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#2725 - Primary Tracking & Custom Fields

Closed Feature created by nicw 2 years ago

Having recently purchased your module I've realised a couple of things that could be a problem for me and would like to know how I resolve them.

I do a lot of offline (direct mail) marketing where contacts don't yet have a known email address. These Targets respond by following a short link to a landing page which has a Tracking ID embedded within the URL parameters. I understand Mautic can be configured to use a different form of unique ID other than email such as a Tracking ID.

I've just realised that your plugin relies on contacts having a Primary Email Address, however, I want to use the Tracking ID which is generated from within SuiteCRM.

Also, how would I map custom fields like this?

  1. nicw member avatar

    nicw

    2 years ago

    I've also come to learn that your Extension only syncs between SuiteCRM Leads and I'm guessing Mautic Contacts whereas the standard SugarCRM extension that comes with Mautic syncs with Leads, Contacts & Accounts.

  2. eVolpe member avatar

    eVolpe Consulting Group Provider

    2 years ago

    Hello Nic,

    Thank you for the information. I sent your suggestions to our developers. I'll let you know on Monday.

    Have a great weekend, Maciej Jankiewicz eVolpe Support Team

    • nicw member avatar

      nicw

      2 years ago

      Thankyou Maciej. I look forward to your reply and learning how I can overcome these shortcomings.

  3. eVolpe member avatar

    eVolpe Consulting Group Provider

    2 years ago

    Hello Nic,

    1. Regarding to your idea to new feature. Our integrator is very dependent on the email address but it possible to do. We can do this for you as part of a paid service if you want. I can send you details via e-mail.

    2. Regarding to: "I've also come to learn that your Extension only syncs between SuiteCRM Leads and I'm guessing Mautic Contacts whereas the standard SugarCRM extension that comes with Mautic syncs with Leads, Contacts & Accounts."

    Our integrator support Leads, Contacts and Prospects. https://store.suitecrm.com/docs/mautic-suitecrm-integrator/configuration-guide Step 2: Connector configuration -> "In section Enable Connectors in Mautic tab turn on connector for chosen modules." In Administration -> Connector Settings -> Enable Connectors -> Mautic Tab - you can enable our Mautic Integration with Prospects, Leads and Contacts (not only Leads). After that, you can decide among enabled modules, which one will be set up as default module during create new records from Mautic - if don't exist in CRM. This setting you should find in Administration -> Connector Settings -> Set Connector Properties -> Mautic Tab -> "Create a new records of module" field.

    Our integrator doesn't support Accounts. Most of customers don't need it. Of course, we can do this for you as part of a paid service if you want.

    Best regards, MJ

  4. nicw member avatar

    nicw

    2 years ago

    Hello Maciej,

    Understood on the second part. I realise that I had actually set it up as you described but didn't realise it was just the default setting for new records I was looking at. Thanks makes sense now.

    For the first, please let me know about the development costs for this.

    Kind regards,

    Nic W

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