Constant Contact for Salesforce Integration

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Salesforce supported editions

SyncApps is available for Salesforce Professional (API Enabled), Enterprise, Unlimited and Developer Lightning Editions.  

Due to restrictions on Salesforce Professional, the ability to look-up Salesforce information and post back from applications requires adding API access to your Professional Edition organization; this is an additional cost ($300/year/user/org) to the Professional Edition.

See how you can get started with Constant Contact for Salesforce today! 

Guided Tour 

Getting Started: 

  • Once you have created a Sync Profile (don't worry it is simple to do) from your dashboard and are on Step 1 selecting "Sync Campaign Response" be sure to check your Salesforce layouts to make sure all fields created by SyncApps are dragged into the layouts for your Salesforce organization before continuing to Step 2.

Edit_Page_Layout__Contact_Layout___Salesforce___Developer_Edition___Salesforce.png

Sync Campaign Responses enabled feature is required in Step 1 of your Sync Profile setup before fields are automatically created by SyncApps.

*Using the Accounts Object (Person accounts) and need to see Campaign Metrics?

See here....

Basically, there are 3 layouts that need to be edited in order to work for Salesforce Professional Edition with API Enabled:

* Campaign Page Layout: Add Campaign CazoomiId (optional for Enterprise Edition but make sure username has access to the fields)

* Campaign Member Page Layout: Add Campaign CazoomiId, Clicks, Bounces, Forwards, etc (optional for Enterprise Edition but make sure username has access to the fields)

* Contact/Lead Page Layout: Add Clicks, Bounces, Forwards to the Campaign History related list. (optional but needed to see the metrics in contact/lead layout.)

  • If syncing EventSpot please note SyncApps will sync to Salesforce the Registration Date, Registration Status, Payment Status and guest count all into to "Email Events" field only if "Use Separate Custom Fields for Event Marketing Fields" is not checked.  If "Use Separate Custom Fields for Event Marketing Fields" is checked then please map the fields in custom field mapping section in your Sync Profile.

Review how one Salesforce Partner implements this solution on our blog... 

brand.png  Salesforce layouts check: 

* Drag Campaign Cazoomiid into the Email Campaign Page Layout

Edit_Page_Layout__Campaign_Layout___Salesforce___Developer_Edition___Salesforce.png

* Drag CampaignMember Cazoomiid into the Email Campaigns Member Page Layout and any fields you want to report on like Opens, Clicks, Forwards and Bounces

Edit_Page_Layout__Campaign_Member_Page_Layout___Salesforce___Developer_Edition___Salesforce.png

* The Campaign metrics fields placed in Campaign History layout (related lists) + Email Events will bring in the "URLs clicked" into Salesforce upon each scheduled sync

campaign_layout_setup.png

 metrics.png

   

 timeline_next_active.png        Getting started in your trial!  GUIDED TOUR VIDEO

brand.png  2 Week Free Trial testing best practice after you have set up your Sync Profile: 

  1. Select 1 Salesforce Campaign, Cazoomi Marketing List or use a Filter in tandem with each in your Sync Profile to sync over to your Email Marketing Platform (use 100 records of which some meet your criteria and if using Accounts then these will pull the first 100 good Accounts to sync on initial sync) 
  2. Place a few Contacts or Leads into the 1 Salesforce Campaign, Cazoomi Marketing List or if using a Filter use a Campaign or Marketing list to pull from the specific Campaign or Marketing list in your Sync Profile (if using Person Accounts please use Cazoomi Marketing List for this task)
  3. Make sure "Email Opt-Out" field is visible on the Salesforce Account, Contact or Lead page layout used
  4. Use an empty List in your Marketing Automation solution to sync to as the Master List
  5. Press "Sync Now" 
  6. Check your Marketing Automation Platform List and/or Group/Category/Segment for the 1 Salesforce Campaign, Cazoomi Marketing List or Filter now under the empty Master List now filled with up to 100 records from the Trial 
  7. Create and Send an Email Campaign to your List or Group/Category/Segment which you have just synced
  8. In your Sync Profile select the Specific Email Campaign to Sync feature in Step 2, choose the Email Campaign just sent & press Save
  9. Press "Sync Now" 
  10. Check Salesforce record's Campaign History to see all metrics on the record (opens, clicks, bounces, forwards, URLs clicked or email events)
  11. Check Sync Dashboard and select Reports to review details of each Sync run test
  12. Run again for your team to show how it works!

