We Know MailChimp is one of the most useful at the time of Mass Email Sending for Marketing. As we know using MailChimp integration with CRM, we can send emails via group, however in group of company or person there are duplicates of mail address of persons and companies. One of the new feature in Sage CRM 2020 is detecting duplicate email for avoiding duplication of data. In earlier version of Sage CRM this type of functionality is not available.
In this blog we discussed how its help, after enabling the functionality of detecting duplicate emails when the mails are sent using Mailchimp. For enabling that functionality kindly find the below blog,
Also for more convenient under ‘Marketing’ dropdown new tab is added name as ‘Duplicate Emails’, which shows the all the records with duplicate email address in the database. This tab helps users to identify records which help to prevent the error at the time of sending emails using MailChimp to the groups. As shown below,
Let’s see how it helps users using below examples:
We create new group of person which contain number of persons with same email address.
Then click on ‘Send To MailChimp’, As shown in below:
After clicking on ‘Send To MailChimp’ because of enabled duplicate email detection functionality it shows Notification which shows number of duplicate email as below,
On click of notification it navigates us to a new dynamic group that has been created automatically. It shows records with the duplicate email addresses. The group is created with the same name but with the suffix ‘_Error’
Hope this information will be useful!
Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.
Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500 and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace.
For more information on our integration solutions, please contact us at firstname.lastname@example.org. We will be glad to assist you.