Target Audience: User
CRM: SugarCRM
Product: Sugar Professional
Module: SugarChimp ListSync
SugarChimp List Sync for SugarCRM, version 2.0.2 and above.
We are often asked about various aspects of SugarChimp including what does and does not synchronize. Although we are always working to enhance SugarChimp to have more features we wanted to outline a few common questions and answers.
Updates from SugarCRM System
Changing First or Last Name
Changes take effect immediately in MailChimp.
Changing Email Address
No change will be made in MailChimp.
Changing "Primary" Email Address
No change will be made in MailChimp
Removing Recipient from the Target List
Recipient will be unsubscribed from the corresponding MailChimp list.
Setting an email address to Opt-Out or Invalid on the Recipient’s Record
No change will be made in MailChimp
Recipient is deleted from SugarCRM
No change will be made in MailChimp.
Updates from MailChimp
Changing First or Last Name
No change will be made in SugarCRM.
Changing Email Address
Email address will be updated in SugarCRM.
Unsubscribing from the List
Recipient is removed from the Target List in SugarCRM (not deleted from the system).
Deleting the Recipient
Recipient is removed from the Target List in SugarCRM (not deleted from the system).
So How Do I Update a Recipient’s Email Address?
The easiest way is to just do this from within MailChimp.
If that is not an option for you or your users, you can follow these steps:
- Remove the recipient from the Target List in SugarCRM. The recipient will be removed from the list in MailChimp.
- Make the change to the recipient’s email address in SugarCRM.
- Add the recipient to the Target List again in SugarCRM. The recipient will be added to the list in MailChimp with the new email address.
However, if the email address has already been changed, you should opt to follow these steps:
- Make the change to the recipient’s email address in SugarCRM. No change will yet be made in MailChimp.
- Remove the recipient from the Target List in SugarCRM (Again, no change in MailChimp).
- Add the recipient to the Target List again in SugarCRM. The recipient will be added to the list in MailChimp with the updated email address.
- Note that the recipient was added, not updated, so you will probably want to delete the old member (the old email address) from MailChimp.
