Mailchimp to Sugar
If someone Unsubscribes in Mailchimp: In Sugar, the Contact/Target/Lead that matches the email address that unsubscribed is removed from Target List, and the Email Address is marked opted out.
If an email Hard Bounces in Mailchimp: In Sugar, the Contact/Target/Lead that matches the email address of the hard bounce is removed from Target List, and Email Address is marked invalid.
A Hard Bounce is when an email is unable to be delivered to someone for permanent reasons, such as email does not exist, the domain is no longer available, etc.
Sugar to Mailchimp
If you remove a Contact/Target/Lead from a Sugar Target List: In MailChimp, the person is unsubscribed from the MailChimp audience.
If you set a Contact/Target/Lead's Email as Opted-out or Invalid in Sugar: In Mailchimp, the person is unsubscribed from the MailChimp audience.
Global Opt Outs are Enabled by Default
This means that if someone unsubscribes on the Mailchimp side, the Contacts/Targets/Leads in Sugar with a matching Email Address will be opted out in Sugar and removed from any synced Sugar Target Lists. If the person was on multiple Target Lists synced with Mailchimp they will be removed from all of those target lists as well.
Alternate Global Opt-out Settings are disabled in SugarChimp 7.7.0-7.7.1. Upgrade to the latest version of SugarChimp to enable those settings. Contact firstname.lastname@example.org for more details
Global Opt Outs Disable Options
There are two other options for how to handle global opt outs. You can set the globaloptout config item to 0 (zero) or 2 (two). The differences are described below.
globaloptout = 1 (this is the default option described above)
globaloptout = 2 (the most common way to disable global opt outs)
Setting globaloptout = 2 will function like this: The opt out flag for the email address stays active (Not Opted Out) in SugarCRM regardless of on how many SugarCRM target lists the Target/Lead/Contact record is. The Target/Lead/Contact record is removed only from the SugarCRM target list where the Unsubscribe happened. Not from all other target lists.
globaloptout = 0
Setting globaloptout = 0 will function like so: If Bob is on Sugar List A and Sugar List B in Sugar, both list are synced respectively to MailChimp List A and MailChimp List B. If Bob unsubscribes or bounces in MailChimp List A, since Bob is on more than one synced list in Sugar, he is simply removed from Sugar List A, but remains on Sugar List B and his email address is still active. BUT If Bob were only on a single synced target list, he would be marked as unsubscribed and removed from the list.
Updating Your Global Opt Out Config
Do you have access to your database?
If so, simply run this SQL command against your database to update the globaloptout field. The below example will set it to 2. Change to a 0 if needed.
UPDATE config SET value=2 WHERE category='sugarchimp' AND name='globaloptout';
Are you on Sugar 7?
If you don't have access to your database then you can do this through your browser console.
- Log into SugarCRM
- Right click and choose "Inspect Element"
- Select the Console tab
- Copy and paste the following line of code and hit Enter. Your setting should now be updated
After making any change be sure to test the global opt out with a test subscriber to ensure that it is functioning as expected.