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Using your CRM integration when creating an Email Capture Message
Using your CRM integration when creating an Email Capture Message
Holly Groom avatar
Written by Holly Groom
Updated over 8 months ago

  1. Create a new Email Capture Message or select an existing Email Capture Message(s)
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  2. In the ‘Behaviour’ tab, you’ll notice a new field called ‘Send to CRM’
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    Send to CRM feature in Behaviour Tab on Message Dashboard

3. Select the CRM configuration from the dropdown (We recommend keeping the name simple and consistent).

4. You can select multiple Contact Lists. This will send the guest emails to all the associated configurations (Contact Lists) in your CRM.

5. That’s the CRM part done! Now you can continue with your message creation process - add targeting, create your design, review… and publish!

6. Your Email Capture Message is now connected to your CRM.

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