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.
#4335 - Adding 'Customers' to a Target List
How do I add customers to a target list if I select to do so manually?
There's no explanation of how this is done? Do I need to add a new field within the panel view?
Thanks
-
"The SugarChimp plugin was exactly what we needed to launch our Email Marketing from the contact base we had built in Sugar. Heidi gave clear steps and..." - Joell Denison
Read More Reviews
5 years ago
Happy to help! Adding records to the Target List can be done manually or by a report. When you navigate to the Target List, you'll see the option to add records by using the drop-down on the right hand side, as shown here: https://d.pr/i/7H4F8s
More information can be found here: https://support.sugarcrm.com/Knowledge_Base/Campaigns_Target_Lists/Populating_a_Target_List/
If you want to walk through the integration together, feel free to schedule some time here: https://calendly.com/fanaticallabs_support/sugarchimp-support-meeting
Please let me know if you have any further questions.
Best, Heidi