Automation
Landing Pages and Forms
- Download and Host Form Source
- Sync Pages and Forms with your CRM
- Managing Pages and Forms
- Form Field Types
- Automate Customer Surveys and Questionnaires with SugarCRM Cases
- Getting started
Lead Scoring
Nurturing
Insights & Analytics
- Lifecycle Manager
- Opportunity Pipeline
- Opportunity Time Machine
- Traffic Sources
- Outbound Email Performance
- Opportunity Win/Loss Insight
Salesforce Connector
Administration
- Privacy Guard for GDPR
- Managing Unsubscribe Options
- Team management
- Agency Edition: Setup and Configuration
- Bounce Handling
- User Permission Options
Database, Lists and Segmentation
- Getting Started with List Manager
- Segment Creation (Quick Segment Builder)
- Creating a Contact List
- Segment Creation (List Manager 2.0)
- Updating a Marketing List
- Suppression
Social Connect
- Social Connect: Connecting/Posting to Linkedin Company Pages
- Benefits of Social Marketing
- Getting Started with Social Connect 2.0
- Social Publishing
- Listening and Engaging (Social Inbox)
- Lead Gen with Social Connect 2.0
Apps and Connectors
SugarCRM Connector (Sugar.marketing)
- Dashlet Setup for Sugar v7.x and v8.x Intelligence Panel
- SugarCRM Module Download, Installation and Setup
- Optional SugarCRM Opt-Out Flagging
- Creating Personalized Emails With [sugarcrm_assigned_to] Tag
- Mapping Users to a CRM User
- Levaraging Opportunities To Contacts via Automated Workflows