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Constant Contact for Loyverse Setup with Features Explained

Setting up Loyverse with Constant Contact is pretty straightforward and super easy once all your 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 Loyverse.

  • Sync your customers and loyalty data to automate tasks and send targeted campaigns from Constant Contact.
  • Custom Field Mapping to Constant Contact to drive deeper insights into visits, purchasing behavior, and more.
  • Filter and Segment your customers to Constant Contact based on customer-specific criteria for better target marketing. Let Constant Contact's eCommerce tools do the rest!

Sign up for a FREE 28 days trial and check out how easy it is to integrate both software!

Check out some key documentation for Constant Contact for Loyverse integration:

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

  • Create a Loyverse account.
  • 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 Loyverse records to be synced.)
  • Scheduling of a Set Up is available on Free trial and Paid plans. (Step 6)

Setting up your Set Up

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.

  • Unlimited Records sync between Loyverse and Constant Contact
  • Unlimited Segments that you can create as email lists in Constant Contact via the Filtering and Segmentation feature
  • Sync on Demand included for easy testing of your integration scenarios
  • Scheduling of a Set Up is available on both Free trial and Paid plans (Step 6)

Pre-Steps

 

Logging in to your SyncApps account will land you the SyncApps Dashboard. Head to the Set Ups tab and Once you’ve selected the Set Ups tab, tap the “Create Set Up” button.

Enter any designated name for your new Set Up as your identifier. Then in Sync Type, select Loyverse to Constant Contact.

Step 1: Loyverse

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Enter your Loyverse API Token. You can get your personal token in the back-office of your Loyverse account. Copy and paste it here in Step 1 of the Set Up.

Check out the link here.

Once done, tap the "Next" button to proceed to Step 2 of the Set Up.

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.

After this, enter the name of your Main List. Now, what is the Main 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. You can still use the names of your existing lists in Constant Contact if there are any. Note that if you are to name the Main 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 "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. 

For more options, tap the plus (+) icon. If you want to learn more about the features, hover over to the SyncNotes tooltips.

MORE OPTIONS

Unsubscribes from Constant Contact to Loyverse

  • This default feature is currently not supported but the workaround is to use a Custom Opt-out feature ( $9.99/month as an Add-On) in which you can map the Constant Contact Unsubscribe field to your Loyverse Custom Opt-out field in Step 4 of the Set Up setup.

Understanding how Opt-Outs Work with Integrations

Do not sync physical address data to Constant Contact

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

Step 3: Sync Add-Ons

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Sync Add-Ons are optional. Available Add-Ons in Step 3 of the Set Up 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 field 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

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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 your Loyverse Account and you only want to pull out the records with specific criteria, only these records will be synced to your Constant Contact Main List. If you enabled the Segmentation feature then that the time we will create a Constant Contact List per each Segment(Segment Name).

See here for more information on how it works.

Filtering and Segmentation Guide

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

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 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 

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