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Creating Marketing Lists

Create a client list for SMS marketing subscriptions using Appointible Pro and manage who receives campaigns.

Paulius M. avatar
Written by Paulius M.
Updated this week

Creating marketing lists

Accounts on the Appointible Pro plan can use SMS Marketing features to send campaigns to specific groups of clients. A marketing list is the starting point – it defines who actually receives those text messages.

I recommend setting up clear, focused lists (for example, “VIP Clients” or “New Clients”) so campaigns stay relevant and clients stay happy instead of quietly opting out.

To let clients subscribe to marketing messages automatically using a QR code, check this guide: Create a QR code for SMS marketing subscriptions.

Check plan and access

Marketing lists are available only on the Appointible Pro plan and require the SMS Marketing add-on to send text campaigns.

To confirm access:

  • Open Billing and check that the Appointible Pro Plan is active.

  • In the same page, confirm that the Appointible SMS Marketing add-on is enabled.

If the SMS Marketing add-on is not enabled, follow the prompts in Billing to upgrade and activate it.

Open audience lists

  1. In the left side panel, click Audience.

  2. Click Lists to open the client lists page.

Open Audience and Lists in the left side panel.

Create a new list

  1. On the Lists page, click Create list.

Click Create list on the Lists page.

  1. Enter a clear List name, for example:

    • “SMS – Promotions”

    • “SMS – Appointment Reminders Opt-in”

    • “VIP Clients”

  2. Optionally, add a short description so it is easy to remember what this list is used for.

  3. Click Save.

Name the list and click Save.

After saving, the list appears in the Lists table with details such as:

  • List name

  • Number of subscribed clients

  • Creation date

View list details such as name and number of clients.

Add clients manually

Clients can subscribe to marketing lists in several ways. One simple option is to manage subscriptions manually from the Audience page.

Select clients in audience

  1. Open Audience.

  2. Use search or filters to find the clients that should receive marketing messages.

  3. Select one or more clients using the checkboxes on the left.

Select multiple clients in the Audience list.

Assign or remove from list

  1. With the clients selected, click Assign to list to subscribe them to a marketing list.

  2. To unsubscribe, click Remove from list instead.

Use Assign to list or Remove from list for selected clients.

  1. When assigning, pick the correct list in the dialog and click Assign.

Choose the list and click Assign.

Check subscription in client details

To see which marketing lists a specific client is subscribed to:

  1. Open Audience and click the client name.

  2. In the client details panel, look for the Marketing section on the left.

If the client is subscribed to one or more marketing lists, the list names appear in green in this section.

Client details showing subscribed marketing lists in green.

If the client is not subscribed to any marketing list, nothing appears under the Marketing section.

Client details with no marketing lists assigned.

Next steps

Once a marketing list is ready and has subscribers, it can be used to send SMS campaigns from Campaigns or Campaigns All. I recommend starting with a small test campaign to a limited list segment, checking the failure rate and cost of campaign, and then scaling up when everything looks good.

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