Full Sync

(2022 onward plans, all Add-Ons are included in Steps 1 & 2)

The Full Sync is applicable to CRM and eCommerce platforms and can be used in our trials and plans. The CRM must have List integration to be able to use Full Sync.

If done in Step 2 of the Set Up, hit next to save the configurations.

Read more about how the Full Sync Feature can automate your contact management today in our article here.

The Full Sync can be scheduled to Manual, Daily, or Weekly.

It allows you to keep your systems trued up with ease.

Step 3: Field Mapping  

Field Mapping is optional. Basic fields such as Email Address, Name, Title, Address, Company Name, Phone, and Email Opt Out are already pre-mapped even if you haven’t enabled this Step 4. Otherwise, if you have more additional fields to map, then you’ll have to set these fields up in Step 4.

Under More Options in Step 4, you can override the standard fields and more. Check it out.

Managing your Constant Contact fields is super simple! Please see the link below for more information on how to do it:

Managing Constant Contact Custom Fields

Step 4: Filtering and Segmentation  

This is one of our most powerful features, which is why most of our subscribers use it intensely. For example, if you have thousands of records in Salesforce and only want to pull out the records with specific criteria, only these records will be synced to your Constant Contact Lists.

Please have a look here for more information on how it works.

Filtering and Segmentation Guide

Step 5: Sync Scheduling  

Finally, the very last step. You can select the time when you would like to sync your data automatically.

Sync Scheduling Guide

Tap the Finish button and then Sync Now. 

This is all you need for the basic Constant Contact for Salesforce integration. If you want to go more in-depth, check out the additional options and features you can use.

Additional Options and Features You May Want to Add to Your Constant Contact for Salesforce Integration

Want to use a Campaign or List View to Sync Campaign and List Members to Constant Contact? Select this feature

Why do you need this feature? This will help you segment your Salesforce Campaign(s) or List Views into Constant Contact and will also help you if you target specific Constant Contact Lists.

• An Email List will be created in Constant Contact for each Salesforce Campaign or List View. So if the name of the selected Salesforce Campaign/List View is "Bay Area Subscribers," the name of the Constant Contact list created by SyncApps will also be "Bay Area Subscribers."
• Whenever new Contacts or Leads are added to that selected Salesforce Campaign(s)/List View(s), these will also be added to their corresponding lists in Constant Contact whenever the sync is scheduled to run.
• Are you using Person Accounts? SyncApps will know that your Salesforce instance uses Person Accounts, so please select the Account Object Type in Step 1 to sync.

• Are you not using Salesforce Campaign(s) or List View(s), but do you need to segment your Salesforce records in Constant Contact? Use our Filtering and Segmentation Feature in Step 4 of the Set Up.

If you use Campaigns, select the feature to sync all Campaigns or select specific Campaigns to test out from Salesforce to Constant Contact.

Using this feature to select specific Salesforce Campaigns to create Lists in Constant Contact will limit those Salesforce Campaigns flowing over to Constant Contact for testing purposes.

After you are finished testing, uncheck your specific Salesforce Campaigns. SyncApps will sync all active Campaigns in Salesforce to Constant Contact Lists from then on.

• If no Salesforce Campaign is selected, then all active Campaigns will be synced to Constant Contact.

Please also note that SyncApps only syncs a Campaign with Campaign Members to Constant Contact.

• Only the Campaigns under the specified Campaign Record Type Label will be synced.
• Campaign Record Types are available under Settings Icon > Setup > Object Manager > Email Campaign > Record Types.
• Salesforce Campaigns with the specified Campaign Record Type Label here will not be included during the sync. Use a comma as the separator.
• Example: Campaign 1, Campaign 2, Campaign 3.

If you create a test Salesforce Campaign, be sure to place a few Contacts or Leads records in it and mark it as "Active."

Use Salesforce Checkbox Field(s) for Constant Contact List Segmentation

Why do you need this feature? You can automate your email lists to reflect your CRM records with our Checkbox Fields for Segmentation feature. This feature lets SyncApps sync any CRM Checkbox Fields on your Lead or Contact records to Constant Contact Lists.

Want to Track the Marketing Metrics Such as Opens, Clicks, and Bounces Back to Salesforce from Your Constant Contact Campaign(s)? Select this Feature

Why do you need this feature? Enabling this feature will allow you to sync Constant Contact Marketing Metrics back to Salesforce, such as Opens, Clicks, Bounces, and Links Clicked.

