Turn Marketing Data into Revenue Intelligence. SugarChimp seamlessly syncs your SugarCRM and Mailchimp data in both directions—no manual updates, no stale lists. This real-time connection arms your sales team with richer, more meaningful insights into customer behavior.
#2242 - Dynamicly Target List.
How can I update dynamicly a target list? Must I do it manualy again and again?
Thanks.
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9 years ago
Hello, that's a good question. No you do not have to sync it manually.
Since you are on SugarChimp Professional, you can set it up so that it automatically adds new Contacts/Targets/Leads to your Target List.
The first thing I would recommend is upgrade to the latest version of SugarChimp. All you need to do is download the latest package from your orders page https://www.sugaroutfitters.com/orders then go to Sugar > Admin > Module Loader, upload and install the zip file. There is no need to uninstall your current version of SugarChimp. This will not affect any of your current settings. When the installation completes, you will be redirected to the SugarChimp Configuration page. Follow the steps to the License Validation page, click Validate and you are done.
After doing this, continue to Step 4 of the setup process, Select your Sugar Target List and go to the next step. You'll see an option to be able to automatically sync "All" Contacts/Targets/Leads. Once you setup this option, going forward the Target List will be automatically updated. Step 4-3 on the User Guide will show you exactly how to do this: https://www.sugaroutfitters.com/docs/SugarChimp/user-guide#setup-step4-3
Give that a look and let us know if you have any other questions. Thanks!
9 years ago
Hello,
Were you able to get your lists to update dynamically? Let us know if you had any trouble during that process. Thanks.
9 years ago
Hello, sorry for the late answer. This solution works perfectly fine!
Thanks a lot for your help!
9 years ago
I'm glad to hear you are happy with the solution. I'm going to close this case out, but don't hesitate to let us know if you ever need anything else.
Cheers!