If you want to update or add Target lists for SugarChimp to sync, you can do so from SugarChimp's Sync Settings page. You can find this page within your CRM by navigating to Admin and then clicking Sync Settings under the SugarChimp section.
Step 1: Choose a Target List
On the left hand side, select the Target List you'd like to sync. If no Target Lists exists, SugarChimp will automatically create a Target List for you called Master SugarChimp List. You can select this list, or you can select or create one of your own. (To create a list, select Create New CRM List from the drop-down and name your list. Once you click Create a new list will appear and you'll advance to Step 2.
Step 2: Choose a Mailchimp Audience
On the right hand side, you will select the Mailchimp audience you'd like to sync. If no Mailchimp audiences exist, SugarChimp will automatically create an audience called Master SugarChimp List.
If you select a previously created Mailchimp list:
If you select an audience that was already in Mailchimp, you'll need to tell SugarChimp how you want those subscribers to be handled. If you check the box to sync subscribers to Sugar, SugarChimp will sync them later in the process. If you uncheck the box to sync subscribers to Sugar, no initial syncing from Mailchimp to Sugar will take place.
If you need to create a new audience:
- Select Create New MailChimp List from the dropdown box
- Name the new audience
- Choose Create to create the new audience in Mailchimp
Once both are selected, you'll see green arrows between the CRM Target List and the Mailchimp audience. Click Continue to Step 3.
Step 3: Who do you want to send to Mailchimp?
SugarChimp is designed to sync your Target List with with Mailchimp audience. You can choose to send whoever you want from your CRM to Mailchimp from your Contacts, Targets, and Leads. Some companies send all of their Sugar Contacts, Targets, and Leads to Mailchimp. Others may send all of their Leads, a select group of Contacts, but no Targets. Each module is handled individually by SugarChimp. Select the options that best fit your needs for each Module: Contacts, Targets, and Leads. You have four options in regards to syncing Contacts, Targets, and Leads to Mailchimp.
(Note: the examples and screenshots below display options for Contacts. To set preferences for Targets and Leads, click on the desired header at the top of the selection box.)
The best option depends on what records should be synced and how automatic the process should be as well as the SugarChimp subscription you've selected. More information on these options and the subscription required to use them can be found below.
Option 1: Only Sync Contacts added to the Target List over to Mailchimp.
This option is the only one available with a Basic plan. It will only sync records from a Target List to the Mailchimp audience. This allows you to manually add or remove records from a Target List (or by another workflow). Only records that are on the Target List will be synced to Mailchimp. (If you need to manually add to the Target List, you may do so by going to the Target List and adding additional records individually or from a report.)
Option 2: Sync All Contacts automatically to the Mailchimp audience.
This option allows you to save time and effort by allowed SugarChimp to automate your list management. This option enables SugarChimp to automatically and continuously pull all Contacts in your CRM to add them to the Target List. SugarChimp will then sync the Target List to Mailchimp, ensuring the Target List is always up to date. By keeping your Target List up to date for you, you will never have to worry about having the correct people in Mailchimp.
Option 3: Create Filters to automatically sync to Mailchimp.
Custom Filters are a vital part of automation. For example, whenever a new lead comes into the system have them automatically added to your marketing lists based on simple or complex rules. This option enables you to create detailed filters to determine who should be on your list. Additionally, it will constantly check your contacts against your filters to see if anyone needs to be added or removed from your list. To see detailed instructions on creating and testing filters, click here.
Option 4: Write your own SQL Query to automatically sync to Mailchimp.
This option is for advanced users. You can use this option to use a more complex SQL query to determine who is added or removed from your list. You can learn more about creating custom SQL based on our Custom SQL Guide.
Step 4. How should we handle new subscribers from Mailchimp?
As you successfully use Mailchimp, new subscribers will be added to your lists either manually, by importing, or through a webform. When this happens, SugarChimp will create this person inside of your CRM for you (unless they already exist). You choose how you would like to add new subscribers to Sugar: as Contacts, Targets, or Leads. Once you have chosen, Save and Sync will save these list settings and start the sync process!