Lists of people and companies that stay current.
A segment builder that works with all of your operational data inside Calisto Pro. Every list is answered by the live database when it is opened, so nobody refreshes it. Build it here, work it in Deals, and send to it from Campaigns.
The List App for People and Companies
System lists, smart lists and saved searches, evaluated live and handed to Deals and Campaigns.
Λίστες συστημάτων
Eight customer lists, decided in the database.
Δημιουργός Τμημάτων
People or companies, a catalogue of fields for each.
Λεπτομερείς Καταλόγοι
Criteria, not members, answered on every read.
Αποθηκευμένες Αναζητήσεις
A query kept to run again.
Where a List Goes
Into Deals, then Campaigns and Sequences.
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λίστες συστημάτων, μηδενική διαμόρφωση
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kinds of list: people or companies
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copies of your data to keep in sync
Οι χρήσιμες λίστες είναι εκεί πριν τη διαμόρφωση του οτιδήποτε.
Segments opens with eight lists of customers already populated. No setup wizard, no rule to write, no segment to save.
The eight are reserved and undeletable, and they hold no rows of their own. Each is decided in the live database, over the whole account, every time it is opened, so a customer who makes a third purchase is in Repeat Customers on the next load, with nothing scheduled and nothing to refresh. At Risk is the one to watch: it lists customers who bought and then went quiet for ninety days, not people who never started.
Δημιουργήστε μια λίστα από κριτήρια. Η μετοχικότητα παραμένει τρέχουσα.
Choose what the list holds, people or companies, then pick a field, an operator and a value, and add another. Conditions within a group all have to hold; any group holding is enough, and a live count tells you how many match before you save. Deals uses the same builder over the same lists, so a list made here opens there.
A campaign sent to a company list reaches the people at each listed company, and only those who agreed to marketing.
Opening it runs the criteria again. Whoever qualifies tomorrow is in it tomorrow, and whoever stops qualifying leaves without anyone removing them.
Το σωστό σχήμα όταν η λίστα είναι απόφαση και όχι ερώτηση. Οι πενήντα άνθρωποι που προσκαλούνται σε ένα άνοιγμα παραμένουν οι πενήντα άνθρωποι που προσκαλούνται σε ένα άνοιγμα.
Λίστες που απαντούν στο ερώτημα πάλι κάθε φορά που τις ανοίγετε.
Somebody who makes a third purchase is in Repeat Customers on the next load, and a company that joins your target industry is in the company list the day it is added, without anybody moving them.
The question you keep asking, kept once.
A saved search stores the query rather than the answer, so running it again reads the records as they are now.
Into Segments, then Deals, then the send.
A list is not a file to export. It is the same rows everywhere it is used, so the list a campaign reaches is the list you built, as it stands at the moment of the send.
- 1ΤμήματαBuild the list
People or companies, from the system lists, a smart list or a static one. The membership is answered by the live database every time it is opened.
- 2ΣυμβάσειςWork it
The same list opens in Deals over the same rows, where the pipeline, the owner and the next step sit beside every name on it.
- 3Campaigns and SequencesReach it
Deals attaches the list to a campaign or a sequence as its audience. A company list reaches the people at each listed company, and only those who agreed to marketing.
What Segments customers add next.
3 of these 8 connections are in your plan today. The rest stay visible so you know the instrument is there before you need it.
Deals
A list opens in Deals over the same rows, and Deals is where a segment is worked and attached to Campaigns and Sequences. Lists come with Deals as well.
Campaigns
A list or a smart list is a campaign audience, read through the shared lists rather than exported. A company list reaches the people at each listed company, and only those who agreed to marketing.
Automations
Sequences take a segment as their audience, and a list reaching a milestone raises a notice a rule can act on.
Circle
VIP Customers is Circle’s top tier, read from the contact on every load rather than copied into a list.
Bookings
Made a booking, arrives within a number of days and is staying with us now are builder fields, answered live from the reservations.
