by NS-Team

A better way to manage and maintain your Target Lists. Target List Wizard allows you to keep lists up to date automatically using reports or workflows or manually from each of your records using the Target List subpanel. Also includes the ability to mass remove and also search for records that belong to a certain target list.

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#2721 - Creating Unique Target Lists

Open General Question created by nicw 2 years ago

Hello N-S Team, Can you advise if it possible to create unique target lists with your extensions where list data comes from multiple sources (Targets, Contacts, Accounts etc.) and where duplicate records may exist in say Targets and Contacts? i.e. I want a unique list without duplication. Many thanks, Nic

  1. bluquet member avatar

    NS-Team Provider Affiliate

    2 years ago

    Hello,

    I am not sure I understand your question. Do you mean that you want to make sure a contact is only in one target list?

    • nicw member avatar

      nicw

      2 years ago

      "Do you mean that you want to make sure a contact is only in one target list?"

      Essentially yes.

      From what I understand of SuiteCRM when Targets are converted to Leads they remain a Target and the record is copied to the Leads module and the records associated creating a conversion path.

      If I build a marketing list that pulls data from both Targets and Leads I want to make sure that I don't have the same record twice and send duplicate emails or make duplicate calls etc.

      How do I ensure this? (if could be that I have misunderstood something).

    • bluquet member avatar

      NS-Team Provider Affiliate

      2 years ago

      Regarding calls, I'm not sure but with emails, there will never be duplicate emails from campaigns. In a campaign, emails are never sent twice to the same email address. Now, there is something quite interesting in your question and we might think about that. A new feature would be the capability to automatically remove targets or leads from a target list when they are converted.

    • nicw member avatar

      nicw

      2 years ago

      So expanding on that feature a little further.

      From what I understand ......

      1. Target Lists can feed Calls, so if a duplicate record is found in the Target List it will probably create duplicate Call activities.
      2. Target Lists can also feed Campaigns for external marketing campaigns which could also result in duplicate records unless the external service automatically restricts this.
      3. Also if I send Leads into SuiteCRM directly from an external Form I need a method to avoid duplication again.

      From what you are saying this is not currently supported which would make maintaining effective or clean Target Lists quite a challenge. Unless of course, I have misunderstood some functionality of SuiteCRM or your Extension.

  2. bluquet member avatar

    NS-Team Provider Affiliate

    2 years ago

    Target Lists can feed Calls, so if a duplicate record is found in the Target List it will probably create duplicate Call activities. There is nothing in SuiteCRM doing that. Calls are not created automatically.

    Target Lists can also feed Campaigns for external marketing campaigns How do you export your target list to whatever system you are using for external marketing campaigns?

    Also if I send Leads into SuiteCRM directly from an external Form I need a method to avoid duplication again A customization of SuiteCRM could do that.

  3. nicw member avatar

    nicw

    2 years ago

    It is possible to create a Workflow that can create a Target List and I can schedule a Call (en mass) from a Workflow. You don't need to export campaign data. There are numerous SuiteCRM extensions that can integrate directly with services like Mautic for example. Yes, I can see that last part requiring some customisation.

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