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Use CRM data in campaigns

Use CRM segments to power targeted email campaigns or quick exports.

Who this is for

Hosts and teammates who want to turn saved views into outreach.

Quick steps

  1. Build or open a saved view (for example, Subscribed & more than 1 order).
  2. Open the actions menu.
  3. Choose Email contacts or Export rows.
  4. Draft the subject and message, or download the CSV.

Step-by-step walkthrough

1. Open a saved segment

  1. Load your saved view in CRM then Attendees.

2. Pick an action

  1. Use the actions menu to choose either:
    • Email contacts — to start a campaign to this segment, or
    • Export rows — to download a CSV for analysis or sharing.

3. Compose and send (if emailing)

  1. Enter a clear subject line.
  2. Write a concise message tailored to this segment.
  3. Review recipients and send when ready.

Best practices

  • Save segments with clear names so anyone on the team can understand the criteria from the title.
  • Keep filters stable over time so your export and targeting logic remain consistent.

Troubleshooting

Email option is grayed out

Ensure the segment returns at least one contact with a valid email.

Exported file is empty

Re-check the filters and confirm the view shows rows before exporting.