We have set up campaigns, waves and Wave activities and activated them all. Then we linked some opportunities to the wave activities. These opportunities do not show up in the Report tab of the campaign not do the statistics show that we have any opportunities…
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…
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…
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…
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 just…
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 Mailchimp…
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 campaigns…
In this article, I want to consider how you can add Internal Mail Merge and Telesales as an activity within a campaign.
I have made the assumption that you are working with graphical Campaigns and Marketing workflows. If you are not familiar with the…
In this article I am going to discuss how you can add an External Mail Merge and External Telesales calls as a campaign activity.
The best place to start is at the beginning so I shall put the usage of the External marketing activities in the context…
In a previous article " Customizing campaigns and marketing features " I discussed how amongst the powerful features that Sage CRM provides are marketing automation functions which offer the ability to control campaigns, waves (phases) and wave items…
Sage CRM out of the box provides users with a very useful set of marketing or campaign management features.
Users need to have 'Info Manager' rights in order to be able to use the campaign features. The campaigns area is accessed from the main menu…
Hi.
I was unable to find an example of setting the Campaign status to Active Only.
I assume I can do this through the CampaignFilterBox where Status (camp_status) is equal to Active.
However, I don't know the commands exactly (OnChangeScript?) Hide…
Hi,
I'm trying to understand how on earth the Outbound call list could have been developed with such great features (improving call productivity imho) but with at the end of the process such an important lack of good sense : when for each call you click…