Use this link to share with your colleagues:
Video Tutorial: Importing Segments to Campaign Monitor: https://help.patronmanager.com/a/2125596
Here's a quick look at everything you need to know to create both dynamic and static segments in Campaign Monitor based on data you have in PatronManager.
In the first tutorial, we'll walk you through how to create a dynamic segment based on fields on a Contact record, build those merge fields in Campaign Monitor on the fly, and set it to update the segment automatically as data in PatronManager changes.
In the second tutorial, we'll show you how to create a Campaign Monitor segment easily using a one-off report in PatronManager for something like a list of buyers to a specific show.
Best of all, you'll do all of this without ever leaving PatronManager!
Creating a Dynamic Segment from a Scheduled PatronManager Import
Creating a Static Segment from a One-Off PatronManager Report
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 for Campaign Monitor:
Campaign Monitor materials: