq3_fh1_bm__image_5lq_tfp_bm" class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/customer_lists_controls_icon.png" width="NaN" height="NaN">) on the right side of the column headers row.</li>
<li class="li">Click the <strong class="ph b">Order by</strong> drop-down list, then select customer information you'd like to use to order your list.
<p class="p">Your list automatically updates, but your changes are not saved yet.</p>
</li>
<li class="li">If you want to reverse the sorting, click <strong class="ph b">Sort</strong> above the drop-down list.</li>
<li class="li">Click <strong class="ph b">Save</strong> at the top-right side of the customer list to save your ordering.
<p class="p">Alternatively, click <strong class="ph b">Cancel</strong> if you don't want to save your changes.</p>
</li>
</ol>
</div>
</div>
<div id="topic_q3w_jrq_bm" class="topic nested1" aria-labelledby="ariaid-title7">
<h2 id="ariaid-title7" class="title topictitle2">Exporting a customer list to a CSV file</h2>
<div class="body">
<p class="p">All administrators can, by default, export customer lists as CSV files. Any agent assigned a custom role with permission to add and edit personal, group, and global customer lists can export these lists as well.</p>
<p class="p">When you request a file, you will be notified via email when it's ready. You can download a zip file containing the CSV file. The download link is valid for at least three days.</p>
<div class="p">
<strong class="ph b">To export a customer list</strong>
<ol id="topic_q3w_jrq_bm__ol_3vt_vrq_bm" class="ol">
<li class="li">Click the <strong class="ph b">Customer Lists</strong> icon (<img id="topic_q3w_jrq_bm__image_1cb_h4x_bm" class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/customer_lists_icon.png" width="NaN" height="NaN">) in the sidebar, then select the customer list you'd like to export.</li>
<li class="li">Make sure your customer list includes all the columns that you want to export.
<p class="p">To add or remove columns, see <a class="xref" href="#topic_tq3_fh1_bm">Modifying the columns in a customer list</a>.</p>
</li>
<li class="li">Click <strong class="ph b">Export as CSV</strong> in the upper-right corner of the customer list.
<p class="p"><img id="topic_q3w_jrq_bm__image_5lw_2rx_bm" class="image img-screenshot" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/customer_lists_export_csv.png" width="NaN" height="NaN"></p>
<p class="p">You are notified via email when the file is ready.</p>
</li>
<li class="li">Click the link in your email notification to download the zip file containing your CSV file.
<p class="p">The download link is valid for at least 3 days.</p>
</li>
</ol>
</div>
</div>
</div>
<div id="topic_xrq_5b4_dm" class="topic nested1" aria-labelledby="ariaid-title8">
<h2 id="ariaid-title8" class="title topictitle2">Using customer lists for email campaigns and surveys</h2>
<div class="body">
<div class="p">You can use customer lists with apps to engage with your customers directly:
<ul id="topic_xrq_5b4_dm__ul_1hg_pfp_dm" class="ul">
<li class="li">
<a class="xref" href="https://www.zendesk.com/marketplace/apps/support/19321/mailchimp-campaign/" target="_blank" rel="noopener"><strong class="ph b">MailChimp Campaign</strong></a> and <a class="xref" href="https://www.zendesk.com/marketplace/apps/support/188538/proactive-campaigns/" target="_blank" rel="noopener"><strong class="ph b">Proactive Campaigns</strong></a> enable you to send email campaigns to a targeted customer list and proactively communicate or follow up with your customers.</li>
<li class="li">
<a class="xref" href="https://www.zendesk.com/marketplace/apps/support/142392/surveymonkey/" target="_blank" rel="noopener"><strong class="ph b">SurveyMonkey</strong></a> enables you to send surveys to a targeted customer list to gather valuable feedback and ideas for your team and business.</li>
</ul>
</div>
<p class="p">Admins can install apps in Zendesk Support. Agents can use the apps to create email campaigns or surveys for customers in a customer list.</p>
<div class="p">
<div class="note note">
<span class="notetitle">Note:</span> These integrations rely on API endpoints that can only be accessed in timed intervals. This means that there might be some delay, maybe up to several hours, between the time you initiate the list and when the list is sent.</div>
</div>
<div class="p">
<strong class="ph b">To install the apps to send email campaigns or surveys to a customer list</strong>
<ol id="topic_xrq_5b4_dm__ol_zym_rj4_dm" class="ol">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank" rel="noopener">Admin Center</a>, click <img id="topic_xrq_5b4_dm__d7e1572" class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_apps_integrations_icon.png"> <strong class="ph b">Apps and integrations</strong> in the sidebar, then select <strong class="ph b">Apps &gt; Channel apps</strong>.</span></li>
<li class="li">Click <strong class="ph b">Zendesk Marketplace</strong> in the upper-right corner of the page.</li>
<li class="li">Find the <strong class="ph b">MailChimp Campaign</strong> app or the <strong class="ph b">SurveyMonkey Create</strong> app, then click the title of the app.</li>
<li class="li">On the app page, click <strong class="ph b">Install</strong> in the upper-right corner.</li>
</ol>
</div>
<div class="p">
<strong class="ph b">To use apps to send email campaigns or surveys to a customer list</strong>
<ol id="topic_xrq_5b4_dm__ol_ndz_yh4_dm" class="ol">
<li class="li">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank" rel="noopener">Support</a>, click the icon for the MailChimp Campaign app or the SurveyMonkey Create app in the sidebar.</li>
<li class="li">Enter a name for your email campaign or survey.</li>
<li class="li">Select an existing customer list or click <strong class="ph b">Add a new customer list</strong> to create a new list.</li>
<li class="li">Complete the other information for your campaign or survey.</li>
<li class="li">Click <strong class="ph b">Continue</strong>.</li>
<li class="li">Complete and send the email campaign or survey in MailChimp or SurveyMonkey.</li>
</ol>
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</div>
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