• First, you will need to enable this feature in Step 1 of the Set-Up and select the "Campaign Response Sync Mode", then tap Next and wait until the screen shows up in Step 2 of the Set-Up.
• Next, log in to your Salesforce Account. Set up the Salesforce layout, which is explained in this Help Center article: Campaign Layout.
• Different types of Campaign Response Sync Modes exist, so set it up based on your preferences.

Sync Constant Contact Events (Use Eventbrite and see our integration here)

EventSpot has been retired by Constant Contact, effective June 1, 2024. Read more here.

Do you still need to use Events with Salesforce? Try out Eventbrite with Salesforce today to replicate what your team was doing with EventSpot now.

Eventbrite and Salesforce Integration

--------------------------------------------------------------------------------------------------------------------Check out the steps to bring your Event Campaigns, virtual or on-site events, back to Salesforce as Campaigns to track your registrants and any attendee information that is needed for your organization.

Step 1

After selecting the Constant Contact V2 API method of Authentication, choose "Sync Constant Contact Events" to get started. 

Salesforce Campaign Members are created from Constant Contact Event Registrants.

In Salesforce, an Email Campaign type is created for each Event from Constant Contact, yet this can be changed in Step 1 of your Set Up to match your Event Type in Salesforce if needed.

By default, SyncApps syncs the Registration Date, Registration Status or RSVP Status, Payment Status, Guest Count, and Payment Total all into the "Email Events" field if "Use Separate Custom Fields for Event Marketing Fields" is not checked in Step 1 of your Set-Up. 

Some rules around Events (Event Campaigns) in Constant Contact:

• A Salesforce Campaign will be created for each Constant Contact event within the last 90 days. When you create an Email Event in Constant Contact, the registrant, if not in Salesforce as a Lead or Contact, will be automatically created, and the Event is a Campaign on their Salesforce record.
• If the Contact or Lead already exists in Salesforce, then the Event is simply a Campaign on their Salesforce record.
• If you sync Event Campaigns, please note that SyncApps will sync to Salesforce the Registration Date, Registration Status, Payment Status, and Guest Count all into the "Email Events" field only if "Use Separate Custom Fields for Event Marketing Fields" is not checked. SyncApps will automatically create the "Email Events" field, so please place this field on the Campaign History Layout.
• If "Use Separate Custom Fields for Event Marketing Fields" is checked, SyncApps will automatically create each separate field, so please place each field on the Campaign Member Layout. Field mapping is not needed in Step 4 unless Order Total is mapped to a custom field on the Campaign Member layout.
• If "Allow mapping Event Registrant details to Campaign Member custom fields" is checked, you can map the new custom fields to Salesforce you created in Step 4 for the Event created in Constant Contact.
• If you need to migrate Campaign Emails sent beyond a rolling 90 days, please upgrade to our Enterprise plan.

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Don't Want to Sync Contacts, Leads, or Accounts to Your Constant Contact List? Select This Feature

• Enable this option if you want to sync only new or existing records from Constant Contact. This is a one-way sync, meaning that records from Constant Contact will be integrated into Salesforce, not vice versa.

Want to Create a New Record If an Email Address Is Updated in Salesforce Instead of Just Updating the Email Record in Constant Contact? Select This Feature 

• If the use case below happens a lot on your team, then you could benefit from using this feature that always creates a new record in Constant Contact instead of editing the existing email record. By default, SyncApps updates Constant Contact when you edit any Salesforce record’s email and does not create a new record in Constant Contact to preserve the email marketing history of the contact.

Example:

1. A Salesforce record is entered and then synced to Constant Contact.
2. On the next email blast, it hard bounces, and Constant Contact writes back to your custom “hard bounce” field in Salesforce as TRUE.
3. A Salesforce user sees this and notices that it likely bounced because of a typo in the email address. The user fixes it in Salesforce.
4. The Sync seems to correct the email address in Constant Contact, but no new record is created; it simply uses the same record. And because this record is CLEANED (hard bounced in Constant Contact), the corrected email address can never be mailed.
5. We now have a situation in Constant Contact where we have a clean record displaying a valid email address.

Sound familiar? Then this option is for you.

Want to Unsubscribe Contacts, Leads, or Accounts from your Constant Contact Main List If a Record Unsubscribes/Opts Out in Salesforce? Select This Feature 

• If the Contact or Lead Email Opt Out (HasOptedOutOfEmail) checkbox is checked in Salesforce, the email address will be unsubscribed from Constant Contact, and the opted-out record will also be removed from that Constant Contact List.
•  If this option is not checked, it will be considered Opted-Out Contacts, Leads, or Accounts and will be ignored (Opt-Out is not synced to Constant Contact). What happens here is that the record is Opted Out in Salesforce but still Opted-In in Constant Contact.
• The record should be synced first initially as "Subscribed" from Salesforce to Constant Contact so that SyncApps can be able to cache the record(s); then, if they unsubscribe from the Salesforce side, SyncApps can update the subscription on the Constant Contact side of those certain record(s).

Opted-Out from Salesforce to Constant Contact default behavior 

• By default, records that have opted out in Salesforce will not sync with Constant Contact. If a record in Salesforce is already present in Constant Contact and they have opted out, we will not update it.

Unsubscribed from Constant Contact to Salesforce default behavior 

• If a record in Constant Contact has unsubscribed, we will mark them as opted-out in Salesforce if they already exist in Salesforce. However, if the contact doesn't exist in Salesforce yet and is unsubscribed in Constant Contact, we won't bring them over to Salesforce.

Need to Remove the Contact, Lead, or Account record(s) from Your Constant Contact Main List If the Record(s) Is Deleted in Salesforce? Select This Feature

• SyncApps will remove the email address from your Constant Contact Main List if a Contact, Lead, or Account is deleted in Salesforce.
• Would you like to remove the record on a matching list when using the Salesforce Campaign(s) / List View(s) sync feature? Grab our Full Sync now! How does Full Sync work?

Are You Converting Leads in Salesforce into Person Accounts / Contact Types and Want that Lead Record to be Removed in Constant Contact? Select This Feature

• If this option is checked when a Lead is converted to a Contact, the Lead email address will be removed from the SyncApps internal caching system so that if you have a Contact Set Up, it will then be synced as a Contact record to Constant Contact.
• Need to understand more about how converted Leads with SyncApps work? Check out the use case here: How do I sync Salesforce Person Accounts to Constant Contact list(s)?

Delete Records With a Blank Email Address in Constant Contact 

• If this option is checked, when a Lead or Contact that has been previously synced is updated with a blank email address in Salesforce, the Contact will be removed in Constant Contact.

Need to Store Other Email Address Fields in Constant Contact? Select this Feature 

How Should Your Data Flow from Constant Contact to Salesforce? 

Which Type of Record Would You Like to Create in Salesforce for New Records? 

• Select which Salesforce Object Type to create when a new subscriber is in the Constant Contact Main List.
• If no Object Type is selected, then SyncApps will use the selected Object Type (Object Type to Sync).

• SyncApps will set the "Company" to "Individual" on Lead creation by default in Salesforce.

Create a New Contact or Lead in Salesforce Even If a Matching Email Record Exists for Either 

• Enabling this feature will allow SyncApps to search only for duplicates on the same object type as the "New Subscriber Object Type" and create a record.
• Example: If a record already exists as a Contact and you select Lead as the new subscriber object type, SyncApps will ignore the duplicate and will create a new Lead.

Do Not Create a New Account If the Contact's Company Name Account Cannot Be Found in Salesforce

• Create a new Contact or Lead in Salesforce even if a matching email record exists for either

Need to Sync Records Even If the First Name or Last Name Is Blank? Select This Feature

• If syncing new Contacts / Leads from Constant Contact and the First name is blank, Salesforce will automatically reject the record to be created if you require the First Name field is a required field.
• By default, the last name is a required field in Salesforce. If this field is blank, the record will not be synced and throw an error.  Enable either option that matches your Salesforce record creation rules to avoid this.

If done in Step 1 of the Set-Up, hit next to save the configurations.

