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In this article, we will be tackling how to integrate Constant Contact and Salesforce bidirectionally. For this setup, allocate about 15-20 minutes.
All your business data will be synced, without the hours of data entry or tracking down your colleagues. See how to connect Constant Contact for Salesforce simply and intuitively today.
Please Note: Salesforce SyncApps only works with Developer, Professional, Enterprise, and Unlimited Editions. For Professional Edition, you may need to request API access from your Salesforce sales representative. *Lightning Developer, Lightning Professional, Lightning Enterprise, and Lightning Unlimited are supported.
Step 1: Create a Campaign
A Salesforce Campaign is an outbound marketing project that you want to plan, manage, and track within Salesforce.
It can be a direct mail program, seminar, print advertisement, email, or other types of marketing initiatives. For easy analysis, you can organize campaigns of related marketing tactics for your business’ ROI.
1.1 App Launcher & Marketing App
First, open your Salesforce “App Launcher” and simply select the “Marketing” App.
Under the “Campaigns” tab, tap on “New” and fill in the Campaign Information. Then “Save”.
Note that you should check the “Active” checkbox since SyncApps only displays and syncs those active campaigns.
1.3 Creating New (Contact/Lead)
In creating New “Contact”/”Lead”, simply tap on “Contact” or “Lead” tab, tap on “New”, fill in the details, and “Save”.
Figure 1 (Lead)
Figure 2 (Contact)
1.4 Campaign Members
Now that you have set up your Campaign and added some new Contacts or Leads into your Salesforce Account, it is time to Add Campaign Members in your Specific Campaign.
Simply tap on the “Campaign” tab, select your specific Campaign and below, you get to choose between “Add Contacts" or “Add Leads” and select/search those Contacts you wish to add as Campaign Members. Tap “Next” and then tap “Submit”
Figure 1 (Lead)
Figure 2 (Contact)
Step 2: Create a Sync Profile
A Sync Profile refers to the setup of 2 available software applications where one application is synced to another application. This includes all the settings for both applications, including connection configuration, Sync Add-On selections, Field Mapping, and Sync Scheduling. In this case, we are setting up an integration for Salesforce and Constant Contact, our two software.
1.1 Step 1
In “Step 1” of your Sync Profile, you have to input your Salesforce credentials first. It is important to enter your Salesforce Security Token as well so that SyncApps can access your Salesforce.
1.2 Object Type to Sync
Next is to select “Object Type to Sync”. SyncApps only syncs 1 Object Type per Sync Profile, so if you have to sync 3 Object Types, then you will need to create another Sync Profile for each of your preferred Object Type. Object type refers to CRM and eCommerce records like Contacts, Leads, Accounts, Clients, Companies, etc.
1.3 Select Specific Campaign and Update
If you already have a Campaign (the one you did in Step 1), you may check the checkbox for “Sync Salesforce Campaign/List Members to Constant Contact List”, select Active Campaigns to sync, and then tap “Update”. If you haven’t made any Campaign yet, SyncApps will automatically sync all your “Object Type” from your Salesforce account over to your Constant Contact.
Step 3: Edit Page Layout (Email Opt Out Field)
SyncApps automatically maps your default fields such as names, email address, phone numbers, etc. If you want to sync the custom email “Opt Out" field, be sure that Email Opt Out field is visible on Salesforce Account. This allows unsubscribers datum from Constant Contact to be synced in Salesforce. Below is a guide for you.
1.1 Salesforce, Contacts, Setup and Edit Object
Back in your Salesforce account, simply tap on the “Contacts” tab. Next, tap on the “Setup” icon and tap “Edit Object”.
1.2 Page Layouts and Contact Layout
On the left side panel, simply tap “Page Layouts” and then tap on “Contact Layout”.
1.3 Fields, Email Opt Out and Save
On the “Fields” section, find “Email Opt Out” field and simply drag down below in your contact information. Once the “Email Opt Out" field is already dragged down, you may tap “Save”.
1.4 App Launcher, Marketing App, Contacts, Contact Name, and Edit
To make sure if “Email Opt Out” field is now visible, simply tap on the “App Launcher” icon and select “Marketing” as your app. Next, tap “Contacts”, select one “Contact Name” and tap “Edit” just to view/confirm that “Email Opt Out” is now visible.
Step 4: Master List (How to Manually Create Master List)
Master List is where you can find your Salesforce records in Constant Contact. SyncApps can create the list automatically for you, or you can do it manually. This list is needed to keep all Contacts in Constant Contact in sync no matter which List they are a part of when using SyncApps integrations.
