Constant Contact for Salesforce Integration

Are you a start-up, non-profit, small business or Enterprise working with a Salesforce expert?  

Salesforce supported editions

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

Supported "Built on Salesforce" software: PatronManager, Raiser's Edge, Apto, Propertybase and Navatar.  Nonprofit Success Pack™ (NPSP) is also supported.

Due to restrictions on Salesforce Essentials & Professional Editions, the ability to look-up Salesforce information and post back from applications requires adding API access to your Professional Edition organization.  Salesforce Essentials does not use the API and is thus not supported by SyncApps.

To enable the API, please call, chat or email your Salesforce rep today!

Pricing:

We have 3 plans to meet all requirements of Salesforce and Constant Contact subscribers: 

Free Plan: 1 integration for Leads, Contacts or Accounts scheduled every 24 hours.  If needing more features on your Free Plan, we have Add-Ons to meet every requirement for less than the price of a Netflix subscription!

Please see our Add-Ons to add features and functionality to your Free Plan today for only $9.99/month!

Professional Plan: Down to 6-hour scheduling and all features for $49.99/month. 

Enterprise Plans: Real-time integration for $99.99/month and scheduled phone support. 

Getting Started: 

Create your own integration in just a few minutes.  See how to do it in this brief 3 min., video.

 

How_to_Integrate_Salesforce_with_Constant_Contact.png 

Once you have created a Sync Profile (don't worry it is simple to do after a quick view of the video above) from your dashboard and are in Step 1 of setup, if have any questions be sure to hover over the little green "i"s, SyncNotes, by the integration points to understand each feature.

Questions? Contact our 24/7 support team who can quickly guide you on any feature or your requirements.

After selecting the major features you want for your integration in each Step, be sure to take a look at one specific setup step in Step 1, if you select the feature for syncing back Campaign metrics from Constant Contact.

NOTES:

  • When 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.
  • SyncApps will automatically create the fields once you select "Sync Campaign Response" in Step 1 of setup and press "Next" or "Save."
  • Feel free to head over to Salesforce to drag the fields into each into your page layouts for Contacts and Leads in Salesforce.
  • Constant Contact Autoresponders are not yet supported in their v2 API.

Best practices for setting up your Constant Contact integration in a Trial!

Note:

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

  1. First, head to Salesforce and create 1 Salesforce Campaign for testing purposes.  If wanting to use our Filter & Segmentation feature in tandem with each Salesforce Campaign selected just make sure to only use at least 100 test Salesforce Contact, Lead or Account records, of which some meet your criteria for the trial usage which will pull the first 100 good records to sync on initial sync over to Constant Contact. For testing, we will use our own test email, cw@cazoomi.com, which is a Salesforce Contact and easy to review for testing purposes in both Salesforce and Constant Contact. 
  2. After placing your email or a few Contacts, Leads or Accounts into the 1 Salesforce Campaign you've just created, next head over to SyncApps and select your test Salesforce Campaign in Step 1 of your integration. Or if using a Filter, you can further pull specific records from the specific Salesforce Campaign selected in Step 1 of your Sync Profile (If adding Salesforce Person Accounts, please review link)  
  3. Be sure the "Email Opt-Out" field is visible on the Salesforce Account, Contact or Lead page layout.   This allows for easy testing of unsubscribes from Constant Contact. SyncApps also allows unsubscribing from CRM to Constant Contact, so this feature makes it easy for Sales to unsubscribe those in CRM which translates to each being unsubscribed from Constant Contact if the "Email Opt-Out" field is checked manually.
  4. For testing purposes head back to Constant Contact to create and use an empty List in Constant Contact to integrate to as the Master List named in Step 2 of your integration.  SyncApps can create the list automatically for you, or you can do it manually. This list is needed to keep all Contacts in Constant Contact in sync no matter which List they are a part of when using SyncApps integrations.  Press Next to move to Step 3 and keep pressing Next until Step 5 then press “Finish.”
  5. Next, on your Sync Profile page Press "Sync Now."
  6. Head back over to check your Constant Contact Lists for the 1 Salesforce Campaign synced from Salesforce which creates its own Constant Contact List.  The Master List will now contain the records you placed into the Salesforce Test Campaign or those records from the Filter you are testing against the Salesforce Test Campaign.  For easy testing just test your own email which needs to be either a Lead in Salesforce for a Lead Sync Profile or a Contact in Salesforce for a Contact Sync Profile.
  7. Now that you are in Constant Contact, next Create and Send an Email Campaign to your own email on the List which you have just synced for testing how the Campaign Responses or marketing metrics flow back from Constant Contact to Salesforce.
  8. Once you have sent the Constant Contact test email head back to your Sync Profile and press Edit. In Step 1 of the integration select Sync Campaign Responses and then select the “Create Salesforce Campaign” feature or Activities, Notes. Please note that when the feature “Sync Campaign Responses” is selected we automatically create the Constant Contact email metric fields in your Salesforce for marketing metrics like Opens, Clicks, Bounces, Links Clicked, and more.  You just need to place each on the Salesforce layout for Contacts and Leads. Next, move to Step 2 and select the Specific Email Campaign to Sync feature in Step 2, choose the Email Campaign just sent & press Save.
  9. Once on the Sync Profile page please press "Sync Now."
  10. Head back to Salesforce to check the Salesforce record's Campaign History to see all metrics on the record (Opens, Clicks, Bounces, Forwards, URLs clicked or Email Events).
  11. Double check, if needed, to make sure all fields are dragged onto the Campaign layout which are created automatically by Step 1 when you’ve selected the “Campaign Responses” feature.
  12. Check your Sync Dashboard and select Reports to review details of each Sync run test.

