Use this link to share with your colleagues:
Video Tutorial: Importing a List to Campaign Monitor: https://help.patronmanager.com/a/2125596
Here's a quick look at everything you need to know to create a new list in Campaign Monitor, import a PatronManager report to that list as a one-off or on a schedule, and set up merge fields to use in your email - all without ever leaving PatronManager.
Additional Resources
From the PatronManager Help Tab:
- Installing and Configuring Campaign Monitor for PatronManager
- Sending Targeted List Emails with B12 Integrations
B12's comprehensive support site: