Hello
Can you sync or create custom audiences based on purchase behaviors for Sugar CRM targeted email sends via Sugar Market? And what are the options?
For example for all customers who have previously purchased a specific product and haven't the last 2 months are sent a communication via SugarMarket.
Thanks,
Lou
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 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/
Michael North
Solutions Consultant | Faye
michael.north@fayebsg.com
Faye + SugarCRM Partnership
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?
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?
