Multiple Landing Pages to MailChimp List/Groups Integration With CRM

Subscriber:

Hi, I have a few queries regarding MailChimp and SugarCRM integration using landing pages.

It's kinda complicated setup so bear with me.

In MailChimp I have created a single list which has multiple groups created so that I can send specific emails to specific groups.

For SugarCRM, I have setup a Sync Profile known as Leads (For example) and Contacts.  If I have a single Master List in MailChimp, when I sync SugarCRM with MailChimp, how do I define which Group in MailChimp the Lead or Contact in Sugar belongs to?

Also, if I were to say manually export the Leads to MailChimp from SugarCRM and manually imported those leads into MailChimp and manually updated the Group on the import file into MailChimp, when I run the sync, would this cause duplicates to be created in MailChimp?


Cazoomi:

Thanks and in your Lead Sync Profile I would select a Target List with only Leads in it which would sync and create a Group of the same name as the Target List in MailChimp.

The same holds true for Contacts.

SyncApps used our proprietary email based algorithm for integration so duplicates are not possible to create using SyncApps in your CRM or in your target application, in this case MailChimp.

https://syncapps.cazoomi.com/how-it-works


Subscriber:

Thank you for such a prompt response.

I am trying to understand here, perhaps what the best practice is for people who use SugarCRM & MailChimp with Cazoomi as there seems to be some gaps between the 2 in terms of what I can see:

1. In Sugar we are able to add the campaign source to the lead and then send specific campaigns to those leads.

2. In MailChimp they allow the user to create multiple groups within a List and then send segmented info to those groups.

3. From what I am seeing here, there is no mechanism between Sugar & MailChimp using Cazoomi where I can segment the Lead in SugarCRM with a Group from a List in MailChimp, is this correct?

4. How would you suggest (or what have you seen) users segment lead sources between Sugar & MailChimp and manage this?

5. It is easy enough to create multiple Lists within MailChimp but then I am not sure how this would work with the Leads Module in Sugar as I assume you are syncing one profile being leads to MailChimp and cannot have multiple profiles for leads syncing with MailChimp, is this right?

6. Just so you understand what I was trying to do with MailChimp is I was using that to create a Master List which then has multiple Groups.

Each Group has its own landing page and all leads which come in from that are then automatically tagged as belonging to that List.  

I guess if I am managing the lead coming in via MailChimp and the Campaigns sent via MailChimp, would I be correct in assuming that Sugar will just record all of the campaigns sent to the Lead and in essence I am not managing the Source in Sugar and the only downside I can see would be the reporting within Sugar of the different Campaigns since this is all done via MailChimp? Is this right in my understanding?

7. If I wanted to record the Source between the 2 systems, is this something which you could add as a customization?

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Cazoomi:

Thanks and let me answer these below:

1. In Sugar we are able to add the campaign source to the lead and then send specific campaigns to those leads.

Cazoomi:  Ok, works as you designed via CRM.

2. In MailChimp they allow the user to create multiple groups within a List and then send segmented info to those groups.

Cazoomi:  Yes, we match this via the API created Groups from your choices in Step 1 of your Sync Profile.  The Segments API is not very efficient yet to control from the CRM side so best practice is to use MailChimp Segments in List/Groups.

3. From what I am seeing here, there is no mechanism between Sugar & MailChimp using Cazoomi where I can segment the Lead in SugarCRM with a Group from a List in MailChimp, is this correct?

Cazoomi:  Sure, you can use Filtering & Segmentation in your Sync Profile to further segment yet no you cannot use the MailChimp Segments API yet.  It's just not that efficient.

4. How would you suggest (or what have you seen) users segment lead sources between Sugar & MailChimp and manage this?

Cazoomi:  MailChimp Segments API is not very efficient to control from the CRM side so best practice is to use MailChimp Segments within your List/Groups.

OR use Filtering & Segmentation in your Sync Profile to further segment a Target List in CRM to MailChimp List/Groups.

5. It is easy enough to create multiple Lists within MailChimp but then I am not sure how this would work with the Leads Module in Sugar as I assume you are syncing one profile being leads to MailChimp and cannot have multiple profiles for leads syncing with MailChimp, is this right?

Cazoomi:  Best Practice is using 1 List in MailChimp with up to 60 Groups for segmentation. Leads and Contacts can sync to the same list in MailChimp.

If you need another MailChimp List to sync then you would set up another Sync Profile.

6. Just so you understand what I was trying to do with MailChimp is I was using that to create a master List which then has multiple Groups.

Each Group has its own landing page and all leads which come in from that are then automatically tagged as belonging to that List. I guess if I am managing the lead coming in via MailChimp and the Campaigns sent via MailChimp, would I be correct in assuming that Sugar will just record all of the campaigns sent to the Lead and in essence I am not managing the Source in Sugar and the only downside I can see would be the reporting within Sugar of the different Campaigns since this is all done via MailChimp?

Is this right in my understanding?

Cazoomi:  You might use our Static Text feature for each Sync Profile to manage this process as we have tons of folks how to use 100s of Sync Profiles like this to tag every lead from MailChimp flowing into a landing page to MailChimp List as "XYZ" lead source static text field for example.

For each Landing page, you would need a separate Sync Profile and 1 Group for the "XYZ" lead source static text field.

7. If I wanted to record the Source between the 2 systems, is this something which you could add as a customization?

Cazoomi:  Static Text could do this for you per list.  Per Group is not possible unless you map a field in MailChimp on the List yet it would apply to each Group so not really an ideal solution.

For your use case, you would use our Enterprise SyncApps, setup each Landing page with a separate Sync Profile plus 1 Group under it to be able to see the source of each Campaign.

OR

On an Email Campaign in MailChimp just use a URL in the email that then if they click on it, it shows up in CRM then you can aggregate that data with your our workflow.

*Report showing "X" URL Link clicked Leads.

 

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