<?xml version="1.0" encoding="UTF-8" ?>
<?xml-stylesheet type="text/xsl" href="https://sugarclub.sugarai.com/cfs-file/__key/system/syndication/rss.xsl" media="screen"?><rss version="2.0" xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:slash="http://purl.org/rss/1.0/modules/slash/" xmlns:wfw="http://wellformedweb.org/CommentAPI/"><channel><title>Sugar Market Answers &amp;amp; Best Practices - Recent Threads</title><link>https://sugarclub.sugarai.com/explore/help-forums/market/f/sugar-market-questions</link><description /><dc:language>en-US</dc:language><generator>Telligent Community 12</generator><item><title>SugarMarket Forms - Original Tracking Source Issue</title><link>https://sugarclub.sugarai.com/thread/8341?ContentTypeID=0</link><pubDate>Wed, 25 Feb 2026 14:22:27 GMT</pubDate><guid isPermaLink="false">5c521d64-519d-47a6-9065-134618b211bf:b57586f8-978f-4006-a8e2-067d203a6990</guid><dc:creator>Kate M</dc:creator><slash:comments>0</slash:comments><comments>https://sugarclub.sugarai.com/thread/8341?ContentTypeID=0</comments><wfw:commentRss>https://sugarclub.sugarai.com/explore/help-forums/market/f/sugar-market-questions/8341/sugarmarket-forms---original-tracking-source-issue/rss?ContentTypeId=0</wfw:commentRss><description>&lt;p&gt;Has anyone successfully set up Sugar Market forms on an external WordPress site with full source tracking working? Looking for solutions to a few issues we&amp;#39;ve run into after switching from HubSpot forms.&lt;/p&gt;
&lt;p&gt;Background: We are embedding the Sugar Market form on our WordPress site using the standard web component embed code. We cannot host the form on a Sugar Market landing page as our site needs to remain on WordPress for SEO, Google Analytics, and our full tracking stack.&lt;/p&gt;
&lt;p&gt;Issue 1: Original Source Tracking Not Coming Through&lt;/p&gt;
&lt;p&gt;We need to know where leads are coming from before they reach the form&amp;hellip;was it a Google Ad, organic search, a referral, an email campaign? This is standard lead attribution that every marketing platform should capture to determine campaign effectiveness, ROAS, etc. What SugarMarket proposes by adding UTM parameters directly to the form itself would hardcode the same static values onto every single submission regardless of where the visitor came from, this is not a standard digital marketing practice. That means every lead would show utm_source=sugarmarket and utm_medium=form, which doesn&amp;rsquo;t tell us any valuable information of how they found out about us and how they made it to our website. We already know they filled out a form. What we need to know is whether that person came from a Google Ad, a Bing Ad, an email campaign, organic search, or a referring website etc. and which specific campaign drove them there.&lt;/p&gt;
&lt;p&gt;Issue 2 &amp;mdash; Sugar Market Form Blocking Third Party Tracking&lt;/p&gt;
&lt;p&gt;When our Sugar Market form is live on the page, Google Analytics and Loop Analytics stop detecting form submissions entirely. When we switch back to our HubSpot form both tools immediately start working again. Loop and Hubspot work independently of each other, they aren&amp;rsquo;t integrated, they just process the same data.&lt;/p&gt;
&lt;p&gt;&lt;/p&gt;
&lt;p&gt;After inspecting the form in browser DevTools we found that the Sugar Market form is built as an Angular web component. It appears to handle form submission internally using Angular&amp;#39;s own event system rather than firing standard browser submit events. Third party tools like GA4 and Loop rely on those standard events to detect form submissions, so they see nothing when the Sugar Market form is used.&lt;/p&gt;
&lt;p&gt;This is a significant issue because it means we have no form conversion tracking in Google Analytics and no visibility in Loop Analytics when using the Sugar Market embed.&lt;/p&gt;
&lt;p&gt;Has anyone found a working solution for embedding Sugar Market forms on an external WordPress site that:&lt;/p&gt;
&lt;p&gt;- Passes original traffic source data (UTM + referrer) through to SugarCRM&lt;/p&gt;
&lt;p&gt;- Allows GA4 and other third party tools to detect form submissions&lt;/p&gt;
&lt;p&gt;Any help or shared experience would be greatly appreciated, as this has become a major roadblock for us.&lt;/p&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;</description></item><item><title>Import from external files Fails</title><link>https://sugarclub.sugarai.com/thread/8322?ContentTypeID=0</link><pubDate>Wed, 28 Jan 2026 13:42:17 GMT</pubDate><guid isPermaLink="false">5c521d64-519d-47a6-9065-134618b211bf:292e3000-3f37-45aa-bf19-a6f7fb6d1bfa</guid><dc:creator>Yves Bourgarel</dc:creator><slash:comments>5</slash:comments><comments>https://sugarclub.sugarai.com/thread/8322?ContentTypeID=0</comments><wfw:commentRss>https://sugarclub.sugarai.com/explore/help-forums/market/f/sugar-market-questions/8322/import-from-external-files-fails/rss?ContentTypeId=0</wfw:commentRss><description>&lt;p&gt;Hello,&lt;br /&gt;&lt;br /&gt;We are setting up our Market environment, and need to import the unsubscribe contacts from our previous application.&lt;br /&gt;For that, i used the template file provided by Market, but when I try to import it in a preference list, i keep getting the error message :&amp;nbsp;&lt;/p&gt;
&lt;p&gt;&lt;img style="max-height:375px;max-width:500px;" alt=" " src="/resized-image/__size/1000x750/__key/communityserver-discussions-components-files/41/pastedimage1769607653910v1.png" /&gt;&lt;br /&gt;&lt;br /&gt;The column havn&amp;#39;t change from the template, I tried with all possible csv and excel format, i have less than 10k contacts, and no matter what... still getting the same error message.&lt;br /&gt;&lt;br /&gt;Have you guys experienced that? How to pass it ?&lt;br /&gt;&lt;br /&gt;Thanks&lt;/p&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;</description></item><item><title>How to Measure True Email Opens</title><link>https://sugarclub.sugarai.com/thread/8308?ContentTypeID=0</link><pubDate>Mon, 05 Jan 2026 17:50:13 GMT</pubDate><guid isPermaLink="false">5c521d64-519d-47a6-9065-134618b211bf:3fefcc93-f60c-4ec7-8441-5816c95d7dc7</guid><dc:creator>Jessica Bolts</dc:creator><slash:comments>1</slash:comments><comments>https://sugarclub.sugarai.com/thread/8308?ContentTypeID=0</comments><wfw:commentRss>https://sugarclub.sugarai.com/explore/help-forums/market/f/sugar-market-questions/8308/how-to-measure-true-email-opens/rss?ContentTypeId=0</wfw:commentRss><description>&lt;p&gt;Is there a way to look at the true email opens for a campaign? We are trying to get an understanding of what counts as an &amp;quot;open&amp;quot;.&lt;/p&gt;
&lt;p&gt;I understand there is a pixel set up that triggers when images are downloaded in the email. This means it could trigger when the images automatically load or if they manually click a &amp;quot;download images&amp;quot; button, correct?&lt;/p&gt;
&lt;p&gt;What are some other factors with opening? If they &amp;quot;mark as read&amp;quot; is that an open? If it shows up in the preview pane, is that an open?&amp;nbsp;&lt;/p&gt;
&lt;p&gt;Thanks!&lt;/p&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;</description></item><item><title>Email Deliverability - Recipients vs. Sends and Suppression Lists</title><link>https://sugarclub.sugarai.com/thread/8284?ContentTypeID=0</link><pubDate>Thu, 20 Nov 2025 15:50:06 GMT</pubDate><guid isPermaLink="false">5c521d64-519d-47a6-9065-134618b211bf:d340e28e-3f85-4b9e-824b-8711f7b74f23</guid><dc:creator>Jessica Bolts</dc:creator><slash:comments>2</slash:comments><comments>https://sugarclub.sugarai.com/thread/8284?ContentTypeID=0</comments><wfw:commentRss>https://sugarclub.sugarai.com/explore/help-forums/market/f/sugar-market-questions/8284/email-deliverability---recipients-vs-sends-and-suppression-lists/rss?ContentTypeId=0</wfw:commentRss><description>&lt;p&gt;Hello, there is some concern with the deliverability rate of our emails. It looks like our Deliverability rate is consistently above 98-99%. However, the total recipient list is always much higher and we are seeing a &amp;quot;sent&amp;quot; percentage of only about 50% and &amp;quot;rejected&amp;quot; percentage of about 40% typically.&lt;/p&gt;
&lt;p&gt;When looking at the rejected recipients, it looks like it&amp;#39;s largely due to &amp;quot;already undeliverable&amp;quot; or &amp;quot;already unsubscribed&amp;quot;. My guess is that, because I usually compile the send lists from reports, it shows everyone who meets the criteria that I would want to send to - but doesn&amp;#39;t actually attempt to send to those people who are already undeliverable and already unsubscribed.&lt;/p&gt;
&lt;p&gt;Is this understanding correct or are there any additional insights to help me better understand? I think the high &amp;quot;rejected&amp;quot; rate is tripping my team up.&amp;nbsp;&lt;/p&gt;
