Help & Tips/Advanced Features & Integration/Integrations and Add-Ons

Integration with Constant Contact

Jerry
posted this on September 27, 2010 15:51

ContactMe integrates seamlessly with your favorite small business applications.  Currently you can integrate with ConstantContact and MailChimp.

 

To begin, select "Add-Ons" from the top right-hand menu:

 

Menu_Add_Ons.jpg.png

 

That will bring you to this screen:

 

Add_Ons.jpg

 

Select a service on the left to connect your account and enter your account information:

 

Constant Contact®

 

Once you click on "Constant Contact", the first screen you will see will ask you to log in with your Constant Contact username and password:

Constant_Contact.jpg

 

Once you are logged in, you will see the different mail lists that you have created in Constant Contact.    All you need to do is select the email lists that you want to integrate into ContactMe by checking the boxes next to the email list name.  Next, click the "Sync Constant Contact button":

 

Constant_Contact_Select_Email_List.png

 

In your "Contacts" view, the email lists from Constant Contact that you chose to integrate will now appear as separate groups on the left-hand menu:

 

Constant_Contact_Email_List.png

 

Also note:  Your group name will now have "Synched with Constant Contact" displayed right under the "Manage Group" button:

 

Constant_Contact_Synched_with_Constant_Contact.png

 

This gives you the increased flexibility to manage and communicate with those groups from your Constant Contact lists differently than the rest of your contacts.  To do this, click on the Constant Contact list from the menu on the left (identified by the envelope icon to the left of the list name):

 

Constant_Contact_Email_Account.png

 

Here you have the same options that you have for the rest of your groups, listed right under the Group name as hyperlinks:

  1. Create New Contact
  2. Send Email
  3. Export to CSV
  4. Delete Group

 

When you click on "Send Email", you will be presented with a pop-up window that looks like this:

 

Constant_Contact_Send_Email_to_Group.png

 

From here you have the choice to send your email from either ContactMe, or Constant Contact.  For ContactMe, click on the "My Email Client" tab.   Click on the "Constant Contact" tab and then the "Send a campaign..." link underneath to send your email from Constant Contact.

The synching process also works in reverse -- you can sync a group from ContactMe back into Constant Contact!  All you need to do is click on the group from the left-hand menu, then click on the "Sync to Constant Contact" hyperlink under the group name:

 

Constant_Contact_Sync_Group_from_ContactMe.png

 

Finally, you can modify your Contact Form to allow your visitors to subscribe to your Constant Contact mailing lists.  To do this, access your form by clicking "Settings" in the top right-hand menu, then "My Form", then the blue "Edit my Contact Form" button.  You will then see a section below "Basic Settings" called "Mailing List".  Just click the box to enable the opt-in on your contact form, then select the appropriate group from the drop-down list below it:

 

Constant_Contact_Contact_Form.png

 
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