how to use constant contact in salesforce

How to Set Up Your Constant Contact for Salesforce Setup Integration (with Features)

• Step 1: Salesforce Configuration. Select the preferred Authentication Type. If " OAuth2 " is selected, just tap the...
• Step 2: Constant Contact Configuration. Connect your Constant Contact account in this step by tapping the “Connect”...
• Step 3: Full Sync Add-On. The Full Sync Add-On is...

Full Answer

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.

More items...

How do you use 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.

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.

How do I set up a Constant Contact account?

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 user friendly?

Constant Contact is a good value email marketing platform that scored 4.4/5 stars in our research – our users especially liked its helpful "Check for errors" tool in testing.

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.

Does Constant Contact integrate with Salesforce?

You can use the Constant Contact Salesforce integration to: Connect all of your Constant Contact data to your Salesforce CRM account and further sync your existing Salesforce leads and contacts to new campaigns. Update Salesforce contacts and leads with Constant Contact campaign history/activity on a regular basis.

What is Constant Contact API?

The Constant Contact API uses the OAuth 2.0 protocol to authenticate an application in order to access a user's Constant Contact resources. For more info, go to the Authentication page. We have created endpoints to help migrate app users to OAuth 2.0 authentication from Basic and OAuth 1.0a.

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 customers does Constant Contact have?

600,000 customersWith more than 600,000 customers, Constant Contact is one of the largest email marketing software providers in the world. It's known for its versatility, attractive templates, and a broad feature set. Constant Contact goes beyond simple email marketing to include surveys, deals, social media, and event marketing tools.

Does Constant Contact work with Gmail?

How to connect Constant Contact + Gmail. Zapier lets you send info between Constant Contact and Gmail automatically—no code required. Triggers when a new contact is added to your account.

What is the difference between Constant Contact and Mailchimp?

And while Constant Contact offers contact list management features and email list segmentation, Mailchimp gives all users—even free accounts—access to a larger selection of Marketing CRM tools at no additional cost. Our Marketing CRM tools make it easy to segment your audience and personalize your messaging.

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.

Does constant contact have a bounce?

Constant Contact does not explicitly have a "Hard Bounce" field. They instead have a "Bounce Reason" field which is populated with both soft and hard bounces. To map this field head to Step 4 and use a Text Field Type. For Bounce Date use a Data Type field.

Can you change a field in constant contact?

Yes! Absolutely, if you have mapped account owner or any specified fields to a custom field in Constant Contact then if this field changes in CRM on the subsequent sync the field in Constant Contact will be changed to the new CRM value. See Reference here on how to manage your Custom Fields in Constant Contact.