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Segmenting records using CRM Campaigns, Marketing Lists or Filtering and Segmentation to your Marketing Automation

Have a second thought about which segmentation method would you like to use for your integration?

Check out this video on How Filtering and Segmentation Works:

Using CRM Campaigns as List or Marketing lists will create email list(s) under your specified Main List or Audience in your Marketing Automation software together with the Contact and Lead records in it. 

Sync Campaign(s) or Marketing List(s) from CRM to your Marketing Automation List/Group

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In Filtering and Segmentation, which is in Step 5 of your SyncApps integration, you can set multiple specific criteria of which records to be synced and segment them by tapping the "Enable Segmentation" feature. This will look into your whole CRM database. Same as well, this will create an email list(s) in your Marketing Automation software. When the Segmentation feature is disabled then all the filtered records from CRM will be synced to the Main List or Audience.

Filtering and Segmentation Guide

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Filtering and Segmentation in tandem with CRM Campaigns or Marketing Lists can also be used. But in this case, SyncApps will only grab the specific records from the selected CRM Campaigns or Marketing Lists in Step 1 of the integration or Set Up, as it's called.

If the Segmentation method is disabled then it will go to the specified Main List or Audience in Step 2 of the Set Up but if Segmentation is enabled then it will create email lists in your specified Main List or Audience.

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Need some help?

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Check out the options below on how you can contact our Support team and find the answers you need to help you with your SyncApps integrations.

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