Managing Custom Fields in Constant Contact

Hey there, thanks for stopping by!

If you are here then you’ve probably been having a bit of trouble setting up your own Sync Profile with SyncApps, right?

Well, you’ve come to the right place!

 

Granted, the process does seem a bit tricky, but with the right guidance, it really can be a walk in the park.

So stick around and let us walk you through this painless process.

What we’ve done is put together an easy-to-follow step-by-step guide that will ultimately enable you to sort out your main issue as well as other queries, such as:

  • Which custom fields specifically in Constant Contact can be mapped in Step 4 of your Sync Profile
  • Which custom fields created in Constant Contact do not show up over in SyncApps Constant Contact Field list even after refreshing fields.
  • How to see the Constant Contact custom fields in the additional field mapping while trying to map custom fields in both systems. This could be giving you problems even after refreshing so that the newly created fields do not show up.
  • What to do when Fields are being displayed with Standard Naming in Cazoomi (custom_field_1-- custom_field_15) but not with the name you used to create in Constant Contact.
  • How to import Custom Fields from the signup form, back to the Contact/Account/Lead/Targets
  • What to do when a Custom Date Field you named "Subscribed Date" in Constant Contact is not available in the Cazoomi Field Mapping Section to map it to Salesforce.
  • How to change the labels of the custom fields when performing the field mapping as you set up a SyncApps profile (example: instead of using Custom Field 01, Custom Field 02, Custom Field 03, you want to customize it to your liking, for example using labels like Channel for custom field 01, and Record Type for custom field 02)

Well, we heard you, and we’ve got answers to these questions and more.

Don’t worry; it’s really not that complicated.

We want to take you through a step-by-step process. Trust me; it’s going to be a breeze after this.

Let’s start off with mapping back Bounce Reason and Bounce Date to CRM.

You can do this in Step 4 as Text Field Typed and Date Type using an existing field.

Try changing your field on the Salesforce side to a Text field to capture "Bounce Reason" which is text type in Constant Contact.

Do you prefer to use a Custom Unsubscribe field in CRM?

If you do, then that’s fine, just call our 24/7 support and our team will instantly turn this feature on to map in Step 4 today. Simple, right?

 

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It gets even better.

Check this out.

You can also choose to do Additional field mapping or not.

We’ve made it easy for you by mapping the Basic Contact fields including Email Address, Name, Address, Company Name, and Phone.

 

This makes it convenient.

Here’s another interesting bit.

Do you wish to use Custom Fields in Constant Contact?

No worries, we’ve got you covered! Listen to this - 15 custom fields for you to choose from! Now that’s a whole lot to choose from, which is great.

However, if you choose to add a custom field in Constant Contact, it will not add any functionality to the 15 already available Custom Fields that the current constant Contact API allows.

In Constant Contact, only 15 Custom Fields are allowed.

However, it’s not all gloom and doom for those willing to add since you can map the 15 fields to match your fields in CRM.

In order to get this rolling, this is what you need to do:

Here are the steps:

  1. Add a new Custom Field and name it Custom Field 1
  2. Add a new Custom Field and name it Custom Field 2 and continue as needed

 

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When doing all this, make sure you jot each field label (COMM STEM = Custom Field 1) down to be used in your Sync Profile.

This will help map the 1-15 custom fields available to your CRM field(s).  You will need them as Constant Contact only supports the naming of custom fields 1-15 as shown above.

 

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Did we answer your question? I hope we did.

Have you tried setting up your own Sync Profile with SyncApp?

Let us know if you hit any more snags by emailing us at support@cazoomi.com. We are ready 24/7 to answer all your questions.

 

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