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Constant Contact for Mindbody Online Setup with Features Explained

 

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 Constant Contact for Mindbody Online integration:

Let’s Get Started!

 

Setting up your integration Set Up

Setting up your Set Up (integration) is super simple!

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 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 Set Up 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 Set Ups and Once you’ve selected the integration or a Set Ups tab, tap the “Create Set Up” button.

Enter any designated name for your new integration or a Set Up 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 "Set Ups" and then "Create New Set Up".

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

In Step 1 of the integration Set Up, 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 Set Up 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.

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  • A new list with the specified name will be created in Constant Contact during the sync process or you can use the names of your existing lists in Constant Contact. If naming the Main List the same name as an existing Constant Contact List please note 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 only those in your "Main List" will be synced or please select the option below, (Sync all active Contacts not just those in the specified Constant Contact Main List), to sync the specific Constant Contact List subscribers to CRM.
Note: We require to define the Main List because Constant Contact needs it in creating, updating, and removing records using its API.

More Options

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

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  • Please note that using this feature will delete the record from all Lists in Constant Contact. If this feature is not selected then the Full Sync will just remove the records from Constant Contact Lists that are being synced not any others as the contact is not fully removed from Constant Contact.
Note: To use this feature the Full Sync Add-On needs to be enabled in Step 3.

Sync Contacts from specific Constant Contact list(s) to Mindbody 

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  • Once this feature is enabled your Contact(s) on each specific List selected will sync back to Mindbody as Contact(s), Lead(s) or Customer(s) depending on your selection in Step 1.
  • What this also means is any email sent from Constant Contact to a record in your Main List will always flow back to Mindbody yet unless you have checked “Sync Contacts from specific Constant Contact list(s) to Mindbody" feature the records sent Campaigns outside your Main List will not flow back to Mindbody as the Campaign is not sent to that List or its records.
  • Choose this feature to bring back records and Campaigns outside your Main List to each specified List you choose. See how it works here

Do not sync unsubscribed emails status to Mindbody

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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 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.

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.

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.

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.

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 Set Up 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.

Get Started | Login Issues | Pricing

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