SugarCRM SupportProduct GuidesSugar MarketSugar Market User Guide

Sugar Market User Guide

Sugar Market is the marketing automation tool that transforms how mid-sized marketing teams engage audiences and measure success throughout the entire buyer's journey. Sugar Market's intuitive campaign builders, advanced automations, and superior reporting enable marketers to understand engagement, improve conversion, and drive more revenue. To help align marketing and sales teams into one cohesive unit and provide the sales team access to key information directly in CRM, Sugar Market integrates with several CRMs, as documented in the Sugar Market Integration Guide.

Please also refer to the Welcome to Sugar Market page for an overview of the Sugar Market team and available resources.


    This guide provides overview and procedural information for Sugar Market features. Please refer to the Sugar Market Integration Guide for guidance on configuring your CRM integration. Troubleshooting, use cases, best practices, and legacy tools are documented in Sugar Market Help Articles, which are also linked from their relevant topics in this user guide.
    Sugar Market entities are organized in Sugar Market as Accounts, Contacts, Leads, and Opportunities. These records are held in a database separate from Sugar or your CRM and can be managed independently or synced to your CRM. This section explains each record type and how to view the Buyer's Journey, which allows you to follow the lifecycle of a prospect's marketing activity at the Account, Contact, Lead, and Opportunity levels.
    Sugar Market lets you view and configure dashboards and follow the Buyer's Journey to provide valuable insight into your campaigns and events. Each available dashboard contains dashlets that you can move around and drill through for more information. This page explains the available Sugar Market dashboards and the metrics they display.
    Sugar Market provides several email deployment tools that can be used individually or collectively to execute simple or complex marketing campaigns. Each email tool features unique functions. This section explains how to set up, design, and send email campaigns using Sugar Market's Email Builder tool. Please see the Sugar Market Help Articles for information on legacy email tools. Refer to the Nurtures topic to learn about the Sugar Market feature that allows you to easily create multi-touch campaigns in a smooth, easily navigable visual designer.
    Lead nurturing helps you build long-term relationships by providing relevant, worthwhile content to prospects and continue the conversation with customers in an automated way. When a web lead or visitor performs a specific action, Sugar Market can respond by delivering content that is related to the step where they are most likely engaged in the Buyer's Journey. This topic explains how to create and manage automated Nurture campaigns with Nurture Builder.
    Lists are an integral part of the core features in Sugar Market. They are used to organize recipients into segments and to include or exclude individuals and groups of people from marketing activities. This documentation explains the types of lists available and how to work with them in Sugar Market.
    Sugar Market's Page Builder helps you create modern, mobile-responsive landing pages in seconds through a drag-and-drop editor. Page Builder joins Sugar Market's Email Builder and Form Builder to give you the easiest-to-use suite of campaign-creation tools available. This topic explains how to leverage the themes and templates in Page Builder to create professional-looking web pages for your marketing activities.
    Form Builder helps you create engaging forms that can be used to gather visitor information from Sugar Market pages or external pages hosted on the internet, such as your company's website or blog. Forms are commonly used for event registrations, requests for more information, and as a gateway to access useful content for the buyer. This section explains how to build and incorporate forms into your marketing activities using Sugar Market.
    Industry events such as roadshows, lunch and learns, and webinars are great tools to bring prospects together in hopes of securing additional follow-up afterward. These types of events typically require lead-up activities to rally for registrations, confirmation and post-registration reminder emails, and additional post-event communication. This section explains how to coordinate these activities using the Events module in Sugar Market.
    Listeners, also referred to as Event Listeners and Lead/Contact Listeners, is a powerful tool that you can use to automate your sales and marketing process. Listeners act like a bridge between your external CRM and Sugar Market as they check contact records for new and updated values you define and initiate actions such as adding a contact to a campaign or removing a contact from a list.
    One of the most important parts of marketing is making sure you target the most qualified leads and contacts. Sugar Market's Lead Scoring module helps you decide which leads and contacts should receive content based on their level of engagement or specific activities. With an unlimited number of lead scoring profiles, you can customize your lead scoring in countless ways. This section provides information on how to set up and manage lead scoring in Sugar Market.
    This section describes the functionality available in both Sugar Market's internal CRM and the CRM Sync Dashboard that provides a snapshot of the sync activities with your external CRM. For information on setting up and managing the integration with your external CRM, please refer to the Sugar Market Integration Guide.
    Sugar Market includes several standard reports and supports the creation of custom advanced reports for analyzing your marketing activities. This page explains the reporting options that are available.
    The Asset Library is accessible by users with permissions via the Admin Navigation or Marketing Navigation role. The Asset Library contains all of the images and documents that have been uploaded to Sugar Market for use in various locations, including email campaigns, landing pages, and user profile photos.
    The data field and table dictionaries provide the fields available in each Sugar Market table, along with brief descriptions and data types.
    The Sugar Market Advanced Analytics section includes topics covering data in the Advanced Analytics module.
    Sugar Market automatically embeds a tracking script on both new hosted landing pages and any active landing pages created in the past. Properly tracking lead capture and conversions from social campaigns is a must in measuring ROI. Please refer to the Oktopost help center for instructions on installing tracking code.
    The following Frequently Asked Questions address questions related to Sugar Market for Google Ads.
    Sugar Market's SEO Audit Report reviews any web page to determine how SEO-friendly the page is for a targeted keyword or phrase. SEO reports are most beneficial for reviewing your landing pages, but you can run them against any home page, service page, product page, or blog article. It does not audit the entire website; however, each web page audit includes sections and signals about the web page's domain authority.
    Sugar Market web tracking provides valuable insight into your marketing campaigns, including real-time details on visits to your website. This page describes how to use Sugar Market's Web Tracker and how to configure web tracking.

Last modified: 2021-02-26 18:27:26