Help Center

Constant Contact for Salesforce Connector v2.0 InfoTransfer, retired?

UPDATE: The Constant Contact for Salesforce Connector v2.0 has been deprecated, please see how to integrate using SyncApps today here: https://www.cazoomi.com/salesforce-to-constant-contact/

Deprecated Salesforce Connector v2.0 Infotransferbest practice is to remove this software from Salesforce first.

Our solution is now being used by 1000s of Salesforce & Constant Contact subscribers in its place to provide Constant Contact customers a reliable and efficient way to connect their data. Constant Contact for Salesforce Integration 

Subscriber:

One item that we learned during our Constant Contact tutorial was when uploading Salesforce contacts to Constant Contact there is a 200 contact limit. Does Cazoomi have contact upload limitations?

Cazoomi:

There is no limit on the number of contacts you can transfer automatically as many of our subscribers sync over 1,000,000 contacts and lead each week from website forms, Salesforce entries, and list building activities.

Start here: https://www.cazoomi.com/salesforce-to-constant-contact/

Subscriber:

Another item of concern for us was the campaign responses. In order to view the responses in a contact's profile in Salesforce, all users had to have the Constant Contact software installed on their Salesforce. Is this the same in Cazoomi?

Cazoomi:

All Constant Contact email marketing metrics sync to the Native Salesforce Campaign History object which is available for all users of your Salesforce Organization.

Subscriber:

We have the Enterprise edition of Salesforce and up to 30 Salesforce users. Do all Cazoomi packages (Enterprise, Professional, Basic, Free) work with our Salesforce account?

Cazoomi:

Yes, except Basic which does not have Salesforce CRM included in the plan.

Subscriber:

Can you tell us what the benefits are of having multiple Sync profiles? We just need a basic sync service - Salesforce to Constant Contact. We don't need Constant Contact to talk to other software we install to Salesforce.

Cazoomi:

Sure, since Salesforce has Accounts, Person Accounts, and Leads or Contacts, then each Profile is needed per each object.  If using Person Accounts as Contacts choose the Contact Object Type to Sync.

So if you have leads and contacts in SFDC to sync then, you would need 2 Profiles, and Sync Profiles allows the added flexibility & room to grow into SyncApps if you have other data to sync.

Get started here:

How it Works

How Salesforce Integration works with your Marketing Automation

Thanks for stopping by to review Salesforce to your Marketing Automation solution. (20-minute read)  

Today’s topic for discussion is Salesforce Integration and how it works with Marketing Automation.

This is an interesting topic that has helped many businesses and organization getting the most out of their respective sales and marketing departments.

But to get there, you have to link these two important software types seamlessly.

So let’s dig in!

See how Salesforce Integration works below in our Mailchimp example.

Salesforce_to_Mailchimp_Best_Practices__2_.png

We’ve put together a clear guide that will help you through the entire set up process. We strongly believe that once everything is up and running, you’ll be in a better position to manage your customer databases and eventually achieve your goals.  

First things first, what are the packages that our Salesforce subscribers can access?

Free Plan:

  • We have a single integration for Leads, Contacts or Accounts scheduled every 24 hours.
  • If you require more features and functionalities on your free plan, we have Add-Ons to meet each of your integration requirements.

Professional plan:

  • You'll enjoy 6-hour scheduling inclusive of all features.

Enterprise plan:

  • You'll enjoy real-time integration with your business plans and scheduled phone support. Allows multiple Marketing Automation Accounts to be synced with a single instance of Salesforce and vice versa. 

Pricing

The size and types of your business will determine the plan that works best for you. Pricing will also be different depending on your chosen plan.  This is the pricing strategy for every plan.

Here are some of the platforms supported by our “Built on Salesforce” software: 

What Do You Use SyncApps For? (Why SyncApps?)

This is what you will achieve with the Integration of Salesforce and Marketing Automation (using SyncApps):

  • Sync your Contacts, Leads, Person Accounts and Campaign Members to Act-On Software, Constant Contact, Delivra, ExactTarget or Salesforce Marketing Cloud, Mailchimp & VerticalResponse.
  • Integrate Accounts, Person Accounts, Contacts & Leads | Sync Campaign Metrics | Sync Lists, Groups, Segments | Add/Remove from Lists/Groups based on rules | Opt-outs synced bidirectionally | Custom Opt-outs supported | Custom Field mapping | Scheduling & real-time integration

You do not have to stress with the integration process. Reach out to our support team to ease up the process and customize it for you. Here is a quick overview of how one of our Salesforce partners implements the process.

Getting started with your 2-week trial!

Let's take a look Step-by-Step how to integrate Salesforce. 

Use case below is for a Constant Contact subscriber and the same process will apply to Mailchimp, Delivra, Klaviyo, Drip, and other marketing automation solutions supported.

