Once you've integrated your CRM and imported your lists, adding a new field to those lists is quick — as long as the field already exists on the CRM side.
Why this matters: Marketing Lists only show the CRM fields you've explicitly told Act-On to pull in. If a field you need for segmentation or personalization isn't showing up, it's usually because it hasn't been created in the CRM yet, or it hasn't been added to your sync.
Before You Start
- The field should first exist in your CRM. If you're creating a new field for your company to use, ask your CRM Administrator to create it first.
- Make sure you have set up Data Management and are running a recurring sync so Act-On can see your CRM fields: Data Management Setup and FAQs.
Import the Field to Act-On
- Go to Lists > Marketing Lists.
- Click the drop-down next to the list for more options.
- Choose Import/Export.
- Select CRM Sync Setup (the name will vary by CRM).
- Click Add List Columns.
- Select the new field(s) you wish to import and click Save.
- Click Select Pull-Update fields and make sure your new field is checked, then click Save.
- If desired, click Run Now to import immediately.
In this example, we add the Mobile Phone field, add it to Pull-Update so that Act-On pulls the field in from MS Dynamics, and run a sync to add the data:
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