Sage CRM Hints, Tips and Tricks

As we come to the end of this blog series on email marketing "Layout and Design", we'll finish up by taking a look at the content section and focus briefly on subject lines. A final blog will follow with a summary of the key points unde...

Out of the box, Sage CRM provides users with an interface that is fully translated into English, French, Spanish, and German.  It is possible to add any number of additional languages to Sage CRM.  And if you are creating an extension ...

To follow on from the previous post on personalisation and mobile devices in your email layout, we finish up this mini-blog series on layout by looking at one of the more advanced tools you can use - heatmaps. Heatmap and Layout: One of the more adva...

This article has its origin within an exchange of emails I had with one of our leading Development Partners. They wanted clarification around Sage CRM's use of ActiveX and Internet Explorer 11. They were anxious to understand what would happen i...

Sage CRM has an integration with Mailchimp which I have written about in a series of articles beginning with "Mailchimp, An Introduction". I have seen some discussion within the forums about how the integration works and I thought it would ...

The mailchimp configuration settings available in the meta data table custom_SysParams. You can inspect these using the query select * from Custom_SysParams where Parm_Name like '%MailChimp%' The integration is carried out by the main CRM we...

When you read the documentation it confirms that a communication record will be created as part of the synchronization of data from Mailchimp to Sage CRM. "A communication record is created for each email recipient. Your system administrator spe...

The eWareQuery object allows use to issue queries against the database. These are either in the form of select statements or for data manipulation (Insert, update, delete). Retrieval of Data The basic pattern to use the eWareQuery object to select da...

The Integration from Sage CRM 2018 R3 and Sage 300 2019 does not require LanPak licenses. About LanPak Licenses LanPak is the licensing system in Sage 300 that allows multiple users to simultaneously access a company's accounting data. The modern...

This is the final part of the series and in this article, I will look at the types of results and reports that are returned from Mailchimp into Sage CRM. Mailchimp has its native information Within Sage CRM there is a scheduled job that retrieves th...

This is the penultimate article of the series and in this article, I want to consider how we can create the campaign in Sage CRM and send it to Mailchimp. A user who is authorised to use the Mailchimp features will find the Mailchimp campaign option ...

In this fifth article of the series, I will describe how to create a Group in Sage CRM and add it as a segment to a Mailchimp Audience. The place to start is within the Groups screen within the 'My CRM' menu. I have created a Group in Sage CRM and wh...

This question occurs when setting up CRM; you may find yourself with a very large number of selection list values that need to be added to the system. For example you may want to have every county or even major city to be loaded into CRM in the same ...

In this fourth article of the series, I will cover the simple task of authorizing an additional user to access the Mailchimp features. Assuming you have logged on you will need to navigate to the User administration area. And here I have searched fo...

The default forecast quarters in Sage CRM only go to 2020 Q4. Partners and customers will need to add new ones for 2021 and beyond. These translations can be added easily into the system. Note:  Additional translations will be added for Sage CRM...

In this third article of the series, I want to consider how to use a Mailchimp API Key and Audience ID to configure the integration within Sage CRM. You will need to log onto Sage CRM and navigate to Administration -> Email and Documents You ...

In this second article of the series I want to consider the how to get Mailchimp ready for the integration. This will include how to generate the API keys and identify the Audience to which Sage CRM will send contact details - these will become ...

To follow on from the previous post on graphic versus text in your email layout, let's take a look at some other key points around personalisation and mobile devices. Personalisation: From greeting and subject lines to whole content blocks, perso...

The concept of the Entity is important within Sage CRM and is used through out the system. When dealing with databases and designing applications the term entity can be used to describe anything of significance. This is true for both real and concept...

In this series of articles, I will walk through the process of configuring the integration and testing out a first Mailchimp campaign driven through the Sage CRM user interface. I found it very easy to create, send, and track email marketing campaign...

The idea behind this article is that you can use the normal document upload to upload a picture file into the library. That image can then be displayed on the person summary screen. You will have to change options on the libr_type top allow files of...

This is the fifth article in the series on Sage CRM Developer Best Practices. At the end of the last article I said that I would use this post to consider the first of the 'tips' that were outlined in that article. Proper preparation prevents poor pe...

To follow on from the previous post on HTML and rendering in your email layout, let's take a look at some other key points around graphic versus text. Graphic versus Text: According to Marketing Sherpa* only 33% of those surveyed in 2010 had imag...

A component that implements this feature can be found in the download folder "Example components and developer resources". You will need to be logged on to the community with the correct rights to be able to access this library of resources...

This is the fourth in a short series of articles on Sage CRM Developer Best Practices. In the last article I discussed how project management and communication factors can influence overall project success. As part of that discussion I cons...