Using the Constant Contact Integration

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Overview

Our integration with Constant Contact allows lists of contacts within Practifi to be created and sent to Constant Contact. Users can then use these contacts in Campaigns that are launched and managed by Constant Contact. Updates to Contact details in Practifi are also synced back to Constant Contact. Users can see their Contacts' engagement during Campaigns directly within Practifi as a new form of interaction. This article outlines how to use the Constant Contact integration within Practifi by adding and removing clients from the Campaign lists. 

Please note: This functionality will not be available in your organization if the integration has not been enabled. For information on enabling the integration, please consult our Enabling the Constant Contact Integration article.

Integration summary

With this integration, Practifi is set as the source of truth about Contacts and holds the most information about Contacts. The list is sent from within Practifi to Constant Contact, where Constant Contact then launches and tracks Campaigns and sends the emails. Constant Contact will still hold the distribution list of contact emails, while Practifi will add the Contact record to these lists. Constant Contact will log the Contact's engagement activity, and Practifi will capture the engagement activity. Practifi will pass back opt-out requests from Contacts, and Constant Contact will respect Do Not Email/Opt-Out requests.

Please note that in this implementation:

  • No contact field information is copied from Constant Contact to Practifi
    • No orphan Contacts are created in Practifi from Constant Contact
    • The common Contacts between both systems are linked by their Constant Contact ID, stored in Practifi
  • Only Email Address, First Name, Last Name, and Opt-in status are copied to Constant Contact when creating a new contact from Practifi
  • An update to First Name, Last Name, and Opt-in status in Practifi does not update the corresponding Constant Contact fields, and
  • The current Constant Contact API does not support the following Email Campaigns:
    • Automated emails (Birthdays and Anniversaries Emails/Email Series/Welcome Emails/Resend Emails to Non-Openers). 

Before you begin

To use this integration, you must have a valid account for both Practifi and Constant Contact. You must also have the Constant Contact integration enabled within your Practifi organization. For information on enabling this integration, please consult our Enabling the Constant Contact Integration article. 

 

Using the integration

Adding clients to Campaigns

  1. Locate the Client record for the Household, Organization or Individual that you would like to add to the Constant Contact Campaign by using the Global Search bar at the top of the Practifi page or the Directory app page. 
    • Please note: For the Client record to be added to the Campaign, they must have their email information entered into the Email field. This is not required during record creation in Practifi, but Constant Contact requires this information.
  2. Select the carrot button located on the Salesforce button bar on the entity’s record side panel.
    Screen_Shot_2021-08-23_at_4.07.22_PM.png
  3. Select the Add / Remove from Constant Contact option from the drop-down menu. After selection, a pop-up message will display on your Practifi screen.
    Screen_Shot_2021-08-23_at_4.08.40_PM.png
  4. Select the Campaign name from the What list are you adding them to? drop-down menu.
    Screen_Shot_2021-08-23_at_4.11.44_PM.png
  5. Select the checkbox next to the left of the name for the contacts you would like to add to the Campaign.
    Screen_Shot_2021-08-23_at_4.13.58_PM.png
  6. Ensure the information selected is correct, and then click Next to proceed with the addition process.
    Screen_Shot_2021-08-23_at_4.14.04_PM.png
  7. Once the contact is successfully added, a success message will appear on your screen. Select Finish to close this message. The contact is now added to your Constant Contact Campaign.
    Screen_Shot_2021-08-23_at_4.22.25_PM.png

Removing clients from Campaigns

  1. Locate the Client record for the Household, Organization or Individual that you would like to add to the Constant Contact Campaign by using the Global Search bar at the top of the Practifi page or the Directory app page. 
  2. Select the carrot button located on the Salesforce button bar on the entity’s record side panel.
    Screen_Shot_2021-08-23_at_4.07.22_PM.png
  3. Select the Add / Remove from Constant Contact option from the drop-down menu. After selection, a pop-up message will display on your Practifi screen.
    Screen_Shot_2021-08-23_at_4.08.40_PM.png
  4. Click the Remove from Constant Contact lists radio button under the What are you going to do? question. 
    Screen_Shot_2021-08-23_at_4.25.57_PM.png
  5. Select the checkbox next to the left of the name for the contacts you would like to remove from the Campaign.
    Screen_Shot_2021-08-23_at_4.26.11_PM.png
  6. Ensure the information selected is correct, and then click Next to proceed with the removal process.
    Screen_Shot_2021-08-23_at_4.26.31_PM.png
  7. Once the contact is successfully removed, a success message will appear on your screen. Select Finish to close this message. The contact is now removed from your Constant Contact Campaign.
    Screen_Shot_2021-08-23_at_4.26.57_PM.png
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