• SugarChimp Has Stopped Syncing

  Support June 5th, 2018 @ 2:05 pm
  

  Hello there,

  I'm going to go ahead and close this case out for now. If there is anything else we can help you with, don't hesitate to ask.

  Kind Regards, Jon

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• upgrade

  Support June 5th, 2018 @ 2:03 pm
  

  Awesome,

  Let me know if I can help with anything else. I'll go ahead and close this case out for now.

  Thanks! Jon

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• Marking an email address as "Invalid" in suitecrm for a Contact / Lead does not stop Mailchimp from sending emails to them

  Support June 4th, 2018 @ 3:13 pm
  

  Hello Stephen,

  I just wanted to touch base with you and see if you have been able to upgrade SuiteCRM and test the integration piece yet? Let me know if I can help with anything.

  Thanks! Jon

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• upgrade

  Support June 4th, 2018 @ 3:12 pm
  

  Hello there,

  I'm happy to help out. If you go in SuiteCRM to Administration > SugarChimp Configuration > Step 2 (where you put your license key), you should have options to upgrade your SugarChimp license to Professional for the remainder of your free trial. Let us know how it goes!

  Thanks, Jon

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• Marking an email address as "Invalid" in suitecrm for a Contact / Lead does not stop Mailchimp from sending emails to them

  Support May 9th, 2018 @ 3:56 pm
  

  Hello Stephen,

  I understand completely. I will look for your reply in a week or so.

  Thanks! Jon

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• Marking an email address as "Invalid" in suitecrm for a Contact / Lead does not stop Mailchimp from sending emails to them

  Support May 8th, 2018 @ 6:05 pm
  

  We look at both flags, however the integration should be marking cleaned email addresses for you automatically for hard bounces. Either way, something is not working as expected. Why don't we get on a call to figure out where's its messing up. You are doing all of the right things (probably more work that necessary). Schedule a Meeting

  We will figure it out.

  Thanks, Jon

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• Marking an email address as "Invalid" in suitecrm for a Contact / Lead does not stop Mailchimp from sending emails to them

  Support May 8th, 2018 @ 2:40 pm
  

  Hello Stephen,

  I apologize for any issues you're having around the opt out flags in SuiteCRM and syncing to MailChimp. As you've described, the default functionality for SugarChimp is to use unsubscribe records whenever their email address is marked as opted out. If this is not working, then something is going wrong in that process and we need to figure out what that is. Can you schedule a call with us to look at it together? You can do that here: https://calendly.com/fanaticallabs/sugarchimp-support

  On the call, we can subscribe a test record (using my email address) and then mark it as invalid. We will turn the logging up significantly to see if we can find the breakdown somewhere. We should be able to get this resolved quickly.

  Thanks! Jon

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• SugarChimp Has Stopped Syncing

  Support April 6th, 2018 @ 4:53 pm
  

  Hello again,

  I wanted to follow up with you to see if you were able to get your license working as expected? If not, can you explain where the problem occurs in the process of validating your license key?

  Let me know how I can help.

  Thanks! Jon

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• Best way to use Sugarchimp

  Support April 6th, 2018 @ 4:48 pm
  

  Hello again,

  I wanted to update this case and close it out. You were wanting to dynamically add/remove records from the MailChimp List which should have been possible with the Ultimate plan, or at least with passing data over to MailChimp from SuiteCRM.

  Let me know if I can help with anything else as you explore your options for the best Marketing Automation strategy to fit your needs.

  Kind Regards, Jon

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• Is this support to SuiteCRM Version 7.7.9 (Sugar Version 6.5.24 (Build 509))?

  Support January 29th, 2018 @ 5:02 pm
  

  Hello again,

  I'm going to close this case out for now. Let me know if you have any other questions.

  Thanks! Jon

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• SugarChimp Has Stopped Syncing

  Support January 29th, 2018 @ 5:01 pm
  

  Hello there,

  Looking at your license key, it seems that it's only been pinged a few times in the last couple weeks, meaning that most of our processes are not reaching their destination. Our scheduler runs check to ensure your license is valid before it will process any syncing. My guess is that there is a firewall on the network blocking outbound calls to SugarOutfitters? If you go to admin > SugarChimp Configuration > Step 2, and click validate, does it show the license key is validated?

  Also, can you email or Sugar logs to [email protected]? You can get them by going to admin > System Settings > View log. Click all, and copy all on that page and paste it into a text document. We will get you sorted out!

  Thanks, Jon

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• Best way to use Sugarchimp

  Support January 29th, 2018 @ 4:39 pm
  

  Hello Vincenzo,

  It is not recommended to create a list for each Campaign, that would definitely not scale well. If we sync a date field for 'offer received' from Sugar to MailChimp, then we can have one Master MailChimp List that keeps all your marketable Leads/Contacts and automatically sends them those offer emails.

  Perhaps we could get on a screenshare to give some insight into the workflow I am suggesting? If you'd like to do that, you can schedule a call for us here: https://calendly.com/fanaticallabs/sugarchimp-informational

  Let me know if you have any questions from there, or something we cannot answer on a call.

  Thanks, Jon

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• SugarChimp not working

  Support January 25th, 2018 @ 9:38 pm
  

  Hello Mark,

  I'm going to close this case out for now. If you need anything else from us, don't hesitate to reach back out.

  Thanks! Jon

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• Best way to use Sugarchimp

  Support January 25th, 2018 @ 7:00 pm
  

  Hello Vincenzo,

  This solution is going to depend on how you are 'sending an offer' to the customer. Probably the easiest solution would be to add someone to an 'Offer list' in MailChimp. Then, have an automated Campaign in MailChimp that is setup to send 15 days after someone is added to this list. It seems like there is minimal effort to get this email sent out, as long as you can add them into MailChimp once they receive an offer.

  You could certainly use a date field sync for 'offer received date', if you go with the a) option. You setup a similar MailChimp Automated Campaign based on the 'offer received date' field. Let MailChimp do all the work for you.

  Let me know if that works for you.

  Thanks, Jon

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• SugarChimp not working

  Support January 19th, 2018 @ 7:58 pm
  

  Hello again Mark,

  I hope you've had a nice holiday season. I wanted to check in and see if you've had any updates on your schedulers from the SalesAgility side? Anything I can help with here or are you good to go now?

  Thanks, Jon

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• Is this support to SuiteCRM Version 7.7.9 (Sugar Version 6.5.24 (Build 509))?

  Support January 19th, 2018 @ 7:57 pm
  

  Hello Amit,

  I wanted to follow up on your inquiry of SugarChimp. Were you able to get a free trial started to see if SugarChimp can you help your marketing move forward?

  Thanks, Jon

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• Best way to use Sugarchimp

  Support January 18th, 2018 @ 4:12 pm
  

  Hello Vincent,

  I'm happy to help you dig into the best practices for the integration. Typically syncing everybody to one master list is a great option, as it keeps your data as clean as possible. However, there are times that creating filters for separate lists might be more useful depending on your needs. I think the starting point is to understand your different syncing options:

  1. 'Sync All' option - This option will automatically add ALL of your module records to the list for you. This is great if you have new records coming in to Suite and do not want to have to add them manually to the list. If you choose to sync all records to one list, then you will need to be able to segment this list within MailChimp. So, you will need to use the Field Mapping tool to sync fields that are important, such as Province, across to MailChimp.

  2. 'Sync with Filters or SQL' option - If you have more complex segmenting needs, then you may need to use filters or the SQL option in SuiteCRM to setup your lists. You can specify exactly who you want to keep on a list (Leads in a certain province), and the integration will constantly keep this list up to date. As new records come in that match your filters, they will be added to the list for you. You can sync multiple target lists across to MailChimp Lists, each with their own set of filters. In that case, you do not need to segment in MailChimp.

  In your situation above, you chose the 'Sync All' option for Leads, which then automatically added your entire Lead database to the list. If you did not wish to do that, you can use the 'filter' option and setup the province filter there.

  Let me know if that helps to clear up the issues.

  Thanks! Jon

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• Is this support to SuiteCRM Version 7.7.9 (Sugar Version 6.5.24 (Build 509))?

  Support January 5th, 2018 @ 3:57 pm
  

  Hello Amit,

  Yes. The latest version does support SuiteCRM 7.7.9. Let me know if you have any questions during the installation and setup stages.

  Best Regards, Jon

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• SugarChimp not working

  Support December 18th, 2017 @ 4:28 pm
  

  Hello Mark,

  I appreciate your time on the call last week. Have we heard anything back from SalesAgility in regards to the schedulers not working?

  Thanks, Jon

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