SALESFORCE INTEGRATION ROLE PERMISSIONS:

  1. API Enabled permission to access any Salesforce API
  2. Object permissions for all needed
  3. Page layout assignments for all needed by your role
  4. Record type assignments if using record types
  5. Contacts
  6. Leads
  7. Accounts
  8. Campaigns
  9. Campaign Members
  10. Campaign History
  11. Custom Fields
  12. External data source access
  13. Detail and edit pages
  14. Related lists
  15. List views

Step 1: Salesforce

  • First, you need to create a Sync Profile, just another term for integration, which can also include Add-Ons, Field Mapping and more.
  • Then enter your Profile Name. The Sync Profile Name is just a description for you to remember the Sync Profile that you created.
  • Next, enter Salesforce credentials. Grab your Salesforce credentials, and if you have questions, please hover over any SyncNotes tooltip to get more information.
  • Next, enter your Salesforce Security Token. To find your Security Token, go to your Salesforce account, then Settings and find “Reset My Security Token” on the left side. Press the “Reset Security Token” button. The security token will be sent to your inbox.
  • Then, copy the token and paste it into the Security Token text box. You can hover over SyncNotes if you are uncertain.
  • Next, select Object Type to Sync. If you’re satisfied with your settings, you can proceed to Step 2.

Step 2: Constant Contact

  • Enter Constant Contact credentials. Connecting to Constant Contact is super simple. Press the button to log in to the account to validate your Sync Profile. Hover over SyncNotes to learn what Main List is all about. To check your Master List, you can go to your Constant Contact account and choose your preferred Master List. You can copy and paste it to the Master List text box.

Step 3: Sync Add-Ons

  • After that, you can select some Add-Ons. The Sync Add-Ons screen allows you to select the Add-Ons you want for each software you select.

Step 4: Field Mapping

  • Field mapping from your chosen software 1 and software 2 allows you to update existing records or new records with ease.

Step 5: Filtering and Segmentation

  • Filtering takes CRM records, filters them based on specified criteria and syncs your records into your target application.
  • Segmentation sync records from each defined segment into separate lists or groups.

Step 6: Sync Scheduling

  • Sync Scheduling can be set up on paid plans.
  • Sync on Demand is available on all trials to allow quick testing of your software integration.

Sync Profile Page

  • Press the Sync Now button from the Sync Profile screen to sync your data immediately.
  • Wait until the Sync Process is complete.
  • After that, you can view Sync Summary in Sync Logs.
  • Visit your Salesforce Contacts to see if they are Synced 

You’re all done!

If you get stuck and need help, please feel free to reach out to our support team 24/7.

Once you set up your Sync Profile, these are the next steps.

Best Testing Practices for Your 2-Week Free Trial

1. Ensure that you have created 2 Sync Profiles if you are using both Leads and Contacts. Select Accounts as the object type if you are using Salesforce Accounts.

2. Create one Salesforce Campaign for testing purposes. You can use our Filter and Segmentation feature in tandem with each Salesforce Campaign. Please note to have test records in it

3. Head to the SyncApps and select your test Salesforce Campaign. If you chose to use Filters, select the specific records from the precise Salesforce Campaign. Please review this link if you want to add Salesforce Person Accounts.

4. Ensure that the “Email Opt-Out” field is visible on the Salesforce Account, Contact or Lead Page Layout. It facilitates easy testing of unsubscribes from your Marketing Automation Solution or CRM through frequent manual inspection.  SyncApps uses the default Email field in Salesforce for syncing email records between systems unless using a custom email field.

5. Go back to your Marketing Automation Solution to create and use an empty list to integrate to as the Master List mentioned in Step 2 of your integration process. SyncApps creates the list automatically if you are using Constant Contact, Delivra, and Act-On, among others. For Mailchimp there is an option to create the Main Audience manually then input into Step 2 to make sure it is the list you want to integrate to for testing. This list will be used for the integration of all your Contacts in your Marketing Automation Solution. Press next until you get to the ‘Finish’ option.

6. Press “Sync Now” on your Sync Profile page.

7. Head back over to check your Marketing Automation Solution Lists for the 1 Salesforce Campaign synced from Salesforce which creates its own List in Constant Contact or Act-On and others or a Group in Mailchimp.  The Master List will now contain the records you placed into the Salesforce Test Campaign or those records from the Filter you are testing against the Salesforce Test Campaign.

Note: Sync on Demand is available in the Free Trial with Scheduling available on paid plans. Sync is unlimited records, Opt-outs, and Campaign(s) per Free Trial period.

Once completed, you can now remove the settings for testing and keep the features you need like Campaigns, Marketing Lists or Filtering.

Salesforce Supported Editions

The ability to subscribe to Salesforce SyncApps is available for Salesforce Professional (API Enabled), Enterprise, Performance, Unlimited and Developer editions. Check out the Salesforce Lightning editions supported.

Please note that due to restrictions on Salesforce Professional Edition, the ability to look-up Salesforce information and post back from applications requires adding API access to your Professional Edition organization. It will attract an additional cost to the Professional Edition.

