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Using CRM segments to help integrate with an external CRM
Some clients may prefer to segment their supporters or create mailing lists in their external CRM (rather than Engaging Networks). CRM segments allow for the list to be created in a CRM and then imported into Engaging Networks via the bulk import API. Then that segment can be targeted with a broadcast campaign.
When importing supporter data, the supporters in a particular batch can be associated with an external CRM segment by submitting the segment parameters segmentId and segmentName as part of your form post.
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For example: I have 20,000 supporters imported from a segment called “2014-07-01-SEGMENT”. Here I would include that name in my import as “segmentName”. This would later allow me to select all supporters who formed part of that import.
In the The following video , Ben Childers, Director of Account Services walks will walk you through using the External CRM Segment tools.
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