Sage CRM 2021 R2: Missing the "Send to MailChimp" Button on a Group

Sage CRM provides an integration with MailChimp. The integration allows users to push their Sage CRM contacts into MailChimp and quickly and easily create new targeted email marketing campaigns in Sage CRM. A customer reported a situation where once they had created a group in Sage CRM the "Send to MailChimp" button was missing on the group screen.

The user expected that after they had created the group the "Send to MailChimp" Button should appear on the screen to allow the group member details to be sent to MailChimp.

The reason why the button did not appear is because the group needs to have email alias field from the entity in context included in its underlying view. That is it needs to include a field with the main Entity column prefix followed by "emailaddress". This field then needs to be included as group content also.

For example, if the view is for the Company entity then the view should have comp_emailaddress as an alias field in the view and it should be included as group content. This will allow MailChimp to map this field from the view to the correct fields for the integration.

See the example below. In this example, the select statement for a view will result in no "Send to MailChimp" button appearing on screen. Even though this view includes an email address and the field has been included as group content.

select *
from vCompanyEmail
left outer join company on
Comp_CompanyId=ELink_RecordID and
ELink_EntityID=5 and
ELink_Deleted is null
where ELink_Type = 'Sales'

The example SQL select statement of a view that is shown below will result in the "Send to MailChimp" button being displayed on the group screen. This is because the comp_emailaddress is included as group content.

select
Comp_CompanyId,
comp_name,
comp_website,
comp_secterr,
comp_status,
Emai_EmailAddress as comp_emailaddress
from vCompanyEmail
left outer join company on
Comp_CompanyId=ELink_RecordID and
ELink_EntityID=5 and
ELink_Deleted is null
where ELink_Type = 'Sales'

Once you include the field comp_emailaddress in the view to alias as comp_emailaddress for a Company Entity and you include this field as group content the "Send to MailChimp" button will appear on the screen.

Anonymous