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.
#1501 - use cases with groups and segments
We are currently provisioning a sugar instance using sugarchimp for our organization. We have a couple of specific (but probably fairly common) use cases and patterns that we will be implementing the add-on for that I have not been able to find pertinent documentation on. Could you please provide feedback?
use case 1)
A sugar user wants to send an email campaign from mailchimp based on a segment (target list) created in sugar. But, we want to sync that target list to a specific group or segment within a mailchimp list. Is this possible?
use case 2)
We want to capture leads in sugar based on new records added to a mailchimp list (from opt-in forms etc.). However, we do not want to convert (or manually screen) ALL new subscribers to the list. We want new subscribers captured as a lead in sugar only if they meet a certain criteria. Is this possible?
use case 3)
List Permissions based on user role. Say we have three mailchimp lists: "general marketing", "salesperson a contacts", "salesperson b contacts". We have a marketing manager role who should be able to access all lists when using sugarchimp features. However, users with a "sales person" role should be able to use sugarchimp feature but should only be able to access their own list ("salesperson a"). Is this possible?
use case 4)
"trigger" automated messages from mailchimp based on field value changes or outcomes of automated workflows in sugar
bonus: is there a direct way of working with mandrill for transaction emails?
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