Send Targeted Automated Campaigns

You can use SugarChimp to sync various CRM fields continuously to Mailchimp.  Using that data, you can seamlessly automate drip campaigns to engage with subscribers in a more personalized way.  To see how to set up SugarChimp's Field Mapping tool to sync data, see Sync CRM fields to Mailchimp for step-by-step directions.

Below are some of examples how synced CRM data can be used to automate campaigns.

Note: You can see all available Mailchimp triggers here and more information on setting up automations here.

• Reach out to leads whose status have recently changed to Nurture.
  • When the status field for a lead changes in your CRM, establish a campaign to re-engage the lead with a series of emails offering education, incentives, or an invitation to learn more.
• Send a communication to contacts who have been identified by sales reps to have interest in specific products or features.
  • During prospecting, CRM users can indicate specific products or services a contact is interested in.  Create a campaign targeted to subscribers featuring more information about their interests.
• Send discounts or incentives to advocates.
  • Once identified via a field in your CRM, reward advocates and product evangelists by sending them automated offers with referral discounts or other incentives.
• Follow up with leads who engaged during an event or conference.
  • Have a list of leads you received at a conference?  Using a specific field in your CRM to indicate the lead source enables you to send targeted, automated campaigns with a reminder of their interest.
• Surprise customers with birthday greetings!
  • Sync birthday data from Sugar to the Birthday field in Mailchimp to trigger campaigns based on birthday.  Increase engagement by sending an email a day before the birthday to generate awareness of an upcoming gift, and follow up with an automated email on the birthday.
• Automate follow-up messages based on support data, such as the last support case closed, or CSAT.
  • By using calculated fields within a contact, target, or lead you can create custom fields that pull data from the Cases module to simplify follow-ups to customers based on their support interactions.

Get started using the instructions here: Create an Automation