Understand your customers with Smart Lists.
With Smart Lists in Xero it’s easy to assemble customized lists of your existing customers based on their buying behaviour, invoice amounts and location. You can then use this information to create targeted marketing campaigns so you don’t miss out on recurring sales.
Choose from handy preset searches, such as customers with overdue payments, to help you stay on top of cashflow. You can even focus on a particular city or state for a regionalised marketing campaign. Any searches you create or modify can be saved for future use.
The lists can be added to a new or existing contact group in Xero to keep your contacts organized, and enable you to invoice that entire contact group in one swoop.
Xero makes it easy to unlock the power of your customer data to add business value, improve cashflow and increase revenue.
Create targeted lists
August 2016 – Direct Bank Feeds In Xero
July 2016 – Managing Bills and Purchases in Xero
June 2016 – Shortcuts In Xero
May 2016 – Email Integration
April 2016 – Recurring Sales Invoices
March 2016 – Two Step Authentication
February 2016 – Xero Search
January 2016 – File Storage in Xero
December 2015 – Invoice Reminders
November 2015 – Xero on the go, with Xero Touch
October 2015 – Invoice Payment Terms
September 2015 – Sales Invoice Customisation
August 2015 – Business Performance Review
July 2015 – Cash Coding In Xero
June 2015 – Xero to Xero Billing
May 2015 – Find and Recode
April 2015 – Online Invoicing