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Dynamics 365 to Constant Contact Setup with Features Explained

Hello there! Need to know how to put all the pieces together to integrate Dynamics 365 to Constant Contact? 

We’re here to help! We’ve crafted this article just for the subscribers like you so that it’ll help you understand how SyncApps works with your 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:

  • Make sure that your Microsoft Dynamics CRM/Dynamics 365 Web Services URL works. See how to check it here.
  • 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 database will be synced to Constant Contact.
  • Create test Master List in Constant Contact (This test Master 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 Trial and Paid plans. (Step 6)

Let’s get started!

Setting up your Sync Profile

Setting up your Sync Profile (connector) is super simple! Looking for a Quick Setup Guided Tour? 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 Free Trial and Paid plans (Step 6)

Pre-Steps

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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.

Important note:

Some subscribers who have upgraded to Free, Basic or Professional Plan might wonder why their integration is not available under Sync Type. Maybe the integration they have selected is not available in their subscribed plan. Need to know which plan has your integration? See here.

Step 1: Dynamics 365

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

Select your preferred Entity Type (Object type) to sync. If wanting to sync different Entity types, create separate Sync Profiles for each as we only sync 1 Entity type per Sync Profile.

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Marketing List Sync

  • An email List will be created for each CRM Marketing List. If the Marketing List(s) feature is selected, only the records in your Marketing List(s) will be integrated into your Marketing Automation solution.

An email List will be created for each Dynamics CRM Marketing List. If the Marketing List(s) feature is selected, only the records in each Marketing List(s) will get synced.

If you need to automatically remove records from your Marketing Automation solution, particularly 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.

Full Sync - How it Works!

Unsubscribe opted-out Contacts or Leads in Dynamics 365  from Constant Contact

  • 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 "Do Not Allow Email" or "Do Not Allow Bulk Email" attribute on Contact or Lead is selected.

Remove inactive Contacts, Leads or Accounts from Constant Contact

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

Sync Campaign Responses

  • A Dynamics 365 campaign will be created for each email campaign.

For more information on marketing metrics and URLs clicked setup, please tap here.

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

Sync clicked URLs

  • Clicked URLs will be stored on Campaign Responses description.

          For more information on marketing metrics and URLs clicked setup, please tap here.

Sync Constant Contact EventSpot Events

  • A Dynamics 365 campaign will be created for each Constant Contact event.

Payment Status, Registration Status, and Guest Count are synced.

Step 2: Constant Contact

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

After which, enter the name of your Master List. Now, what is a Master 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. Yet, you can still use the names of your existing lists in Constant Contact, if there are. Note that if you are to name the Master 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 "Master 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 Master 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.

MORE OPTIONS

Do not sync unsubscribed emails status to Microsoft Dynamics CRM

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

Do not sync physical address data to Constant Contact

  • Address data is a required field, so if it is 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 code

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

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

  • If you want the records to flow from Dynamics 365 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 Master List

  • By default, SyncApps only retrieves Contacts from the specified "Master 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 does not exist in Dynamics 365.

Step 3: 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? 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 here for more information on how to do it:

Managing Constant Contact Custom Fields

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. Like for example, you have 1000’s of records in your CRM then you only want to pull out the records with specific criteria, only these records will be synced to your Constant Contact Master List. 

See here for more information on how it 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.

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.

Need some help?

Check out your options below to 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

Why We Don't Have Instant Phone Support

SyncApps limits instant support to online means due to a few reasons, but mostly that integration issues can range from super easy to off the charts hard to solve.  Deciding which type via phone or chat is tricky unless we get some much-needed information up front as we might have to involve multiple teams to get you the answers you need.

Not very ideal for instant phone support right.

  • Online support and scheduled phone calls help keep SyncApps priced for small businesses, nonprofits, to even large enterprises, and keeps our Engineers busy building and maintaining the best iPaaS features for subscribers just like you.
  • Online support also helps our multiple teams, from Engineering to Tier I, II & III Support get the details needed to solve a given integration issue. Depending on the severity of the problem our team will get you to the right resources like our easy to read Help Desk articles, How-To videos, or schedule a call to get your integration questions answered or problems solved so that your organization does not miss a beat integrating your organization’s lifeblood, your data.
  • Instant Chat support is evaluated on a case by case basis and can be turned on by our support teams when needed for anyone needing instant answers while in the integration.

FAQs

Check out these Help Desk articles for answers to frequently asked questions.

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