Converting Click-Thru Targets into Leads

[adamnoffie]

SugarCRM 5.2.0i Community Edition

Me and the guys are having a question about how to use the results of a successfully running email campaign.

We are emailing about 2,000 contacts that I imported into Sugar as Targets (import targets from the Campaigns shortcuts menu), and then added to a Target List. Now the emails are flowing out, and we are getting Views, Click-Thru’s, Bounces, etc, all very well.

But now the marketing guys are wondering what to do with all those Click-Thru “records” that are being created - some way to automate the follow-up process (they want to follow-up with each person that clicked-through in a special way). I think that they want to convert those Targets into Leads (or maybe Contacts?), but you can’t click on the name in the Campaign Status view to see the “Convert To Lead” button, so you’d have to go to the Target List, manually search for each Target, and then click on them there. And doing them one-by-one could really stink.

Did I make a mistake in importing the email addy list as Targets instead of Leads? Is there something automated for following up on the users that clicked-thru, or converting them to Leads?

(BTW – took me DAYS of messing around to get the schedulers, and then the Bounce Email Handling to work properly, even had to hack the PHP code a bit in 5.2.0i – good thing I’m a programmer).

[salesagility]

No, you didn't make a mistake importing as targets and no there's nothing very automated.

You could try creating specific Target lists for people who have clicked through. Then use the "Add to Target List" function in Campaign>View Status.

This will add all the targets that have clicked through/viewed to a new Target List where each Target is clickable and your salesguys will be able to follow up on the and convert them to Leads>Contacts.

The use of Targets/Leads is very much a company specific choice: Targets are the lowest strata of SugarCRM information:

Targets: may be bought in lists - but generally people that you have an email address for but really don't know much about.

Leads: People you know something about. They may have enquired about your services from a webform, clicked through from a Campaign email. But Leads need to be qualified by sales

Contacts: People that you know about and may become customers. You have a relationship with them.

[adamnoffie]

Solved this one myself, using some PHP scripting:

http://adamnoffie.pastebin.com/f6aed3fd7

NOTE: certain variables (at the top) will need to be changed to match your data.