Getting Started/Basic Concepts

Sign up for a SyncApps Account and review this help center article in detail.

Check out this setup demo (2-min) 

Let’s get started with the basic concepts:

Opt-Out Field:

The "HasOptedOutEmail" must be accessible by API and placed on each Salesforce Layout.  You also need to make sure that the HasOptedOutEmail is visible and editable in both Contact & Lead layouts.

SyncApps does support custom Opt-Out fields if you need this feature so please grab the Add-On for Custom Opt-Out from the Add-Ons tab in a trial or on a paid plan.

Campaigns:

Salesforce_to_Constant_Contact_Marketing_Metrics.png

For Campaign Responses flowing back to Salesforce there are two methods which can be synced:

  • Individual statistics: synced to the Campaign Member Object. Custom fields for Sends, Opens, Clicks are auto-created by SyncApps. Fields need to be placed on the Campaign Member layout, so they are accessible by the Salesforce API. 
  • Summary statistics: synced to Campaign Object. Custom fields for total Sends, total Opens, and others need to be created manually in Salesforce. They also need to be mapped in each Sync Profile. All newly created fields to be mapped in Step 4 of your Sync Profile under the Campaign tab need to be placed into the Salesforce Campaign layout.  Please enable Create Salesforce Campaign Only feature for Campaign Response Type. 

SyncApps does not currently support Marketing Automation in-email surveys due to the API limitations of the Marketing Automation Software.

SyncApps:

https___syncapps_cazoomi_com_sync_profile_edit_profileId_999006878_step_config_mapping_wizardId_c2585496_af7f_4e56_8f55_08c5bcfcbcd71517196118914.png

Salesforce:

Test_Campagin___Aug_26_Round_2___Salesforce.png

Activities:

If you select to create an Activity in your SyncApps configuration, you need to make sure that each event such as Opening, Tapping will create a new Activity (Task) in Salesforce.

Activity_layout_in_SF.png

Note: Place Activity CazoomiID under Activity History on our Salesforce Layout and *Clicked URL.

Edit_Page_Layout__Task_Layout___Salesforce___Developer_Edition.png

https___syncapps_cazoomi_com_sync_profile_edit_profileId_999006878_step_config_mapping_wizardId_c2585496_af7f_4e56_8f55_08c5bcfcbcd71517196118914__1_.png

Campaign Members custom fields are created when "Sync Campaign Responses" in Step 1 of any Sync Profile is selected, and the "Next" or "Save" buttons are pressed or clicked in a Sync Profile configuration.

https___syncapps_cazoomi_com_sync_profile_edit_profileId_999006878_wizardId_c2585496_af7f_4e56_8f55_08c5bcfcbcd71517196118914_step_config_salesforce.png

Getting Started - Campaign Layout Fields

Once you have created a Sync Profile (see above) from your dashboard and are on Step 1 selecting "Sync Campaign Response," check your Salesforce layouts to make sure all the fields created by SyncApps are dragged into the layouts for your Salesforce organization before continuing to Step 2.

Sync Campaign Responses feature is required in Step 1 of your Sync Profile setup before fields are automatically created by SyncApps.

In Lightning Salesforce:

Clint_Wilson___Salesforce.png

Did we mention that we also support your Marketing Automation Drip Email Campaigns to help your Salesforce metrics and in various ways in order to meet your requirement? Well, we do!

Email metrics flow back to Salesforce based on your choice in Step 1 of your Sync Profile Setup.

Sync Modes or Types:

  1. Campaign in Salesforce
  2. Activity in Salesforce
  3. Both Campaign & Activity
  4. Note + HTML Template
  5. Create Salesforce Campaign Only (No Campaign Member)

Campaign_modes_or_types.png

Please also be sure to place the Activity fields created by SyncApps on your Contact or Lead layouts.

Using Accounts Object (Person accounts) and need to see Campaign Metrics?

See here...

Basically, there are 3 layouts that need to be edited in order to work for Salesforce Professional Edition with API Enabled:

  • Campaign Page Layout: Add Campaign CazoomiID (optional for Enterprise Edition, but make sure the username has access to the fields)
  • Campaign Member Page Layout: Add Campaign CazoomiID, Clicks, Bounces, Forwards, etc. (optional for Enterprise Edition, but make sure the username has access to the fields)
  • Contact/Lead Page Layout: Add Clicks, Bounces, Forwards to the Campaign History related list (optional, but needed in order to see the metrics in Contact or Lead layout.)

