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Constant Contact for Dynamics 365 Setup with Features Explained

Trying to put all the pieces together to integrate Constant Contact and Dynamics 365? 

We’re here to help! We’ve crafted this article for you to help you understand how SyncApps works with integrating Constant Contact for Dynamics 365.

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

Check out some key documentation for Constant Contact for Dynamics 365 integration:

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

  • Dynamics 365 Online & On-premise versions supported.
  • Make sure that your Microsoft Dynamics CRM/Dynamics 365 Web Services URL is valid. See how to check it here.
  • Review On-Premise supported authentication methods allowed.
  • If on a Free Trial, create a test CRM List or Marketing List with test records in it so that not all records from your CRM will be synced to Constant Contact.
  • 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 Dynamics 365 records to be synced)

Let’s Get Started!

 

Setting up your Sync Profile

Setting up your Sync Profile (integration) is super simple!

See the video below on how to set up Constant Contact for Dynamics 365.

You are now setting up the integration, so we are giving you an EXTRA 2 Free Weeks 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 Dynamics 365 and Constant Contact
  • Sync 1 - 1,000,000+ Opt-Outs to and from Constant Contact which is automatically managed by SyncApps between Dynamics 365 records
  • 1 or 1,000,000+ Salesforce Campaigns/Marketing List/List Views sync for Constant Contact Main List segmentation
  • Sync 1 - 1,000,000+ Campaign metrics such as opens, clicks, bounces, links clicked from Constant Contact back to Dynamics 365
  • Sync on Demand included for easy testing of your integration scenarios
  • Scheduling of a Sync Profile is available on Free Trial and Paid plans (Step 6)

Pre-Steps

 

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.

Once you’ve tapped 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 Dynamics 365 to Constant Contact.

Step 1: Dynamics 365  

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Dynamics 365 Configuration

Enter your Dynamics 365 credentials and select the Authentication Type and Web Services URL. See the guides below for more information:

Entity Type to Sync (Essentially what type of record in 365 like Leads, Contacts, and Accounts)

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  • Select your preferred Entity Type (Object Type) to sync. If you want to sync different Entity Types, you'll need to create separate Sync Profiles for each, as we only sync 1 Entity Type per Sync Profile.

Create a new Account if the company name for the synced Contact does not exist at the time of sync in CRM

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  • Select this feature if the company name for the synced Contact does not exist at the time of sync in CRM

Marketing List Sync

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  • An email list in Constant Contact will be created for each 365 Marketing List.
  • If the Marketing List(s) feature is selected then only records in your Marketing List(s) will be integrated to Constant Contact.
  • An email list will be created for each Dynamics CRM Marketing List. If the Marketing List(s) feature is selected then only records in each Marketing List(s) will sync.
  • If you need to automatically remove records from Constant Contact when they are no longer a part of any synced CRM Marketing List then please also subscribe to our "Full Sync" Add-On subscription which is the only way in the integration to remove a CRM member from a synced external list. See here of How Full Sync works! 

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

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  • A Dynamics 365 Campaign will be created for each Constant Contact Email Campaign with the same name.
  • For more information on Marketing Metrics and URLs clicked setup, check out this article: 

See all Marketing Automation Metrics in Dynamics 365

  • The email template will be attached as an HTML file to the Campaign created in Dynamics 365. The email template is attached as a Campaign Note.

Want to integrate Marketing Metrics from your Constant Contact Campaigns such as Opens, Clicks, and Bounces back to Dynamics 365? Select this feature

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  • A Dynamics 365 Campaign will be created for each Constant Contact Email Campaign with the same name.
  • For more information on Marketing Metrics and URLs clicked setup, check out this article:             See all Marketing Automation Metrics in Dynamics 365
  • The email template will be attached as an HTML file to the Campaign created in Dynamics 365. The email template is attached as a Campaign Note.
  • See How Marketing Metrics works here:

Need to sync Inactive records from Dynamics 365 to Constant Contact List? Select this feature

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  • If this feature is enabled, SyncApps will sync all your inactive Contact, Leads, or Accounts to Constant Contact as long as they have an email address using the standard email address field in Microsoft Dynamics CRM.
  • Inactive records not syncing even if the feature is enabled? Reach out to our 24/7 Support team today!

Want to Unsubscribe Contacts, Leads, or Accounts from your Constant Contact Main List if a record unsubscribes/opts-out in Dynamics 365? Select this feature 

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  • If this option is enabled SyncApps will remove Contacts or Leads from Constant Contact Main List that are flagged as opted-out in Dynamics 365.
  • If this option is not checked then opted-out Contacts or Leads are simply ignored (not synced to Constant Contact).
  • A Contact or Lead is considered to be opted-out in Dynamics 365 if the "Do Not Allow Email" or "Do Not Allow Bulk Email" attribute on Contact or Lead is selected.