&lt;p&gt;Also, I do have a suppression list for unsubscribes. When putting this list in the &amp;quot;exclude&amp;quot; area, will these people still show up in the &amp;quot;rejected&amp;quot; area?&amp;nbsp;&lt;/p&gt;
&lt;p&gt;Is there a suppression list I can set up for undeliverables? If so, I have the same question as above - if that suppression list is excluded, will they still show up in the rejected?&lt;/p&gt;
&lt;p&gt;&lt;/p&gt;
&lt;p&gt;Thanks!&lt;/p&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;</description></item><item><title>Data Driven Marketing via CRM</title><link>https://sugarclub.sugarai.com/thread/8225?ContentTypeID=0</link><pubDate>Fri, 12 Sep 2025 10:09:52 GMT</pubDate><guid isPermaLink="false">5c521d64-519d-47a6-9065-134618b211bf:5d0af52e-782b-44fe-82c6-9b5914c11747</guid><dc:creator>Louise Langley</dc:creator><slash:comments>7</slash:comments><comments>https://sugarclub.sugarai.com/thread/8225?ContentTypeID=0</comments><wfw:commentRss>https://sugarclub.sugarai.com/explore/help-forums/market/f/sugar-market-questions/8225/data-driven-marketing-via-crm/rss?ContentTypeId=0</wfw:commentRss><description>&lt;p&gt;Hello&lt;/p&gt;
&lt;p&gt;&lt;span data-teams="true"&gt;Can you sync or create custom audiences based on purchase behaviors for Sugar CRM targeted email sends via Sugar Market? And what are the options?&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span data-teams="true"&gt;For example for all customers who have previously purchased a specific product and haven&amp;#39;t the last 2 months are sent a communication via SugarMarket.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span data-teams="true"&gt;Thanks,&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span data-teams="true"&gt;Lou&amp;nbsp;&lt;/span&gt;&lt;/p&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;</description></item><item><title>Where can I edit the text version of our emails?</title><link>https://sugarclub.sugarai.com/thread/8224?ContentTypeID=0</link><pubDate>Thu, 11 Sep 2025 18:21:54 GMT</pubDate><guid isPermaLink="false">5c521d64-519d-47a6-9065-134618b211bf:5401a6b8-995e-463c-a1db-575b5b851d65</guid><dc:creator>Jessica Bolts</dc:creator><slash:comments>5</slash:comments><comments>https://sugarclub.sugarai.com/thread/8224?ContentTypeID=0</comments><wfw:commentRss>https://sugarclub.sugarai.com/explore/help-forums/market/f/sugar-market-questions/8224/where-can-i-edit-the-text-version-of-our-emails/rss?ContentTypeId=0</wfw:commentRss><description>&lt;p&gt;Hello, I can see when going to send a test of an email there is the option to send the text version. Where can I find the area to edit that text version?&lt;/p&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;</description></item><item><title>Update: Sugar Market Academy</title><link>https://sugarclub.sugarai.com/thread/8185?ContentTypeID=0</link><pubDate>Fri, 01 Aug 2025 16:50:27 GMT</pubDate><guid isPermaLink="false">5c521d64-519d-47a6-9065-134618b211bf:4614ef20-c938-4ab7-81f1-1b59e6040fe1</guid><dc:creator>Shara Rouse</dc:creator><slash:comments>0</slash:comments><comments>https://sugarclub.sugarai.com/thread/8185?ContentTypeID=0</comments><wfw:commentRss>https://sugarclub.sugarai.com/explore/help-forums/market/f/sugar-market-questions/8185/update-sugar-market-academy/rss?ContentTypeId=0</wfw:commentRss><description>&lt;p&gt;Since its launch, &lt;strong&gt;Sugar Market Academy&lt;/strong&gt; has been a valuable resource for marketers looking to sharpen their skills, explore new strategies, and get the most out of Sugar Market. We&amp;rsquo;ve had the pleasure of connecting with an engaged audience through the webinar series and have appreciated the opportunity to share insights, answer questions, and grow together.&lt;/p&gt;
&lt;p&gt;As we look ahead, we want to ensure that Sugar Market Academy continues to deliver meaningful, relevant, and impactful content. &lt;strong&gt;With that goal in mind, we&amp;rsquo;ll be taking a short break from the Academy webinar series and plan to revisit it in 2026.&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;But this isn&amp;rsquo;t goodbye&amp;mdash;it&amp;rsquo;s a chance to reset, reimagine, and refine.&lt;/p&gt;
&lt;p&gt;Please refer to the collection of&amp;nbsp;previous webinar recordings here: &amp;nbsp;&lt;a href="https://sugarclub.sugarai.com/learn/a/event-recordings"&gt;Event Recordings - Sugar Market Academy&lt;/a&gt;&amp;nbsp;.&lt;/p&gt;
&lt;h3&gt;&lt;strong&gt;We Want to Hear From You&lt;/strong&gt;&lt;/h3&gt;
&lt;p&gt;Your input is crucial in helping us shape the next chapter of Sugar Market Academy. What topics are most relevant to your work? What challenges are you facing? What would make the Sugar Market Academy experience even better?&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;&lt;a href="https://www.surveymonkey.com/r/3PFFCTY" rel="noopener noreferrer" target="_blank"&gt;Take the Sugar Market Academy Survey&lt;/a&gt;&lt;/strong&gt; to share your thoughts and help us make future sessions more impactful.&lt;/p&gt;
&lt;p&gt;You can also reach out directly to us at &lt;strong&gt;&lt;a id="" href="mailto:university@sugarcrm.com"&gt;university@sugarcrm.com&lt;/a&gt;&lt;/strong&gt;&amp;nbsp;with topic suggestions, ideas, or feedback. We&amp;rsquo;d love to hear from you!&lt;/p&gt;
&lt;p&gt;Thank you for being a part of the Sugar Market Academy community&amp;mdash;we&amp;rsquo;ll be back soon.&lt;/p&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;</description></item><item><title>How do I add reCAPTCHA v3 to my Sugar Market Forms?</title><link>https://sugarclub.sugarai.com/thread/8174?ContentTypeID=0</link><pubDate>Mon, 21 Jul 2025 15:40:22 GMT</pubDate><guid isPermaLink="false">5c521d64-519d-47a6-9065-134618b211bf:76330cee-1218-49a8-9978-77557286f8bd</guid><dc:creator>Lara Krefski</dc:creator><slash:comments>1</slash:comments><comments>https://sugarclub.sugarai.com/thread/8174?ContentTypeID=0</comments><wfw:commentRss>https://sugarclub.sugarai.com/explore/help-forums/market/f/sugar-market-questions/8174/how-do-i-add-recaptcha-v3-to-my-sugar-market-forms/rss?ContentTypeId=0</wfw:commentRss><description>&lt;p&gt;I am not the person who originally created a Sugar Market forms. Currently, when I create a new form and add a reCAPTCHA field it adds v2 that has the checkbox to say you are not a robot. I want to add v3 which is less intrusive. I have been unable to find where our reCAPTCHA keys are stored in Sugar. Any help someone can give me is much appreciated.&lt;/p&gt;
&lt;p&gt;Thank you.&lt;/p&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;</description></item><item><title>Reminder: Sugar Market Academy Live Webinar – Using Dynamic Content</title><link>https://sugarclub.sugarai.com/thread/8150?ContentTypeID=0</link><pubDate>Mon, 30 Jun 2025 17:44:44 GMT</pubDate><guid isPermaLink="false">5c521d64-519d-47a6-9065-134618b211bf:b8143ee2-c4ba-41b3-aa72-f7d04a2b2e89</guid><dc:creator>Shara Rouse</dc:creator><slash:comments>0</slash:comments><comments>https://sugarclub.sugarai.com/thread/8150?ContentTypeID=0</comments><wfw:commentRss>https://sugarclub.sugarai.com/explore/help-forums/market/f/sugar-market-questions/8150/reminder-sugar-market-academy-live-webinar-using-dynamic-content/rss?ContentTypeId=0</wfw:commentRss><description>&lt;p&gt;Mark your calendars for&amp;nbsp;&lt;strong&gt;Wednesday, July 2, 2025, at 10:00 AM Eastern Time&lt;/strong&gt;, as we dive into this month&amp;rsquo;s topic:&amp;nbsp;&lt;strong&gt;Using Dynamic Content&lt;/strong&gt;!&lt;/p&gt;
