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#1255 - Problems integrating with SugarChimp due to our relationship structure...

Closed General Question created by fareedjreisat 4 years ago

When I discovered SugarChimp I thought it was the perfect solution for our MailChimp problems. Unfortunately, there are some fields that I want to include that I'm struggling with, because they are from the Opportunity module and that module seems to have be very little compatibility with SugarChimp.

I was hoping you could offer a potential solution. I don't know if you could contact me by phone but that would be easiest, I feel. My cell is 910-262-8270. I'm available basically anytime.

Hope to hear from you soon. Thank you.

-Freddy

  1. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    4 years ago

    Hi Freddy, thanks for reaching out. This is something SugarChimp should be able to handle well.

    The most common way people get data from the modules related to Contacts/Targets/Leads/Accounts is by using calculated fields. Say for example you wanted to send emails to Contacts in Sugar who's related Opportunity status is "Closed Won". If you go to Admin > Studio, create a new Text field on the Contacts module, then click the 'Calculated Field' checkbox and use the related field tool to get the related Opportunity module and status field. Once this is setup, you can go to the SugarChimp field mapping tool and then set the Contact new opportunity status field to sync to MailChimp. As data is updated and synced, it will be in MailChimp ready to use for segmenting.

    Is this the end result you were looking for? Would something like this work for you?

    I can't call today, but let's start with this. Thanks!

    • fareedjreisat member avatar

      fareedjreisat

      4 years ago

      Thank you for the prompt response.

      But what about Contacts that have multiple Opportunities related? I thought of calculated fields before I made this case, but ideally we would like to see fields from the Opp such as date_closed and segment our MailChimp list based on that among other things. If I were to create calculated fields on the Contact module for all of the Opp data we want, how could I pull in data from multiple Opportunities and organize it from there? It seems a bit convoluted, which is why I was hoping we could just use the Opportunity module instead.

      -Freddy

    • fanaticallabs member avatar

      Fanatical Labs Provider Affiliate

      4 years ago

      The many-to-many relationships are the tough ones. There's no easy way to do this as there are so many different use cases for people, so it's hard to generalize a solution for everyone. If you're wanting to pull data from multiple opportunities for a single contact and send it to MailChimp, you'll need to do something more custom I think. I don't think any of the Sugar/MailChimp integrations have this type of functionality out of the box.

      One solution I can think of would be to create a custom text field on the Contacts module, then create a custom logic hook script that would save the data from multiple opportunities in a format you could use later. Something like: "GUID-for-Opp-1111111:January2015;GUID-for-Opp-2222222:February2015;GUID-for-Opp-3333333:March2015;" then you could map the custom field and when segmenting you could use the "contains" options to send to those that closed on February 2015 by finding those subscribers who's field contains "February2015".

      The root issue is that MailChimp doesn't support this type of data structure like Sugar does, so a hack like this is what's needed.

      Another option, which would taken a fair amount of work, would be to write the custom code needed to SugarChimp so that it can sync Opportunities like you suggest. If you wanted to look into doing this, I do have a google doc with more information about all that is required to do so, the one difficult part about this case is that the opportunities module doesn't have an email address field by default so more work would be needed to wire that up.

      Definitely let me know your thoughts. Thanks!

    • fareedjreisat member avatar

      fareedjreisat

      4 years ago

      I see. Thank you for the thorough response.

      I'm going to do what I can with calculated fields. I added some custom fields to my MailChimp list, and I see they sync'd on over to Sugar.

      However, shortly after I added an additional custom field to my MailChimp list, and this field has yet to update in my Field Mapping configuration page in Sugar. It has been almost 24 hours so I have definitely given it time to sync. I'm reading your documentation but it's not clear to me: how do I re-sync the List fields from MailChimp to Sugar?

    • fareedjreisat member avatar

      fareedjreisat

      4 years ago

      I figured out how I'm supposed to re-sync the fields/lists, but I just can't get this custom field for alternate email to show up in the available fields on the Field Mapping page in Sugar. I even created a whole new MailChimp list and imported it fresh and it's still missing that last custom field.

      -Freddy

    • fanaticallabs member avatar

      Fanatical Labs Provider Affiliate

      4 years ago

      Hi Freddy, the alternative email field you are trying to sync, is it on the Sugar side or MailChimp side?

      If you imported from MailChimp, you need to setup your field mapping first before you import it so that it knows to bring in your custom field from the MailChimp side. Maybe try it again, but use the Field Mapping tool first before initiating the MailChimp to Sugar sync?

      If you have screenshots of what you're seeing, that might be helpful. Please send them to support@sugarchimp.com. Thanks!

    • fareedjreisat member avatar

      fareedjreisat

      4 years ago

      Well, I added it on the MailChimp side (from the List field/merge interface).

      I'm confused....I thought you had to add the custom fields to the MailChimp list FIRST, and then upon importing the MailChimp list, the additional fields will be available to map on the Field Mapping page....Is that not right?

      -Freddy

    • fanaticallabs member avatar

      Fanatical Labs Provider Affiliate

      4 years ago

      The Field Mapping Tool does not require any syncing to occur to show what fields are available to sync to. If you create a new column on the MailChimp list, then go to Field Mapping tool (refresh the page), select the MailChimp list from the dropdown, it should show up in the MailChimp column on the left.

      Syncing only applies to the actual data in those columns/fields. So you can map all you want before syncing, it's the data that won't be there until the sync occurs based on your mapping.

      Does that make sense? Thanks!

  2. fareedjreisat member avatar

    fareedjreisat

    4 years ago

    I understand. That's why I'm puzzled. The first few custom fields I added showed up right away, but this one will not.

    I'm simply trying to make a custom field for additional email addresses (email2 in this case). I named the MailChimp Listfield Email2, and it didn't show up in the Field Mapping page in Sugar. So then I renamed it ALTEMAIL (thinking maybe the 2 screwed with something). It's still not showing up, though.

    -Freddy

    • fanaticallabs member avatar

      Fanatical Labs Provider Affiliate

      4 years ago

      I did some testing on this and it looks like there is an issues if you have the word 'email' in your field name. Change it to altmail or altaddress or something that does not include the word 'email' and see if it shows up. Thanks!

  3. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    4 years ago

    Hi Freddy, did changing the field name do the trick for you?

    Thanks!

    • fareedjreisat member avatar

      fareedjreisat

      4 years ago

      Oh, dear. I thought I already responded to this.

      Yes, you were right. That fixed it. Thank you so much for your help.

    • fanaticallabs member avatar

      Fanatical Labs Provider Affiliate

      4 years ago

      No worries, good to hear! I'll close the case now. Thanks!

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