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rcwicinski

MailChimp - Populate additional fields in MailChimp lists from CRM

Posted By

Hey together,

Default Sage CRM creates two new fields within the MailChimp-List which is selected (COMPNAME, LEADDESC).

Both fields will remain empty when sending a group from CRM to MailChimp. Probably those will only be populated, when having a Company or Lead-based group.
Already tried to rename the COMPNAME to COMP_NAME to see if there is a logic behind it. Afterwards I had both fields in Mailchimp (COMPNAME, LEADDESC).

I have one field which I will need in MailChimp to send out a letter (Salutation). This field is in the person table.
In germany we will need that because "Dear Firstname" is not enough ;)

Perhaps there is anybody out there who has an idea on this.

Thanks,
Robert

  • 0

    Hi,

    This is also an issue in French for 2 reasons:

    - Dear is translated in "Cher" or "Chère" depending on men or women.

    - we cannot make templates with "salutation+ last name"

    The only workaround is to create separate templates by salutation. But you won't use 10different templates if you have 10 different salutations...

    Anybody has a idea for this issue similar to Robert's one?

    Does the API permit this field to be added and it is foreseen in Sage's roadmap?

    Jerome

  • 0

    Hi Jerome,

    there is a workaround for that.

    The best is, when you already have a salutation-field in CRM where the complete salutation is provided. This can by done by table-script or Triggers.

    1. Create a new field in the List in MailChimp (Text)

    2. Transfer the Group from CRM to MailChimp

    3. Export the Group from Sage CRM to CSV (make sure the group contains the salutation-field)

    4. Import list to MailChimp (Add Subscribers -> Import Subscribers -> Import from CSV)

    5. Map the fields you need in the list and check "Auto-Update" (this will update the existing records by matching against the email-adress.

    6. You can now send the campaign using the new field as salutation.

    These steps have to be done everytime, when a mailing is sent.

    Robert.

  • 0

    We have created an extension to the Sage CRM inbuilt Mailchimp functionality based on our existing QChimp integration. Its not ready for commercial release yet but should be out sometime next month. It should allow for things like custom merge fields and in CRM scheduling, pausing etc.

    I will let you know when it ready and out in the wild.

*Community Hub is the new name for Sage City