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ActiveCampaign Segmentation Methods

Hello there! 

Great of you to join us today!

Do you want to segment your CRM's List(s), List View(s), Campaign(s) to ActiveCampaign? No problem! Our Product team has rolled out a new feature where you can now select what segmentation method would you prefer.

Okay, let's take Zoho CRM as our use-case below:

In Step 1 of the Sync Profile, select your preferred option, let's say, "Specific Campaigns".

Zoho-AC.png

After you've selected the option in Step 1, hit NEXT or SAVE then move to Step 2. 

Zoho-AC2.png

There are 3 Segmentation Method options to choose from:

See the difference between using Tags and Lists here

Once done, hit Save then Reset Sync Process and Resync.

After the sync is successful, the CRM Campaign(s) will then be reflected in the record's ActiveCampaign's Lists.

AC.png

Need more guidance? Reach out to our Support Team today!

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