SugarChimp

Save Your Team Countless Hours. SugarChimp syncs your lists in both directions so you can work in your preferred app. Segment and group your Mailchimp subscribers based on Sugar data so you can market to the right people at the right time. Compatible with all versions and editions of Sugar and SuiteCRM. Created by Fanatical Labs, 2023 SugarCRM Partner Award Winner.

Free 30 day trial

Try it Now

By clicking you consent to share your profile with the developer

#2587 - Mapping checkbox fields

Closed General Question created by adinu 7 years ago

Hi there,

I have a signup form in MailChimp which I want to synchronize with Sugar. I want to put there some hidden fields with default values so as to create the users (Contacts module in Sugar) which subscribe to the list with this default values.

However, when I try to map the fields in my SugarChimp settings I just can't map a "checkbox" field from MailChimp to a "checkbox" field in Sugar. Checkbox fields just do not appear in the dropdown of the Contacts module mapping in Sugar (I only see the dropdown fields of the module when mapping to checkbox fields of MailChimp).

I have also tried to map a MailChimp text field to a checkbox field in Sugar. This time all the fields of the module appear in the dropdown of the mapping in Sugar. However I just don't known which default value do I have to use in MailChimp so as to set that checkbox field as "true" (checked) in Sugar.

Does anyone can help me with this? If you need further clarifications do not hesitate to ask them.

Thank you!

David

Fanatical Labs Provider Affiliate
7 years ago

Hello David,

Thanks for the enquiry, I apologize for the trouble. MailChimp doesn't really support a boolean type field, which is definitely strange. I assume you setup a Group in MailChimp of type checkbox, with only one option? SugarChimp only supports Group syncing to enum or multienum fields within Sugar, as you have found.

Your best option to accomplish what you're looking to do would be to create an enum field with 'yes/no' dropdown options in Sugar that is mapped to the MailChimp field/Group. It's not as aesthetically pleasing as checkboxes but will be able to accomplish what you need. If that solution doesn't work for you, could you explain in more detail what you need?

Thanks, Jon

reply
- adinu
  7 years ago
  
  Hello Jon,
  
  That was one of my first thoughts when I saw that I couldn't map MailChimp checkbox fields to Sugar checkbox ones. The problem is that we already have in our Sugar instance ~500 users which have got those checkboxes working and would be unnecessarily hard to perform a migration of the checkbox fields to the new dropdown fields as you are suggesting.
  
  I have been testing a bit and I have realized that if I map a MailChimp text field to a Sugar checkbox it works when, in the signup form, I put manually "true" or "1". However I haven't been able to do so using the "Default merge tag value" available in MailChimp. I mean I put there "yes" and "1" as I do in the signup form but this values are not sent as the default ones if I let empty those fields in the form.
  
  Could you provide me some support about this?
  
  Thank you.
  
  David.
  
  reply
Fanatical Labs Provider Affiliate
7 years ago

Hello David,

That is great. I knew the checkbox to text would work from Sugar to MailChimp, but I was not certain it would work the other way around. So, to dig into your issue further, you're going to need to create an advanced MailChimp webform, opposed to the default one. You'll have to change a little code on the form, but it's really not too deep. I'm going to give you a couple of references that don't directly show you how to do what you're doing, but show you how to add default hidden fields to your subscriber forms.

The references on how to do that are here: 1. Track Sign Up Forms (default hidden location field, similar to what you're needing) 2. More Details on how to change forms (won't work directly with hidden fields, need to do the above first)

Let me know if you get stuck doing that.

Thanks, Jon

reply
- adinu
  7 years ago
  
  Hi Jon,
  
  It seems the problem can be solved with the articles you provided me, however in order to change a signup form using HTML in MailChimp I need a premium account and I do not have one.
  
  Thank you anyway!
  
  David.
  
  reply
Fanatical Labs Provider Affiliate
7 years ago

Hello David,

I didn't think of that barrier. Yes, it's a feature of any paid plan on MailChimp. I'll go ahead and close this case out, but you can reference it anytime if you decide to go with the paid MailChimp account. Let us know if there is anything else we can help with.

Cheers! Jon

reply