Payments
Repeat Customers and At Risk count purchases from bookings and payments, so a third purchase moves a customer the next time the list is opened.
Registry
Is an active member is a builder field, read from the member records rather than from a tag somebody remembered to set.
Agenda
The people a list holds are the same contacts Agenda keeps as the address book. Nothing is copied into Segments.
No setup cost. Pay when you start using.
Lists of people or companies that stay current.
Calisto Engage
Lists, smart lists and saved searches over people or companies, with a visual segment builder.
Recommended for you
Works well together.
Calisto Deals
Calisto Campaigns
Calisto Automations
Calisto Circle
Calisto Bookings
Included with any app that takes bookings
Every booking your apps take — today’s arrivals and departures, availability, walk-in lines and folios — and the itinerary that spans them: a room, a treatment and a dinner, one guest, one confirmation, one bill.
Learn more →Calisto Payments
Calisto Registry
Calisto Commerce
Reservations, inventory, listings, memberships, and tickets
Learn more →Calisto Agenda
Included with your Account
Tasks, calendar, and contacts in one workspace.
Learn more →Everything included in Calisto Segments.
- System lists and your own lists in one table
- A list holds one kind, chosen when it is created: people or companies
- Member count, kind, type and last update on every row
- Static lists store their members and stay as you left them
- Members added and removed one at a time on a static list
- Every list opens on its members, on desk and on phone
- Eight lists present on the first open, with no configuration
- New Customers: added in the last thirty days
- VIP Customers: Circle’s top tier
- Repeat Customers: three or more purchases
- At Risk: a customer with no activity in ninety days or more
- Recent Interactions: active in the last seven days
- Birthday This Month: a birthday falls in the current month
- No Email: missing an email address
- Unsubscribed: opted out of marketing
- Decided in the database over the whole account, every time a list is opened
- Never materialised as rows, reserved and undeletable
- A visual builder: field, operator, value, then the next condition
- Conditions AND within a group, groups OR across
- A live count of what matches before you save
- Smart lists store the criteria and are answered again on every read
- People: the contact fields, who is with the business now, and what a person did
- Companies: the company record’s own fields, with industry from the shared taxonomy
- Tags as criteria, from the one shared tagging capability
- A condition the data cannot answer is skipped, never faked
- A search saved with its query, to run again whenever you need it
- The results are read at the moment you open it, never a stored copy
- Deals: the same lists over the same rows, where the pipeline works them
- Campaigns: a list or a smart list as the audience of a send
- Sequences: a segment as the audience of a sequence, attached from Deals
- A company list reaches the people at each listed company
- Only people who agreed to marketing are ever sent to
- A notice when a list reaches a milestone, for a rule to act on
- Evaluated at query time against the live database, never materialised
- Lists persist in the same table Deals uses, so nothing is copied between apps
- Criteria persist as a portable filter tree, not a query string
- One identity: every person is a user id inside an account
- Every read and write scoped to the account
- Lists also come with Deals; Segments is how an account gets them on their own
Questions about Calisto Segments
A static list holds the people or companies you put in it, and they stay until you take them out. A segment, which Segments calls a smart list, holds the criteria instead, so it is answered again every time it is opened and the membership is right today without anyone refreshing it.
No. Nothing is copied or materialised. A segment and the eight system lists are evaluated at query time against the live database, so a customer who places a third order is in Repeat Customers on the next load.
Yes. When you create a list you choose its kind, people or companies, and the builder then shows the fields for that kind. A list holds one kind. A company list opens in Deals like any other, and a campaign sent to it reaches the people at each listed company.
Into Deals, where the pipeline works them, and from Deals into Campaigns and Sequences as an audience. The same lists also come with Deals, so a Deals account already has them; Segments is how an account gets them on their own.
Only the people on it who agreed to marketing. The segment says who matches; consent and unsubscribes are still honoured on every send.
It is included with the Engage suite, and on its own it is priced per user per month. The pricing section on this page reads the live catalogue and is the authority.
