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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ERBS's Contracts module for SageCRM allows businesses to easily create and manage contracts, renewals and automatically generate sales orders based on the contract billing frequency, helping teams streamline operations, reduce manual effort, and improve billing accuracy. Fully integrated with Sage50 and Sage200 the auto generated sales orders can then be posted from SageCRM directly at a click of a button. Key Features: Contracts can be created directly from sales quotations or orders Supports multiple and custom billing frequencies (4 weekly, monthly, quarterly, annually) Contract and Product level Site management Process contract amendments midterm tracking historic changes and authorisations if required Easy Management of Annual Price Increases at product level Renewal and purchase order reminders and dashboards On Hold and Cancellation processes By connecting contracts directly to automated sales order generation, businesses can create a more reliable and scalable process for recurring business that help teams work smarter, improve visibility, and accelerate growth If you would like to find out more about the Contracts module for SageCRM please feel free to get in touch on 01494 490409 or email me at nick@rainbirdbusiness-solutions.com to discuss these further.
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