Hi there,
I want to create segments based on industry sector within my
mailing list that I sync'd from CRM, but once I have created these
segments and added multiple criteria I can't view the contacts within
each segment. All it says is "No contacts available in this view".
Now I don't know whether or not my segments actually worked.
How I did this:
1. In Zoho CRM I created custom fields in my Contacts module. These
fields are called "primary sector" and "secondary
sector" and they are under the "Description" section
located in each contact.
i.e. In a contact, under
"Description" - Primary Sector: RETAIL
-Secondary
Sector: MANUFACTURING
2. Then I went to Zoho Campaigns and
chose to sync contacts from CRM to Campaigns. I selected the
"Contacts" and sync "All contacts". Under
mailing list details I created a new mailing list called "CRM Sync".
3. Next, under "Map your
fields", I added the two fields that I created in Zoho CRM step
1. i.e. Primary Sector and Secondary Sector, and created these two
new fields in Zoho Campaigns.
I disabled "Fetch Account
Fields" as I didn't think it would be relevant because I didn't
modify Account module fields in CRM, only Contact module fields
>> is this okay?
4. I then selected under fetch
details I selected Sync weekly because I don't want to be running
out of syncs halfway through the month. I clicked initiate.
5. When I go to list management I see
my new mailing list "CRM Sync" and it says it contains 172
subscribers, which is right.
6. Now I created six segments with two sets of criteria each.
i.e. for RETAIL sector segment, criteria is:
Primary Sector > is > RETAIL
Secondary Sector >
is > RETAIL
7. However, this is where the problem lies. Under each segment,
when I click "Show Contacts" it gives me the message:
"No contacts available in this view"
How do I know that my contacts have been segmented correctly? How
can I see the contacts contained in each segment?
Please help,
thx