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Save Your Team Countless Hours. SugarChimp syncs your lists in both directions so you can work in your preferred app. Segment and group your Mailchimp subscribers based on Sugar data so you can market to the right people at the right time. Compatible with all versions and editions of Sell & Enterprise. Created by Fanatical Labs, 2023 SugarCRM Partner Award Winner.

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#1501 - use cases with groups and segments

Closed General Question created by justinshea 9 years ago
Hi Sugarchimp! We are currently provisioning a sugar instance using sugarchimp for our organization. We have a couple of specific (but probably fairly common) use cases and patterns that we will be implementing the add-on for that I have not been able to find pertinent documentation on. Could you please provide feedback? Thanks, Justin Shea use case 1) A sugar user wants to send an email campaign from mailchimp based on a segment (target list) created in sugar. But, we want to sync that target list to a specific group or segment within a mailchimp list. Is this possible? use case 2) We want to capture leads in sugar based on new records added to a mailchimp list (from opt-in forms etc.). However, we do not want to convert (or manually screen) ALL new subscribers to the list. We want new subscribers captured as a lead in sugar only if they meet a certain criteria. Is this possible? use case 3) List Permissions based on user role. Say we have three mailchimp lists: "general marketing", "salesperson a contacts", "salesperson b contacts". We have a marketing manager role who should be able to access all lists when using sugarchimp features. However, users with a "sales person" role should be able to use sugarchimp feature but should only be able to access their own list ("salesperson a"). Is this possible? use case 4) "trigger" automated messages from mailchimp based on field value changes or outcomes of automated workflows in sugar bonus: is there a direct way of working with mandrill for transaction emails?
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    Fanatical Labs Provider Affiliate

    9 years ago

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    9 years ago

  3. justinshea member avatar

    justinshea

    9 years ago

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    Fanatical Labs Provider Affiliate

    9 years ago

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    9 years ago

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    justinshea

    9 years ago

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