If you have been searching for a solution to track unsubscribe requests that are generated using our SugarCRM integration, we have a solution for you!
A client has two distinct types of email campaigns: Newsletter Campaigns and Promotional Campaigns.
Within their SugarCRM instance are two check-boxes for each contact record that identifies if the individual wishes to receive newsletter emails or promotional emails. Through this data, the client will create a segmentation of contacts to send their newsletter to and a second of contacts that will receive their promotional campaign.
In the event of a subscription change (opt-out) the client changes the value of the corresponding contact check-box from 1 to 0. In order to properly unsubscribe the user from the correct campaign type (newsletter or promotional) the client needed to have the SugarCRM Campaign ID passed to their system. This would allow them to identify the campaign type and modify the value of the check-box field.
We determined that the simplest and most reliable solution would be to pass the SugarCRM Campaign ID to the unsubscribe confirmation page. Luckily, our existing tool-set already allows you to specify an unsubscribe confirmation page for each campaign, that we automatically redirect subscribers to after we process their opt-out request.
Help Topic: Can I edit the default confirmation pages for subscribes and unsubscribes?
In order to pass the SugarCRM Campaign ID we create a new custom field: [sugar_campaign_id]
We set up the following redirect unsubscribe URL under 'Unsubscribe Form':
Then, we selected that confirmation page as our unsubscribe confirmation page in Step 1 of the campaign setup process.
As a more advanced test of passing data variables, we included 3 types of tags:
[firstname], [lastname], [name], [email_address]
Custom Field from Subscriber Data
Based on each list of custom fields contained in our contact records (in our example we used age)
SugarCRM Campaign Tags
For now, we only have a single tag that applies only to SugarCRM campaigns: [sugar_campaign_id]. Adding this tag to a campaign that you assign to SugarCRM, will auto-fill the tag with the campaign ID on execution.
On our unsubscribe redirect, our tags translated to the following URL on confirmation: