Hey there! Need to limit your records being brought over as you don't want to blow up your Marketing Automation solution's record count?
There are three options to choose from based on your preference. See below:
Let's use a Salesforce example:
Do not sync Contacts, Leads, or Accounts from Salesforce to Constant Contact ( Step 1 of the Sync Profile)
This option will not sync your CRM / Financials / eCommerce Software records to connecting Marketing Automation Software. If you want to just flow your records from Marketing Automation Software and store them in CRM / Financials / eCommerce Software, then this is the suggested option.
Another use case is that when you already have synced your records and do not want to sync newly created from CRM / Financials / eCommerce Software, then you can select this option.
Sync Salesforce Campaign/List Members to Constant Contact List ( Step 1 of the Sync Profile )
This option will allow you to sync your CRM / Financials / eCommerce Software Campaign(s), List(s), List View(s), Tearsheet(s) and will be created as segmented Email List(s), Audience(s), Group(s), Tag(s) to Marketing Automation Software with the same name.
Filtering and Segmentation Feature
The Filtering and Segmentation feature will allow you to look up in your Marketing Automation Software database and only pick up those records that will pass the criteria. Enabling the segmentation allows you to segment your filtering criteria records into separate Email List(s), Audience(s), Group(s) or Tag(s) in Marketing Automation Software.
Hit any snags? Give us a shout out today!