Salesforce layouts check:

  • Drag Campaign CazoomiID into the Email Campaign Page Layout

Edit_Page_Layout__Campaign_Layout___Salesforce___Developer_Edition___Salesforce.png

  • Drag CampaignMember CazoomiID into the Email Campaigns Member Page Layout and any fields you want to report on like Opens, Clicks, Forwards and Bounces

Edit_Page_Layout__Campaign_Member_Page_Layout___Salesforce___Developer_Edition___Salesforce.png

  • The Campaign metrics fields placed in Campaign History layout (related lists) + Email Events will bring in the "URLs clicked" in the email into Salesforce from your Marketing Automation solution.
  • Campaign Response is synced every 24 hours. If needing Campaign metrics to sync back more frequently then please enable this feature from the Scheduling Tab in your integration.

campaign_layout_setup.png

metrics.png

SyncNotes:

For Salesforce Campaign Member Status we always sync with the latest status, one of the following:

  • Clicked:  If the recipient clicked 
  • Opened: If the recipient opened
  • Bounced: Email Bounced
  • Unsubscribed: opted out an email campaign
  • Sent: If the recipient is a member of the Email Marketing Campaign and none of the above statuses applied.

Email_Campaign__Test_Campaign_Activity___Salesforce_-_Developer_Edition.png

Note: Mailchimp API does not have an efficient way to update for "Sent" in the Campaign Member Status for Automation Campaigns (not regular Email Campaigns) as Mailchimp does not give timestamp when the actual sending is done.  This status can sometimes not always be 100% correct.

Individual Contact Record:

If you need to use Salesforce Campaigns only then the Full Sync Add-On is needed. So essentially if you just want to use Salesforce Campaigns as List in SyncApps and want to automatically remove members, this feature "Full Sync" will manage automatic Contact, and Lead record removal features for Campaign members to Email Marketing Lists and Groups on each Full Sync schedule.

This means that anytime a record is added to or removed from a synced Salesforce Campaign, created by SyncApps, it will always be in sync with the Act-On Software, Constant Contact, Delivra, ExactTarget (Salesforce Marketing Cloud), Mailchimp & VerticalResponse Lists/Main Audience/Groups/Categories/Segments.

Need to Report on all SyncApps custom fields for Campaign Responses?   

See how it’s done here!

en-us7606a247e74f0adde07b2e625636cfa8.png

Carefully follow all the above steps, and you’ll be up and running in no time.

Be sure to also check out our Subscriber’s Story below on how SyncApps helped them save 100s of hours per year!

nacd.png

If you run into challenges, please don’t hesitate to ask us any questions. Just drop us a line & our Support Team will be glad to help you.

 

Filtering feature conditional parameters explained

Hey there, nice of you to have joined us today!

We’ve got some good news!

Today, we'll walk you through Filtering feature in full detail.

Our Filtering feature in SyncApps can be used to sync a subset of records based on specific criteria.

save image

If on a Trial, some software applications that will charge you with a cost due to the added new records that are synced from CRM. So please note that we sync unlimited records and will sync all the records if they match against your criteria so the best practice is to place test email addresses in a Campaign, Saved Search or Marketing List then use Filtering, sync then you can see how it works.

Once testing is complete, remove the Campaign/Saved Search/Marketing List checkbox in Step 1, and keep the Filter on a paid plan which then does look at all records and Filters based on your criteria.

For example to sync only Contact records with the country which is the United States you can create the following filter :

Country  [Is Equal To] United States

save image

Conditional Operators

The following operators can be used to create criteria:

  • Is Equal To
  • Check if field value equals to a specific value
  • Is Not Equal To
  • Check if field value does not equal to a specific value
  • Starts With
  • Check if the field value starts with a specific value
  • Does Not Start With
  • Check if field value does not start with a specific value
  • Contains
  • Check if the text field contains a specific value
  • Does Not Contain
  • Check if the text field does not contain a specific value
  • Greater Than
  • For numeric or date comparison
  • Greater Than or Equal
  • For numeric or date comparison
  • Less Than
  • For numeric or date comparison
  • Less Than or Equal
  • For numeric or date comparison
  • Is Blank
  • Check if the text is blank
  • Is Not Blank
  • Check if the text is not blank
  • Is True (Checkbox Checked)
  • For boolean value or usually a checkbox in UI
  • Is False (Checkbox Unchecked)
  • For boolean value or usually a checkbox in UI 

Date Criteria

Date criteria must use YYYY-MM-DD format so if we need to sync record that is created after December 20th, 2017 we can use the following criteria:

Created [Greater Than] 2017-12-20

For relative date comparison SyncApps provides a function to_date("x days/months/years ago").

Using that function, we can create criteria to sync records that were created within the last 30 days:

Created [Greater Than] or [Equal] to_date("30 days ago")

lKOpixTBbKI4FTY9M0HhxkNXy__2560_1352_.png

Complex Criteria

Complex criteria can also be created by combining expression using AND and OR operators.  For example, we want to sync records with an email address which is not blank and lives in CA or NY state we can create the following expression:

Email Address Is Not Blank AND (State Is Equal To CA OR State Is Equal To NY)

In filtering feature in SyncApps, the above conditions can be expressed like this below:

save image

Please make sure Grouping, AND and OR operators are chosen correctly.  In the above example "State Is Equal To CA OR State Is Equal To NY" must be grouped using an OR operator to produce a correct logic.