1.1 Constant Contact, Contact, Email List and Add Master List
First, you will need to log-in your credentials into your “Constant Contact” account. Next, simply tap the “Contacts” tab and on the left side panel, beside the “Email List”, hit the “plus” icon to add your new “Master List”.
1.2 SyncApps, Step 2, Constant Contact, Master List, Next
Back to your “SyncApps” account, in “Step 2” of your Sync Profile which is the “Constant Contact” tab, head over to “Master List” and key in the “Master List” you created over in your “Constant Contact” account. Then, simply tap “Next” till the “Step 6”.
Step 5: Sync Now
“Sync Now” button allows SyncApps to integrate your customized integration. Please note that if you’re currently/manually editing your Sync Profile, you will have to click the “Reset Sync Process” button before you click the “Sync Now” button. This is so SyncApps will be able to save your customization, and deliver integration according to your preferred customization.
Step 6: See Constant Contact List
This step is just to check your Constant Contact List if the “Campaign”, which you created in Salesforce, and the “Master List” name you’ve input in step 2 of your Sync Profile or created manually in your Constant Contact account is synced or visible over in your Constant Contact account Email List.
Step 7: Create an Email Campaign in Constant Contact
This step is where you create an Email Campaign and send emails on the List which you have just synced. This step will show you how the Campaign Responses or marketing metrics flow back from Constant Contact to Salesforce.
1.1 Constant Contact, Campaigns, Create, Email
In your Constant Contact, head over to the “Campaigns” tab, tap “Create” and tap “Email” to create a new Email Campaign.
1.2 Newsletter Email, Campaign Name, Select Recipients, Schedule/Send Now
Tap on “Newsletter Email” as your Email template, input “Campaign Name”, and then tap on “Continue”. You will now have to “Select Recipients” either from your Email Lists or Segments and then you will get to choose on either to “Schedule/Send Now” whenever you want to send your Email Campaign.
Step 8: Select Campaign Response Mode
Campaign Response, which is the marketing metrics from your Constant Contact Email Campaign, consists of Opens, Clicks, Bounces, Links Clicked, and more. This step is mainly to show you how to “Sync Campaign Response” from Constant Contact to Salesforce.
1.1 SyncApps, Sync Profile, Profile Name
Log back into your “SyncApps” account, tap “Sync Profile” and tap on the “Profile Name” that you’ve created. Next tap “Edit” and then “Next”.
1.2 Step 1 (Sync from Constant Contact to Salesforce), Sync Campaign Response, Select Sync Mode, Create Salesforce Campaign, Save
In “Step 1” of your Sync Profile, under Sync from Constant Contact to Salesforce, tap on the “Sync Campaign Responses” checkbox, tap the arrow beside “Select Sync Mode” and then tap “Create Salesforce Campaign” to select as your Sync Mode. Then “Save”.
1.3 Step 2, Campaign Response Sync Selection, Select Specific Campaigns To Sync
In “Step 2” of your Sync Profile, under Campaign Response Sync Selection, tap “Select Specific Campaigns To Sync” for you to choose which Campaigns you want to Sync. Next, tap on the specific “Checkbox”, tap “Update” and then tap “Save”.
Step 9: Review Salesforce Campaign and Campaign Member (Reset and Sync Now)
This step is mainly to complete step 8 of your Integration. This step will require you to tap on the “Reset Sync Process” button after your customizations/modifications, before tapping on the “Sync Now” button. This is so SyncApps will be able to save your customization, and deliver integration according to your preferred customization.
Step 10: Verify Campaign Members
This step is to verify whether the Email Campaign marketing metrics were already Synced over in your Salesforce Account. Tap on the “App Launcher”, tap “Marketing”, tap the “Campaign” tab, and then the “Campaign Name” which you’ve updated in step 2 of your Sync Profile. Once you tap on the “Campaign Members”, it should show you the marketing metrics from Constant Contact already synced in.
Step 11: Downloading Report
This step mainly shows your Integration Reports. This is for you to see and analyze how your integration went with SyncApps. To view reports manually, just head over to SyncApps, next tap “Sync Profile”, tap your “Profile Name” and below, you’ll see “Sync History”. Tap on the “Details” of your latest modification/customization, then tap “Sync Report”. Lastly, you may tap on the “Click to Download” button.
Step 12: 1 Sync Profile Successfully made!
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