Salebot.ai
  • About
  • The basics: How to use Salebot.ai
    • The basics of using the editing software
    • Creating blocks and the types of them
    • Arrows (connections)
    • Quick actions
    • Buttons
    • Condition and Matching selection
    • Links to messengers
    • Blocks "not State"
    • The first message
    • Description of the fields in the Editor
    • How to make the bot not interrupt the dialogue with the client
    • Sending attachments. Tracking links.
    • Getting files from the user
    • Editing text message
    • Random answers in a bot
    • Built-in variables
    • Reservation and recovery
    • Free Videos to master Salebot
  • Administration
    • Custom Roles
    • Reservation and recovery
  • Messengers and chats
    • WhatsApp
    • Whatsapp Business API
    • Telegram
    • Viber
    • Facebook Messenger
    • Official Instagram
    • Online-chat on a site
    • Merging contacts from different messengers
  • Variables
    • Variables
    • Calculator
    • API in Calculator
    • Variable comparison
    • Working with Dates and Time
    • Working with Arrays and Dictionaries
    • List of Useful Regular Expressions
    • How to use variables
  • CRM
    • AmoCRM
    • Bitrix24
  • Working with API
    • The editing software's API
    • Integration with third-party APIs
  • Integrations
    • Payment systems
      • Capusta.space
      • Coinpayments
      • INXY Payments
      • Paypal
      • Payeer.trade
      • Paynow
      • Stripe
      • Telegram
      • Fondy
      • Wayforpay
      • WalletOne
    • InfoBusiness
      • MyOwnConference
      • WebinarGeek
    • Analytics
      • Roistat
      • Facebook Pixel
      • Google Analytics
    • Google Sheets
    • Google Tables
    • Google Calendar
    • Apix-Drive
    • SMS services
    • Sendpulse
    • QuizGO
    • Tilda
    • Linkrr
    • Vakas-Tools
  • Mailings
    • Pipelines
    • Manual mailings
    • Mailing list
    • Stop mailing
    • How to filter clients for mailing
    • Transferring the client base. Uploading Whatsapp numbers
  • To partners
    • How to transfer the project to the customer
  • How to...
    • FAQ
    • ...Create a simple chatbot
    • ...Transfer UTM-labels
    • ...Create a referral program
    • ...Create temporarily available content
    • ...Connect analytics counters and configuring conversions through GTM
    • ...Move clients to another block
    • ...Create personalized images
    • ...Create a menu in Telegram
    • ...Connect Telegram-pay
  • Payment Services
    • Page 1
  • Mini-landing
  • Special capabilities
    • Python programming
    • Generating a QR-code
    • Generating a barcode
    • Barcode recognition on an image
    • Using Google Sheets for mailings
    • Sending requests to messengers and email
    • Working with promo codes
  • Our services
    • Pricing
    • Training courses
  • Group 1
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  1. Mailings

How to filter clients for mailing

Step by step show how to download from bot file with clients, filter, download back and start mailing list

PreviousStop mailingNextTransferring the client base. Uploading Whatsapp numbers

Last updated 3 years ago

Let’s start with "Mailing lists"

In the upper right corner click on the button "Create a mailing list" and in the field "Subscriber filter" select "Clients from a file"

Next click on "download the client list". Run Excel. In it we are interested in "Master of texts (import)". In different versions of Excel it looks different. This example was executed in Microsoft Office Excel 2007. Go to the "Data" tab and in the upper left corner press "From text"

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We select, downloaded by us earlier list of clients who have communicated with bot. "Master of texts (import) Step 1" will be launched. Set the settings as in Figure 4 and click on

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In the second step, tick "semicolon", click further (Figure 5)

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In the third step, set the settings as in Figure 6 and press the button "Done"

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The next window will appear with the question "Where to put the data?", just press "Ok" and see something like this (Figure 7)

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Now we need to filter the database and choose who we want to send the newsletter to. Filtering can occur by date, messenger, name, ID, etc. In this example, let’s leave only a few customers who previously wrote bot in telegram and one who wrote in online chat, the rest delete (Figure 8)

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Now save our file and select "CSV (comma separators)" (Figure 9)

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If next Excel will ask questions and ask "Still save file?" everywhere agree and click "Yes". Now back to Salebot in the "Mailing Lists" section, press the button ". csv file with client identifiers" and select the file with filtered client base (Figure 10)

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Create a mailing list, add files if necessary, and specify other options. You can read more about each field in the mailing list here.

If everything is full, press the "Done" button at the bottom and check the result (Figure 11)

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