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Constant Contact for Salesforce Setup with Features Explained

 

Hello there, and thanks for stopping by!

Interested in understanding how to put all the Constant Contact and Salesforce integration pieces together? 

We’re here to help! We’ve crafted this article to help you understand how SyncApps works with your Constant Contact for Salesforce.

Before starting, let's take a look at our basic integration setup, as explained here:

Check out some key documentation for Constant Contact for Salesforce integration:

Before setting up the integration, here are some important integration points:

  • Salesforce Classic and Lighting editions are both supported.
  • SyncApps supports all built-on Salesforce AppExchange Apps.
  • Make sure that your Salesforce account is API enabled.
  • Create a test Campaign(s) or records for testing purposes.
  • Create a test Main List in Constant Contact. (This test Main List will be specified in Step 2 of the Set Up where you want your Salesforce records to be synced. Alternatively, you can just enter a non-existing list in Step 2 as SyncApps will automatically create a list that will serve as the Main List per each Set up)
  • Scheduling of a Set Up is available on the Free Trial and Paid plans. (Step 6)

Let’s Get Started!

 

Setting up your Integration

Setting up your "Set Up" (integration) is easy!

See the video below on how to set up Constant Contact for Salesforce.

Setting up your Set Up (integration) is easy! Looking for a Quick Setup Guided Tour

You are now setting up the integration, so we are giving you an EXTRA 2 Weeks Free on us!

Enjoy 4 Full Weeks to test out all your use cases using all our features and integration capabilities.

  • Sync 1 - 1,000,000+ records such as Contacts, Leads, and Accounts sync between Salesforce and Constant Contact.
  • Sync 1 - 1,000,000+ Opt-Outs to and from Constant Contact, which is automatically managed by SyncApps between Salesforce records
  • Sync 1 - 1,000,000+ Salesforce Campaigns/Marketing List/List Views sync for Constant Contact email list segmentation
  • Integrate 1 - 1,000,000+ Campaign metrics sync such as opens, clicks, bounces, links clicked from Constant Contact back to Salesforce
  • Sync on Demand included for easy testing of your integration scenarios
  • Scheduling of a Set Up is available on Free Trial and Paid plans (Step 6)

Pre-Steps

 

Logging into your SyncApps account will land you in the SyncApps Dashboard. Head to Set Ups and once you’ve selected the Set Ups tab, tap the “Create Set Up” button.

Enter any designated name for your new Set Up as your identifier. Then for the Sync Type, select Constant Contact for Salesforce.

Step 1: Salesforce   

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Salesforce Configuration

Select the preferred Authentication Type.

If "OAuth2" is selected, just tap the connect button and enter the credentials.

If the Username and Password option is selected, enter the Salesforce credentials together with your Salesforce security token.

Enter your Salesforce account credentials such as your username, password, and Security Token. Alternatively, you can use the Username and Password as the Authentication type, just make sure that your Salesforce account is API enabled.

A Salesforce Sandbox is a test account type that can be utilized in SyncApps. This will not affect your live or production records when syncing. If you are testing records or requirements and want your production records to remain unaltered, enable this option.

Select the Object Type to use.

You can only use 1 Object Type per Set Up. For example, if you’ll select Contact as the Object Type, then only these types of records will be synced to/from Constant Contact.

Below are more options based on your requirements. 

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

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Why do you need this feature? This will help you segment your Salesforce Campaign(s)/Marketing List(s) or even 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, List View (or Marketing List). So if the name of the selected Salesforce Campaign is "Bay Area Subscribers", the name of the Constant Contact list created by SyncApps will also be "Bay Area Subscribers".
  • Whenever there are new Contacts or Leads added to that selected Salesforce Campaign(s), then these will also be added to their corresponding lists in Constant Contact whenever the sync runs.
  • Are you using Person Accounts? SyncApps will know that your Salesforce instance uses Person Accounts so please select this Object Type in Step 1 to sync.
Note -- only those in the Marketing List, List View, or Campaign that were checked will be synced. If this option is not checked at this stage of setting up the integration, then all Contacts or Leads will be synced.
When using Force.com licenses, try the Marketing List, as it only requires standard Contact and Lead objects. Try our Step 5 Filtering and Segmentation features as it works with Force.com well.
  • Not using Salesforce Campaign(s), List Views, or Marketing List(s) but need to segment your Salesforce records in Constant Contact? Use our Filtering and Segmentation Feature in Step 5 of the Set Up.
  • Please download the Marketing List package if you're planning on syncing Marketing Lists from Salesforce instead of Campaign(s) or List Views.

Sync Campaign(s) or Marketing List(s) from CRM to your Marketing Automation List/Group

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  • If using Salesforce Campaigns or the Cazoomi Marketing List package and need more information, check out the use case below:

How Salesforce Integration works with your Marketing Automation

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

Please also note that SyncApps only sync a Campaign that has Campaign Members in it to Constant Contact.

