Install Constant Contact for Salesforce. Log into your Constant Contact account. Click the Contacts tab. Select Import Tools from the My Contacts section of the screen.
- Step 1: Install Constant Contact for Salesforce.
- Step 2: Upload Contacts to Constant Contact.
- Step 3: Associate Campaign History to Contacts.
- Step 4: Set the Email Opt Out Field for Contacts.
- Step 5: Upload Leads to Constant Contact.
How to integrate Salesforce with constant contact?
- Constant Contact for Salesforce Integration Built to Solve Real Business Problems. Who’s tired of manually importing & exporting data? ...
- Overall Benefits. ...
- Technical & Support. ...
- Cost. ...
- Company Information
How do I contact Salesforce?
Understand Account and Contact Relationships
- Contacts to Multiple Accounts. Your contacts might work with more than one company. ...
- Use Relationship Details to Help Close Deals. ...
- Define Company Relationships with Account Hierarchies. ...
- Best Practices for Establishing Account Hierarchies. ...
- Define Employee Roles with Account Teams. ...
What is the phone number for constant contact?
Pros and Cons of Constant Contact
- Templates lack advanced customization options
- Automation is basic and limited
- High price point, which increases as more contacts are added
What are the pros and cons of Salesforce?
- Low risk: Low acquiring cost and low-risk management as an organization tool.
- Salesforce database helps in organizing and digitizing company sales records.
- Allows customization of profiles for individual customers, and gives quick access to individual records.
How do I set up Constant Contact?
Grow your listsActivate and Install an Inline or Pop-Up Contact Sign-Up Form on a Website.Add a Link to Your Contact Sign-Up Form in the Signature of Your Personal Email.Create an Inline Contact Sign-Up Form to Embed on a Website.Create a Lead Generation Landing Page for Capturing New Sign-Ups to Your Contact List.More items...•
Is Constant Contact a CRM tool?
But let's be clear: Constant Contact is not a CRM system. A CRM system is a shared database. It is where you keep information about everyone that touches your business.
What is Constant Contact and how does it work?
Constant Contact is an online marketing company established in 1995 that caters mainly to small businesses. Its platform enables business owners to launch and monitor email marketing efforts, build websites and online stores, and utilize social media, among other services.
What is the point of Constant Contact?
Constant Contact allows you to send emails immediately or schedule them to be sent at a later date. Within the Campaigns tab, you can select an email to be scheduled by clicking the Status dropdown menu. You can then select the individual recipients or email lists you want to send your email to.
How many emails can I send with Constant Contact?
When it comes to your contacts, there is no limit to how many email addresses can be added in your account. Although there is no limit, it's always important to keep in mind we do charge based on the amount of active contacts in your account. So as your contact levels increase, so will your monthly charge.
What type of software is Constant Contact?
email marketing softwareConstant Contact is an email marketing software that primarily helps businesses create branded emails, websites, online stores and more in one online marketing platform.
How do I set up an email in Constant Contact?
1:3715:27Create Your Constant Contact Email - Quick Start - YouTubeYouTubeStart of suggested clipEnd of suggested clipWhen you want to create a new email you have a create button on the right or you can go to campaignsMoreWhen you want to create a new email you have a create button on the right or you can go to campaigns. And click create from there. So while you're creating a campaign.
How do I create an email list in Constant Contact?
Create a new contact listClick Contacts.Click Lists.Click Create List.Give your new list a unique name.Click Create.Click Add Contacts to:
How many users can you have with Constant Contact?
Account Owners As the account owner, you can allow multiple people to work within your Constant Contact account as an account manager or a campaign creator—each with their own unique username and password.
How do I make Constant Contact look good?
Here are six design tips to help you craft great looking emails that wow readers.Deliver responsive emails. ... Use a simple layout. ... Use appropriate fonts. ... Break up big chunks of text. ... Check your image to text ratio. ... Design your CTA button for clicks.
Can you create your own template in Constant Contact?
Choose a non-branded template and make it your own In your Constant Contact account, just go to create a new email, and choose any one of the many templates available. From there, you can change the colors, play with the layout, and add your own images.
Before You Get Started
Before starting, let's take a look at our basic integration setup, as explained here:
Step 1: Salesforce Configuration
Here's how to configure your Salesforce account and get it ready for the integration with Constant Contact via SyncApps:
Step 2: Constant Contact Configuration
Connect your Constant Contact account in this step by tapping the “Connect” button.
Step 3: Add-Ons
Now that your Constant Contact for Salesforce integration is set up, let's see how you can do MORE with it.
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.
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 Salesforce and only want to pull out the records with specific criteria, only these records will be synced to your Constant Contact Lists.
Step 6: Sync Scheduling
Finally, the very last step. Just select the time when you would like to sync your data automatically.
Salesforce Supported Editions
SyncApps is available for Salesforce Professional (API Enabled), Enterprise, Performance, Unlimited, and Developer Lightning or Classic Editions.
How to Choose the Best Pricing Plan for Your Needs
We have a few plans to meet all requirements of Salesforce and Constant Contact subscribers:
How to Get Started with Your Constant Contact for Salesforce Integration
Create your own Constant Contact for Salesforce integration in just a few minutes:
Best Practices for Setting up Your Constant Contact Integration in a Trial!
Note: If you use both Leads and Contacts, please create 2 Set-Ups from your SyncApps Dashboard for both object types, Leads & Contacts. If you use Salesforce Accounts, select Accounts as the object type.
How to Edit Salesforce Layouts
There are 3 layouts that need to be edited in order to work for Salesforce Professional Edition with API Enabled:
Need Some Help with a Human Touch?
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.
FAQs
Check out these Help Desk articles for answers to frequently asked questions.
