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• use cases with groups and segments

  Support April 14, 2016 @ 06:19 pm
  

  Hi,

  I hope you don't mind me circling back again after so long..thanks for your patience :-). We are just now reaching a point in the development of our sugar solution where we are implementing our mailchimp integration and so I am refocusing on sugarchimp as the potential solution. I have downloaded a new trial of the professional version today and we will be developing around it throughout the month.

  I've read through almost all of the documentation including the version logs. I have much more clarity and confidence in the implementation details. Based on my understanding and, on recent updates to sugarchimp, I am confident the solution will meet almost all of our goals.

  The only goal that seems may still have to be hacked is sending segments created in sugar to mailchimp static or dynamic segments. this would be an amazing feature...+1 from me...

  I am also frustrated and disappointing that I cannot map to related fields without purchasing the ultimate license. I do not have it in my budget. Without the the ability to send segments or to sync related fields segmenting options are greatly limited.

  I would like to work something out to be able to use this feature with the professional license. Can you PM me to discuss?

  Thanks, Justin Shea

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• use cases with groups and segments

  Support September 24, 2015 @ 06:26 pm
  

  Hi,

  I finally have had the opportunity to digest your answers and circle back! Thanks for your attention and patience...

  The details of "case 1" are very important I think. I am having a hard time wrapping my head around the concept of not having the ability to create segments within sugar without creating multiple lists in mailchimp. There are many ways to create a target list in sugar by using complex reporting criteria..it would be impossible to reproduce that criteria within mailchimp. For me, part of the allure and practicality of a tool like sugarchimp is the potential to create complex segments from within the crm and then use mailchimps power to handle the actual email campaign. This is not possible currently, it would seem, because sugarchimp requires that target lists be associated with mailchimp lists instead of groups and/or segments within lists. Mailchimp encourages the usage of as little lists as possible and instead promotes the usage groups or segments. In fact, duplicate records across lists count as separate records for billing purposes.

  Right now, I think sugarchimp is missing a key layer of functionality as it pertains to working with mailchimp groups and segments:

  • Ability to map mailchimp preference groups to sugar fields As it stands, there is no way of reading or syncing what groups within a mailchimp list contacts are opted in or assigned to through sugar

  • Mapping target lists to groups/segments instead of lists On one level, the Sugar admin should be able to decide which records are to be synced to a list (current solution accounts for this). But, we are missing the boat without the ability to also segment within sugar and sync those segments to mailchimp groups or segments.

  Another aspect that is worrisome is Sugar's inability to create "dynamic" target lists. That means that recommended solution of having a single master target iist link to mailchimp is not feasible on it's own. The admin must remember to refresh target lists manually lest, newly created or updated records will not sync with the mailchimp database.

  I appreciate any and all feedback on these points (I really am hoping I am wrong on some of my conclusions :) or workaround solutions you may know of.

  Thanks, Justin

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• use cases with groups and segments

  Support August 13, 2015 @ 02:44 pm
  

  Hey, Thanks for following up and for your help. Yes, I do have some further questions and working on getting them over to you... Cheers, Justin

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