To update or add target lists for SugarChimp to sync, you can do so from SugarChimp's Sync Settings page. You can find Sync Settings by following the steps below:
- Within your CRM, navigate to the Admin page
- Scroll to the bottom of the page
- Under the SugarChimp header, click Sync Settings
Step 1: Choose a Target List
On the left-hand side, select the target list you'd like to sync. If no target lists exist, SugarChimp will automatically create one for you called Master SugarChimp List. You can select this list, or you can select or create one of your own.
(Note: You can view/edit an existing list by selecting the list you would like to review.)
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 need to create a new audience:
- Select Create New MailChimp List from the drop-down box
- Name the new audience
- Select 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 your Mailchimp audience. Note that the options for contacts, targets, and leads are all the same, which you can see by clicking on the desired header, as shown in the screenshot below. 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.
Keep in mind that records that are marked opted out or invalid in the CRM will be added to the target list based on the selection above, but will not be synced to Mailchimp.
Step 4. How should we handle new subscribers from Mailchimp?
If you manually create users in Mailchimp or you're using a Mailchimp webform, those records will sync back to Sugar. Use this step to tell SugarChimp how those records should be created within your CRM (unless they already exist.)