If you have multiple criteria that include boolean field( True or False), make sure that you have set it to "Is False (Checkbox Unchecked)" or "Is True (Checkbox checked).

The screenshot above caused the error because Opted out is a boolean field so it should be "Is False (Checkbox Unchecked)" or "Is True (Checkbox checked), see the correct setup below:

A typical MINDBODY for Infusionsoft by Keap Use Case:

I'm working with Mindbody and Infusionsoft by Keap.

When creating a segmentation can you tell me what the filters for Last Class Pass Remaining and Last Class Pass Expired refer to?

In other words, does Last Class Pass Remaining refer to the only class pass that they have or does it refer to the number of sessions left on their current class pass?

And does Last Class Pass Expired literally refer to the Last Class Pass that they had that Expired?

SOLUTION:

Last class pass remaining means session left on the last class pass.

For example, client X purchases a 1-month pass with name Y on Jan 5th for 10 sessions and the client has been used twice then SyncApps will return the following values:

* Last Pass class name: Y

* Last class expiry date: Feb 5th  (or maybe Feb 4th)

* Last class pass remaining: 8

You can also map those fields to Infusionsoft custom fields so you can see what the field values are for a client in Step 4 of Sync Profile Setup.

Hope you found this article helpful in getting to know more about the features.

If you have any more queries, don’t hesitate to email us at support@cazoomi.com and we’ll gladly help you out.

Best practice after setting up your Constant Contact integration for success in your Trial!

 

Hey there! Welcome!

First things first, congratulations on successfully setting up your Constant Contact integration.

Now that everything is up and running, let’s see how you can make the most of your trial. 

See this 3-minute demo on setting up of the integration and also be sure to add any team members to review the set up to your SyncApps account.

 

To watch our 30-minute full webinar on full setup and best practices for Constant Contact for Salesforce, please see below.

 

In order to easily set up a trial for your Constant Contact integration, just follow these quick steps:

  1. First, ensure that you have created 2 Sync Profiles if you are using both Leads and Contacts. Select Accounts as the Object Type if you are using Salesforce Accounts.
  2. Create one Salesforce Campaign for testing purposes. You can use our Filtering and Segmentation feature in tandem with any Salesforce Campaign that does not exceed 100 Contact, Lead or Account records for testing purposes and for successful sync.

Next, we will use our own test email, cw@cazoomi.com, which is a Salesforce Contact and easy to review for testing purposes in both Salesforce and Constant Contact.

  1. Head to SyncApps and select your test Salesforce Campaign integration in Step 1 of your integration after placing your chosen Contacts, Leads and your email. If you chose to use Filters, select the specific records from the precise Salesforce Campaign. Please review this link if you want to add Salesforce Person accounts.

 

  1. Ensure that the “Email Opt-Out” field is visible on the Salesforce Account, Contact or Lead page layout. It facilitates easy testing of unsubscribes from your Constant Contact or CRM.

 

  1. Now, go back to your Constant Contact to create and use an empty List to integrate to as the Master List mentioned in Step 2 of your integration. SyncApps creates the List automatically, or you can do it manually. This list is needed to keep all Contacts in Constant Contact in sync no matter which list they are a part of when using SyncApps integrations.  Press next until you get to the ‘Finish’ option.

 

Step_2_Lead_Master_List.png

  1. Press "Next" then "Save.  Head back to the Sync Profile page and press “Sync Now” on your Sync Profile page. 

pasted_image_0__2_.png

  1. Head back over to check your Constant Contact Lists for the Salesforce Campaign synced from Salesforce which creates its own List in Constant. The Master List will now contain the records you placed into the Salesforce Test Campaign or those records from the Filter you are testing against the Salesforce Test Campaign. For easy testing, just test your own email which needs to be either a Lead in Salesforce for a Lead Sync Profile or a Contact in Salesforce for a Contact Sync Profile.

 

  1. Proceed to create and send an email campaign to your own email on the List which you have just synced. It provides a platform for testing how the Campaign Responses or marketing metrics flow back from Constant Contact to Salesforce.

 

  1. Now go back to your Sync Profile and tap the Edit button. The first Step of integration is selecting Sync Campaign Responses followed by a tap on the “Create Salesforce Campaign” feature.

 pasted_image_0__4_.png

pasted_image_0__5_.png

  1. Constant Contact email metric fields are automatically created once you select the “Sync Campaign Responses” feature. It is created and integrated into your Salesforce for marketing metrics such as clicks, bounces, and opens. Place each of them on the Salesforce layout for Contacts and Leads. Proceed to the second step and select the Specific Email Campaign to sync feature in Step 1. Choose the Email Campaign sent, and press save.
  2. Once on the Sync Profile page click on “Sync now.”

pasted_image_0__6_.png 

  1. Navigate back to Salesforce to check the Campaign History records to ensure all metrics (Clicks, Clicked URLs, Bounces, Forwards, Email Events and Opens) are included. Double check to ensure that all fields are dragged onto the Campaign Layout previously created.

