Connecting A CRM List to an Email List
Assigning your CRM Lists to Email Lists allows you to seamlessly add CRM contacts to your email campaigns. This guide will walk you through the process of connecting these lists and help you understand why they are separate.
Why are there two different lists?
CRM Lists: These are powerful tools for segmenting your contacts into highly customized groups. You can create these groups based on the data in your contacts' CRM profiles, giving you limitless options for organization.
Email Marketing Lists: These are dedicated lists used specifically for sending email campaigns. Because not all users utilize both CRM and Email Marketing, the lists are kept separate to be more flexible and accommodating.
How to Assign a CRM List to an Email List
Follow these steps to connect your lists.
Navigate to the CRM app and select the Lists tab.
Click the refresh icon in the Assigned to Email List(s) column to ensure your latest email marketing lists are available.
Find the CRM list you want to sync and click -Assign to Email List-.
Select the Email List you would like to connect.
Under Email Field, choose the specific email field that will be used to subscribe the user. Only contacts with an email in this chosen field will be subscribed to the email list.
Note: This step is only relevant if your contacts have multiple email fields.
Click Save.
How to Change the Email Field
You can easily change which email field is associated with your list, even after it's been created and assigned.
Click on the name of the Email List in the Assigned to Email List(s) column.
Select and save a new email field.
If you change the email field, you will see a warning explaining how many contacts will be unsubscribed, resubscribed with a new email, or added as a new contact.
Why are the contact counts different between my CRM and Email lists?
The number of contacts in your CRM List and Email List may not always match, and there are a few reasons for this.
Missing or Duplicate Emails: Email lists require a unique email address for each contact. If your CRM list contains contacts without an email or has duplicate email addresses, your email list will be smaller.
Manually Added Contacts: If contacts have been added directly to the email list without being in the CRM list, your email list may be larger.
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