How to merge my CRM list with my WordFly signup list

Learn how to combine (merge) your CRM imported list with your WordFly Signup subscribe list. This is helpful if you want to send one email campaign to both lists.

How to merge my CRM list with my signup list

 

When you add an existing list to another list in WordFly all subscribers who are currently in the existing list are merged into the list while the existing list stays the same.

 

When you are merging your subscribe list with a CRM imported list, the number one rule to remember is to start with your CRM list import first and then merge your subscribe list into the CRM list.

 

Step 1: Import your CRM list.

Use the Tessitura or Centaman integration to import your CRM list.

 

Step 2: Merge your subscribe list into the CRM list.

Follow the appropriate steps based on where you are merging lists: 

 

 

 

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