After you’ve Enabled the Integration and Synchronized Your Databases, you’re ready to take advantage of the features that the Constant Contact integration has to offer. Read below for a list of the advantages of the integration and how to utilize them.
Opted Out Automation Feature
Once a Person is linked to a CC Contact, AdvisorEngine CRM will monitor the CC Contact to see if they opt out of your email campaign. The status will be updated in the CRM daily. If the option is enabled as part of your Constant Contact Setup, a Workflow will be created for the Record to call attention to the new Opted Out status.
Contact Info Auto-Sync
Once a Person in AE CRM is linked to a CC Contact, any changes made in the CRM to that Person’s contact information will automatically update in Constant Contact, provided that option is enabled as part of your Constant Contact Setup. This only works for changes made in the CRM. Changes made to a CC Contact will not be reflected automatically in AE CRM.
Adding New Clients
New clients should be added first in AE CRM. Create the appropriate Record and Person, ensure the Person has at least a primary email address, and then use the Synchronizing and Linking Client Lists to create an entry in Constant Contact and link the them.tool described in
Record Summary Indicators
The status of a Person’s link to Constant Contact will show in the Person Summary card of the Record Summary area:
Persons that have never been linked to Constant Contact will not show either status.
The status will also be reflected in the new Grid columns described below.
New Grid Columns
From the, three new columns are available to add to your Record Workspace:
Updating Mailing Lists
You can add members to your Constant Contact email lists directly from within AE CRM by using thetool from the Record Workspace. The list you wish to modify must already exist in Constant Contact.
From the Record Workspace, select the Records containing the Persons you want to add to a mailing list in Constant Contact. After your Records are selected, click persons to, and select whether to send , Person 2, or both., specify the email lists you want to send the
Once you send the Persons, a results screen will show you the success or failure of the updates.
This can also be performed for individual Persons one at a time by navigating to the Integrations > Constant Contact section of a Record.