&lt;p&gt;This live webinar is designed to provide guidance and insights on how to navigate the responsibilities of a Sugar Market Administrator. Whether you&amp;#39;re preparing for the Sugar Market certification exam or looking to enhance your skills, this is a fantastic opportunity to engage with experts and fellow users in real-time.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Why You Should Attend:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;&lt;strong&gt;Live Interaction:&lt;/strong&gt;&amp;nbsp;These sessions are a chance to interact directly with experts and peers. Although the webinars are recorded, we strongly encourage live participation to get the most out of the session.&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Use Case Discussions:&lt;/strong&gt;&amp;nbsp;This is a great opportunity to discuss use cases and get advice on how to best apply your Sugar Market knowledge.&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Certification Preparation:&lt;/strong&gt;&amp;nbsp;If you&amp;#39;re aiming for the Sugar Market certification, this session will provide essential information and guidance to help you succeed.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;How to Register:&lt;/strong&gt;&amp;nbsp;To secure your spot for this session (and future webinars), please register via the link below:&amp;nbsp;&lt;a href="/engage/c/e/6208"&gt;&lt;strong&gt;Register for the Webinar&lt;/strong&gt;&lt;/a&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Your Feedback Matters!&lt;/strong&gt;&amp;nbsp;We value your input in shaping future sessions.&amp;nbsp;Please take a few moments to provide your feedback. Your suggestions help us prepare topics that are relevant and useful for our community.&amp;nbsp;&lt;strong&gt;&lt;a href="https://www.surveymonkey.com/r/3PFFCTY"&gt;Sugar Market Academy Survey&lt;/a&gt;&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;Thank you for being part of the Sugar Market Academy &amp;ndash; we look forward to seeing you on July 2nd!&lt;/p&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;</description></item><item><title>Reminder: Sugar Market Academy Live Webinar – Using Dynamic Content</title><link>https://sugarclub.sugarai.com/thread/8125?ContentTypeID=0</link><pubDate>Wed, 28 May 2025 21:31:47 GMT</pubDate><guid isPermaLink="false">5c521d64-519d-47a6-9065-134618b211bf:f7f73fef-2498-4d00-8773-64d8c946acb0</guid><dc:creator>Shara Rouse</dc:creator><slash:comments>0</slash:comments><comments>https://sugarclub.sugarai.com/thread/8125?ContentTypeID=0</comments><wfw:commentRss>https://sugarclub.sugarai.com/explore/help-forums/market/f/sugar-market-questions/8125/reminder-sugar-market-academy-live-webinar-using-dynamic-content/rss?ContentTypeId=0</wfw:commentRss><description>&lt;p&gt;Mark your calendars for&amp;nbsp;&lt;strong&gt;Wednesday, June 4, 2025, at 10:00 AM Eastern Time&lt;/strong&gt;, as we dive into this month&amp;rsquo;s topic:&amp;nbsp;&lt;strong&gt;Using Dynamic Content&lt;/strong&gt;!&lt;/p&gt;
&lt;p&gt;This live webinar is designed to provide guidance and insights on how to navigate the responsibilities of a Sugar Market Administrator. Whether you&amp;#39;re preparing for the Sugar Market certification exam or looking to enhance your skills, this is a fantastic opportunity to engage with experts and fellow users in real-time.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Why You Should Attend:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;&lt;strong&gt;Live Interaction:&lt;/strong&gt;&amp;nbsp;These sessions are a chance to interact directly with experts and peers. Although the webinars are recorded, we strongly encourage live participation to get the most out of the session.&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Use Case Discussions:&lt;/strong&gt;&amp;nbsp;This is a great opportunity to discuss use cases and get advice on how to best apply your Sugar Market knowledge.&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Certification Preparation:&lt;/strong&gt;&amp;nbsp;If you&amp;#39;re aiming for the Sugar Market certification, this session will provide essential information and guidance to help you succeed.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;How to Register:&lt;/strong&gt;&amp;nbsp;To secure your spot for this session (and future webinars), please register via the link below:&amp;nbsp;&lt;a href="/engage/c/e/6208"&gt;&lt;strong&gt;Register for the Webinar&lt;/strong&gt;&lt;/a&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Your Feedback Matters!&lt;/strong&gt;&amp;nbsp;We value your input in shaping future sessions.&amp;nbsp;Please take a few moments to provide your feedback. Your suggestions help us prepare topics that are relevant and useful for our community.&amp;nbsp;&lt;strong&gt;&lt;a href="https://www.surveymonkey.com/r/3PFFCTY"&gt;Sugar Market Academy Survey&lt;/a&gt;&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;Thank you for being part of the Sugar Market Academy &amp;ndash; we look forward to seeing you on June 4th!&lt;/p&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;</description></item><item><title>Double Opt In Confirmation Email - Merge Tag Name</title><link>https://sugarclub.sugarai.com/thread/8110?ContentTypeID=0</link><pubDate>Thu, 15 May 2025 14:17:27 GMT</pubDate><guid isPermaLink="false">5c521d64-519d-47a6-9065-134618b211bf:db7502e7-66e8-4696-a4fe-2144b94811ed</guid><dc:creator>Jessica Bolts</dc:creator><slash:comments>3</slash:comments><comments>https://sugarclub.sugarai.com/thread/8110?ContentTypeID=0</comments><wfw:commentRss>https://sugarclub.sugarai.com/explore/help-forums/market/f/sugar-market-questions/8110/double-opt-in-confirmation-email---merge-tag-name/rss?ContentTypeId=0</wfw:commentRss><description>&lt;p&gt;Hello, I tested out the double opt in on one of our forms and it looks like the merge tag isn&amp;#39;t pulling in the first and last name from the form. It is showing up as &amp;quot;None None&amp;quot;. I double checked what our default values are if we don&amp;#39;t have a first or last name for someone and it should be first name &amp;quot;Valued Customer&amp;quot; - last name &amp;quot;of CRS&amp;quot;. Any insights? Thanks!&lt;/p&gt;
&lt;p&gt;&lt;img style="max-height:239px;max-width:392px;" height="239" src="/resized-image/__size/784x478/__key/communityserver-discussions-components-files/41/Screenshot-2025_2D00_05_2D00_15-090515.jpg" width="392" alt=" " /&gt;&lt;/p&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;</description></item><item><title>Form selection</title><link>https://sugarclub.sugarai.com/thread/8109?ContentTypeID=0</link><pubDate>Thu, 15 May 2025 14:14:55 GMT</pubDate><guid isPermaLink="false">5c521d64-519d-47a6-9065-134618b211bf:924fa05e-652c-44b6-8b56-223a9f535bed</guid><dc:creator>Joanne Waddell</dc:creator><slash:comments>2</slash:comments><comments>https://sugarclub.sugarai.com/thread/8109?ContentTypeID=0</comments><wfw:commentRss>https://sugarclub.sugarai.com/explore/help-forums/market/f/sugar-market-questions/8109/form-selection/rss?ContentTypeId=0</wfw:commentRss><description>&lt;p&gt;Hiya&lt;/p&gt;
&lt;p&gt;When adding forms to a page, is there a way to search for a specific form or view the forms in a list so I can see the full name of the form?&lt;/p&gt;
&lt;p&gt;In the image below the 2 software download forms are for 2 different products and only being able to see the first few characters means it&amp;#39;s difficult to know if I&amp;#39;m selecting the right form.&lt;/p&gt;
&lt;p&gt;&lt;/p&gt;
&lt;p&gt;thank you&lt;/p&gt;
&lt;p&gt;&lt;img style="max-height:375px;max-width:500px;" src="/resized-image/__size/1000x750/__key/communityserver-discussions-components-files/41/pastedimage1747318275752v1.png" alt=" " /&gt;&lt;/p&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;</description></item><item><title>Form Sync Time</title><link>https://sugarclub.sugarai.com/thread/8096?ContentTypeID=0</link><pubDate>Tue, 06 May 2025 14:49:25 GMT</pubDate><guid isPermaLink="false">5c521d64-519d-47a6-9065-134618b211bf:0d06f199-3d3e-4009-a6c7-e21833010c49</guid><dc:creator>Jessica Bolts</dc:creator><slash:comments>1</slash:comments><comments>https://sugarclub.sugarai.com/thread/8096?ContentTypeID=0</comments><wfw:commentRss>https://sugarclub.sugarai.com/explore/help-forums/market/f/sugar-market-questions/8096/form-sync-time/rss?ContentTypeId=0</wfw:commentRss><description>&lt;p&gt;Hello, We are seeing varying lag times for records syncing to the CRM from form fillouts and when when we get notification emails. How is that sync time determined? Is there a standard sync time from when someone submits a form, to when an email notification is sent, to when it&amp;#39;s pushed to the CRM if the toggle is on? Does it differ&amp;nbsp;if the email alert is set up in the form alert versus the form rule?&lt;/p&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;</description></item><item><title>Reminder: Sugar Market Academy Live Webinar</title><link>https://sugarclub.sugarai.com/thread/8095?ContentTypeID=0</link><pubDate>Tue, 06 May 2025 14:21:21 GMT</pubDate><guid isPermaLink="false">5c521d64-519d-47a6-9065-134618b211bf:33b0565e-2218-4e07-96a4-70aec91cf44d</guid><dc:creator>Shara Rouse</dc:creator><slash:comments>0</slash:comments><comments>https://sugarclub.sugarai.com/thread/8095?ContentTypeID=0</comments><wfw:commentRss>https://sugarclub.sugarai.com/explore/help-forums/market/f/sugar-market-questions/8095/reminder-sugar-market-academy-live-webinar/rss?ContentTypeId=0</wfw:commentRss><description>&lt;p&gt;Mark your calendars for&amp;nbsp;&lt;strong&gt;Wednesday, May 7, 2025, at 10:00 AM Eastern Time&lt;/strong&gt;, as we dive into this month&amp;rsquo;s topic:&amp;nbsp;&lt;strong&gt;New Form Builder Showcase&lt;/strong&gt;!&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Why You Should Attend:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;&lt;strong&gt;Live Interaction:&lt;/strong&gt;&amp;nbsp;These sessions are a chance to interact directly with experts and peers. Although the webinars are recorded, we strongly encourage live participation to get the most out of the session.