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Frequently Asked Questions aero-right Fields Records aero-right How to Export your CRM views into Benchmark Email?

How to Export your CRM views into Benchmark Email?

Fields Records Updated on August 6, 2018

You can export your Benchmark CRM Views into your Benchmark account at any time and get an overview of the activity made with your Contacts/Leads.

To export your Benchmark CRM views into Benchmark, follow the instructions below:

  1. Log into your Benchmark CRM account.
  2. Click on the navigation icon and select Contacts or Leads.
  3. Now click on the Add button.
  4. Choose the Create Email Marketing List button.

  5. Name your Email Marketing List.
  6. Select the Module and the View.
  7. Click Next.
  8. Now, map the fields according to your Benchmark fields.
  9. Click Next.

  10. Confirm export by clicking the Confirm button.

 

Important Bullet Points

  • Allow an estimated 15 minutes time for your list to appear in your Benchmark Email account.
  • Your  Benchmark CRM list is subject to go through the List Verification process.
  • The View export is not continuous. After you’ve exported Contacts/Leads to your Benchmark account and you would like to export more, you must repeat the same process.

 

If you have any other questions regarding how to view your email marketing reports in the CRM, please contact our support team by email.

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