Our organization recently switched to Campaign Monitor and we are trying to determine which of our groups become lists vs. segments. We have a bunch of newsletters we send out (general, program-related, donor, etc.) as well and random communication that happens depending on the time of year. Any tips and thoughts on how to move forward? Would appreciate all insight and experiences!
As an advocacy org, we use campaign monitor for all communications (fundraising, action alerts, advocacy efforts, event invites and so forth). The struggle is real with lists and segments! We pretty much do the same as what @Alyssa Byrne described. What is great about segmenting in CM is that you can do it based off of behavior (if someone opened an email or not) or do it based off of fields in Salesforce.
As the salesforce admin, I've found it very important to have lots of talks with your communications/marketing team (or whoever will be sending and creating the emails) around their purpose and strategy with email marketing. CM can do a lot of what a communications/marketing team wants, so having a strategy and goals is super helpful know before setting up a structure and process.