 

  1. On your Sync Dashboard, choose Reports to review information about each sync run test.

pasted_image_0__7_.png

pasted_image_0__8_.png

  1. Run and share this information with your team to create awareness and boost team efficiency.

Check out our subscriber's story here on how SyncApps helped them save 100s of hours per year!

nacd.png

Feel free to check out our Constant Contact for Salesforce page if you have any questions or get in touch with our 24/7 Support Team today.

 

 

Automatically remove a record from your Marketing Automation solution

Does this scenario sound familiar? 

Your marketing team needs to make sure that when Sales removes a record in CRM from a Tag, Tearsheet, Saved Search, Marketing List, List View or Campaign, it is removed from the List in Constant Contact, Drip, Klaviyo, Act-On or Mailchimp Audience and/or Group.

Enter the Full Sync Add-On.

Full_Sync_Add_On___Creately.png

 

This feature allows you to automate your workflow around cleaning up your Marketing Automation Lists/Tags/Groups easily. You can scale your growth and spend less time on repetitive tasks using it.

Full sync depends on list/segmentation functionality, so it will be processed for these scenarios:

  • CRM or eCommerce Segmentation: List, Campaign, Tag, Tearsheet, etc. in Step 1 of your integration.
  • SyncApps Segmentation: Filtering + Segmentation feature in Step 5 of your integration.

This Add-On is applicable to CRM and eCommerce platforms using segmentation to control data flow.

Grab our Full Sync from your Add-Ons tab inside SyncApps to get started.  Full Sync is available on our Paid Plans and also available to try out on our Free Trial!

save image

Once you purchase the Add-On, you can set up your Full Sync schedule, and Contacts or Leads removal from CRM list(s), eCommerce Segmentation(s) will be removed from matched Act-On/Constant Contact/Infusionsoft by Keap/Mailchimp/VerticalResponse List(s)/Tag(s)/Group(s) during a Full Sync.

Please also note that "Full Sync" and "Reset Sync Profile daily" features should not be used together.

Currently, Full Sync is only available to set up in Step 3 of your Sync Profile when the following segmentation methods are selected in your Sync Profile:

  • Zoho Campaigns
  • Zoho List Views
  • NetSuite Saved Searches
  • Bullhorn Tearsheets
  • Highrise Tags
  • Salesforce Campaigns
  • Dynamics CRM Marketing Lists
  • SugarCRM Target Lists
  • SuiteCRM Target Lists 

For Salesforce integrations, Full Sync is only available/applicable under the following conditions:

  1. Will work if Campaign as List Sync is enabled in Step 1 but only if Cazoomi Marketing List package is not installed.
  2. Will work if no Marketing List mode is enabled in Step 1 but Segmentation is enabled in Step 5.
  3. Will not work with Cazoomi Marketing List package.
  4. Will work with Checkbox Field Segmentation Add-On.

Note:  If Campaign as List Sync is enabled in Step 1 and Cazoomi Marketing List package is also installed on your CRM, please first uninstall the Marketing List package from CRM for the Full Sync feature to work correctly.

To automatically remove records from your Marketing Automation solution, when they are no longer a part of any synced CRM Marketing List, subscribing to our Full Sync Add-On is a great solution as it is the only way to automatically remove a CRM member from a synced external Constant Contact List, Mailchimp Group, and others.

Using Filtering and Segmentation with Full Sync?

Mailchimp Limitations:

The Full Sync Add-On will not remove a record from a Mailchimp Group if it does not match the filter in Step 5, unless using a segmentation method in Step 1 or "Enable Segmentation" feature in Step 5 of your integration.

Example Segmentation Method in Step 1:

Sync Salesforce Campaign/List Members to Mailchimp Group

save image

Example Segmentation Method in Step 5:

If you want to sync all Contacts in Step 1 and just filter against your entire database, yet, still remove records from a Mailchimp Group, be sure to enable the segmentation feature on filtering in Step 5. Each "Segment Name" will be synced to a Mailchimp Group.

save image

Please note:  The Full Sync Add-On is needed to remove a record from a Mailchimp Group if it does not match your Filter & Segmentation criteria set up in Step 5 of your Sync Profile.

If you would like to remove a record from a Mailchimp List each time the Full Sync Add-On runs, please enable this feature in Step 2 of your integration.

If you enable segmentation on filtering in Step 5, use the Full Sync Add-On, and if contact or lead is no longer part of a segment, SyncApps will remove the contact from the Mailchimp Group.

Full Sync Add-On for NetSuite to Act-On or our other marketing automation integrations?