&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Use Case Discussions:&lt;/strong&gt;&amp;nbsp;This is a great opportunity to discuss use cases and get advice on how to best apply your Sugar Market knowledge.&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Certification Preparation:&lt;/strong&gt;&amp;nbsp;If you&amp;#39;re aiming for the Sugar Market certification, this session will provide essential information and guidance to help you succeed.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;How to Register:&lt;/strong&gt;&amp;nbsp;To secure your spot for this session (and future webinars), please register via the link below:&amp;nbsp;&lt;a href="https://sugarcrm.zoom.us/webinar/register/WN_m6Yncsu2Q8adUNZR7H28tw"&gt;&lt;strong&gt;Register for the Webinar&lt;/strong&gt;&lt;/a&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Your Feedback Matters!&lt;/strong&gt;&amp;nbsp;We value your input in shaping future sessions.&amp;nbsp;Please take a few moments to provide your feedback. Your suggestions help us prepare topics that are relevant and useful for our community.&amp;nbsp;&lt;strong&gt;&lt;a href="https://www.surveymonkey.com/r/3PFFCTY"&gt;Sugar Market Academy Survey&lt;/a&gt;&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;Thank you for being part of the Sugar Market Academy &amp;ndash; we look forward to seeing you on May 7th!&lt;/p&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;</description></item><item><title>Why Your Email Dashboard Click-Through Rate (CTR) Might Not Match the Campaign Summary Report</title><link>https://sugarclub.sugarai.com/thread/8083?ContentTypeID=0</link><pubDate>Mon, 21 Apr 2025 22:37:38 GMT</pubDate><guid isPermaLink="false">5c521d64-519d-47a6-9065-134618b211bf:a3cccab2-f849-4c08-89ed-83eb65bbc69c</guid><dc:creator>Lori F</dc:creator><slash:comments>0</slash:comments><comments>https://sugarclub.sugarai.com/thread/8083?ContentTypeID=0</comments><wfw:commentRss>https://sugarclub.sugarai.com/explore/help-forums/market/f/sugar-market-questions/8083/why-your-email-dashboard-click-through-rate-ctr-might-not-match-the-campaign-summary-report/rss?ContentTypeId=0</wfw:commentRss><description>&lt;p&gt;If you&amp;rsquo;ve ever found yourself scratching your head over differences between your email dashboard statistics and those in a Campaign Summary Report, you&amp;rsquo;re not alone. This is a common question we receive, and it usually comes down to how click-through rates (CTR) are calculated in each case.&lt;/p&gt;
&lt;p&gt;Here is an example screenshot between the Global Dashboard and Campaign Summary Report:&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Global Dashboard:&lt;/strong&gt;&lt;br /&gt;&lt;img style="max-height:375px;max-width:500px;" src="/resized-image/__size/1000x750/__key/communityserver-discussions-components-files/41/global_5F00_dash_5F00_stats.png" alt=" " /&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Campaign Summary:&lt;/strong&gt;&lt;br /&gt;&lt;img style="max-height:48px;max-width:601px;" height="48" src="/resized-image/__size/1202x96/__key/communityserver-discussions-components-files/41/campaign_5F00_summary_5F00_stat.png" width="601" alt=" " /&gt;&lt;/p&gt;
&lt;h3&gt;Let&amp;rsquo;s break it down:&lt;/h3&gt;
&lt;p&gt;In the &lt;strong&gt;email dashboard&lt;/strong&gt;, the CTR is calculated using &lt;strong&gt;unique clicks divided by delivered emails&lt;/strong&gt;. This means the dashboard is only counting each recipient&amp;rsquo;s first click, no matter how many times they click a link.&lt;/p&gt;
&lt;p&gt;On the other hand, the &lt;strong&gt;Campaign Summary Report&lt;/strong&gt; takes a different approach. It calculates CTR based on &lt;strong&gt;all clicks divided by delivered emails&lt;/strong&gt;, not just unique ones. So, if a recipient clicks a link multiple times, each of those clicks will be included in the report&amp;rsquo;s total.&lt;/p&gt;
&lt;h3&gt;Key Differences&lt;/h3&gt;
&lt;ul&gt;
&lt;li&gt;&lt;strong&gt;Dashboard CTR = Unique Clicks / Delivered Emails&lt;/strong&gt;&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Campaign Summary Report CTR = All Clicks / Delivered Emails&lt;/strong&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;This distinction is why you might see a higher CTR in the Campaign Summary Report compared to the dashboard. Both numbers are accurate &amp;mdash; they&amp;rsquo;re just measuring slightly different things.&lt;/p&gt;
&lt;p&gt;If you have any further questions about how your email performance metrics are calculated, feel free to reach out to our support team!&lt;/p&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;</description></item><item><title>Forms honeypot "invisible field" formatting issues</title><link>https://sugarclub.sugarai.com/thread/8073?ContentTypeID=0</link><pubDate>Thu, 10 Apr 2025 18:51:40 GMT</pubDate><guid isPermaLink="false">5c521d64-519d-47a6-9065-134618b211bf:94b1fef9-88fb-45a3-8726-8e2ee89f4ec7</guid><dc:creator>Jessica Bolts</dc:creator><slash:comments>0</slash:comments><comments>https://sugarclub.sugarai.com/thread/8073?ContentTypeID=0</comments><wfw:commentRss>https://sugarclub.sugarai.com/explore/help-forums/market/f/sugar-market-questions/8073/forms-honeypot-invisible-field-formatting-issues/rss?ContentTypeId=0</wfw:commentRss><description>&lt;p&gt;Hello, I am trying to set up honey pots on our forms as a security layer. I have gone through the document&amp;nbsp;&lt;a href="https://crs4rec-my.sharepoint.com/my?id=%2Fpersonal%2Fjessica%5Fcrs4rec%5Fcom%2FDocuments%2FAttachments%2FSpam%20Form%20Submissions%20and%20Honeypots%5B96%5D%2Epdf&amp;amp;parent=%2Fpersonal%2Fjessica%5Fcrs4rec%5Fcom%2FDocuments%2FAttachments"&gt;Spam Issues with Market Forms - Adding a &amp;quot;Honeypot&amp;quot;&lt;/a&gt;&amp;nbsp;and began to add this &amp;quot;invisible&amp;quot; field, however I am running into a formatting issue. When I go to make it &amp;quot;invisible&amp;quot; by changing the text size, style and what not, it is changing every other field this same way. Is there a way to isolate the formatting? Thanks!&lt;/p&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;</description></item><item><title>Evaluate Field Value in Nurture - Include both leads and contacts in "Contacts"?</title><link>https://sugarclub.sugarai.com/thread/8072?ContentTypeID=0</link><pubDate>Thu, 10 Apr 2025 17:57:12 GMT</pubDate><guid isPermaLink="false">5c521d64-519d-47a6-9065-134618b211bf:1d0b81e8-a488-4c7c-9a5f-08093cc7b554</guid><dc:creator>Jessica Bolts</dc:creator><slash:comments>0</slash:comments><comments>https://sugarclub.sugarai.com/thread/8072?ContentTypeID=0</comments><wfw:commentRss>https://sugarclub.sugarai.com/explore/help-forums/market/f/sugar-market-questions/8072/evaluate-field-value-in-nurture---include-both-leads-and-contacts-in-contacts/rss?ContentTypeId=0</wfw:commentRss><description>&lt;p&gt;Hello, when using the Evaluate field value action in a nurture, you select a CRM type and it presents you with Contacts, Accounts and Opportunities. Does &amp;quot;contacts&amp;quot; include both leads and contacts?&amp;nbsp;&lt;/p&gt;
&lt;p&gt;I know other areas in market with blanketly include leads and contacts under the term contacts, but I wanted to double check. Thanks!&lt;/p&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;</description></item><item><title>Calender dates are automatically a hyperlink on mobile</title><link>https://sugarclub.sugarai.com/thread/8059?ContentTypeID=0</link><pubDate>Fri, 04 Apr 2025 06:52:36 GMT</pubDate><guid isPermaLink="false">5c521d64-519d-47a6-9065-134618b211bf:51f0108b-e735-470a-afe3-bffa2899d25f</guid><dc:creator>Jan-Frederic Buss</dc:creator><slash:comments>1</slash:comments><comments>https://sugarclub.sugarai.com/thread/8059?ContentTypeID=0</comments><wfw:commentRss>https://sugarclub.sugarai.com/explore/help-forums/market/f/sugar-market-questions/8059/calender-dates-are-automatically-a-hyperlink-on-mobile/rss?ContentTypeId=0</wfw:commentRss><description>&lt;p&gt;Hi everyone,&amp;nbsp;&lt;/p&gt;
&lt;p&gt;Smartphones these days always mark dates and addresses as a hyperlink even if it is not a hyperlink. We have some design issues with this, as the links are not in the same color/style as our set-up &amp;quot;anchor&amp;quot; style in SugarMarket.&amp;nbsp;&lt;/p&gt;
&lt;p&gt;Does anybody has the same issue and an idea what to do to get around this.&lt;/p&gt;
&lt;p&gt;Here is an example. The style in our template for anchor links is yellow however as you can see below the mobile phone changes the link color for the date to blue, which is an issue since our background color is blue. Other links that we set up are fine.This is only an issue for dates and addresses where the mobile phone creates a hyperlink on its own.&lt;/p&gt;
