Remove Inactive or deleted Customers from Constant Contact for Quickbooks Online

Wanting to get rid of those unwanted emails or inactive contacts in Constant Contact? Here's how you do it:

Head to Step 1 of your Sync Profile 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.

 

https___syncapps_cazoomi_com_sync_profile_edit_profileId_999300726_step_config_qbo_wizardId_f0d9f9d8_19a3_48a2_808d_5e2b335977131517583943784.png

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 Sync Profile.

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

 filter.png

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 Master List.

If wanting to add more segment on 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.

Have more questions? Submit a request

Comments