Sugar Dynamic Distribution list

Hi Alexandra,

Yes, this is something that we are currently working on that will release soon. Keep an eye on our Sugar Market release notes to be updated of its availability. We'll also be posting additional learning content on this topic when it is available.

Thanks!

Jana

Thank you! 

Hi Alexandra,

Dynamic distribution lists are now available in Sugar Market! Read more about it here.

Best,

Colleen

Hello,

I'm curious: what is the benefit of dynamic list compared to report-based targeting? 

Best regards,

Damien

Hi Damien,

Great question! Dynamic Distribution Lists allow you to segment based on data in SugarCRM instead of the data that’s in Sugar Market. Not all lead/contact CRM data gets synced into Sugar Market, but Dynamic Distribution Lists allow you to segment based on the data in SugarCRM without having to duplicate it in Sugar Market. Hope this helps! 

Best,

Colleen

So the DDL resides in Sugar Sell/Serve/Ent, not in Market, is that correct? I'm familiar with target lists in the CRM which are, indeed, not dynamic (which can have its benefits in certain use cases). 

The DDL resides in Sugar Market but is pulling from reports in Sugar Sell. So, you set up the report in Sugar Sell segmented as you want and then set up the DDL in Sugar Market. In the DDL settings, you select the report from the list of Sugar Sell lead/contact reports to which you have access. Make sense?

Colleen Weatherall said:

Hi Alexandra,

Dynamic distribution lists are now available in Sugar Market! Read more about it here.

Best,

Colleen

We also have a video on Dynamic Distribution Lists in the Quick Videos & Learning Resources library: 

https://sugarclub.sugarcrm.com/learn/w/quick-video-tutorials/599/dynamic-distribution-lists

I am not sure I saw it anywhere in the documentation, but the Contact ID has to be in the Display Columns.

If you don't have this, the reports don't show up when creating the Dynamic Dist List.

We have used Reports and Target Lists for years in Sugar Sell, but never had to use the Contact ID.

You are absolutely correct John, we just noticed this was missing from the documentation and we've already updated it (it may take a few minutes for the update to be available). Email address is also required. Thanks so much for letting us know!