Before You Get Started
Before starting, let's take a look at our basic integration setup, as explained here:
Check out some key documentation for Constant Contact for Dynamics 365 integration:
- Dynamics 365 Authentication Methods and Supported Versions of Dynamics 365
- Web Services Error in Dynamics 365
- See All Marketing Automation Metrics in Dynamics 365
- Create a New Account Option in Dynamics 365 Integration
Before setting up the integration, here are some important integration points:
- Dynamics 365 Multi-Factor Authentication (MFA) and ADFS authentication with On-premise versions supported.
- Make sure that your Dynamics 365 Web Services URL works. See how to check it here.
- If using Power Apps, please select this feature in Step 1 to input your Contact or Lead custom table name.
- Make sure that your Dynamics 365 Web Services URL is valid. See how to check it here.
- Review 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 Set Up where you want your Dynamics 365 records to be synced)
Let’s Get Started!
How to Set Up Your Constant Contact for Dynamics 365 Integration
You are now setting up the integration, so 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, and links clicked from Constant Contact back to Dynamics 365
- Sync on Demand included for easy testing of your integration scenarios
- Scheduling of a Set Up is available on Free Trial and plans (Step 6)
General Pre-Integration Steps
You can just log into your SyncApps account. This 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.
You can enter any designated name for your new Set Up as your identifier. Then in Sync Type, select Dynamics 365 to Constant Contact.
Step 1: Dynamics 365 Configuration
Enter your Dynamics 365 credentials and select the Authentication Type and Web Services URL. See the guides below for more information:
- Dynamics 365 Authentication Methods and Supported Versions of Dynamics 365
- Web Services Error in Dynamics 365
What do you want to sync? (Essentially, what type of record in 365 like Leads, Contacts, and Accounts)
- Select your preferred Entity Type (Object Type) to sync. If you want to sync different Entity Types, you'll need to create separate Set Ups for each, as we only sync 1 Entity Type per Set Up.
Marketing List Sync
- An email list in Constant Contact will be created for each 365 Marketing List.
- If the Marketing List(s) feature is selected, only records in your Marketing List(s) will be integrated into Constant Contact.
- An email list will be created for each Dynamics 365 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, please also use "Full Sync", which is the only way to remove a CRM member from a synced external list. See here How Full Sync works!
Use CRM checkbox field(s) for Constant Contact List segmentation
- If not using the Marketing List feature or Filtering and Segmentation in Step 5 for segmenting your CRM records to Constant Contact Lists, then this is another option to sync your CRM records to Constant Contact Lists. Just so you know, this will only work one way, which is from CRM to Constant Contact. CRM Checkboxes to Constant Contact Lists
Want to integrate Marketing Metrics from your Constant Contact Campaigns, such as Opens, Clicks, and Bounces back to Dynamics 365? Select this feature
- A Dynamics 365 Campaign with the same name will be created for each Constant Contact Email Campaign.
- For more information on Marketing Metrics and URLs clicked setup, check out this article: See all Marketing Automation Metrics in Dynamics 365
Sync Constant Contact Event Campaigns Events
- 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?
After selecting any of the configurations in this Step 1, please don't forget to hit SAVE or NEXT to apply the settings.
Step 2: 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?
During sync, 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.
Sync Contacts from specific Constant Contact List(s) to Dynamics 365
- Once enabled, this feature will allow you to sync from any specific List in Constant Contact back to Dynamics 365, not just your Main List.
- Contacts from this selected Constant Contact list (s) will be synced to your CRM's Contacts/Leads database.
Sync All Constant Contact Campaign Recipients
- 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
- 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.
After selecting any of the configurations in this Step 2, please don't forget to hit SAVE or NEXT to apply the settings.
Step 3: 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.
Please read more about how the Full Sync Feature can automate your contact management today in our article here.
The Full Sync can be scheduled in Step 3 to Manual, Daily, or Weekly.
It allows you to keep your systems trued up with ease.
Step 4: 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 5: Filtering and Segmentation
This is one of our most powerful features, which is why it's intensely used by most of our subscribers. For example, if you have thousands of records in Dynamics 365 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 6: Sync Scheduling
Finally, the very last step. You can just select the time when you would like to sync your data automatically.
Tap the Finish button and then Sync Now.
This is all you need for the basic Constant Contact for Dynamics 365 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 Dynamics 365 Integration
Create a new Account if the company name for the synced Contact does not exist at the time of sync in CRM
- Select this feature if the company name for the synced Contact does not exist at the time of sync in CRM
Need to sync Inactive records from Dynamics 365 to Constant Contact List? Select this feature
- 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 Dynamics 365.
- 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
- If this option is enabled, SyncApps will remove Contacts or Leads from the 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 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
- 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
- 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
- If syncing new Contacts/Leads from Constant Contact and the Last name is blank, Dynamics 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, the record will not be synced and throw an error. Enable this feature that matches your Dynamics 365 record creation rules to avoid this.
- If "Contact" is selected as the Entity type to sync in Step 1, any new records created on the specified Main List for this specific Set Up will be created as a Contact in CRM. If "Lead" is selected, SyncApps will create a Lead record from Constant Contact to CRM.
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
- Using this feature will delete the record from all Lists in Constant Contact. If this feature is not selected, the 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 Dynamics 365
- 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 filter role email addresses
- 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.
Do not sync physical address data to Constant Contact
- Address data is a required field, so if it's blank, it will throw an error, and the record will not be synced. You can check this option if you do not need the address data in Constant Contact.
Do not sync Company Name from Microsoft Dynamics CRM
- Company Name is mapped by default. Enabling this feature will disable the mapping.
Do not sync new Contacts from Constant Contact to Dynamics 365 (One-Way sync)
- You may check this option if you want the records to flow from Dynamics 365 only and not add new records from Constant Contact. This is One-Way sync, meaning the integration flow is only from Dynamics 365 to Constant Contact. No records will be imported into Dynamic 365 from Constant Contact when in One-Way sync.
Retrieve State name instead of State Abbreviation
- By default, SyncApps retrieves state code. 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 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.
Tap the Finish button and then Sync Now.
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