Connecting A CRM List to an Email List
To get the most out of your CRM, we suggest assigning your CRM Lists to Email Lists. This function will allow you to easily sign up your CRM Contacts to your Email Campaigns.
Why Are There Two Different Lists?
CRM Lists are a powerful tool you can use to segment your contacts into highly customized groups. With the ability to segment your contacts based on the data you collect in their CRM profiles and all the custom filtering options, the only limits are your imagination!
Email Marketing lists are dedicated lists you can use when sending an email campaign. Since not everyone utilizes both products in Marketing 360®, we made the lists features flexible enough to accommodate everyone!
Assign a CRM List to an Email List
- Navigate to the CRM app and select the Lists tab at the top of the page.
- Click the "refresh" icon on the Assigned to Email List(s) column to make sure your latest email marketing lists are available to sync up.
- Find the CRM list you would like to sync and click -Assign to Email List-.
- Select the Email List you would like to connect.
- Under Email Field, select the email field to be used to subscribe the user. Only contacts with the email field you select will be subscribed to the Email List.
Note: This option will only apply if you have multiple "Email" fields for your Contacts.
- Click Save.
Change the Email Field Associated to Your List
You also have the option to edit what email field you want to include after you have created and assigned your list. Click on the name of the Email List in the Assigned to Email List(s) column to change and save the email field.
If you want to change the email field that is subscribed to your list, you will receive a warning that tells you how many contacts will be unsubscribed, resubscribed with a new email, or subscribed as a new contact.
Why Are the Number of Contacts Between My CRM List and Email List Different?
Contacts must have a unique email address in order to be added to the email list. If your contacts do not have an email or their email is in the CRM list more than once, the size of your email list may be smaller than the CRM list. If contacts have been added directly to the email list, the email list may be larger than the CRM list.
Related Articles
What are Primary Fields?
Primary Fields capture essential information about your leads and customers. Utilizing Primary Fields can help you maintain organized contact records in your CRM and use advanced marketing automations within Marketing 360®. Primary Fields are locked, ...Edit Your Marketing 360® Form's Field Mapping and Submission Rules from the Leads Inbox
In this guide, you'll learn how to manage your Marketing 360® Form’s Field Mapping and Submission Rules using the Leads Inbox. These settings determine how information from your Marketing 360 Forms appears in your CRM, what email lists a form lead or ...Cancel Pending CRM Jobs
If you see an error message saying "we're working hard on your list at the moment and can't let you perform this action at this time" while trying to connect a CRM List to an Email Marketing list, chances are likely that there's a pending job ...CRM Lists
Use CRM Lists to segment the contacts in your CRM. This way, you can create highly focused lists of contacts, then create marketing content specifically targeted to them! CRM lists can be as basic or advanced as needed. Let's look at a couple quick ...Setting Up Your CRM
One of the most powerful features of the Marketing 360® CRM is its flexibility. The setup wizard allows you to customize every piece of your CRM to your business. Using the Setup Wizard The setup wizard will guide you through setting up seven ...