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  • Only the Campaigns under the specified Campaign Record Type Label will be synced.
  • Campaign Record Types is available under Settings Icon > Setup > Object Manager > Email Campaign > Record Types.

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

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Use Salesforce checkbox field(s) for Constant Contact List segmentation

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  • Matching your CRM records to your email marketing campaigns is a highly tedious and fragile job for most marketing teams. However, we have a solution to automate your email lists to reflect your CRM records with our Checkbox Fields for Segmentation feature. With this feature, SyncApps lets you sync any CRM Checkbox Fields on your Lead or Contact records to your Marketing Automation solution.

Required additional Add-Ons, if using our Free Plan:

Want to track the Marketing Metrics such as Opens, Clicks, Bounces back to Salesforce from your Constant Contact Campaign(s)? Select this feature

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  • 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 up until the screen shows up the Step 2 of the Set Up then login to your Salesforce Account. Set up the Salesforce layout, which is explained in this Help Center article: Campaign Layout.
  • There are different types of Campaign Response Sync Mode too, so set it up based on your requirement.
  • See How Marketing Metrics works here:

Sync Constant Contact Events

Check out the steps to bring back your EventSpot 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 next choose the "Sync Constant Contact Events" to get started.

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Constant Contact Events:

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Create a Test Event:

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After your first integration test, the Constant Contact Event will create a Salesforce Campaign.

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Salesforce Campaign Members are created from Constant Contact Event Registrants.

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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.

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By default, SyncApps syncs 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. 

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Some rules around Events (EventSpot) 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 syncing EventSpot, 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 field called "Email Events," 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 contact us today to enable a paid migration Add-On for this requirement.

Have more questions about EventSpot? See here.

More Options

 

Salesforce to Constant Contact

 

Don't want to sync Contact, Leads, or Accounts to your Constant Contact List? Select this feature

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  • If you want to sync only the new records or existing records from Constant Contact, enable this option; this is One-way sync which means that records from Constant Contact will be integrated into Salesforce, but not vice versa.

Want to create a new record if an email address is updated in Salesforce instead of just update the email record in Constant Contact? Select this feature 

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  • If this 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.

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 the likely reason it bounced is because of a typo in the email address. The user simply fixes it in Salesforce.
  4. The Sync seems to correct the email address in Constant Contact – but no new record is created and 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 to.
  5. Now we have a situation in Constant Contact where we have a cleaned record displaying a perfectly valid email address.

Sound familiar? Then this option is for you.

Feature Reminder: Create a new record if an email address is updated in Salesforce instead of just updating the email record in Constant Contact.

Want to unsubscribe Contacts, Leads, or Accounts from your Constant Contact Main List if a record unsubscribes/opts-out in Salesforce? Select this feature

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  • If the Contact or Lead Email Opt Out (HasOptedOutOfEmail) checkbox is checked in Salesforce, then the email address will be unsubscribed from Constant Contact. The opted-out record will also be removed from that Constant Contact list.
  • If this option is not checked, then it will be considered as 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 then update the subscription on the Constant Contact side of those certain record(s).

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

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

Check out this video on How Full Sync Add-On Works:

Are you Converting Leads in Salesforce into Person Accounts / Contact type and want that Lead record to be removed in Constant Contact? Select this feature

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  • If this option is checked when a Lead is converted to a Contact, the Lead email address will be removed as a Lead from the SyncApps internal caching system so that if you have a Contact Set Up then it will then be synced now as a Contact record to Constant Contact.
  • Need to understand more about how converted Leads with SyncApps works? 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 

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  • 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 

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  • By default, SyncApps will still use the standard email address field for records creation and updates. If wanting to sync still the other email address fields like work email, personal email, and other email address fields outside the standard email address field, please enable this feature then map the email address fields in Step 4 of the Set Up.
Please note that these mapped email address fields in Step 4 of the Set Up will still be treated as a custom text field and won't be used as a recipient for targeted Marketing Automation Campaigns.

Are you using the Namespace prefix in your Salesforce account?

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  • Please input your one to 15 character namespace prefix.
Note: Please do not include the trailing 2 underscores.

Check Personal, Work, and Alternate email for new records creation from Constant Contact 

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  • By default, when there are new records created from your specified Main List, we'll check the native Email Address field in Salesforce first if the email address already exists.
  • If using Salesforce NPSP, please enable this feature especially for records creation to prevent duplicates to be created.

Create Organization Affiliation only for new records from Constant Contact 

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  • When enabled, SyncApps will create an Organization Affiliation based on the Company name from Constant Contact.
  • This will create a Household Account with the Company from Constant Contact as affiliation only.
  • This is only applicable for Salesforce NPSP.

