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Remove Inactive Or Deleted Customers From Constant Contact For QuickBooks Online

 

How to remove inactive or deleted Customers from Constant Contact for QuickBooks Online?

Do you want to get rid of those unwanted emails or inactive contacts in Constant Contact?

Here's how you do it.

First, you need to head to Step 1 of your Set Up and select "Remove Inactive/deleted Customers from Constant Contact".

If a Customer is made inactive, SyncApps will remove the email address from Constant Contact.

Once this selection is chosen don't forget to Save, Reset Sync Process, and Resync.

Don't worry as you will not lose your previous settings in your Set Up. SyncApps will only sync modified data between applications.

Get the right Contacts with specific email Campaigns to Constant Contact:

You will need to enable the Filtering and Segmentation feature in Step 4 of the Set Up.

If you want to filter out the specific contacts, let's say these contacts' Company Name contains "ABC". Set the filter to:

Company name > Contains > ABC

Once this is set then this will filter out contacts from QuickBooks Online with ABC Company name and will create a list in Constant Contact under the Specific Main List.

If you want to add more segments to your Filter, just tap "Add a new Segment" then this will create a separate list in Constant Contact. Just the same procedures above when setting up criteria.

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 have to be scheduled in advance.  

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