Constant Contact Integration - Setup

Constant Contact is a leading online marketing and email automation tool helping small businesses market their ideas, attract customers, and sell more products.

What This Integration Does

• Sync Key Information – Automatically keeps your data in Membrain and Constant Contact up to date.
• Reduce Manual Data Entry – Keep records updated without extra work.

Step-by-step Guide

Setting up the integration is quick and easy, and with the step-by-step instructions below to help you get started, you'll be up and running in no time.

1. Connect Membrain to Constant Contact - Authenticate the Membrain / Constant Contact connection
2. What to Sync - Create a filter for what Companies and Contacts to sync
3. Fields to Sync - Map the Company and Contact Fields to be synced
4. Sync Status - Monitor the status and usage of the integration
5. API Log - Access the integration's log to review data flow, errors and execution status

Step I - Connect Membrain to Constant Contact

1. Go to System Setup
2. Scroll down to the Integrations area and click on the Constant Contact link
3. Click on Authenticate with Constant Contact
   
4. Allow permission and login to your Constant Contact Account for the sync to authenticate
   

Step II - What to Sync

Decide which scenario you want the connection to sync. For Membrain to Constant Contact sync, you will need to create a contact filter in Membrain's Contact List to match a list in Constant Contact.

Membrain to Constant Contact

Membrain can automatically create contacts in your Constant Contact account. Membrain will attempt to locate already existing contacts using the contacts email address, if a contact is not found a new contact will be created.

Step III - Fields to Sync

Determine the fields you would like mapped. In addition to contact fields, company fields, such as Owner, Process, Owner, Key, and more, can be mapped. Membrain can also populate company data when a new Sales Project, Account Growth Project or Prospect is created.

Step IV - Sync Status

A helpful area to check on the status of the sync and how each field sync is performing is the Status Area.

• See when the sync ran last. By default, the sync runs every 3 minutes
• Initially, you may "Run Sync Once" to test the integration, then click on "Start Sync Service" to sync fully.
• Stop the sync at any time, and restart when ready

Updating Sync Timestamp

During the initial sync process, if the data being synced has not been modified recently, change the sync timestamps to an earlier date. To update the sync date:

1. Disable Sync by clicking on "Stop Sync Service"
2. Update the date on timestamp by hovering and clicking on it
   
   
   
   
3. Save and Enable Sync Service

Step V - API Log

This log can be useful for those with a more technical background. The log lists every event related to the sync in date order and can be very useful for analyzing or troubleshooting the sync.

• Click on Show Individual Logs to view logs by run dates
  
  
  
• Click on Back to Main Log to go to the full view of the logs
  
• Download All Logs allows you to download the entire log