Data Driven Marketing via CRM

I'm also looking for this answer. 

Hi Louise,

Great question! The best option in this case is to use Dynamic Distribution Lists. Since Sugar Market syncs Accounts, Contacts, Leads, and Opportunities, any purchase data living outside of those tables won’t sync directly into Market.

However, by building a report inside SugarCRM, you can still target accordingly — for example, customers who purchased a specific product but not within the last 2 months. That report can then drive a Dynamic Distribution List in Market, which will stay up to date and power your campaigns.

Here are a couple of helpful resources to walk through it:

• Dynamic Distribution Lists Documentation

• Quick Video Overview

Dynamic lists are really the best bet for this kind of targeted communication when the tables only exists inside SugarCRM.

Let us know if that addresses your concern!

—
Michael North
Solutions Consultant | Faye
michael.north@fayebsg.com
https://fayedigital.com/partners/sugarcrm/

Hmm... this is not ideal for an email marketing platform that integrates with your crm. The whole point is to be able to slice and dice the segments based on purchase data. The reports feature in Sell is already pretty clunky, this is going to be a challenge to create segments with purchase/no purchase suppression by having to use reports every time. It doesn't seem like a report would support this. 

If I were to want to target customers who purchased Product Class: Strapping Tape, Between Jan 1, 2025- June 30, 2025, But Did Not Purchase Between July 1, 2025 - Current. There is no option for "IS NOT BETWEEN" the only supression option is "NOT ON" which would mean you would have to add that for every day in the July 1, 2025-Current Period which would be 75+ days that would have to be individually added.

Is this on a roadmap for the near future?

I just tested it in reports and it did not work. I used data fields...

Product Class: Strapping Tape

Order Date: Jan 1, 2025 - Aug 30, 2025

Order Date Not On: Added every day in Sept 2025 so far

The report gave me accounts that did Purchase Strapping Tape in September, the first account I looked at purchased multiple times in Septemeber, and the report duplicated contacts 45 times making the report 7,021 line items, but there are only 489 unqiue lines/emails listed in the report.

Hi Kate,

I hear you, it can definitely feel less than ideal when you want to build precise segments directly in Market. Market is designed to sync Accounts, Contacts, Leads, and Opportunities across all customers since those are the universal core tables. Beyond that, custom purchase tables vary a lot by implementation, so instead of syncing every possible table into Market, the platform uses SugarCRM reports as the segmentation layer.

The upside is that this actually gives you more flexibility. You can join custom purchase data with other CRM tables in a single report and then feed that audience into Market via a Dynamic Distribution List. That way you aren’t limited to just what syncs into Market.

On the reporting side, I know the operators can look limiting, but for date fields you have options like Before, After, and Is Between. That lets you handle “not purchased since” logic without adding every single day. For your example:

Group 1 (AND):

• Product Class = Strapping Tape

• Order Date Is Between Jan 1, 2025 and June 30, 2025

Group 2 (AND):

• Product Class = Strapping Tape

• Order Date After July 1, 2025

Then apply: Group 1 AND NOT Group 2.

That returns everyone who purchased in the first period but not after. If you’re seeing duplicates, that’s because of multiple order lines — you can change the report display to unique Contacts/Accounts so the final list is clean.

I know it’s not quite as plug-and-play as having all filters in Market itself, and I do not believe this is on the roadmap for Sugar Market. But this approach is what allows the platform to work across many different CRM setups while still giving you the segmentation flexibility you need.

I hope this helps!

—
Michael North
Solutions Consultant | Faye
michael.north@fayebsg.com
Faye + SugarCRM Partnership

Hi Michael,

Thank you for your reply, our sales data is pushed to SugarCRM from our ERP after the sale and we have custom built modules for sales headers and sales lines.  Based on what you said in theory this should still work for us, is that correct?

Thanks again,

Lou 

Hi Louise,

You’re welcome! And yes, that’s exactly the use case that Sugar Market solves with dynamic distribution lists. This is especially helpful when you’re working with custom modules or systems feeding into SugarCRM that don’t necessarily make sense to sync into Market. If you can create a report in SugarCRM that meets the requirements of Dynamic Distribution Lists, then it will work perfectly!