&lt;p&gt;&amp;nbsp;&lt;img style="max-height:375px;max-width:500px;" src="/resized-image/__size/1000x750/__key/communityserver-discussions-components-files/41/bild-_2800_1_2900_.jpg" alt=" " /&gt;&lt;/p&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;</description></item><item><title>Contacts Removal Process with Sugar CRM and Sugar Market Synchronization</title><link>https://sugarclub.sugarai.com/thread/8056?ContentTypeID=0</link><pubDate>Wed, 02 Apr 2025 17:05:40 GMT</pubDate><guid isPermaLink="false">5c521d64-519d-47a6-9065-134618b211bf:006b45b8-94b7-4c19-a0d0-720815f49e66</guid><dc:creator>Lynn Catterson</dc:creator><slash:comments>2</slash:comments><comments>https://sugarclub.sugarai.com/thread/8056?ContentTypeID=0</comments><wfw:commentRss>https://sugarclub.sugarai.com/explore/help-forums/market/f/sugar-market-questions/8056/contacts-removal-process-with-sugar-crm-and-sugar-market-synchronization/rss?ContentTypeId=0</wfw:commentRss><description>&lt;p&gt;&lt;span data-contrast="auto"&gt;Hey Sugar Market admins!&amp;nbsp;&lt;/span&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span data-contrast="auto"&gt;We know how important it is to keep your data clean and up to date. That&amp;rsquo;s why we&amp;rsquo;re introducing a new &lt;/span&gt;&lt;b&gt;&lt;span data-contrast="auto"&gt;Contacts Removal Process&lt;/span&gt;&lt;/b&gt;&lt;span data-contrast="auto"&gt; for Sugar Market customers that sync with SugarCRM to help ensure your records stay in sync and relevant.&lt;/span&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style="font-size:150%;"&gt;Why Was This Process Created?&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span data-contrast="auto"&gt;We&amp;rsquo;ve noticed a couple of scenarios where records in Sugar Market weren&amp;rsquo;t updating or getting removed as expected:&lt;/span&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li data-font="Symbol" data-listid="1" data-aria-posinset="1" data-aria-level="1"&gt;&lt;span data-contrast="auto"&gt;if records are hard deleted from SugarCRM&lt;/span&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;ul&gt;
&lt;li data-font="Symbol" data-listid="1" data-aria-posinset="2" data-aria-level="1"&gt;&lt;span data-contrast="auto"&gt;if records in Market no longer match the criteria of configured sync filters&lt;/span&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;span style="font-size:150%;"&gt;How Does the Contacts Removal Process Work?&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span data-contrast="auto"&gt;The process runs &lt;/span&gt;&lt;b&gt;&lt;span data-contrast="auto"&gt;weekly (starting Friday night, US Eastern Time)&lt;/span&gt;&lt;/b&gt;&lt;span data-contrast="auto"&gt; and does two key things:&lt;/span&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li data-font="Symbol" data-listid="4" data-aria-posinset="1" data-aria-level="1"&gt;&lt;span data-contrast="auto"&gt;If a previously synced Lead/Contact no longer exists in SugarCRM, it will be &lt;/span&gt;&lt;b&gt;&lt;span data-contrast="auto"&gt;removed&lt;/span&gt;&lt;/b&gt;&lt;span data-contrast="auto"&gt; from Sugar Market.&lt;/span&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;ul&gt;
&lt;li data-font="Symbol" data-listid="4" data-aria-posinset="2" data-aria-level="1"&gt;&lt;span data-contrast="auto"&gt;If a&amp;nbsp;previously synced Lead/Contact&amp;nbsp;no longer meets configured sync filter criteria, it will be &lt;/span&gt;&lt;b&gt;&lt;span data-contrast="auto"&gt;removed&lt;/span&gt;&lt;/b&gt;&lt;span data-contrast="auto"&gt; from Sugar Market.&lt;/span&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;span style="font-size:150%;"&gt;What Should You Do?&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span data-contrast="auto"&gt;If you&amp;rsquo;ve run into issues with outdated or lingering records, this process might be the solution! If you&amp;rsquo;re interested in enabling it, just reach out to your &lt;/span&gt;&lt;b&gt;&lt;span data-contrast="auto"&gt;CX Specialist&lt;/span&gt;&lt;/b&gt;&lt;span data-contrast="auto"&gt; or open a &lt;/span&gt;&lt;b&gt;&lt;span data-contrast="auto"&gt;Sugar Support case&lt;/span&gt;&lt;/b&gt;&lt;span data-contrast="auto"&gt;, and we&amp;rsquo;ll help determine if this setting is right for you.&lt;/span&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span&gt;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style="font-size:150%;" data-contrast="none"&gt;Tales from the Support Team&lt;/span&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span data-contrast="auto"&gt;&amp;nbsp;For the techies among you, I&amp;rsquo;ll share how we encountered some of these scenarios, in case they sound familiar.&amp;nbsp;&lt;/span&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span data-contrast="auto"&gt;1)The Data Archiver was used in SugarCRM, with the process type &amp;lsquo;hard delete.&amp;rsquo;&lt;/span&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span data-contrast="auto"&gt;Many Sugar Market admins are already aware of the &amp;lsquo;Recycle Bin&amp;rsquo; option in the sync settings. When any Lead/Contact is &amp;lsquo;soft deleted&amp;rsquo; in SugarCRM, it is marked for deletion and will later be deleted using a pruning scheduled job. The soft-deleted records in CRM will consequently be deleted in Market as well based on the Recycle Bin setting. The hard delete option bypassed the Recycle Bin functionality.&lt;/span&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span data-contrast="auto"&gt;For more details on Data Archiver options, check out this documentation:&lt;/span&gt;&lt;span&gt;&amp;nbsp;&lt;br /&gt;&lt;/span&gt;&lt;span data-contrast="auto"&gt;&lt;span class="emoticon" data-url="https://sugarclub.sugarai.com/cfs-file/__key/system/emoji/1f517.svg" title="Link"&gt;&amp;#x1f517;&lt;/span&gt;&lt;/span&gt; &lt;a href="https://support.sugarcrm.com/documentation/sugar_versions/14.0/ent/administration_guide/system/data_archiver/#Archive_vs_Hard_Delete"&gt;&lt;span data-contrast="none"&gt;Archive vs. Hard Delete&lt;/span&gt;&lt;/a&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span data-contrast="auto"&gt;2) A Scheduled Job was used to delete records directly in MySQL, bypassing the SugarCRM API and the soft-delete process. This is not best practice, but we&amp;rsquo;ve seen this more than once, and will also bypass the Recycle Bin functionality.&lt;/span&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span data-contrast="auto"&gt;3) &amp;nbsp;Sugar Market admins might also be aware that when CRM records stop meeting the criteria of sync filters, they stop syncing. Over time, this can result in some stale data in Sugar Market. We have also seen examples where data is updated in CRM via third party applications or Scheduled Jobs that act directly on the MySQL database. Unless the Date Modified is updated as well, these updates are not detected and synced. (The sync process compares the date/time of the last sync session with the Date Modified field on Leads/Contacts to determine whether records have been updated in CRM and need to be synced to Market.)&lt;/span&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span data-contrast="auto"&gt;The Contacts Removal Process will address and accommodate these scenarios.&amp;nbsp;&lt;/span&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span data-contrast="auto"&gt;I hope you find this information helpful!&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;</description></item><item><title>How to Design High-Converting Landing Pages in Sugar Market</title><link>https://sugarclub.sugarai.com/thread/8050?ContentTypeID=0</link><pubDate>Mon, 31 Mar 2025 22:32:31 GMT</pubDate><guid isPermaLink="false">5c521d64-519d-47a6-9065-134618b211bf:760235c6-dfdb-404c-a44c-45f77819f13d</guid><dc:creator>Eric Ivon</dc:creator><slash:comments>0</slash:comments><comments>https://sugarclub.sugarai.com/thread/8050?ContentTypeID=0</comments><wfw:commentRss>https://sugarclub.sugarai.com/explore/help-forums/market/f/sugar-market-questions/8050/how-to-design-high-converting-landing-pages-in-sugar-market/rss?ContentTypeId=0</wfw:commentRss><description>&lt;h1 class="" data-start="0" data-end="67"&gt;&lt;strong data-start="2" data-end="65"&gt;How to Design High-Converting Landing Pages in Sugar Market&lt;/strong&gt;&lt;/h1&gt;
&lt;p class="" data-start="69" data-end="504"&gt;A well-designed landing page can make the difference between a visitor bouncing off your site and a new lead entering your sales funnel. In Sugar Market, landing pages are a powerful tool for capturing leads, promoting content, and driving conversions. But how do you design a landing page that truly converts? In this article, we&amp;rsquo;ll break down the key elements of a high-performing landing page and how to build one in Sugar Market.&lt;/p&gt;
&lt;hr class="" data-start="506" data-end="509" /&gt;
&lt;h2 class="" data-start="511" data-end="545"&gt;&lt;strong data-start="514" data-end="543"&gt;1. Define Your Goal First&lt;/strong&gt;&lt;/h2&gt;