Need to remove the Contact, Lead, or Account record(s) from your Constant Contact List if the record(s) is inactive in Dynamics 365? Select this feature

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  • If a Contact, Lead, or Account is made inactive, SyncApps will remove the email address from Constant Contact.

Want to map the CRM Standard Fields with Constant Contact? Select this feature

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  • This feature will allow you to map any of the 365 Standard Fields to Constant Contact in Step 4.

On Contact or Lead creation, use "Unknown" as the last name if the last name is blank

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  • If syncing new Contacts / Leads from Constant Contact and the Last name is blank, 365 will automatically reject the record to be created if you require the Last Name field is a required field.
  • By default, the last name is a required field in 365. If this field is blank, then the record will not be synced and also throw an error.  To avoid this, enable this feature that matches your 365 record creation rules.

Sync Constant Contact EventSpot Events

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  • A Dynamics 365 Campaign will be created for each Constant Contact Event.
  • Payment Status, Registration Status, and Guest Count are synced.
  • Need to sync back Constant Contact Events up to 180 days or even unlimited Constant Contact Events retrieval?
  • Purchase our Add-On now by reaching out to our 24/7 Support Team.

After selecting any of the configurations in this Step 1 then please don't forget to hit SAVE or NEXT so that the settings will be applied.

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. Enter your Constant Contact credentials here and you will be returned to Step 2, Constant Contact authenticated. 

After which, enter the name of your Main List.

What is the Main List and why do we need to define it in Step 2?

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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. Take note that if you're naming the Main List the same name as an existing Constant Contact List, make sure to match the spelling 100%, to avoid creating a new list in Constant Contact. Also, note that this will merge your new Main List with the already-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 the Main List because Constant Contact needs it in creating, updating, and removing records using its API.

Do not filter role email addresses 

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  • By default SyncApps does not allow invalid email addresses that contain these patterns as mostly they are system generated emails:
    • abuse@.*, .*admin@.*, all@.*, everyone@.*, ftp@.*, investorrelations@.*, jobs@.*, marketing@.*, media@.*, noc@.*, postmaster@.*, prime@.*, privacy@.*, remove@.*, request@.*, root@.*, sales@.*, security@.*, .*spam.*@.*, subscribe@.*, usenet@.*, users@.*, uucp@.*, webmaster@.*, www@.*, .*@yahoogroups.com, .*@googlegroups.com, noreply@.*, .*@example.com
  • Need to sync these to your Marketing Automation Solution? enable this option.

Sync from specific Lists

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  • Once this feature is enabled it will allow you to sync from any specific List in Constant Contact back to 365, not just your Main List.
  • Contacts from these selected Constant Contact list(s) will be synced to your CRM's Contacts/Leads database.

Sync All Constant Contact Campaign Recipient 

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  • Enabling this feature will allow SyncApps to Sync Contacts that are not in the Main List and/or in the selected Specific Lists (if Sync from specific Lists is enabled) by using the List recipient of each Campaign.

Campaign Response Sync Selection

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  • You can select "All Constant Contact Campaigns" or just "Select Specific Campaigns" to sync back to a Dynamics CRM Campaign that is automatically created via the API. 
  • By default, SyncApps will only retrieve Campaign Responses until 30 days after the Campaign is sent. Need to retrieve Campaign Responses past the 30 day limit for Campaign Responses retrieval? Just get in touch with our 24/7 Support.

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

More Options

 

Do not sync unsubscribed emails status to Microsoft Dynamics CRM

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  • By default, SyncApps will set opted-out status in Dynamics 365 for unsubscribed emails. Please check this checkbox if you don't want unsubscribed email status to be synced.

Do not sync physical address data to Constant Contact

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  • Address data is a required field, so if it's blank, it will throw an error, and the record will not be synced. If you do not need the address data in Constant Contact, you can check this option.

Retrieve State name instead of State Abbreviation

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  • By default, SyncApps retrieves state code. This option can be checked to retrieve the state name instead.

Do not sync new Contacts from Constant Contact to Microsoft Dynamics CRM (One-Way sync)

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  • If you want the records to flow from Dynamics 365 only and not add new records from Constant Contact, you may check this option. This is One-Way sync, meaning the integration flow is from Dynamics 365 to Constant Contact only. No records will be imported into Dynamic 365 from Constant Contact when in One-Way sync.

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 created 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 Dynamics 365, creating new Dynamics 365 records if the email address doesn't already exist in Dynamics 365.

After selecting any of the configurations in this Step 1 then please don't forget to hit SAVE or NEXT so that the settings will be applied.

Step 3: Sync Add-Ons  

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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? Ask our experts about it today!

Check out this video on How Add-Ons work:

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, you’ll have to set them here.

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

Managing Constant Contact Custom Fields

Generic Field Mapping Guide

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, 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. 

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. More questions or hit any snags? You can always reach out to our 24/7 Support team

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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.

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