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Segmenting Contacts by Industry

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  • Best Answer
    Kristy Abero

    Hi Debi, 

    You can update the fields that are syncing with specific lists in your CRM within Act-On. To do this, go to the list you'd like to add the Industry field to in Act-On > click the drop down for the list > go to Import / Export > select your CRM Sync Setup > find Add List Columns where you can select the box next to the Industry field that you would like to be included in the sync. 

    This guide goes over how to do this: https://connect.act-on.com/hc/en-us/articles/360023941133-Importing-and-Syncing-a-CRM-List

    Once the Industry field has been added to the list, then you can create a segment off of it. 

    Feel free to reach out to support via email, phone, or chat if you need help doing this to a specific Marketing list. 

    Thanks, 
    Kristy

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