Constant Contact Integration

Introduction

Using your Solve360 administrator account enable the Constant Contact feature under Solve360 menu (top right) > Add-ons > Constant Contact > Enable

Enter your Constant Contact username and password then click update.

Now each of your Solve360 users have the option to copy (“Push”) a list of contacts from Solve360 into Constant Contact. This is done in the same way that you would export a list of contacts. Solve360 menu > Manage Contacts > Data > Push this list to Constant Contact - when chosen this option will copy all contacts currently selected by the filter e.g. Show ... to Constant Contact.

The key linking the contact records between the systems is the Business Email address. If Business Email is empty then Personal Email is chosen, if Personal Email is empty the contact is not copied.

When a contact is copied to Constant Contact Solve360 automatically adds a special activity to the contact’s page which tracks the campaigns that have been sent and how your contact has responded to them.

Sending a campaign

In Solve360's Contacts window search for the contacts you want to target using the “Show ...” option in the toolbar. Most often you will be targeting a subset of contacts using category tags e.g. “Show > Category tags > {your list name}”

Now the targeted contacts should be showing in the search results list choose Data > Push this list to Constant Contact. Solve360 will connect to Constant Contact, create a list in Constant Contact named today’s date & time, copy the selected contacts to that list, then add a Constant Contact activity on each contact’s page for tracking individual progress. All of that with one-click.

Next, login to your Constant Contact account and follow their instructions to create and send your campaign targeting the list name that Solve360 just created for you.

Constant Contact’s system only stores a single copy of the contact record in their system, but that contact record can be in multiple Constant Contact lists. So be aware, should a contact choose to unsubscribe from one of the campaigns, Constant Contact will not send them emails even if they are added to new lists.