Constant Contact to Salesforce

 

Which type of record would you like to create in Salesforce for new records? 

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  • Select which Salesforce Object Type to be created when there is a new subscriber in the Constant Contact Main List.
  • If no Object Type is selected then SyncApps will use the selected Object Type (Object Type to Sync).
Please note that by default, SyncApps will always search for the email record in Salesforce, both in Leads and Contacts, then only create a Lead or Contact if no email exists in Salesforce for both Leads or Contacts. And also, the email template from Constant Contact is attached to the Salesforce Campaign that is created by SyncApps not attached per contact.
  • On Lead creation, SyncApps will set the "Company" to "Individual" by default in Salesforce.

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

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  • Enabling this will allow SyncApps to search for duplicates on the same object type only as of 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.
Note: SyncApps uses the email address to check for duplicates. Meaning no two records with the same email address and the same object type will be created by SyncApps.

Do not create new Account if Contact's company name account cannot be found in Salesforce

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  • 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

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  • 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, then the record will not be synced and also throw an error.  To avoid this, just enable either of these options that match your Salesforce record creation rules.

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If done in Step 1 of the Set Up, hit next so that the configurations will be saved.

Step 2: Constant Contact  

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Constant Contact Configuration

Connect your Constant Contact account in this step by tapping the “Connect” button. You will then be directed to the oAuth page that’ll log in to Constant Contact.

After this, enter the name of your Main List or choose one from the dropdown of your available Lists in Constant Contact. Now, what is the Main List, and why do we need to define it in Step 2?

When adding new subscribers to any Constant Contact List, please note that only those in your "Main List" will be synced, or select from the following options; (Sync all active Contacts, not just those in the specified Constant Contact List), to sync the specific Constant Contact subscribers to CRM.

Note: -- We require you to define the Main List because Constant Contact needs it in creating, updating, and removing records using its API.

Sync Contacts from specific Constant Contact list(s) to Salesforce 

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  • 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.
  • What this also means is 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 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 

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  • 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 marry to that record instead of recreating a new one to prevent duplicates.

Campaign Response Sync Selection (Just means Marketing Metrics in laymen's terms)

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  • If you are wanting to integrate all your Constant Contact Campaigns back to Salesforce then this is the feature you need to use today.
  • To just integrate back specific Email Campaigns to Salesforce then choose this feature for Select Specific Campaign to Sync.

On trial doing some testing:

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 wanted to “Select Specific Campaigns,” only just tap the button, and it will show you all the Campaigns.

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

More Options

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

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  • Please note that using this feature will delete the record from all Lists in Constant Contact. If this feature is not selected then the Full Sync will just remove the records from Constant Contact Lists that are being synced not any others as the contact is not fully removed from Constant Contact.
Note: To use this feature the Full Sync Add-On needs to be enabled in Step 3.

Do not sync unsubscribed emails status to Salesforce

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  • By default, SyncApps will set 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

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Do not sync physical address data to Constant Contact

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  • 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. If you do not need to address data in Constant Contact, check this option.

Do not sync Company Name from Salesforce 

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

Do not sync new Contacts from Constant Contact to Salesforce (One-Way Sync)

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  • If you want the records to flow from Salesforce only and not add new records from Constant Contact, you should check this option; One-Way Sync.

Retrieve state name instead of the state code 

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  • If you enable "State and Country Picklists" in Salesforce, it will require entered data to match picklist values, which is the state name. For Constant Contact, SyncApps retrieves state code ( or State abbreviation ) 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

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  • 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 just marry, meaning they will connect instead of recreating new records.

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

Step 3: Add-Ons  

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Sync Add-Ons are optional. Available Add-Ons in Step 3 of the Set Up may depend on which Plan and integration you select. You don't need to enable anything here in our Enterprise Plan as all these features are included.

Want to know which Sync Add-On fits your requirement? Give us a shout today!

Check out this video on How Add-Ons work:

Want to know which Sync Add-On fits your requirement? Give us a shout-out today!

Step 4: Field Mapping  

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

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

Check out this video on How Field Mapping Works:

Step 5: Filtering and Segmentation  

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This Step is one of our most powerful features ever used by most of our subscribers. 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.

See here for more information on how it works.

Filtering and Segmentation Guide

Check out this video on How Filtering and Segmentation Works:

Step 6: Sync Scheduling  

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

Sync Scheduling Guide

Check out this video on How Scheduling Works:

Tap the Finish button and then Sync Now. 

Need some help?

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Check out the options below on how you can contact our support team and find 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.

Get Started | Login Issues | Pricing

Be sure to see one subscriber's story on how SyncApps helped them save 13 days per year of manually importing/exporting data!

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