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.
#4335 - Adding 'Customers' to a Target List
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
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4 years 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