Need to test our Full Sync Add-On for NetSuite to Act-On? See our guide/use case below to help you get an idea on how to do it:

1. Create a NetSuite Saved Search named "Customization Test" and let’s say it was initially 5 entries. Create an Act-On Marketing List named "Customization_Test" and set the NetSuite Saved Search to sync with that Act-On List. After which, press Sync and all 5 expected entries will be synced in the Act-On list.

1_-_NetSuite_Saved_Search.jpg

 

2_-_Act-on_Saved_Search.jpg

2. Remove 1 entry in the NetSuite Saved Search and then next, trial or purchase the Full Sync Add-On from the Add-On tab inside your dashboard.

5_-_Removed_1_item_in_NetSuite_Saved_Search.jpg

Once Full Sync is enabled, the Full Sync option will appear in Step 3.

save image

Note: Full Syncing will remove Records(s) from Act-On if the Record(s) is no longer a member of the NetSuite Saved Searches.

All CRM and eCommerce that supports Segmentation and List sync will feature the Add-On as an option in the Add-Ons tab.

Supported Marketing Automation solutions:

  • Act-On
  • Constant Contact
  • Drip
  • Mailchimp
  • Klaviyo
  • Infusionsoft by Keap
  • VerticalResponse

3. Press the Reset Sync Process button from the dashboard and run the Sync again. The result will show that the customization really works as the Act-On List now has only 4 entries, a complete replica of the NetSuite Saved Search.

6_-_Act-on_content_after_full_sync.jpg

 

Check out our Full Sync Wednesday Walkthrough replay here!

 

Check out our Subscriber’s Story below on how SyncApps helped them save time!

generic-subscriber.png

Experiencing issues or difficulties during testing? Reach our 24/7 team for assistance, and we’ll throw in a free Sync Profile Setup Review today!

How do Hard Bounces and Soft Bounces work using Mailchimp integration?

Subscriber:

I wanted to see the way SyncApps is treating Soft Bounces. It appears that these are being recorded along with Hard Bounces as Bounced in CRM (both in member status and in the Campaign Response field). Unfortunately, the Soft bounces are then indistinguishable from Hard Bounces.

save image

As you will be aware, Mailchimp "cleans" any Hard bounces from your Audience and prevents mailing to the same address.  However, soft bounces (which could be caused by a full mailbox, or other reasons) are permitted to be mailed to again, up to 7 soft bounces.

Soft vs. Hard Bounces

It would be much better if soft bounces were identified separately (i.e., Soft Bounce?) because they are treated differently to hard bounces (i.e., I would not be deleting them from our Audience or ringing up to find out if the contact has moved, for example).

If one is to be able to manage the lists via the metric data, this distinction is pretty important. Interested to hear your thoughts! 

Cazoomi:

For Campaign Response coming from Mailchimp, there are not separate soft bounce, and hard bounce calls as the API does not differentiate that information. However, for hard bounce (cleaned) status it can be synced back to a CRM custom field (checkbox type), so you can see if a contact is in hard bounce status.

Please map the field from Mailchimp to CRM today in Custom Field Mapping in Step 4 in your Sync Profile.

If you encounter any issues please reach out to us 24/7 today.

Required_Field_Missing or Unable to sync record because First Name or Last Name is blank

This error occurs when a required field in your Marketing Automation does not have value or it is blank when syncing to your CRM.

Example:

11 Apr 2019 11:39:29 INFO Updating from Mailchimp to Salesforce
11 Apr 2019 11:40:02 ERROR Unable to sync record because Last Name is blank.
Contact [id=c99400695a0befe288c4b3859b554c2d,  emailAddress=smg@gmail.com,  firstName=,  lastName=,  created=2018-06-14T19:50:20.000Z,  lastUpdate=2018-09-19T16:41:41.000Z,  ]

For Salesforce subscribers see Step 1 of your integration to enable this feature to use "Unknown" if First or Last name is blank.

save image

You will need to have these required fields filled up in your Marketing Automation software or reach out to our 24/7 Support Team to enable the CRM customization for the error containing, First name or Last name is blank.

If the error is just Required_Field_Missing then the solution could be to set these fields as "not required" so that the error will disappear.

I changed the name of one of my Mailchimp Audience and now SyncApps is not reading it

Have you experienced an issue where you have changed the name of one of your Mailchimp Audience, and SyncApps does not recognize it? 

Be sure the Audience names match 100% between SyncApps and Mailchimp.

Here's the remedy:

See if your Mailchimp Audience name has two spaces.  This would cause a scenario in which SyncApps could not find the matched list.

  • "ABC Events:"  and  "Webinars" words
  • "Webinars,"  and  "Trainings" words 

Please edit the Mailchimp Audience name to fix double spaces, and you should be able to use the list.

"ABC Events: Webinars, Trainings & Trade Shows" (1 space before "Webinars"; SyncApps will recognize it as it has the same name)
instead of

"ABC Events: Webinars, Trainings & Trade Shows"(2 spaces before "Webinars"; SyncApps will not recognize)
Marketing List - Updates

Enhancement Release Features 2015-2019

Most up-to-date release here...

