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Constant Contact for Salesforce Integration QuickStart Guide for Consultants and Agencies

Are you a start-up, nonprofit, small business, or an enterprise working with an in-house Salesforce expert?

If so, let's see how we can get you set up in just a few minutes.  If you need any assistance, our 24/7 Support team can hop on a call as well.

Need a more in-depth guide? Check out How to Set Up Your Constant Contact for Salesforce Setup Integration (with Features).

Salesforce Supported Editions

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

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 not supported by SyncApps.

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

How to Choose the Best Pricing Plan for Your Needs

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

Basic Plan: Get your business started with our easy point and press integration to save time integrating every 5 minutes.

Professional Plan: Real-time (2 min) and Flexible Sync interval and all features.

Enterprise Plans: Day of the week and Flexible Sync interval and scheduled phone support.

If managing multiple clients grab our Enterprise Plan which will allow any agency or consultant to set up unlimited integrations for your clients.

How to Get Started with Your Constant Contact for Salesforce Integration:

Create your own Constant Contact for Salesforce integration in just a few minutes:

Step-by-step instructions as you go: Once you have created a Set Up from your dashboard and are in Step 1 of setup if you have any questions, be sure to hover over the little green "i"s or SyncNotes, by the integration points to understand each feature.

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

IMPORTANT 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 your page layouts for Contacts and Leads in Salesforce.
  • Built-in compliance with FINRA and SEC archived email requirements for financial advisors, brokers, and hedge fund or institutional managers. A copy of each email sent is attached in Salesforce for archived email compliance purposes.
  • Every Salesforce record that flows via SyncApps to Constant Contact lands in the Main List, always, even though it segments into other lists by using Step 1 Campaign as List feature or Step 5 Filtering and Segmentation features.

Best Practices for Setting up Your Constant Contact Integration in a Trial!

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Note: If you use both Leads and Contacts, please create 2 Set-Ups from your SyncApps Dashboard for both object types, Leads & Contacts.  If you use Salesforce Accounts, select Accounts as the object type. If using Person Accounts then SyncApps will detect this when you authenticate changing the Account to Person Accounts naming convention.
  1. First, head to Salesforce and create 1 Salesforce Campaign or List View for testing purposes.  If you want to use our Filter & Segmentation feature in tandem with each Salesforce Campaign selected, just make sure to only use at least 1+ test Salesforce Contact, Lead, or Account records, of which some meet your criteria for the trial usage. 
  2. After placing your email or a few Contacts, Leads, or Accounts into the Salesforce Campaign or List View you've just created, head over to SyncApps and select your test Salesforce Campaign or List View in Step 1 of your integration. Or if you use a Filter, you can further pull specific records from the specific Salesforce Campaign selected in Step 1 of your Set Up.
  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. This translates to each user 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 as the Main List named in Step 2 of your integration.  SyncApps can create the list automatically for you, or you can do it manually. You need this list 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. Keep pressing Next until Step 5, then press “Finish.”
  5. Next, on your Set-Up page Press "Sync Now."
  6. Head back over to check your Constant Contact Lists for the 1 Salesforce Campaign or List View synced from Salesforce which creates its own Constant Contact List.  The Main 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 test email which needs to be either a Lead in Salesforce for a Lead Set Up or a Contact in Salesforce for a Contact Set Up.
  7. Now that you are in Constant Contact, create and Send an Email Campaign to your own test email on the List which you have just synced to test how the marketing metrics flow back from Constant Contact to Salesforce.
  8. Once you have sent the Constant Contact test email, head back to your Set-Up 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 you just sent, and then press Save.
  9. Once on the Set-Up page, press "Reset Sync Process and Sync Now."
  10. Head back to Salesforce and 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 is 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 and Scheduling is available on both free trials and paid plans. Our 4 weeks Free Trial is packed with all our platform features with unlimited records to sync to maximize your testing using SyncApps.

Start your free trial here!

Once your testing is completed, you can remove the settings for testing and keep the features needed like Campaigns, List Views, Field Mapping, Filtering, and Scheduling.

CONTACT Layout Example:

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Enabling the Sync Campaign Response feature is needed in Step 1 of your Set-Up before fields are automatically created by SyncApps.

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

Check out how to sync back the metrics to your Accounts Layout here.

How to Edit Salesforce Layouts

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

How to Do Event Marketing (Event Campaigns) in Constant Contact:

A Salesforce campaign will be created for each Constant Contact event within the last 90 days.

Need to see how to create an Event in Constant Contact?  Check out this 3-minute video:

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 the Contact or Lead already exists in Salesforce, then the Event is simply a Campaign on their Salesforce record.

If you sync Event Campaigns, please note SyncApps will sync to Salesforce the following: Registration Date, Registration Status, Payment Status, and Guest Count all into the "Email Events" field only if "Use Separate Custom Fields for Event Marketing Fields" is not checked. SyncApps will automatically create the field called "Email Events", so please place this field on the Campaign History Layout.

  • 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 Order Total is mapped to a custom field on the Campaign Member layout.

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

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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, the actual field mapping for the questions on your Constant Contact form can be done in Step 4 of your Set-Up 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

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If you need to migrate Campaign Emails sent, beyond a rolling 90 days, please contact our support today to enable this feature on your plan.

Get more inspiration -- learn how one Salesforce Partner implements this solution on our blog.

Salesforce layouts check:

Drag Campaign CazoomiId into the Email Campaign Page Layout

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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, URLs Clicked.

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The Campaign metrics fields placed in Campaign History layout (related lists) + Email Events, URLs Clicked or essentially links the subscribers clicked on in the email sent from Constant Contact integrated back into Salesforce upon each scheduled sync.

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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 of an email campaign
  • Sent: If the recipient is a member of the Email Marketing Campaign and none of the above statuses applied.

Need Some Help with a Human Touch?

Check out the options below on how you can contact our support team and find the answers you need to help you with your SyncApps integrations. 

Help Center & Email is 24/7 to support@cazoomi.com | Live Chat & Phone is scheduled 

FAQs 

Check out these Help Desk articles for answers to frequently asked questions. 

Get Started | Login Issues | Pricing

Be sure to see one customer's story on how SyncApps helped them save 13 days per year of manually importing/exporting data!

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