Constant Contact

Constant Contact integration

Introduction

Using your Solve administrator account enable the Constant Contact feature under Solve menu (top right) > Add-ons > Constant Contact > Add

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Enter your Constant Contact username and password then click update.

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Now each of your Solve users have the ability to send a filtered list from Solve into Constant Contact. This saves you from manually exporting a list of contacts and re-importing into Constant Contact. Solve menu > Manage Contacts > Data > Push this list to Constant Contact - when chosen this option will copy all contacts currently selected by the filter e.g. Show … to Constant Contact.

Note: Only contact records can be pushed to Constant Contact.

The key linking the contact records between the systems is the Business Email address. If Business Email is empty the Personal Email is used or the Other Email if that is empty as well. If all are empty, the contact is not copied.

When a contact is copied to Constant Contact, Solve automatically adds a special activity to the contact’s page which tracks the campaigns that have been sent and how your contact has responded to them.

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Sending a campaign

In Solve’s Contacts window search for the contacts you want to target using the “Show …” option in the toolbar. Most often you will be targeting a subset of contacts using category tags e.g. “Show > Category tags > {your list name}”

Now the targeted contacts should be showing in the search results list. Follow Data > Push this list to Constant Contact. Solve will connect to Constant Contact, create a list in Constant Contact named today’s date & time, copy the selected contacts to that list, then add a Constant Contact activity on each contact’s page for tracking individual progress. All of that with one-click.

Next, login to your Constant Contact account and follow their instructions to create and send your campaign. You’ll see the list that Solve just created for you.

Constant Contact’s system only stores a single copy of the contact record in their system, but that contact record can be in multiple Constant Contact lists. So be aware, should a contact choose to unsubscribe from one of the campaigns, Constant Contact will not send them emails even if they are added to new lists.

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