by Fanatical Labs

Save Your Team Countless Hours. SugarChimp syncs your lists in both directions so that you can work in your preferred application. Segment and Group your MailChimp subscribers based on SugarCRM data so you can market to the right people at the right time. Fully compatible with all versions and editions of Sugar and SuiteCRM.

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MailChimp Rating and Lead Scoring in Sugar

As you use MailChimp, you'll notice in your lists there are star-ratings for each of your subscribers. The more engaged your subscribers are the more stars they will have. If they are Leads who haven't purchased your product or service, The more stars they have, the more likely they are to be ready to buy or at least ready for a follow up call. If you're looking at current customers, the more stars they have, the more likely they may want to buy another product or would be great to reach out to for a customer review.

In SugarChimp Professional, we pull-in the MailChimp member rating score as an integer on your Contacts/Targets/Leads modules. It will be a 0-5 number represented by 0 to 5 stars in your views. You can read more about how MailChimp calculates the member rating score.

When you install SugarChimp Professional, the mailchimp_rating_c field is created on the Contact, Targets and Leads module. The MailChimp Rating field is added to you Detail View and Record View automatically. After installation, if you go to a Contact, Target or Lead you should be able to see the field. Everyone will be initially defaulted to a 2-star rating score as this is what MailChimp defaults everyone to. You can queue a MailChimp to Sugar Re-sync to and once it finishes running, all of your member ratings from MailChimp will be updated in Sugar and will be kept up-to-date going forward. Anytime a subscriber opens your emails and clicks links, it will boost their rating score.

Add MailChimp Rating Field to List View

Add MailChimp Rating Field to List Search View

Using Sugar 7 Filters with MailChimp Rating Score

You can add the MailChimp Rating field to more views by going to Admin > Studio. It's nice to have it on the List View as well as the Search View. When you add the MailChimp Rating field to the Search View, you can use the Sugar 7 filter tools to create a custom filter. For example, you could create a filter called "Engaged Leads" that represents those that have a MailChimp Rating of 4 or more stars.

Create Sugar 7 MailChimp Rating Filter

Sugar 7 MailChimp Rating with Filter

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