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Video Tutorial: Importing Segments to Campaign Monitor

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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

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