sugar crm mailchimp integration - how to guide tutorial

Sugar Mailchimp 1.0.0How to Guide

Sugar Mailchimp 1.0.0Get Lists from Mailchimp

Slide 1: Mailchimp ModuleGet lists from Mailchimp

Click “Get Lists from Mailchimp”

Slide 2: Mailchimp ModuleGet Lists from Mailchimp

Refresh the page to see Mailchimp Lists

Sugar Mailchimp 1.0.0Mailchimp Mapping

Slide 3: Mailchimp ModuleFetch Fields to Map

Select List and Click “Fetch fields to Map”

Slide 4: Mailchimp ModuleMailchimp List Mapping

Map for all the three Sugar Modules such as Contacts , Leads and Accounts

Slide 5: Mailchimp ModuleMailchimp Campaign Mapping

Sugar Mailchimp 1.0.0Sync selected List

Slide 6: Mailchimp ModuleSync Selected List

Select any list and Click “Sync Mailchimp Lists to SUGARCRM”

Sugar Mailchimp 1.0.0Send Changes to Mailchimp list

Slide 7: Mailchimp Lists ModuleSend Changes to Mailchimp

Click “Send Changes to Mailchimp” button after edit any fields in the list

Sugar Mailchimp 1.0.0Mailchimp Groupings

Slide 8: Mailchimp Grouping ModuleCreate a Mailchimp Grouping

Create Grouping with a Mailchimp synced list

Sugar Mailchimp 1.0.0Mailchimp Groups

Slide 9: Mailchimp Groups ModuleCreate a Mailchimp Group

Create a Group with Grouping name

Sugar Mailchimp 1.0.0Mailchimp Cron

Slide 10: Mailchimp ModuleSelect Lists and Time

Select Lists and Time then click save button

Sugar Mailchimp 1.0.0Mailchimp Workflow

Slide 11: Mailchimp ModuleAdd conditions for workflow

Select a list and add all conditions