Real People, 24/7

Apto, running on Salesforce, integration explained

Apto, a robust commercial real estate management software running on Salesforce integrates with MailChimp, Constant Contact, and more.

Best Practices for Apto Integration

The best practice especially when doing the free trial is to segment your Apto Contacts based on Contact field(s) criteria and let SyncApps segment them into lists in Constant Contact or Mailchimp for better-targeted Campaigns.

If the Filtering and Segmentation feature in Step 5 of the Integration(Sync Profile) is disabled then SyncApps will sync all your Apto Contacts to your specified Constant Contact Main List or Mailchimp Main Audience.

Getting Started

1.) Log in to SyncApps and tap the "Sync Profiles" located at the upper left panel of your screen then tap the "Create new Integration".

2.) Name the Sync Profile based on your preference then on the second text box, type in the name "Apto" and you will see the available integration combo logos. Tap the one you are integrating and tap the "Create new Sync Profile" button.

mceclip0.png

3.) In Step 1 of the Sync Profile, tap the "Authorize Salesforce Account" and select "Contact" as the Object type.

4.) Enable the feature to sync back Campaign Metrics to Apto.

mceclip7.png

Please note that Apto uses the available method for “Salesforce Platform” licenses, which is Notes or Activities for Campaign Response Sync Mode in Step 1 of your Sync Profile.  

Create Contacts or Lead Notes | Activities in Apto

  • If using the Notes option, make sure that you have the "Notes & Attachments" added to your Contact page layout. We will sync back your Email Campaign(s) to Salesforce "Notes & Attachments" and in addition, add an attachment of the Email sent to Contacts. 
  • Please note for the Email Attachment, Salesforce Storage will be used as well so make sure you have storage available.  (Designed for Financial Institutions, Brokers, Insurance Agencies, Banks, and others for compliance reasons)

mceclip1.png

mceclip2.png

  • If using Activities then an Activity is created for Sends, Opens, Clicks, etc. from 

mceclip3.png

5.) Once done hit the "Next Step" button this will then lead you to Step 2 of the Sync Profile setup. Connect to your Marketing Automation software and enter the Main List (Constant Contact) or Audience (Mailchimp) that you'll be using for this integration.

For Constant Contact with Apto integration, a new list with the name will be created automatically for you during the sync process or you can use the names of your existing lists.

For Mailchimp with Apto integration, make sure that you have an existing Mailchimp Audience to use as this will be selected as the Main Audience for that specific Sync Profile

When adding new subscribers to any List or Audience only those in your "Main List" will be synced or please select the option to sync all active Contacts feature, to sync the specific List or Audience subscribers to Apto.

Note: We require you to define the Main List/Main Audience because it's needed in creating, updating, and removing records using the API.

6.) Hit next until you reach Step 5 of the Sync Profile setup. Now, enable the filtering and segmentation feature. Then set up the filtering and segments. See the guide below on how to set it up:

Step 5 Filtering and Segmentation Feature with Use Cases

See the Example below:

If using the "Contact Record Type" as the filtering criteria, in SyncApps, that will be translated as "Record Type Name"

mceclip5.png

mceclip4.png

7.) Lastly, set the Sync Interval to 24 hours, or based on your preference, hit the finish button and run the sync by tapping the "Sync Now" button.

Once the Sync is completed, you will then see the list(s) created by SyncApps from the "Filtering and Segmentation" feature in Step 5.

For Constant Contact, See the list now? Good! 

For Mailchimp, by default, if "Use Groups" as the segmentation method is selected, the segment will be synced under your Main Audience's Manage Contacts>Groups>"My Groups" Group Category>(the segment created in Step 5):

mceclip6.png

 

If "Use Tags" is selected, then that will fall under Manage Contacts>Tags>(the segment name created in Step 5)

Then make sure that the recipients of your Marketing Campaign(s) are those list(s) that were synced by SyncApps so that we can surely sync back the Campaign Responses to each Apto Contact Notes as an attachment or an Activity on the record.

Need help? Feel free to reach back out to us anytime through support@cazoomi.com.

Have more questions? Submit a request

Comments

  • Avatar
    Dave

    Salesforce.com to Constant Contact Update:

    We have also implemented opt-out sync from Salesforce to Constant Contact so the opt-out sync is now bi-directional.  Subscribers can enable it in their SyncApp configuration. If opt-out is checked in Salesforce then the contact/lead will be unsubscribed from Constant Contact automatically.

    2fzl01lbq.png

  • Avatar
    Thrive

    What if that subscriber is in multiple lists in Constant Contact and only wishes to unsubscribe from particular list than unsubscribe from all list?

  • Avatar
    Dave

    Thanks Anthony and unfortunately this is a Constant Contact specific issue as you are actually referring to list "Preferences" not "Unsubscribe" which is Global for Constant Contact and SyncApps marries back to Salesforce's standard "Email Opt Out" field for Leads and Contacts.

    sync.jpg Grafton-Inn-Signup-Form-Azure-600x480.jpg

     

    Most subscribers manage Campaigns from the Salesforce side or using a Web to Lead, Web to Contact since Constant Contact "Preferences" does not yet have a timestamp for add/remove available in their API nor the ability for storing historical contact list membership data by individual contacts, yet. (on the way)

    As a workaround, you can log in to Constant Contact, remove "Preference" members in each list prior to doing an email marketing campaign and resync your SyncApps.  In doing so all the correct list membership is 100% synced & up-to-date.

    This manual step takes 2 minutes to accomplish for 1000s of subscribers today using Constant Contact SyncApps.

    ~Clint

    @cazoomi

Cazoomi Resources