Sync Contacts from Specific Constant Contact List(s) to Salesforce 

• Once this feature is enabled, then all or specific Constant Contact email list(s) Contacts aside from your specified Main List in Step 2 of the Set-Up will be synced back as a new Contact(s), Lead(s), or Customer(s) back to your CRM, Accounting, or Financials.
• This means that any email sent from Constant Contact to a record in your Main List will always flow back to CRM, yet unless you have checked the "Sync from specific Lists" feature, the records sent to Campaigns outside your Main List will not flow back to CRM as the Campaign is not sent to that List or its records.
• Choose this feature to bring back records and Campaigns outside your Main List to each specified List you choose.
• Check out this article to see how it works in detail.

Sync All Constant Contact Campaign Recipients 

• Enabling this feature will sync Constant Contact Campaign Recipients that are not in the Main List and will be created as new records in your connecting CRM / Financials Software if the record does not exist at the time of sync.
• If Campaign Response Sync Mode in Step 1 of the Set-Up is "Create Salesforce Campaign" or "Create Salesforce Campaign + Activity," new records will be created as Campaign Members under specific Salesforce Campaigns, and records will also be placed in the Contacts / Leads.
• If Campaign Response Sync Mode in Step 1 of the Set-Up is "Create Activity," then SyncApps will place the new record in the Contacts / Leads in your connecting CRM / Financials Software.
• If the record already exists in your connecting CRM / Financials, SyncApps will match to that record instead of recreating a new one to prevent duplicates.

Campaign Response Sync Selection (Marketing Metrics)

• You can use this feature if you want to integrate all your Constant Contact Campaigns back into Salesforce.
• To integrate specific Email Campaigns into Salesforce, choose this feature for Select Specific Campaign to Sync.

On a trial, doing some testing? Try this! 

Once selected and after sending an Email Campaign, you will need to come back into SyncApps to edit this Set Up and select the Constant Contact Email Campaigns you would like to sync back to Salesforce.

• If you want to “Select Specific Campaigns,” tap the button, and it will show you all the Campaigns.

For more options, tap "More Options." If you want to learn more about the features, hover over to the SyncNotes tooltips.

More Options in Your Constant Contact for Salesforce Integration

Want to Remove Records from Your Constant Contact Lists When They No Longer Meet the Segmentation Criteria in Step 1 or Step 5 (Filtering and Segmentation) of the Set Up? Select This Feature

• Just so you know, using this feature will delete the record from all Lists in Constant Contact. If this feature is not selected, then Full Sync will remove the records from Constant Contact Lists that are being synced, not any others, as the contact is not fully removed from Constant Contact.

Do Not Sync Unsubscribed Emails Status to Salesforce

• By default, SyncApps will set the opted-out status in Salesforce for unsubscribed emails. Please check this checkbox if you do not want unsubscribed email status to be synced.

Do Not Filter Role Email Addresses

• By default, SyncApps will not sync email addresses like info@domain.com, and support@domain.com. If you want to sync these email addresses, you can use this feature.

Do Not Sync Physical Address Data to Constant Contact

• Address data is a required field, so if it's left blank, it will return as an error, and the record will not be synced. Check this option if you do not need to address data in Constant Contact.

Do Not Sync Company or Account Name from Salesforce 

• The Company or Account Name is mapped by default. Enabling this feature will disable the mapping.

Do Not Sync Contacts from Constant Contact to Salesforce (One-Way Sync)

• If you want the records to flow from Salesforce only and not add records from Constant Contact, you should check this option; One-Way Sync.
• This feature will work well if you are trying to prevent creating contacts in Salesforce when a record is in Constant Contact. This feature only prevents records from syncing to Salesforce, yet if the record was sent an email from Constant Contact and is already in Salesforce as a contact, it will be created as a Campaign Member only, and all metrics will be tracked.

Retrieve the State Name Instead of the State Code 

• Enable "State and Country Picklists" in Salesforce will require entered data to match picklist values, which is the state name. SyncApps retrieves the state code ( or State abbreviation ) for Constant Contact by default. This option can be checked to retrieve the state name instead.

Sync All Active Contacts, Not Just Those in the Specified Constant Contact Main List

• By default, SyncApps only retrieves new Contacts from the specified "Main List." Please check this option if you want to sync all active Contacts in your Constant Contact account.
• If this option is checked, SyncApps will retrieve all contacts in Constant Contact and sync to Salesforce, creating new Salesforce records if the email address does not exist in Salesforce. If some of the records already exist, they will marry, meaning they will connect instead of recreating new records. 

Need Some Help with a Human Touch? 

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.

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