reconnectThe Goal: Connect your GrowthZone software to Constant Contact so that contacts in your Lists/Committees synchronize automatically — with additions, changes, and deletions flowing to Constant Contact in near real-time.
Before You Begin:
- Set each list/committee you want to sync to Synchronize Contacts with an authorized third-party newsletter solution. You may synchronize as many groups (lists/committees) as you wish with Constant Contact. See Setting Up Lists/Committees for information on configuring your lists/committees to synchronize to a third-party newsletter.
- Have your Constant Contact login credentials ready to authorize the connection.
IMPORTANT: GrowthZone has a Constant Contact limit of 10,000 records per day for API. NOTE: There is an automated notification to which your staff can subscribe called Integration Connection Failed. This is sent when the access to Constant Contact is broken, and re-authentication is required. Be certain that at least one of your staff members is subscribed so that a record is created in the communication history. If no one is subscribed, then no communication will be sent, and no record will be logged. The notification provides a link to the integration page so your staff person can re-connect.
Step-by-Step Instructions
- Click Settings in the left-hand rail.
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Click Constant Contact in the Integrations section.
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Click Connect.
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Enter your credentials for Constant Contact, and click Log-in.
- Click Allow on the Allow Access screen. This process authorizes the connection between GrowthZone and Constant Contact. Once completed, you will see the Constant Contact status updated to Connected.
- After the |initial connection, click the Sync button. This will synchronize all of your existing lists/committees that are set to Synchronize Contacts with authorized third party newsletter solution with Constant Contact. NOTE: Only contacts with a default/primary email address, and where Do Not Contact is not enabled, will be synchronized to Constant Contact.
Constant Contact Synchronization
Once your system is set up to synchronize to Constant Contact, the following additions, edits, and deletions performed in GrowthZone will be sent to Constant Contact in near real-time (usually within ten minutes):
- A new List/Committee is added to GrowthZone with “Synchronize contacts with authorized third party newsletter” set: The new list/committee is added to Constant Contact.
- A new contact (with valid default/primary email address) is added to the List/Committee in GrowthZone: The new contact is added within that group in Constant Contact.
- A new contact (with valid default/primary email address) is added to the List/Committee in GrowthZone with Do Not Contact set: The new contact is NOT synchronized to Constant Contact.
- The “Do Not Contact” check-box is set for an existing contact in the List/Committee within GrowthZone: The existing contact is disabled in Constant Contact, and removed from the list/committee in Constant Contact.
- The “Do Not Contact” check-box is cleared for an existing contact in the List/Committee within GrowthZone: If the contact would previously have been disabled in Constant Contact, it is re-enabled.
- An existing contact’s name and/or default email address is changed (and the contact belongs to the List/Committee synched to Constant Contact): The updated contact information is sent to Constant Contact.
- An existing contact is removed from a List/Committee in GrowthZone: The contact is removed from the List/Committee in Constant Contact. If the contact is not a part of other lists, the contact is disabled.
- If a List/Committee is deleted from GrowthZone: The List/Committee is deleted from Constant Contact. If there are contacts in the Lists/Committees, and those contacts belong to no other Lists/Committees, they are disabled in Constant Contact.
- A contact who is in multiple Lists/Committees in GrowthZone is deleted from GrowthZone: The contact is deactivated in Constant Contact.
When someone unsubscribes to all messages in Constant Contact or Mail Chimp, the contact’s email address will be set to No Mass Emails in the appropriate lists/committees.
Common Pitfalls
- No staff subscribed to the failure notification: If no one is subscribed to Integration Connection Failed, you will not be alerted when the connection breaks and re-authentication is silently required. Subscribe at least one staff member.
- Contacts not syncing: Only contacts with a default/primary email address, and where Do Not Contact is not enabled, will sync. Contacts missing a primary email or flagged Do Not Contact are excluded.