by Fanatical Labs

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.

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#4335 - Adding 'Customers' to a Target List

Closed Installation created by PaulO 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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