Note:

  1. If using both Leads and Contacts please create 2 Sync Profiles from your SyncApps Dashboard
  2. Setup separate Sync Profiles for both object types, Leads & Contacts.  If using Salesforce Accounts select Accounts as the object type

Using Salesforce Person Accounts then please use our Marketing List (on AppExchange) to search and add to each Marketing List synced to your Email Marketing Platform.

Note: Sync on Demand is available in the Free Trial yet Scheduling is available on paid plans.  Sync is limited to 100 records per Free Trial. 

Using Constant Contact EventSpot?

SyncApps will sync to Salesforce the Registration Date, Registration Status, Payment Status and guest count all into to "Email Events" field on Salesforce Campaign.

Troubleshooting

"You do not have sufficient privileges…."

Issue

This error occurs when a Salesforce user does not have adequate privileges to view the page which displays Email Marketing Metrics on a Contact or Lead:

Solution

Please ask your Salesforce admin to set up the following:  

  • Add custom fields to the Layout View to your Salesforce Contact and Lead layouts 

Viewing Campaign Metrics in Salesforce 

Note:

For Salesforce.com Page layouts:

* Campaign CazoomiID is placed on Campaign Page Layout
* CampaignMember CazoomiID is placed in CampaignMember PageLayout
* The metrics fields placed in Campaign History layout

If you have any questions to ask, problems to report or ideas to share please reach out to our 24/7 support@cazoomi.com team.

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Have more questions? Submit a request

Comments

  • Avatar
    Thrive

    We have more than 20 lists in Constant Contact.  I am trying to sync each CC contacts with different Salesforce Campaign.  I am trying out the syncapp and it seems like only one CC master list is synced with one campaign.  Is there any way you can have multiple salesforce campaign sync with multiple CC lists synced?  For example, I want Campaign A of salesforce to sync with List A in CC.  Campaign B of salesforce to sync with List B in CC.. . and on and on.  

  • Avatar
    Clint

    Thanks Anthony and sure, each Salesforce Campaign in SyncApps paid plans becomes a list in Constant Contact as well as the Master List you name holds all synced contacts or leads.   In the trial only 1 Campaign is synced as per "?" SyncNotes in the App.

    We do SyncApps reviews on Tuesday & Friday 11-2pm PST if you want to shoot over an invite to clint@cazoomi.com for a 20 minute slot.

    ~Clint
    @Cazoomi

  • Avatar
    Hall Johnson

    I'm curious what this means....

    Sync all active contacts not just those in the specified Constant Contact master list.  By default SyncApps only retrieves contacts from the specified "Master List" named. Please check this option if you want to sync all active contacts.

    Why would it be useful to sync against all active contacts in Constant Contact?   If they aren't in the Master List, they won't be in one of the lists that correspond to a SFDC campaign so no need to sync against.

     

  • Avatar
    Clint

    Thanks Hall for the question and yes, this is an integration requested by over half our Constant Contact Subscribers so available on every plan.

    Key thing to note is many of their Contacts may not exist in Salesforce so when they sync for the first time SyncApps will auto-create Contacts or Leads which do not exist in Salesforce.  Pretty cool feature if you have more than a few contacts to migrate to Salesforce.

    ~Clint
    @cazoomi

  • Avatar
    Clint

    Thanks Melissa for the question today and call on data migration.

    If your client has been on Constant Contact and needing to migrate Lists into Cazoomi Marketing Lists in Salesforce then the best method would be the following:

    1) Tag each of the list members in Constant Contact with a unique tag
    2) Export each Constant Contact list with tag(s) to CSV
    3) Import into Salesforce the CSVs with tags to the Contacts, appending or creating new Contacts
    4) Create new Cazoomi Marketing List(s) with the same name as the the Constant Contact List(s)
    5) Check "Sync This List" for each
    6) In your Sync Profile use "Sync Marketing Lists" feature in Step 1
    7) Sync the new Cazoomi Marketing List(s) which will now marry to the existing Constant Contact List(s) as they now match on name
    8) Now that the Cazoomi Marketing List(s) in Salesforce match Constant Contact List(s) any new record on both sides will sync over and keep in sync

    Hope that helps,

    ~Clint
    @cazoomi