by Fanatical Labs

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#4335 - Adding 'Customers' to a Target List

Closed Installation created by robert7 Verified Purchase a year ago

How do I add customers to a target list if I select to do so manually?

There's no explanation of how this is done? Do I need to add a new field within the panel view?

Thanks

  1. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    a year ago

    Happy to help! Adding records to the Target List can be done manually or by a report. When you navigate to the Target List, you'll see the option to add records by using the drop-down on the right hand side, as shown here: https://d.pr/i/7H4F8s

    More information can be found here: https://support.sugarcrm.com/Knowledge_Base/Campaigns_Target_Lists/Populating_a_Target_List/

    If you want to walk through the integration together, feel free to schedule some time here: https://calendly.com/fanaticallabs_support/sugarchimp-support-meeting

    Please let me know if you have any further questions.

    Best,
    Heidi

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  • "SugarChimp is working great. We're able to sync all of our lists and subscriber fields between MailChimp and SugarCRM. SugarChimp Support also did a great job supporting us as we were setting everything up."

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