    Note: Sync on Demand is available in the Free Trial with Scheduling available on paid plans. Our 2 weeks Free Trial is packed with all the Enterprise Plan Feature with unlimited records to sync to maximized your testing using SyncApps.

    Once your testing is completed, you can remove the settings for testing and keep the features on it needed like Campaigns, Custom Field Mapping or Filtering.

    See our dedicated page for Constant Contact for Salesforce for all your questions

    Constant Contact Integration Page Hub

CONTACT Layout Example:

Edit_Page_Layout__Contact_Layout___Salesforce___Developer_Edition___Salesforce.png

Enabling Sync Campaign Response feature is needed 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 for more details on this feature...

In Classic Salesforce:

In Lightning Salesforce:

Clint_Wilson___Salesforce.png

SALESFORCE LAYOUTS:

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

  1. Campaign Page Layout: Add Campaign CazoomiId (optional for Enterprise Edition but make sure username has access to the fields)
  2. Campaign Member Page Layout: Add Campaign CazoomiId, Clicks, Bounces, Forwards, etc. (optional for Enterprise Edition but make sure username has access to the fields)
  3. Contact and/or Lead Page Layout: Add Opens, Clicks, Bounces, Forwards to the Campaign History related list. (optional but needed to see the metrics in the Contact and/or Lead layouts.)

Event Marketing (EventSpot) in Constant Contact:

A Salesforce campaign will be created for each Constant Contact event within the last 90 days. When you create an Email Event in Constant Contact, the registrant, if not in Salesforce as a Lead or Contact, will be automatically created and the Event is a Campaign on their Salesforce record.screenshot-reporting.png

  • If "Use Separate Custom Fields for Event Marketing Fields" is checked then SyncApps will automatically create each separate field so please place each field on the Campaign Member Layout.  No field mapping is needed in Step 4 unless mapping Order Total to a custom field on the Campaign Member layout.

EventSpot_fields_2.png

Email_Campaign___Salesforce.pngEmail_Campaign___Salesforce__1_.png

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  • If "Allow mapping Event Registrant details to Campaign Member custom fields" is checked then this means you can map new custom fields to Salesforce you create in Step 4 for the Event created in Constant Contact.

Map_Event_Registrant_Details.pngscreenshot-register.png

The example below is for using Event Marketing with a Constant Contact form to collect answers pre-event in the form of a question.  After selecting Sync Constant Contact Events in Step 1 then the actual field mapping for the questions on your Constant Contact form can be done in Step 4 of your Sync Profile integration.

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  • Allow mapping Event Registrant details to Campaign Member custom fields also means you can map back "Order total" if collecting payments back to a custom field in Salesforce

Event_Registrant_.png

If needing to migrate Campaign Emails sent, beyond a rolling 90 days, please contact us today to enable a paid migration Add-On for this requirement.

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, Email Events 

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," or essentially the links the user clicked on in the email sent from Constant Contact integrated back into Salesforce upon each scheduled sync.

campaign_layout_setup.png

 metrics.png 

Salesforce Campaign Member Status:

SyncApps always update Salesforce Campaign Member Status with the latest status, one of the following:

  • Clicked:  If the recipient clicked 
  • Opened: If the recipient opened
  • Bounced: Email Bounced
  • Unsubscribed: opted out an email campaign
  • Sent: If the recipient is a member of the Email Marketing Campaign and none of the above statuses applied.

 

 

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