&lt;p class="" data-start="546" data-end="810"&gt;Before designing your landing page, you need to determine its primary goal. Is it to collect email addresses? Promote a webinar? Encourage a product demo request? Your goal should be clear and singular&amp;mdash;don&amp;rsquo;t clutter the page with multiple calls to action (CTAs).&lt;/p&gt;
&lt;p class="" data-start="812" data-end="984"&gt;&lt;span class="emoticon" data-url="https://sugarclub.sugarai.com/cfs-file/__key/system/emoji/1f449.svg" title="Point right"&gt;&amp;#x1f449;&lt;/span&gt;&amp;nbsp;&lt;strong data-start="815" data-end="826"&gt;Pro Tip&lt;/strong&gt;: Sugar Market allows you to create goal-specific landing pages with pre-built templates, making it easy to start with a layout that matches your objective.&lt;/p&gt;
&lt;hr class="" data-start="986" data-end="989" /&gt;
&lt;h2 class="" data-start="991" data-end="1037"&gt;&lt;strong data-start="994" data-end="1035"&gt;2. Keep the Design Simple and Focused&lt;/strong&gt;&lt;/h2&gt;
&lt;p class="" data-start="1038" data-end="1209"&gt;A landing page should be visually appealing but not overwhelming. Too much text, excessive images, or unnecessary navigation links can distract users from taking action.&lt;/p&gt;
&lt;h3 class="" data-start="1211" data-end="1266"&gt;&lt;strong data-start="1215" data-end="1264"&gt;Best Practices for Clean Landing Page Design:&lt;/strong&gt;&lt;/h3&gt;
&lt;p class="" data-start="1267" data-end="1578"&gt;&lt;span class="emoticon" data-url="https://sugarclub.sugarai.com/cfs-file/__key/system/emoji/2705.svg" title="White check mark"&gt;&amp;#x2705;&lt;/span&gt;&amp;nbsp;Use a clear and engaging headline that immediately tells visitors what they&amp;rsquo;ll get.&lt;br data-start="1352" data-end="1355" /&gt;&lt;span class="emoticon" data-url="https://sugarclub.sugarai.com/cfs-file/__key/system/emoji/2705.svg" title="White check mark"&gt;&amp;#x2705;&lt;/span&gt;&amp;nbsp;Keep your copy concise&amp;mdash;explain the value of your offer in as few words as possible.&lt;br data-start="1440" data-end="1443" /&gt;&lt;span class="emoticon" data-url="https://sugarclub.sugarai.com/cfs-file/__key/system/emoji/2705.svg" title="White check mark"&gt;&amp;#x2705;&lt;/span&gt;&amp;nbsp;Remove navigation menus to keep users focused on the CTA.&lt;br data-start="1502" data-end="1505" /&gt;&lt;span class="emoticon" data-url="https://sugarclub.sugarai.com/cfs-file/__key/system/emoji/2705.svg" title="White check mark"&gt;&amp;#x2705;&lt;/span&gt;&amp;nbsp;Use a single, compelling image or video that reinforces your message.&lt;/p&gt;
&lt;hr class="" data-start="1580" data-end="1583" /&gt;
&lt;h2 class="" data-start="1585" data-end="1636"&gt;&lt;strong data-start="1588" data-end="1634"&gt;3. Craft a Compelling Call-to-Action (CTA)&lt;/strong&gt;&lt;/h2&gt;
&lt;p class="" data-start="1637" data-end="1737"&gt;Your CTA button is the most important part of your landing page&amp;mdash;it tells visitors what to do next.&lt;/p&gt;
&lt;h3 class="" data-start="1739" data-end="1774"&gt;&lt;strong data-start="1743" data-end="1772"&gt;How to Optimize Your CTA:&lt;/strong&gt;&lt;/h3&gt;
&lt;p class="" data-start="1775" data-end="2147"&gt;&lt;span class="emoticon" data-url="https://sugarclub.sugarai.com/cfs-file/__key/system/emoji/1f539.svg" title="Small blue diamond"&gt;&amp;#x1f539;&lt;/span&gt;&amp;nbsp;&lt;strong data-start="1778" data-end="1805"&gt;Make it action-oriented&lt;/strong&gt;: Use strong, clear language like &lt;em data-start="1839" data-end="1861"&gt;&amp;ldquo;Download the Guide&amp;rdquo;&lt;/em&gt; or &lt;em data-start="1865" data-end="1888"&gt;&amp;ldquo;Get Your Free Trial&amp;rdquo;&lt;/em&gt; rather than a vague &lt;em data-start="1909" data-end="1919"&gt;&amp;ldquo;Submit&amp;rdquo;&lt;/em&gt;.&lt;br data-start="1920" data-end="1923" /&gt;&lt;span class="emoticon" data-url="https://sugarclub.sugarai.com/cfs-file/__key/system/emoji/1f539.svg" title="Small blue diamond"&gt;&amp;#x1f539;&lt;/span&gt;&amp;nbsp;&lt;strong data-start="1926" data-end="1953"&gt;Use a contrasting color&lt;/strong&gt;: Your CTA button should stand out against the background.&lt;br data-start="2011" data-end="2014" /&gt;&lt;span class="emoticon" data-url="https://sugarclub.sugarai.com/cfs-file/__key/system/emoji/1f539.svg" title="Small blue diamond"&gt;&amp;#x1f539;&lt;/span&gt;&amp;nbsp;&lt;strong data-start="2017" data-end="2046"&gt;Position it strategically&lt;/strong&gt;: Place the CTA above the fold (visible without scrolling) and repeat it at the bottom of the page.&lt;/p&gt;
&lt;p class="" data-start="2149" data-end="2316"&gt;&lt;span class="emoticon" data-url="https://sugarclub.sugarai.com/cfs-file/__key/system/emoji/1f449.svg" title="Point right"&gt;&amp;#x1f449;&lt;/span&gt;&amp;nbsp;&lt;strong data-start="2152" data-end="2186"&gt;How to Do This in Sugar Market&lt;/strong&gt;: Sugar Market&amp;rsquo;s drag-and-drop editor allows you to easily customize CTA buttons, colors, and placement to optimize conversions.&lt;/p&gt;
&lt;hr class="" data-start="2318" data-end="2321" /&gt;
&lt;h2 class="" data-start="2323" data-end="2377"&gt;&lt;strong data-start="2326" data-end="2375"&gt;4. Optimize Your Forms for Higher Conversions&lt;/strong&gt;&lt;/h2&gt;
&lt;p class="" data-start="2378" data-end="2473"&gt;Forms are where conversions happen, so they should be as simple and frictionless as possible.&lt;/p&gt;
&lt;h3 class="" data-start="2475" data-end="2508"&gt;&lt;strong data-start="2479" data-end="2506"&gt;Form Optimization Tips:&lt;/strong&gt;&lt;/h3&gt;
&lt;p class="" data-start="2509" data-end="2761"&gt;&lt;span class="emoticon" data-url="https://sugarclub.sugarai.com/cfs-file/__key/system/emoji/2705.svg" title="White check mark"&gt;&amp;#x2705;&lt;/span&gt;&amp;nbsp;Ask for only essential information (name, email, and maybe one more field).&lt;br data-start="2586" data-end="2589" /&gt;&lt;span class="emoticon" data-url="https://sugarclub.sugarai.com/cfs-file/__key/system/emoji/2705.svg" title="White check mark"&gt;&amp;#x2705;&lt;/span&gt;&amp;nbsp;Use inline form validation to help users fill out forms correctly.&lt;br data-start="2657" data-end="2660" /&gt;&lt;span class="emoticon" data-url="https://sugarclub.sugarai.com/cfs-file/__key/system/emoji/2705.svg" title="White check mark"&gt;&amp;#x2705;&lt;/span&gt;&amp;nbsp;Consider a multi-step form if you need more details&amp;mdash;shorter initial forms tend to perform better.&lt;/p&gt;
&lt;p class="" data-start="2763" data-end="2941"&gt;&lt;span class="emoticon" data-url="https://sugarclub.sugarai.com/cfs-file/__key/system/emoji/1f449.svg" title="Point right"&gt;&amp;#x1f449;&lt;/span&gt;&amp;nbsp;&lt;strong data-start="2766" data-end="2800"&gt;How to Do This in Sugar Market&lt;/strong&gt;: Sugar Market&amp;rsquo;s Form Builder lets you create dynamic forms with conditional logic, so you can show or hide fields based on user responses.&lt;/p&gt;
&lt;h2 class="" data-start="2948" data-end="2999"&gt;&lt;strong data-start="2951" data-end="2997"&gt;&lt;/strong&gt;&lt;/h2&gt;
&lt;hr class="" data-start="4005" data-end="4008" /&gt;
&lt;h2 class="" data-start="4010" data-end="4053"&gt;&lt;strong data-start="4013" data-end="4051"&gt;5. Analyze Performance and Improve&lt;/strong&gt;&lt;/h2&gt;
&lt;p class="" data-start="4054" data-end="4166"&gt;After your landing page is live, it&amp;rsquo;s crucial to monitor its performance using Sugar Market&amp;rsquo;s analytics tools.&lt;/p&gt;
&lt;h3 class="" data-start="4168" data-end="4199"&gt;&lt;strong data-start="4172" data-end="4197"&gt;Key Metrics to Track:&lt;/strong&gt;&lt;/h3&gt;
&lt;p class="" data-start="4200" data-end="4404"&gt;&lt;span class="emoticon" data-url="https://sugarclub.sugarai.com/cfs-file/__key/system/emoji/1f4ca.svg" title="Bar chart"&gt;&amp;#x1f4ca;&lt;/span&gt;&amp;nbsp;&lt;strong data-start="4203" data-end="4222"&gt;Conversion Rate&lt;/strong&gt; &amp;ndash; Percentage of visitors who complete the form.&lt;br data-start="4270" data-end="4273" /&gt;&lt;span class="emoticon" data-url="https://sugarclub.sugarai.com/cfs-file/__key/system/emoji/1f4ca.svg" title="Bar chart"&gt;&amp;#x1f4ca;&lt;/span&gt;&amp;nbsp;&lt;strong data-start="4276" data-end="4291"&gt;Bounce Rate&lt;/strong&gt; &amp;ndash; Percentage of visitors who leave without taking action.&lt;/p&gt;
&lt;p class="" data-start="4406" data-end="4490"&gt;Use these insights to refine your landing page and maximize conversions over time.&lt;/p&gt;
&lt;hr class="" data-start="4492" data-end="4495" /&gt;
&lt;h2 class="" data-start="4497" data-end="4520"&gt;&lt;strong data-start="4500" data-end="4518"&gt;Final Thoughts&lt;/strong&gt;&lt;/h2&gt;
&lt;p class="" data-start="4521" data-end="4734"&gt;A high-converting landing page is a mix of clear messaging, compelling design, and continuous optimization. Sugar Market makes it easy to build, test, and analyze landing pages to ensure they drive real results.&lt;/p&gt;
