Why?

• Send individual or bulk contact information from Redtail CRM to Constant Contact for use in marketing emails.

 

What?

Constant Contact is an Email Marketing platform that allows you to send emails en masse with robust HTML-built templates. Integrating with Redtail allows you to import contacts to Constant Contact Individually or with the correct spreadsheet format.

 

Setting up the Constant Contact Integration

Go to the profile dropdown at the top right of the CRM and select "Manage Your Integrations." Find or filter "Constant Contact" and confirm the ON/OFF toggle is turned ON. Select the settings cog and then select "Settings."

 

 

 

The "Update Integration Settings" modal will open. Click the "Authorize Access to Constant Contact" button to log in to your Constant Contact account. After logging in, click Allow Access.

 

Using the Constant Contact Integration

• Send your individual contacts to Constant Contact from a contact record's Common Tasks menu or from your integrations menu when within a contact record.
  Related Article: Common Tasks Menu
  
  
• To send contacts in bulk to a new or existing list within Constant Contact from your Advanced Search page.
  How to Make Changes in Bulk in Your Database
  
  
• The contact information that gets sent over is below:
  • First Name
  • Last Name
  • Job Title
  • Primary Address
  • Primary Email
  • Home Phone
  • Work Phone
  • Cell Phone

 

NOTE: Email addresses must be marked as "Primary" within your CRM for inclusion in the Send-to Constant Contact. Additionally, when bulk importing contacts to Constant Contact, if more than one contact in the group has the same primary email address, Constant Contact will only import one contact with that address. The rest are not included in the list.

 

Constant Contact Resources

Constant Contact Website

Constant Contact Support