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Constant Contact for Mindbody Online Guide

Hello there! Setting up Constant Contact and Mindbody Online integration is super simple to do once all the requirements are known.

We’re here to help! We’ve crafted this article just for you to help you understand how SyncApps works when integrating Constant Contact and Mindbody Online.

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

Check out some key documentation for Mailchimp for NetSuite integration:

Let’s Get Started!

 

Setting up your integration or Sync Profile

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

See the flowchart below on how to set up Constant Contact for Mindbody.

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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 or more between Constant Contact for Mindbody
  • Sync on Demand included for easy testing of your integration scenarios
  • Filter records from Mindbody based on criteria you need to market to each in Constant Contact Lists
  • Scheduling of integration or 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 integration or a Sync Profiles and Once you’ve selected the integration or a Sync Profiles tab, tap the “Create Sync Profile” button.

Enter any designated name for your new integration or a Sync Profile as your identifier. Then in Sync Type, select Mindbody for Constant Contact. 

Step 1: Mindbody  

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Mindbody Configuration

On your SyncApps Account's main page, tap "Sync Profiles" and then "Create New Sync Profile".

Select "Mindbody Online Online to Constant Contact" for the Sync Type and name the Sync Profile anything to help you remember why you set it up for easy reference.

In Step 1 of the integration or a Sync Profile Setup, you will just need to enter your Mindbody Online Site ID (Mindbody Site ID comes after “?studioid=” at the end of your Mindbody URL) 

Now, these are the following options that you can select in Step 1 of the integration or a Sync Profile setup:

Segment Clients by Purchased Product Name

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  • A Constant Contact Email List(s) will be created for each Product name together with the Mindbody Online Clients who purchased these specific Products.

Segment Clients by Classes/Events/Appointments

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  • A Constant Contact Email List(s) will be created for each Class, Event/Workshop, or Appointment.

Segment Clients by Service Category

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  • A Constant Contact Email List(s) will be created for each service category.

After selecting any of the configurations in this Step 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

Tap the "Connect to Constant Contact" then enter your Constant Contact credentials and specify your Constant Contact Main List to be used. You can also use an existing Constant Contact List OR you can just type in a new one then SyncApps will create that Main List in Constant Contact automatically.

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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More Options

Do not sync unsubscribed emails status to Mindbody Online

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  • By default, SyncApps will set opted-out status in Mindbody 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 

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  • If you do not need the address data in Constant Contact from Mindbody Online records, you can check this option.

Do not sync Company Name from Mindbody

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

Retrieve state name instead of state code 

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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 Mindbody (One-Way sync)

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  • By default, whenever a new record is created from your Constant Contact Main List, that will be created as a new Mindbody Online Client if the record does not exist at the time of sync. Do not want to create new Clients in Mindbody Online? Select this feature.

Sync all active Contacts not just those in the specified Constant Contact Main List 

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  • By default SyncApps only retrieves Contacts from the specified "Main List" named. Please check this option if you want to sync all active Constant Contact Contact to Mindbody Online. Each Constant Contact record will be created as a new Client in Mindbody Online if they do not exist at the time of sync.

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

Step 3: Add-Ons  

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Sync Add-Ons are optional. Available Add-Ons in Step 3 of the integration or a Sync Profile 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!

Check out this video on How Add-Ons Works:

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.

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Check out our subscriber's story here on how SyncApps helped them save hundreds of hours per year!

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