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ClickLearn mraBook April 10, 2023
Using Dynamo 1/7
1. Content
1. Content.................................................................................................................................................... 12. Linking a marketing list............................................................................................................................. 13. Bookmarks............................................................................................................................................... 7
2. Linking a marketing list
Select the navigation item Marketing
Click on link Marketing Lists
Click on the ribbon item New
Click on the Textbox Name
Enter Name.
Open the Dropdown list Member Type
Select the type of List Members your Marketing List will contain. In this process we are using Contacts.
Click on the ribbon item Save
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Click on the ribbon tab Dynamo
Click on the ribbon item Connect to CM
Open the combobox
Select the Configuration you want to link this marketing list with
The Configuration contains the link to a Campaign Monitor Account. You can have multiple Campaign Monitor accounts setup for your CRM Deployment. Use the Dynamo Configuration Client on your server to add or edit configurations.
Click on the radiobutton Create a new subscriber list and link
In this proces we are letting Dynamo create a new subscriber list. You can also choose the "Link to an existing Subscriber List" option, and link to one of your existing subscriber lists
Click on the button Link to CM
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The Create Subscriber List Form
Dynamo will create a new empty subscriber list in your CM Account. You can set more properties and auto-responders on the newly created list, form the CM User-interface
Click on the button OK
The Create Custom Fields Form
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Dynamo can create two special identification fields on your subscriber list in CM. These fields helps Dynamo to perform the synchronization with as few lookups as possible
Click on the button OK
Click on the button
Close
Press the F5 key.
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Your Marketing List Form after the link is created
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Click on Select a duration
Click on 1 hour
Click on radio button Running
Click on the ribbon item Save & Close
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3. Bookmarks
The Create Subscriber List Form.....................................................................................................................3The Create Custom Fields Form...................................................................................................................... 3Your Marketing List Form after the link is created.............................................................................................5
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