Junxure’s integration with Constant Contact allows you to keep your contact information consistent and synced from Junxure to Constant Contact. You will be able to maintain your contact information in Junxure and jump over to Constant Contact whenever you need to launch a campaign, knowing that the contact information is up to date. At the same time, in Junxure you will be able to keep an eye on who has opted out of emails and respect that choice when emailing from within Junxure.
Constant Contact is linked to Junxure through one set of Constant Contact credentials. Before enabling the integration, select or create a user in Constant Contact that has full access to all clients and all mailing lists in your Constant Contact account. This will be used in step 3 below.
Once the link is established, you are ready to set the configuration options in Firm Preferences.
Check this box to automatically push changes made in Junxure to the linked CC Contact. Any changes to the Person’s primary contact info entries (whether that’s phone, address, or email) will be updated in the linked CC Contact. (Because the link is from Person in Junxure to Contact in Constant Contact, changes to the Record primary contact info will not affect Constant Contact.) For more information on Record vs Person contact information, see Records Overview and Contact Info Overview.
In order for this feature to be active, you must also specify an Opted-Out Workflow (below).
Click the link to select a Workflow Template that will be created automatically in Junxure whenever a CC Contact chooses to opt out of communication. You can change the selected Workflow Template later if you choose.
Now that your integration is enabled, you’re ready to begin Synchronizing Your Databases.