Campaign field push to SugarSell leads

Hi! We are using SugarMarket and SugarSell and we enjoy the level of integration and synchronization between the two platforms.

One thing we are struggling with is with is how to auto-populate the Campaign field on the lead page with the origination campaign?

This is important for us to do ROI analysis on marketing assets. 

Should this not auto-populate from the origination campaign in Sugar Market? 

Appreciate any help / direction here!

Parents
  • Hi Dmytro,

    Thanks for taking the time to reply!

    We have configured the settings in SugarMarket to auto create campaigns and email stats to SugarCRM:

    As you say this does lead to campaign log being updated on each lead record. 


    What we are missing is auto population of the campaign field on the record view of the lead:


    This auto populated with our old provider but not with SugarMarket. 

    According to the definition here this field should be "The campaign from which the lead originated"

    Hope this extra information helps!

Reply
  • Hi Dmytro,

    Thanks for taking the time to reply!

    We have configured the settings in SugarMarket to auto create campaigns and email stats to SugarCRM:

    As you say this does lead to campaign log being updated on each lead record. 


    What we are missing is auto population of the campaign field on the record view of the lead:


    This auto populated with our old provider but not with SugarMarket. 

    According to the definition here this field should be "The campaign from which the lead originated"

    Hope this extra information helps!

Children
  • Glenn,

    the definition was given before the Sugar has acquired SalesFusion and might refer to that times when the value of the Campaign field is set manually or with API call, or on Sugar-made Web-to-Lead form submission - that form could be related to particular Sugar Campaign

    Could you please clarify the Lead acquiring process is configured in Sugar Market?

    E.g. on the Form submission to add a new Lead to the Sugar Market Campaign for sending some email.
    On lead opens/clicks smth in that email, the record about the behavior is collected in Campaign Log for that Lead.

    In which moment of time and what Sugar Market Campaign should be treated as lead originator?

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient