How can I send a campaign to a list of accounts?

[dachrak]

As fas as I know, the only way to send a campaign to a list of targetted accounts is by creating a contact at that account, for example with last name Marketing, put the accounts e-mailaddress in the contact e-mail field and add the contact to a target list. I rather not use this work around cause of the polution of my contact database. Is there another way?

[andopes]

The new SugarCRM versions will contain this feature as a new one.

Cheers

[saiprasad]

Hi andopes, do you know about zuckerreports

[techex]

Hi I want to do something similar.. I have a multi select box in each account in which we define an accounts area of interest, I then want to send a campaign to all contacts within accounts which have a value selected.

I need it this way to make sure that whenever new employees get added to an account they also get the update email.

Currently the only way is to run an SQL query at the DB export them and then import them again as targets.. Anyone got any better ideas?

[techex]

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http://www.sugarcrm.com/forums/archi...p/t-27469.html

Why bother? Use ZuckerReports and it's really easy.
First define your query parameter (that's the one you'll be using later on to base your results on)
E.g. select id from accounts where billing_address_city = "Santa Fe"
This can be saved for future use (it's a separate menu point with some examples already there)
Then you create a report based on contacts and add as filter criteria Accounts ID equals the parameter (the query) that you defined before. Add filter and create the report. If you choose "prospect list" as format your prospect list will be created automatically and is ready to be used in a campaign.

[EDIT]: By checking the results I just realised that on this way you have to select account by account because the query does not include an "IN" parameter. Means the account list is generated correctly but displays as a drop down and only based on selected accounts the second query (contacts) is carried out. Sorry for being too enthusiastic. Nonetheless I will check whether there is a another method with this tool, there is just a tiny bit missing
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The problem with ZuckerReports is above, you can only query accounts info and output contacts without using a custom query but this dosnt let you output to a prospectlist...

Anyone got a working solution..

Rich

[chm]

The new SugarCRM versions will contain this feature as a new one.

Cheers

Which ones ? This was posted in March, and I still don't see it, neither in the current 5.2, or in the upcoming 5.5 .

[elo25]

I would like to know that also. We NEED to populate a target list for campaign with an account type!
I just can't understand why isn't there a solution for that (ZuckerReports is not compatible with 5.2.0f) and if I added an account_type to modules\Contacts\metadata\popupdefs.php , nothing happened.

We have:
Sugar Version: 5.1.0RC
Sugar Edition: Sugar Community Edition
Category: Campaigns, ProspectLists
Operating System: Windows XP
Database: MySQL
Web Server: Apache

[elo25]

Ok, found an answer from there already: http://www.sugarcrm.com/forums/showthread.php?t=43503:

[Chris80]

I've got the same problem.

I've just imported a list of accounts, without a contact.
Now I want to write an e-mail to them.

Is this possible?

Thank you,
Bye, Chris

[mmllcid1]

i'm having the same problem . need to query accounts for certain industry types, then select all the contacts in those accounts and add them to a target list.
anyone know how to get this done?