SageCRM 2020 R1 - Mailchimp Integration Enhancements
Nick Rainbird • April 13, 2020
MailChimp integration
has been enhanced to allow users more easily prevent and fix duplicate email addresses in groups sent to MailChimp. MailChimp identifies records in a group by email address. If a group sent to MailChimp contains two or more records with the same email address, the group gets rejected.
This enhancement includes the following:
- Automatic detection of duplicate email addresses
- A new screen displaying records with the same email address
- A new MailChimp notification
To ensure that a Person, Company or Lead record being added to the system has a unique email address, system administrators can now use a new Detect duplicate emails option.
With the detection of duplicate email addresses enabled, when a user is adding or editing a Person, Company or Lead record and tries to assign an email address that is already assigned to another record in the system,an error occurs.
System administrators can access the Detect duplicate emails
option in <My profile>| Administration | System | System Behaviour.
A new screen called
Duplicate Emails
lists all Company, Person and Lead records that have the same email address.It helps users to identify and amend records that potentially can cause errors if sent to MailChimp in the same group. To access the new screen, on the main menu, click
Marketing | Duplicate Emails.
A new notification
provides information about invalid and duplicate email addresses in a group sent to MailChimp, making it easier to troubleshoot issues. Users can click the number of invalid or duplicate emails in the notification to open the corresponding error group and correct the invalid email addresses or amend the duplicate email addresses to make them unique.
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