You'll be able to create/update Users and do the following: - Assign Secure Zones (array of IDs) - Add to Email Marketing Lists (array of IDs) - Create/Update CFS data
Matt Walter: This demo looks great! Hey, what are the chances we can do some SZ assignments via import? Even if we need to list the SZ IDs a certain way. That would be pretty huge for us.
Luke Wakefield
Team•
Nov 18, 2019
Devon Reehl: this is definitely coming along with adding to Email Marketing lists. Not sure it's in this week's release but a really handy addition so I doubt it'll be far behind!
Matt Walter
Team•
Nov 18, 2019
Devon Reehl: Yh it'll be before mid-Dec for sure. Probably next week after this initial release. I was more focused on CFS to start with as that was the more difficult bit, so wanted to prove it possible.
Matt Walter
Team•
Nov 20, 2019
Brendan Byrne: Good question. I'll take a look at this for our second phase. I'll update here.
Matt Walter
Team•
Dec 12, 2019
Devon Reehl: As noted in Forum, it's alpha only. You can test SZ import there.
Matt Walter: Glad the csv import is moving along, thanks Matt! What are the implications for delayed email marketing lists? Does that mean we have to maintain lists via csv uploads? Manually import names in the Email Marketing /Email Marketing - Lists section? Thanks Matt
Helen Eichel
•
Mar 6, 2020
Matt Walter: Multiple "Custom Field Sets" showing up in the CRM is great- thanks Matt! I'm hesitant, but happy to say - better than BC!!!
Matt Walter - wondering how we access our SendGrid account so we can check lists? Thanks Matt!
Matt Walter
Team•
Dec 6, 2019
Helen Eichel: It's hidden behind the scenes, with the idea being that you control all in Siteglide, and what you see in Siteglide is accurate. If we give you full access, you could end up adding people directly in Sendgrid, and the lists not being synced. We'll discuss internally and let you know if that's a real problem or not.
So with a CRM record, we can currently see which SZ they belong to (or add them to one), and we will also be able to do this with email marketing lists - is that right? That is not there yet but will be, as in BC currently
Matt Walter
Team•
Dec 6, 2019
Urszula Richards: Yes, it will be. I noticed this whilst recording the video. I thought we already had it!
Martin Sanderson
•
Nov 27, 2019
Hi everyone, I hope you're pleased that CRM CSV Import is ready for you to start testing over on beta.siteglide.com!
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Comments32
Matt Walter
Nov 18, 2019
Pre-release demo -> https://images.siteglide.com/xQuv8q6e
Helen Eichel
Nov 18, 2019
Matt Walter: demo is looking great :)
Devon Reehl
Nov 18, 2019
Matt Walter: This demo looks great! Hey, what are the chances we can do some SZ assignments via import? Even if we need to list the SZ IDs a certain way. That would be pretty huge for us.
Luke Wakefield
Nov 18, 2019
Devon Reehl: this is definitely coming along with adding to Email Marketing lists. Not sure it's in this week's release but a really handy addition so I doubt it'll be far behind!
Matt Walter
Nov 18, 2019
Devon Reehl: Yh it'll be before mid-Dec for sure. Probably next week after this initial release. I was more focused on CFS to start with as that was the more difficult bit, so wanted to prove it possible.
Matt Walter
Nov 20, 2019
Brendan Byrne: Good question. I'll take a look at this for our second phase. I'll update here.
Matt Walter
Dec 12, 2019
Devon Reehl: As noted in Forum, it's alpha only. You can test SZ import there.
Mar 6, 2020
Added here -> http://siteglide.support/en/articles/3768803-mar-06-2020-release-notes
Email Marketing Lists is delayed however, as noted here -> https://roadmap.siteglide.com/feature-requests/p/email-marketing-phase-2
Helen Eichel
Mar 6, 2020
Matt Walter: Glad the csv import is moving along, thanks Matt!
What are the implications for delayed email marketing lists? Does that mean we have to maintain lists via csv uploads? Manually import names in the Email Marketing /Email Marketing - Lists section?
Thanks Matt
Helen Eichel
Mar 6, 2020
Matt Walter: Multiple "Custom Field Sets" showing up in the CRM is great- thanks Matt! I'm hesitant, but happy to say - better than BC!!!
Helen Eichel
Dec 11, 2019
How will BC CRM Case data be migrated?
Martin Sanderson
Dec 12, 2019
Helen Eichel: thanks for creating a feature request for this one 👍 https://roadmap.siteglide.com/feature-requests/p/crm-case-data-import
Matt Walter
Dec 5, 2019
Update to show SZ and Email Marketing Lists in the works -> https://www.loom.com/share/b106d10e5c4e4ad6915847099a6345fa
Helen Eichel
Dec 5, 2019
Matt Walter: Yay!!!!!!!
Helen Eichel
Dec 5, 2019
Matt Walter - wondering how we access our SendGrid account so we can check lists? Thanks Matt!
Matt Walter
Dec 6, 2019
Helen Eichel: It's hidden behind the scenes, with the idea being that you control all in Siteglide, and what you see in Siteglide is accurate. If we give you full access, you could end up adding people directly in Sendgrid, and the lists not being synced. We'll discuss internally and let you know if that's a real problem or not.
Matt Walter
Nov 22, 2019
Available now on beta.siteglide.com -> https://intercom.help/siteglideuk/en/articles/3506194-nov-19-2019-release-notes
Urszula Richards
Dec 6, 2019
Matt Walter: that page does not exist …
Matt Walter
Dec 6, 2019
Thanks! We've changed domain. See here -> https://siteglide.support/en/articles/3506194-nov-19-2019-release-notes
Matt Walter
Dec 23, 2019
Minor updates to make export and import consistent -> https://siteglide.support/en/articles/3582686-dec-23-2019-release-notes
Urszula Richards
Dec 6, 2019
So with a CRM record, we can currently see which SZ they belong to (or add them to one), and we will also be able to do this with email marketing lists - is that right? That is not there yet but will be, as in BC currently
Matt Walter
Dec 6, 2019
Urszula Richards: Yes, it will be. I noticed this whilst recording the video. I thought we already had it!
Martin Sanderson
Nov 27, 2019
Hi everyone, I hope you're pleased that CRM CSV Import is ready for you to start testing over on beta.siteglide.com!
Please use this task to give any feedback: https://community.siteglide.com/beta-testing/p/crm-csv-import-beta-feedback
Thanks 💪
Nov 8, 2019