&lt;p class="" data-start="4736" data-end="4971"&gt;By implementing these best practices, you&amp;rsquo;ll create landing pages that not only attract visitors but also turn them into leads and customers. Ready to boost your conversions? Start optimizing your Sugar Market landing pages today!&amp;nbsp;&lt;/p&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;</description></item><item><title>Reminder: Sugar Market Academy Live Webinar – Navigating Leads and Contacts Between Nurtures</title><link>https://sugarclub.sugarai.com/thread/8048?ContentTypeID=0</link><pubDate>Mon, 31 Mar 2025 14:48:32 GMT</pubDate><guid isPermaLink="false">5c521d64-519d-47a6-9065-134618b211bf:8130692b-e2d5-41d9-897d-3d0006444d86</guid><dc:creator>Shara Rouse</dc:creator><slash:comments>0</slash:comments><comments>https://sugarclub.sugarai.com/thread/8048?ContentTypeID=0</comments><wfw:commentRss>https://sugarclub.sugarai.com/explore/help-forums/market/f/sugar-market-questions/8048/reminder-sugar-market-academy-live-webinar-navigating-leads-and-contacts-between-nurtures/rss?ContentTypeId=0</wfw:commentRss><description>&lt;p&gt;Mark your calendars for&amp;nbsp;&lt;strong&gt;Wednesday, April 2, 2024, at 10:00 AM Eastern Time&lt;/strong&gt;, as we dive into this month&amp;rsquo;s topic:&amp;nbsp;&lt;strong&gt;Navigating Leads and Contacts Between Nurtures!&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;This live webinar is designed to provide guidance and insights on how to navigate the responsibilities of a Sugar Market Administrator. Whether you&amp;#39;re preparing for the Sugar Market certification exam or looking to enhance your skills, this is a fantastic opportunity to engage with experts and fellow users in real-time.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Why You Should Attend:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;&lt;strong&gt;Live Interaction:&lt;/strong&gt;&amp;nbsp;These sessions are a chance to interact directly with experts and peers. Although the webinars are recorded, we strongly encourage live participation to get the most out of the session.&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Use Case Discussions:&lt;/strong&gt;&amp;nbsp;This is a great opportunity to discuss use cases and get advice on how to best apply your Sugar Market knowledge.&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Certification Preparation:&lt;/strong&gt;&amp;nbsp;If you&amp;#39;re aiming for the Sugar Market certification, this session will provide essential information and guidance to help you succeed.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;How to Register:&lt;/strong&gt;&amp;nbsp;To secure your spot for this session (and future webinars), please register via the link below:&amp;nbsp;&lt;a href="/engage/c/e/6206"&gt;&lt;strong&gt;Register for the Webinar&lt;/strong&gt;&lt;/a&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Your Feedback Matters!&lt;/strong&gt;&amp;nbsp;We value your input in shaping future sessions.&amp;nbsp;Please take a few moments to provide your feedback. Your suggestions help us prepare topics that are relevant and useful for our community.&amp;nbsp;&lt;strong&gt;&lt;a href="https://www.surveymonkey.com/r/3PFFCTY"&gt;Sugar Market Academy Survey&lt;/a&gt;&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;Thank you for being part of the Sugar Market Academy &amp;ndash; we look forward to seeing you on April 2nd!&lt;/p&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;</description></item><item><title>How to Find the dialogId in the New Form Builder Update</title><link>https://sugarclub.sugarai.com/thread/8041?ContentTypeID=0</link><pubDate>Wed, 26 Mar 2025 16:23:49 GMT</pubDate><guid isPermaLink="false">5c521d64-519d-47a6-9065-134618b211bf:d04994d5-2a5d-4402-b6d0-9a9e35af30ea</guid><dc:creator>Lori F</dc:creator><slash:comments>5</slash:comments><comments>https://sugarclub.sugarai.com/thread/8041?ContentTypeID=0</comments><wfw:commentRss>https://sugarclub.sugarai.com/explore/help-forums/market/f/sugar-market-questions/8041/how-to-find-the-dialogid-in-the-new-form-builder-update/rss?ContentTypeId=0</wfw:commentRss><description>&lt;p&gt;With our recent update to the Form Builder, you may have noticed a few changes&amp;mdash;specifically, that the dialogId is no longer visible directly within the form code. If you&amp;#39;re wondering where it went and how to find it, you&amp;#39;re not alone!&lt;/p&gt;
&lt;h3&gt;Why We Made the Change&lt;/h3&gt;
&lt;p&gt;In our latest release, we shifted the way forms are delivered. Instead of embedding all the code directly, the form code is now stored on our servers. Customers simply call the form via a provided script.&lt;/p&gt;
&lt;p&gt;This shift has several key advantages:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;&lt;strong&gt;Cleaner Implementation&lt;/strong&gt;: Reduces complexity when adding forms to websites.&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Support for Form UTMs&lt;/strong&gt;: Makes it&amp;nbsp;possible to track form performance on external sites.&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;UI Consistency&lt;/strong&gt;: Aligns the form builder experience with other modules in the platform, creating a more seamless and familiar interface across the board.&lt;/li&gt;
&lt;/ul&gt;
&lt;h3&gt;How to Find&amp;nbsp;the dialogId&lt;/h3&gt;
&lt;p&gt;Even though the dialogId isn&amp;rsquo;t in the code snippet anymore, it&amp;rsquo;s still easy to locate. Here&amp;rsquo;s how:&lt;/p&gt;
&lt;ol&gt;
&lt;li&gt;&lt;strong&gt;Publish your form&lt;/strong&gt; as usual.&lt;/li&gt;
&lt;li&gt;Go to the &lt;strong&gt;Form List&lt;/strong&gt; in your dashboard.&lt;/li&gt;
&lt;li&gt;Click on the empty space in the row of the form you&amp;rsquo;re working with.&lt;br /&gt;&lt;br /&gt;&lt;img style="max-height:375px;max-width:500px;" alt=" " src="/resized-image/__size/1000x750/__key/communityserver-discussions-components-files/41/Click-on-empty-space.png" /&gt;&lt;br /&gt;&lt;br /&gt;&lt;/li&gt;
&lt;li&gt;From the left-hand menu, select &lt;strong&gt;Reports &amp;gt; Individual Form Results&lt;/strong&gt;.&lt;br /&gt;&lt;br /&gt;&lt;img style="max-height:375px;max-width:500px;" alt=" " src="/resized-image/__size/1000x750/__key/communityserver-discussions-components-files/41/reports-tab.png" /&gt;&lt;/li&gt;
&lt;/ol&gt;
&lt;p&gt;Once the report loads, check the browser URL. At the end, you&amp;#39;ll see something like this:&lt;/p&gt;
&lt;p&gt;&lt;img style="max-height:375px;max-width:500px;" src="/resized-image/__size/1000x750/__key/communityserver-discussions-components-files/41/URL.png" alt=" " /&gt;&lt;/p&gt;
&lt;p&gt;In this example, the &lt;strong&gt;dialogId&lt;/strong&gt; is &lt;strong&gt;904&lt;/strong&gt;. Your form will have its own unique ID.&lt;/p&gt;
&lt;h3&gt;Why the dialogId Still Matters&lt;/h3&gt;
&lt;p&gt;While it&amp;rsquo;s now hidden from the form code itself, the dialogId is still important for support, tracking, and report filtering. We&amp;rsquo;ve just streamlined the way you access it to make the form builder easier to use and better integrated with the rest of the platform.&lt;/p&gt;
&lt;p&gt;We hope this update helps! If you have any questions, feel free to reach out to our support team&amp;mdash;we&amp;#39;re always here to help.&lt;/p&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;</description></item><item><title>Steps to Obtain or Renew SSL Certificates</title><link>https://sugarclub.sugarai.com/thread/8030?ContentTypeID=0</link><pubDate>Wed, 19 Mar 2025 14:54:00 GMT</pubDate><guid isPermaLink="false">5c521d64-519d-47a6-9065-134618b211bf:55f271d6-a8db-441b-bfdf-7645c465d3a3</guid><dc:creator>Lori F</dc:creator><slash:comments>2</slash:comments><comments>https://sugarclub.sugarai.com/thread/8030?ContentTypeID=0</comments><wfw:commentRss>https://sugarclub.sugarai.com/explore/help-forums/market/f/sugar-market-questions/8030/steps-to-obtain-or-renew-ssl-certificates/rss?ContentTypeId=0</wfw:commentRss><description>&lt;p&gt;Each Certificate Authority (CA) has its own process for handling certificates, and this is something the organization&amp;#39;s website administrator or IT team should manage.&lt;/p&gt;
&lt;p&gt;To obtain a certificate, bundle, and private key from a Certificate Authority (CA), follow these steps:&lt;/p&gt;
&lt;p&gt;1. &lt;strong&gt;Generate a Private Key and CSR&lt;/strong&gt;:&amp;nbsp;SugarCRM Support can assist with this step if needed.&lt;/p&gt;
&lt;p&gt;2. &lt;strong&gt;Submit the CSR to a Certificate Authority (CA)&lt;/strong&gt;: Choose a CA (e.g., DigiCert, GoDaddy, Let&amp;rsquo;s Encrypt), provide them with the CSR, and complete the domain validation (via email, DNS, or file upload).&lt;/p&gt;
