Advanced Marketing Lists

Advanced Marketing Lists helps organizations to meet the needs of creating custom Target Lists and keep them updated regularly with automated tasks.

User Guide

Advanced Marketing Lists 1.1.5 User Guide.pdf Advanced Marketing Lists 1.1.5 Guia Usuario.pdf

Demo Edition

If you wish, you can try Advanced Marketing Lists downloading the Demo Edition found in our GitHub repository : Advanced Marketing Lists Demo

Compatibility

This component is compatible with all SugarCRM versions from 6.5.6 to 7.9, both CE and PRO editions, including On-Demand installations, and all SuiteCRM versions.

Overview

The Module “Advanced Marketing Lists” automatically fill Target Lists and keep updated the Campaigns to which they are associated.

These records may act on the modules that can be linked with Target Lists: Contacts, Accounts, Leads, Targets and Users.

Maintaining target lists can be done by :

• Custom SQL entered by the user
• Create Advanced Marketing List from any search (with a new menu entry in ListView of Contacts, Accounts, Leads, Targets, Users and Employees modules)

Marketing Lists are kept easily updated because the module can create a scheduler for each query. Schedulers will be created with a single click (only admin users have rights to do that). Of course there is a action to launch the process of fill Target Lists manually, from DetailView and ListView.

Consult us if you need help on creating custom SQL adjusted to your needs.

Changelog

Changelog

Video

Screenshots