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 Sugar and SuiteCRM. Created by Fanatical Labs, 2023 SugarCRM Partner Award Winner.
#2053 - Retreive data about Campaigns from MailChimp
Hi,
I'm trying your SugarChimp plugin. My question is how can I retrieve the data related to Campaigns with your plugin and import this data to contacts ? In other words, in MailChimp campaigns's reports (in activity menu), you have a different information (for example which subscriber has opened the mail, or has clicked..), so how I can I retrieve this data to send it to SugarCRM (v 6.5) ?
Thank you in advance for your reply.
Best Regards,
Igor Yarushin
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8 years ago
Hello Igor,
Thanks for trying out SugarChimp! With the Ultimate plan that you are on, SugarChimp will automatically grab that Campaign data from MailChimp and send it back to Sugar. So, the data is already sent to SugarCRM, the question is how would you like to view that data? You can easily see what an individual has done from his Connector (if you have set that up), and you can view the overall Campaign Summary from Admin > Campaign Summary Report.
If you would like to get more detailed information, you will need to run a report based on the Module you have Campaigned to (Contacts, Targets, Leads, etc.) Let me know if I can help with that in any way.
Thanks,
Jon
8 years ago
Thank you for your quick answer,
Indeed I want to view in SugarCRM (as the information about Campaigns is retrieved by the plugin) in detail the information ( for example if a contact has clicked or opened) about Campaigns. It's possible to have a detailed view and not the overall Campaign Summary as in Admin > Campaign Summary Report. ?
As you said your plugin retrieve data about MailChimp Campaigns, it's possible to sync Campaigns from MailChimp to SugarCRM Campaigns ?
Thanks.
Igor
8 years ago
Hey Igor,
Thanks for elaborating. SugarChimp does not sync MailChimp Campaigns to the Sugar Campaigns module. Can you explain your use case that you would like to sync with the Campaign module? What do you use your Campaign module for within Sugar?
To get the specific data that you are looking for, you must run a report based on the Campaign_id to pull that data. You can find what each individual is doing within MailChimp by going to their specific record view, and clicking on the MailChimp Icon (once you have setup your Connectors via the docs).
The way the data is formatted for Sugar 6.5 is not ideal, as you must select Campaigns based on Campaign id. You can find the id of a Campaign by selecting a particular SugarChimp Activity and looking at its' MailChimp Campaign. From here, run a report on Contacts or Leads which have a related SugarChimp Activity with that MailChimp Campaign. We are currently working on getting the id switched to a name for reporting purposes.
These are great questions, let me know how else I can help! Have you been able to successfully setup your list syncing?
8 years ago
Thank you for your quick reply.
I will try to retrieve also the Campaign_id as you said above to view the information related to campaigns . I will inform if it works well.
Regarding the list syncing, yes it was configured and works.
I have another question, which side effects could we have if the CRM is not accessible from Internet (only accessible on local network) ?
Thanks.
Igor
8 years ago
Hey Igor,
If your CRM is only local, then MailChimp will not be able to push changes to Sugar. Your lists will not auto-update from MailChimp with any of these subscriber activities we have talked about above including opens, sends, clicks, unsubscribes and bounces. Another major concern is that your lists will not 'clean' themselves as subscribers unsubscribe or bounce. So your Sugar data will get off over time.
Is this something that is already in effect? If so, we have a proxy script that can allow that one single entry point to Sugar. Many of our clients with security issues have chosen to use that. Let me know how everything goes.
Thanks.
8 years ago
Hey,
Thanks a lot for your answers, so if we will use your proxy script we will also need to open a port on our firewall to let traffic comes from Mailchimp to SugarCRM (wan to lan )?
If yes, why your plugin does not initialize sync session itself (from LAN) , by this way we will don't need to open any ports from WAN to LAN ?
Thank you in advance for your answers.
Igor
8 years ago
Hi Igor, good questions.
Yes, with the proxy script you will still need to open a port so that MailChimp can communicate with the proxy script. Here’s a link to the script: https://www.sugaroutfitters.com/docs/SugarChimp/setting-up-a-proxy
Based on the MailChimp and Sugar APIs it’s a better user experience to use MailChimp’s webhooks as they notify Sugar immediately when things happen on the MailChimp side. If we did not use this API, we would have to constantly check MailChimp for changes from the Sugar side which would be very inefficient and likely cause other performance issues. We’ve found the best way to receive updates from MailChimp is to use their Webhook API. Very few of our customers have their system behind a firewall like this, so it is not common for our clients to have to use the proxy script, but it is available if needed.
I hope this helps. Thanks!
8 years ago
Hi,
Regarding your script, does it possible to put it on any server on LAN (which has Apache) or it should be only on the same server as CRM ?
And just another question, do you know if your plugin works well with a reverse proxy ?
Thanks in advance for your reply.
Igor
8 years ago
Could you also send me the procedure of how to implement this proxy script ? which configs files I need to change to make it works?
Thanks in advance.
Igor
8 years ago
Hi Igor, the script can be anywhere on any server that can run a php script within your LAN and it doesn't matter which proxy method you choose. The only two requirements are 1) MailChimp can access the script and 2) the script can reach your CRM server.
This is the documentation we have on the script: https://www.sugaroutfitters.com/docs/SugarChimp/setting-up-a-proxy
Take that script and put it where you want it on your LAN. Be sure to read the comments at the top of the script to tell you what to change in the script itself. Lastly, you will need to go to each of your MailChimp lists, click Settigs > Webhooks. Edit the webhook and change the url path to the new path of the script.
Once you do this, MailChimp will know where to send the updates to, and the proxy script will know how to send that information to Sugar.
Let us know how it goes. Thanks!