Hello there! Are you new to SyncApps? Are you interested in understanding how to put all the 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, take a look at our basic integration setup, as explained here:
Check out some key documentation for Constant Contact for Salesforce integration:
- Salesforce to Constant Contact dedicated page
- How Salesforce works with your Marketing Automation
- Constant Contact and Salesforce Integration in 12 Easy Steps using Salesforce Campaigns
- Managing Custom Fields in Constant Contact
- Setting up Field Mapping with Constant Contact for Salesforce
- Pricing Questions: Free Plan
Before setting up the integration, here are some important integration points:
- Salesforce Classic and Lighting edition are both supported.
- Make sure that your Salesforce account is API enabled.
- Create a test list(s), 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 Sync Profile where you want your Salesforce records to be synced.)
- Scheduling of a Sync Profile is available on Free and Paid plans. (Step 6)
Let’s get started!
Setting up your Sync Profile
Setting up your Sync Profile (integration) is easy! See the video above on how to set up Salesforce to Constant Contact. If you're looking for more details, please search in our YouTube playlist here.
You are now setting up the integration, so we are giving you an EXTRA 2 Weeks Free on us! Enjoy 4 Full Weeks of our real-time, Enterprise plan integration.
- Unlimited Records sync between the software you connect
- Unlimited Opt-Out sync from your Marketing Automation solution
- Unlimited Campaigns/Marketing List/Tags/List Views/Saved Searches sync
- Unlimited Campaigns from your Marketing Automation solution of choice
- Sync on Demand included for easy testing of your integration scenarios
- Scheduling of a Sync Profile is available on both Free and Paid plans (Step 6)
Logging in to your SyncApps account will land you the SyncApps Dashboard. Head to Sync Profiles and Once you’ve selected the Sync Profiles tab, tap the “Create Sync Profile” button.
Enter any designated name for your new Sync Profile as your identifier. Then in Sync Type, select Salesforce to Constant Contact.
Step 1: Salesforce CRM
Select the preferred Authentication Type.
If "OAuth2" is selected, just tap the connect button and enter the credentials.
If 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.
The Salesforce Sandbox is a test account type that uses testing records. 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 Sync Profile. 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. Tap the plus (+) icon to view the options.
SYNC FROM SALESFORCE TO CONSTANT CONTACT
Do not sync Contacts, Leads or Accounts from Salesforce to Constant Contact
- 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 imported into Salesforce, but not vice versa.
Unsubscribe opted-out Contacts, Leads or Accounts in Salesforce from Constant Contact
- If 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 in 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.
Sync deleted Contacts, Leads or Accounts in Salesforce to Constant Contact
- If a Contact, Lead or Account is deleted, SyncApps will remove the email address from Constant Contact.
Delete converted Leads in Constant Contact
- If this option is checked when a Lead is converted to a Contact, the Lead email address will be removed by SyncApps from Constant Contact. Check out the use case below:
Want to use a Campaign or Marketing List to sync Campaign and List Members to Constant Contact? Select this feature
- A List will be created in Constant Contact for each Salesforce Campaign (or Marketing List). If you're syncing Marketing List instead of Campaign(s), please download the Cazoomi Marketing List package.
Please note that ONLY those in the Marketing List 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 Cazoomi Marketing List, as it only requires standard Contact and Lead objects.
Are you a Nonprofit using Salesforce? Try the Cazoomi Marketing List for adding Person Accounts to your Constant Contact Lists.
SYNC FROM CONSTANT CONTACT TO SALESFORCE
Use "Unknown" as the last name if blank, Use "Unknown" as the first name if blank.
- By default, last name and first name are both required fields in Salesforce. So, if these fields are blank, then the record will not be synced yet, providing an error. To fix this, just enable either of the mentioned options.
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
- Enabling this feature will allow you to sync Constant Contact Marketing Metrics back to Salesforce such as opens, clicks, bounce, and links clicked.
First, you will need to enable this feature in Step 1 of the Sync Profile then tap Next and wait up until the screen shows up the Step 2 of the Sync Profile 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.
Sync Constant Contact Events
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.
If done in Step 1 of the Sync Profile, hit next so that the configurations will be saved.
Step 2: Constant Contact
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. Now, what is a Main List, and why do we need to define it in Step 2?
During the sync process, a new list with the specified name will be created in Constant Contact. You can still use the names of your existing lists in Constant Contact if there are any. Note that if you are to name the Main List the same name as an existing Constant Contact List, make sure to match the spelling 100% so as to not create a new list in Constant Contact but to marry to the existing one.
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 a Main List because Constant Contact needs it in creating, updating, and removing records using its API.
For more options, tap the plus (+) icon. If you want to learn more about the features, hover over to the SyncNotes tooltips.
Do not sync unsubscribed emails status to Salesforce
- 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 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. If you do not need to address data in Constant Contact, you can check this option.
Retrieve state name instead of state code
- 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 by default. This option can be checked to retrieve the state name instead.
Do not sync new Contacts from Constant Contact to Salesforce (One-Way Sync)
- If you want the records to flow from Salesforce only and will not add new records from Constant Contact, you may check this option; One-way sync.
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 just marry, meaning, they will just connect instead of recreating new records.
Step 3: Sync Add-Ons
Sync Add-Ons are optional. Available Add-Ons in Step 3 of the Sync Profile may depend on which Plan and integration you select.
Want to know which Sync Add-On fits your requirement? Give us a shout out today!
Step 4: Field Mapping
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 field is super simple! Please see the link below for more information on how to do it:
Step 5: Filtering and Segmentation
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 your CRM and you only want to pull out the records with specific criteria, only these records will be synced to your Constant Contact Main List.
Step 6: Sync Scheduling
Finally, the very last step. Just select the time when you would like to sync your data automatically.
Tap the Finish button and then Sync Now. More questions or hit any snags? You can always reach out to our 24/7 Support team.
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