&lt;p&gt;3. &lt;strong&gt;Download the Issued Certificate&lt;/strong&gt;: Once approved, the CA provides:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;The certificate file (your SSL/TLS certificate)&lt;/li&gt;
&lt;li&gt;The CA bundle (intermediate/root certificates for the trust chain)&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;4. &lt;strong&gt;Provide SugarCRM Support&lt;/strong&gt; with the certificate, bundle and private key files.&lt;/p&gt;
&lt;p&gt;Keep your private key secure, as it is essential for SSL/TLS encryption. If lost, a new CSR must be generated for a reissued certificate.&lt;/p&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;</description></item><item><title>Using the Report Wizard to Report on Campaign Link Clicks</title><link>https://sugarclub.sugarai.com/thread/8026?ContentTypeID=0</link><pubDate>Tue, 18 Mar 2025 17:43:14 GMT</pubDate><guid isPermaLink="false">5c521d64-519d-47a6-9065-134618b211bf:31240d61-c6be-4d2b-b73e-954fb28edcd3</guid><dc:creator>Lynn Catterson</dc:creator><slash:comments>0</slash:comments><comments>https://sugarclub.sugarai.com/thread/8026?ContentTypeID=0</comments><wfw:commentRss>https://sugarclub.sugarai.com/explore/help-forums/market/f/sugar-market-questions/8026/using-the-report-wizard-to-report-on-campaign-link-clicks/rss?ContentTypeId=0</wfw:commentRss><description>&lt;p&gt;Campaign Dashboards in Sugar Market show click data per campaign. However, sometimes customers wish to report on multiple campaigns at once. This post provides steps to use the Sugar Market report Wizard to create such a report.&lt;/p&gt;
&lt;p&gt;Navigate to &lt;strong&gt;Analytics&lt;/strong&gt;, using the left-hand navigation menu.&lt;/p&gt;
&lt;p&gt;&lt;img style="max-height:375px;max-width:500px;" src="/resized-image/__size/1000x750/__key/communityserver-discussions-components-files/41/pastedimage1742319644880v1.png" alt=" " /&gt;&lt;/p&gt;
&lt;p&gt;Select &lt;strong&gt;Custom Reports&lt;/strong&gt; &amp;gt; &lt;strong&gt;Create&lt;/strong&gt; &amp;gt; &lt;strong&gt;Report Builder&lt;/strong&gt;.&lt;/p&gt;
&lt;p&gt;Follow the wizard prompts to give the report a name and description. For the Marketing Section, select Emails. For the Report Category, select Click History. Select a folder for the report to be stored in.&lt;/p&gt;
&lt;p&gt;Select fields for the report. Commonly used fields include FirstName, LastName, toEmail, CampaignerID, ClickDate, and rURL. An example of these settings is included below.&lt;/p&gt;
&lt;p&gt;&lt;img src="/resized-image/__size/1000x750/__key/communityserver-discussions-components-files/41/pastedimage1742319667841v2.png" alt=" " /&gt;&lt;/p&gt;
&lt;p&gt;The wizard prompts for a specific campaign to use in the report filter, but this can be adjusted afterwards. Click on &lt;strong&gt;Build Report&lt;/strong&gt;, when the report settings are completed.&lt;/p&gt;
&lt;p&gt;In the resulting report, click on the &lt;strong&gt;Filter&lt;/strong&gt; tab. Although the original filter is based on a specific filter, this can be adjusted. Another common use case is to see clicks across various campaigns over a specific time frame. Click Edit to Click &lt;strong&gt;Delete Conditions&lt;/strong&gt; to delete the filter conditions or click &lt;strong&gt;Edit&lt;/strong&gt; to update. Select the CampaignerLinkClick.ClickDate as the field, Greater than or Equal to as the Operator, and a timeframe in the Value Input. Click on the Merge Tag icon to see a list of common timeframes. In this example, we used a merge tag that will show the last 90 days (++DaysSubstract90++), but other timeframes could be selected such as This Week Begin, This Month Begin, etc. The calendar icon can also be used to specific an exact date.&lt;/p&gt;
&lt;p&gt;&lt;img style="max-height:375px;max-width:500px;" src="/resized-image/__size/1000x750/__key/communityserver-discussions-components-files/41/pastedimage1742319737198v3.png" alt=" " /&gt;&lt;/p&gt;
&lt;p&gt;Click &lt;strong&gt;Save&lt;/strong&gt; when desired filter criteria have been added.&lt;/p&gt;
&lt;p&gt;Select &lt;strong&gt;Run Report&lt;/strong&gt; button and then an option to &lt;strong&gt;Retrieve Record Count&lt;/strong&gt;, &lt;strong&gt;Download to Excel&lt;/strong&gt;, &lt;strong&gt;Run Preview&lt;/strong&gt;, or &lt;strong&gt;Email Report&lt;/strong&gt;. When hovering the mouse over each option, it will be apparent that the Preview option will display up to 2,000 results. Download to Excel can used for up to ~10K records. If a report has many results, then use the Email Report option. The screenshot below shows a sample of the preview data.&lt;/p&gt;
&lt;p&gt;&lt;img style="max-height:375px;max-width:500px;" src="/resized-image/__size/1000x750/__key/communityserver-discussions-components-files/41/pastedimage1742319758662v4.png" alt=" " /&gt;&lt;/p&gt;
&lt;p&gt;We hope this option will be helpful!&lt;/p&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;</description></item><item><title>Reminder: Sugar Market Academy Live Webinar - Becoming a Sugar Market Administrator</title><link>https://sugarclub.sugarai.com/thread/7997?ContentTypeID=0</link><pubDate>Mon, 03 Mar 2025 17:48:20 GMT</pubDate><guid isPermaLink="false">5c521d64-519d-47a6-9065-134618b211bf:72a2439d-6e58-4b9b-bbea-5b11ebb38a78</guid><dc:creator>Shara Rouse</dc:creator><slash:comments>0</slash:comments><comments>https://sugarclub.sugarai.com/thread/7997?ContentTypeID=0</comments><wfw:commentRss>https://sugarclub.sugarai.com/explore/help-forums/market/f/sugar-market-questions/7997/reminder-sugar-market-academy-live-webinar---becoming-a-sugar-market-administrator/rss?ContentTypeId=0</wfw:commentRss><description>&lt;p data-start="89" data-end="248"&gt;Mark your calendars for&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong data-start="113" data-end="167"&gt;Wednesday, March 5, 2024, at 10:00 AM Eastern Time&lt;/strong&gt;, as we dive into this month&amp;rsquo;s topic:&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong data-start="205" data-end="246"&gt;Becoming a Sugar Market Administrator&lt;/strong&gt;!&lt;/p&gt;
&lt;p data-start="250" data-end="571"&gt;This live webinar is designed to provide guidance and insights on how to navigate the responsibilities of a Sugar Market Administrator. Whether you&amp;#39;re preparing for the Sugar Market certification exam or looking to enhance your skills, this is a fantastic opportunity to engage with experts and fellow users in real-time.&lt;/p&gt;
&lt;p data-start="573" data-end="599"&gt;&lt;strong data-start="573" data-end="599"&gt;Why You Should Attend:&lt;/strong&gt;&lt;/p&gt;
&lt;ul data-start="600" data-end="1119"&gt;
&lt;li data-start="600" data-end="809"&gt;&lt;strong data-start="602" data-end="623"&gt;Live Interaction:&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;These sessions are a chance to interact directly with experts and peers. Although the webinars are recorded, we strongly encourage live participation to get the most out of the session.&lt;/li&gt;
&lt;li data-start="810" data-end="951"&gt;&lt;strong data-start="812" data-end="837"&gt;Use Case Discussions:&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;This is a great opportunity to discuss use cases and get advice on how to best apply your Sugar Market knowledge.&lt;/li&gt;
&lt;li data-start="952" data-end="1119"&gt;&lt;strong data-start="954" data-end="984"&gt;Certification Preparation:&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;If you&amp;#39;re aiming for the Sugar Market certification, this session will provide essential information and guidance to help you succeed.&lt;/li&gt;
&lt;/ul&gt;
&lt;p data-start="1121" data-end="1316"&gt;&lt;strong data-start="1121" data-end="1141"&gt;How to Register:&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;To secure your spot for this session (and future webinars), please register via the link below:&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;a href="/engage/c/e/6205" target="_new" data-start="1238" data-end="1316"&gt;&lt;strong data-start="1239" data-end="1267"&gt;Register for the Webinar&lt;/strong&gt;&lt;/a&gt;&lt;/p&gt;
&lt;p data-start="1318" data-end="1545"&gt;&lt;strong data-start="1318" data-end="1344"&gt;Your Feedback Matters!&lt;/strong&gt;&lt;span&gt;&amp;nbsp;&lt;/span&gt;We value your input in shaping future sessions.&amp;nbsp;Please take a few moments to provide your feedback. Your suggestions help us prepare topics that are relevant and useful for our community.&lt;span&gt;&amp;nbsp;&lt;/span&gt;&lt;strong&gt;&lt;a href="https://www.surveymonkey.com/r/3PFFCTY"&gt;Sugar Market Academy Survey&lt;/a&gt;&lt;/strong&gt;&lt;/p&gt;
&lt;p data-start="1547" data-end="1645"&gt;Thank you for being part of the Sugar Market Academy &amp;ndash; we look forward to seeing you on March 5th!&lt;/p&gt;&lt;div style="clear:both;"&gt;&lt;/div&gt;</description></item></channel></rss>