SugarCRM SupportKnowledge BaseCampaigns and Target Lists

Campaigns and Target Lists

The Campaigns and Target Lists section includes topics covering creating, executing, and troubleshooting campaigns and groups of campaign recipients called target lists.

Topics

  • Adding Lead Source as a Hidden Field to Web-to-Lead Forms

    The following article describes adding a hidden field to a web to lead capture form. The provided example will add "lead_source" as a hidden field with a value of "Campaign". To start we'll create a web to lead capture form through the "Create Lead Form" tool in the Campaigns module. To access this tool navigate to the Campaigns module and click "Create Lead Form" from the Campaigns tab (as of Sugar 6.0), or from the Shortcuts menu (in versions prior to Sugar 6.0). Please note that a campaign must be created before you can define a lead form.

  • Creating a Campaign

    Sugar's Campaigns module can be used to create both email and non-email based campaigns. The Email and Newsletter types of campaigns are mass emails sent from Sugar to a relevant set of contacts, leads, targets, accounts, or users. The results are tracked to measure the overall success of the campaign. This article will walk through how to set up and execute a simple email campaign in Sugar.

  • Creating a Web-to-Lead Form

    Sugar provides a simple way to allow visitors to your website or other online location to become leads in your Sugar instance. You can create a web-to-lead form in Sugar and place the form on an external website. Then when a visitor to your site completes and submits the form, their information is entered into Sugar as a new Lead record.

  • Excluding Recipients From a Campaign

    The heart of a campaign is its target audience which Sugar manages in the Target Lists module. Each campaign is related to one or more target lists which control who receives the campaign messages. Learning to understand and manage target lists ensures that your message reaches the correct audience. Controlling which recipients Sugar should exclude from a campaign is just as important as specifying the recipients to include. This article covers excluding recipients from receiving campaign messages both by removing them from the default target list and by adding them to the suppression target list.

  • Exporting Target List Members

    There are times where you would like to contact a list of targets outside of what Sugar provides for direct marketing. If you create a target list in Sugar, you can easily export the contents of that target list to use for your direct marketing purposes.

  • Populating Target Lists From Large Reports

    After creating a target list, you have the option to populate it from a report. However, larger reports will often timeout before completely filling the target list. As a result, the best way to populate a target list is to break the report into multiple chunks and bring the records over in batches.

  • Populating a Target List

    A target list consists of a group of individuals or organizations you want to include or exclude in a mass marketing campaign. These targets are identified based on a set of predetermined criteria such as customer type, age group, industry, etc. This article will walk through the various ways of adding your relevant accounts, contacts, leads, and users to target lists.

  • Preventing Web-to-Lead Spam Entries

    The Web-To-Lead-Form is placed on a public website where you generate leads from prospective customers who visit the site. It just so turns out, spam bots love your site as well. How to fix the this issue without modifying the Sugar source code.

  • Removing Invalid Email Addresses From Campaigns

    After sending an email campaign via the Campaigns module in Sugar®, some email addresses may be flagged as invalid. Repeatedly attempting to send messages to invalid email addresses could make your company's mail account look like a spammer. This article explains how to prevent sending messages to invalid email addresses in the future.

  • Removing Required Fields From Web-to-Lead Forms

    Sugar® provides a simple way to allow visitors to your website and other online locations to become lead records in your Sugar instance. When creating web-to-lead forms, any fields that are marked as required in the Leads module must be included on the lead form. However, there may be occasions where you find it unnecessary to include certain required fields on your web-to-lead form. This article will cover how to remove such required fields from the HTML for a web-to-lead form. Please note that the information in this article will also apply if you wish to remove any unrequired fields from the web-to-lead form.

  • Tracking Campaign Activities When Sugar Is Behind a Firewall

    If you host Sugar on a server outside our On-Demand environment, you may elect to put that server behind a firewall as a security measure. In the event that you still want to send campaigns from Sugar, you will need to change some configurations to allow for tracking of the campaign activities such as when a target views a message, clicks a link in the email, etc.

  • Troubleshooting Bounced Campaign Email Processing

    When a campaign email is sent to an invalid recipient (e.g. an email address that does not exist) a bounced message is returned to the sender; in the case of a SugarCRM campaign the bounced message would be delivered to the bounce handling mailbox

  • Troubleshooting Campaign Emails Marked as Spam

    Outgoing campaign emails are marked as spam which reduces the chances of recipients receiving the email.

  • Troubleshooting Campaign Sending Limits

    When working with campaigns in Sugar®, you may find that your email service provider limits the number of messages that can be sent over a given period of time. This is known as message throttling. When message throttling is imposed by your email service provider, it is important to respect those restrictions. This article will cover how to troubleshoot campaign sending limits.

  • Troubleshooting Suppressed Campaign Emails

    There may be occasions where Sugar® refuses to send email marketing messages to certain recipients. This article discusses how Sugar manages campaign emails and why some messages may be suppressed during an email campaign.

  • Troubleshooting Missing Subpanels in the Campaigns Module

    Once a campaign has been executed in Sugar®, you can track and view status information by accessing the campaign's detail view and clicking the View Status button. For more information on creating campaigns and reviewing results, please refer to the Creating a Campaign article. While viewing a campaign's detail view or status page, there may be occasions where certain subpanels do not appear in the layout as expected. When stock or custom subpanels do not appear in Sugar, it is possible that they may have been hidden from view via Admin > Display Modules and Subpanels. This article covers how to verify if the subpanels are hidden from view and how to make the subpanels appear in the campaign's detail view and status page.

  • Troubleshooting Sending Limits With Gmail

    Google imposes limits on the number of emails you can send within a 24-hour period. More specifically, the limit is imposed on the number of recipients per message (i.e. Sending one email to many people does not circumvent the issue) as well as the number of messages sent per day. The limits are described here at the Google support site.

  • Understanding Campaign Opt Outs

    Sugar has two types of campaigns that send emails: newsletter and email. Both of these campaign types include opt-out links, however, the behavior of each is different. When recipients opt out of a newsletter campaign, they will still receive emails from all other Sugar campaigns. When recipients opt out of an email campaign, however, they will no longer receive emails from any Sugar campaign. This article outlines how the opt-outs work and how to revert recipient opt-outs so that they may receive future campaign emails. 

Last modified: 08/31/2016 02:59pm

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