Trying to sync records from Salesforce to your Constant Contact Lists based on Salesforce criteria or reports?
Then this feature is perfect for your team.
Check out a 2-minute video on how segmentation and metrics work.
To start using Checkbox Fields for Segmentation for Constant Contact, you can use existing checkboxes on your Salesforce records or create new ones that will automatically sync to existing Constant Contact Lists.
This feature works with NetSuite, Salesforce, Zoho CRM & Dynamics 365, to Constant Contact!
Once you have these all together, then you are ready to start.
Constant Contact List segmentation is updated on each sync from CRM.
BEST PRACTICE:
If you have existing Lists in Constant Contact with records that need to be synced back to Salesforce Checkbox fields, choose dataloader.io to sync Constant Contact Lists to CRM.
Make sure that the records and the Checkboxes are initially synced from Salesforce to Constant Contact so that we can cache both the records and Checkbox(CRM) and let SyncApps create the email list(in Constant Contact connected to those CRM Checkboxes).
Head to your Constant Contact Main List, and under the Contacts Tab, select the email Lists that you want to take effect on the Custom Checkbox sync.
Manage Email Lists will show the available lists to use as Checkboxes in CRM. The Checkboxes feature will allow CRM to control the placement of Contacts and Leads to their corresponding Constant Contact Lists, as shown below:
In Step 1 of the Set Up, enable the option below, then map the CRM Checkboxes to your Constant Contact Lists. Here are a few points:
- If you enter a new List Name under the "Constant Contact List Name" text boxes, we will automatically create that List Name in Constant Contact.
- If you entered an existing List name, then we will match it to that list and not create a new one.
Salesforce Checkbox Names will depend on what you have on your Contact/Lead/preferred layout. The names of the Checkbox above are just examples.
Need some help?
Check out the options below for contacting our Support Team and finding 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.
Comments