Syncing leads from a campaign to your email marketing tool
Sync the leads you collect with Socital onsite campaigns to your email marketing tool in real-time.
Did you connect your email tool?
Before you can sync leads from a specific campaign to a list, you must connect your email marketing tool.
See instructions on how to connect each tool in the links below.
How to connect a campaign with a mailing list
To connect a campaign with a mailing list you need to edit your campaign.
Once you have opened the campaign editor,
in the "Set up" section, scroll further down to go to "Integrations".
In the integrations list, click on the email marketing tool you have connected.
In the side panel that opens, select the email marketing account you have connected.
If the side panel is empty, make sure you have connected your email marketing tool with your Socital account.
Select the list in which you want the leads from this campaign to be added to.
Notice the icons next to each list.
Red warning: you are not exporting any Socital field to your mailing list along with the lead's email address, such as gender and first name.
Green check: you are exporting Socital fields to your mailing list along with the lead's email address.
You can easily add or remove fields exported to the specific list by clicking on the settings icon.
Note that this a universal setting for the specific list, and leads from all campaigns that are synced with this list will have these additional fields.
Choose the fields you'd like to export along with the lead's email address and click Save.
Select the list in which you want leads from this campaign to be added to.
Click on "Done".
Your campaign is now connected with your mailing list!
Don't forget to save your campaign.