This article will guide you through all you need to know on how to create and modify your data. 

The Year to Date (YTD) less than $300 sales data will be used as an example.


Step 1: Create a list

  • Utilities (1) > Send Bulk SMS (2) > Create List (3)

Step 2: Create query

  • Query (1) > New (2)

NB: Existing template lists can be (A) copied, (B) modified, (C) renamed or (D) deleted in this area.

Step 3: Select your chosen field to evaluate

Field Selection

  • Choose your field > Next

NB: There are a lot of different options to choose from, select accordingly.

Operation Selection

  • Select your query operation option > Next


NB: Select appropriate option for an accurate data.

Value Entry

  • Enter value > Next

Review and Group

  • Finish (1) > Save and name accordingly (2)

Other useful knowledge base articles

Click HERE for how to send bulk SMS.

Click HERE for how to export a customer list.

Didn’t find what you were looking for? 

Our Support team are here to help, you can reach us by submitting a support ticket

or calling us on 09 583 2455