Thanks for stopping by to check out our article in which 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.
Before setting up the integration or Sync Profile in SyncApps, you can also start with this process where you'll create a Salesforce Campaign for testing or live then place at least a few Contacts or Leads in it with the email address using the native email address field or if using the Preferred email field.
Why is it best practice to use Salesforce Campaign/List View especially when doing a test or managing lists in Constant Contact?
- Using Salesforce Campaign will only limit the number of Contact or Leads that will be synced over to Constant Contact, especially when doing testings and use-cases.
- Each of the selected Salesforce Campaign/List View in Step 1 of the integration or Sync Profile will be created as an email list in Constant Contact so that you can send a test email blast (Constant Contact Campaign) to it.
- List segmentation in Constant Contact for better-targeted email blasts.
Step 1: Create a Campaign or List View
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 to 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 an Integration Setup or Sync Profile as we call it
A Set Up or 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 Set Up or Sync Profile, you have to input your Salesforce credentials first. Tap the "Authorize Salesforce Account" so that SyncApps can then connect to your Salesforce Account.
1.2 Object Type to Sync
Next is to select “Object Type to Sync”. SyncApps only syncs 1 Object Type per Set Up or Sync Profile, so if you have to sync 3 Object Types, then you will need to create another Set Up or 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(s) or List View(s) and Update
If you already have a Campaign or List View (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 Campaigns 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 addresses, phone numbers, etc. If you want to sync the standard email “Opt-Out" field, be sure that the Email Opt Out field is visible on Salesforce Account. This allows unsubscribes 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 the “Email Opt Out” field and simply drag it 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 the “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: Main List (How to Manually Create Main List)
The "Main 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.
For example, if you're selecting multiple Campaigns or List Views in Step 1 of the integration setup, those will be created into segmented lists in Constant Contact with their list members, at the same time, list members from those segmented lists will also be placed in the specified "Main List".
1.1 Constant Contact, Contact, Email List, and Add Main 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 “Main List”.
1.2 SyncApps, Step 2, Constant Contact, Main List, Next
Back to your “SyncApps” account, in “Step 2” of your Set Up or Sync Profile which is the “Constant Contact” tab, head over to “Main List” and key in the “Main List” you created over in your “Constant Contact” account. Then, simply tap “Next” till “Step 6”.
Step 5: Sync Now
The “Sync Now” button allows SyncApps to integrate your customized integration. Please note that if you’re currently/manually editing your Set Up or 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
Integration run is completed? Great! This step is just to check your Constant Contact List if the “Campaign”, which you created in Salesforce, and the “Main List” name you’ve input in step 2 of your Set Up or 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, Set Up or Sync Profile, Profile Name
Log back into your “SyncApps” account, tap “Set Up or 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 Set Up or 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”. Before doing the Reset and Resync, login to Salesforce first and set up the Campaign layout - Getting Started with Campaign Layout Fields in Salesforce
1.3 Step 2, Campaign Response Sync Selection, Select Specific Campaigns To Sync
In “Step 2” of your Set Up or 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 Set Up or 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 “Set Up or 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 Set Up or Sync Profile Successfully made!
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