Getting Started with ListBuilder

Welcome to the ListBuilder app! ListBuilder uses your Clover data to bring customers back for more. It automatically syncs your contacts from Clover to your email marketing platform, so you can send automated follow-ups, newsletters, and social media ads to your Clover customers.

Click here for a list of supported platforms.

To get started with ListBuilder, follow these three simple steps:

1. Install ListBuilder from your Clover web dashboard and launch the app
2. When prompted, add 2 platforms to your account: your Point of Sale system and your Marketing System 
3. Create a connection between the two platforms

Once these steps are complete, we'll sync new customers to your marketing system multiple times per hour.

*Only customers entered after steps 1–3 are complete will sync. Any customers already in Clover before setup will not be synced retroactively.

Customer Opt-In:

To sync a customer to your marketing platform, they must (1) have a valid email address and (2) opt in to marketing. This is required by most marketing platforms' terms of service, and without it, a customer's info won't transfer — even if setup is otherwise complete.

How to collect opt-in at checkout:

1. In the register app, before payment, select the ListBuilder button
2. Have the customer enter their info and opt in by checking “I would like to receive promotions!”, or enter it on their behalf
3. Proceed to payment

You can also add customers directly through the ListBuilder app.

Note: Opt-in is what triggers the sync. No opt-in, no sync.

Frequently Asked Questions:

Find answers to common ListBuilder questions in our Help Center. Can't find what you need? Email us at help@abreezetech.com.