  • Enhancements to large volume data processing, lead score & custom field mapping retrieval, has been built into Cazoomi Marketing List.  

The enhancements to large volume data processing allow our large list of subscribers to quickly move lists from Salesforce to their Marketing Automation solution of choice more efficiently. 

  • Add/Remove feature enhancements for Campaign/List membership in CRM to Marketing Automation Lists/Groups/Categories.

This enhancement adds SyncApps add/remove features with the use of Salesforce Campaigns to your Marketing Automation solution of choice.  If using Salesforce Campaigns, you can now automatically manage if a subscriber is added/removed in your Marketing Automation Lists/Groups/Categories back to Salesforce Campaigns or a Cazoomi Marketing List.

  • Storage limits in Salesforce enhancement

Only Campaigns selected in a Sync Profile (if using Campaign as List feature) will be tracked in the Campaign Member History object. Previously all Campaign Members removal are recorded so caused some storage issues.

Version 1.38 - August 2015 - 2018

  • Enhancement to 10,000 records maximum limit in a VisualForce page copied from a Salesforce Campaign to a Cazoomi Marketing List 

  • Unlimited records allowed to be added to a Cazoomi Marketing List from a Salesforce Campaign

Version 1.37 - July 2015 

  • Enhancement for Storage issues on Salesforce. Now only Campaigns selected in a Sync Profile (if using Campaign as List feature) will be tracked in the Campaign Member History object [Previously all Campaign Members removal are recorded so caused some storage issues]

Version 1.36 - April 2015 

  • Spring Salesforce Updated version released

Version 1.35 - 08 Sept 2014

  • Remove All button enhancements for easy Campaign/List membership control in CRM to Marketing Automation Lists/Groups/Categories

Version 1.34 - 18 Aug 2014

  • Enhancements to field mapping retrieval 
  • Remove All button added for easy Campaign/List membership control in CRM to Marketing Automation Lists/Groups/Categories

Version 1.29 - 30 Dec 2013

  •  Enhancements to large volume data processing, lead score, custom field mapping retrieval
  • Add/Remove feature enhancements for Campaign/List membership in CRM to Marketing Automation Lists/Groups/Categories

Version 1.27 - 23 Dec 2013

  •  Enhancements to search criteria for large list customers (100k+)

Version 1.24 - 16 Nov 2013

  •  Enhancements to search and official AppExchange Listing Approval

Version 1.21 - 20 Aug 2013

  •  Enhancement to add/remove (EmailOptOut) SyncApps tracking campaign member

Version 1.18 - 29 July 2013

  • Person account contacts searchable using contacts option
  • Corrected search error issue for the multi pick-list field

Version 1.16 - 29 June 2013

  • Added some enhancements on Campaign as List sync

Version 1.15 - 17 June 2013

  • Fixed ViewState error issue to allow up to millions of records in Campaigns to be copied to a Marketing List

Version 1.13- 2 May 2013

  • Changed search result criteria for better search
  • Added record counts per list (Lead and Contacts total subscribed fields)
  • Updated campaigns drop-down in add members page to display all campaigns per page with the scroller

Version 1.12- 6 Feb 2013

  • Modified Visualforce requirements 

Version 1.11 - 12 Dec 2012

  • Changed maximum search result in add member page from 1K to 10K records
  • Updated campaigns drop-down in add members page to display active campaigns only

Version 1.10 - 3 Dec 2012

  • Added support for adding members directly from Salesforce.com Campaigns 
  • Added support searching contacts/leads using DateTime/Date Literals

Version 1.9 - 13 Oct 2012

  • Fixed error when searching for contacts/leads using Boolean field criteria.
When Cleaning Up Lists, Don't Enable "Full Sync" But Delete All Records Manually Instead

Cleaning_Up_List_Manually___Creately.png

If you use SyncApps to clean up your lists, specifically Marketing Lists, you can save a significant amount of time letting the sync process does large amounts of manual data clean up as well right from your CRM.

Speaking of cleaning up Marketing lists, a subscriber raised a good question.  With SyncApps, she was able to sync her already decreased records from CRM to VerticalResponse.  

She was expecting that the records synced to VerticalResponse (VR) are the same as the already decreased records from her CRM, but the original total records appeared instead.

It was found out that the subscriber enabled the “Full Sync” feature.  

The feature was enabled to let the subscriber sync her huge CRM database that was split into 3 Sync Profiles.  BUT, enabling the feature won’t help in syncing the updated list in your CRM but to only provide you with the original list, for it does not delete contacts.  

It only removes records from a VR list if a record is removed from the Marketing List in CRM.  So, in order to perform cleaning through SyncApps, you just need to delete all records manually in VerticalResponse then reset the sync. Below are the steps to achieve this:

  1. Delete VR Master List (the one specified in sync profile) and all its contacts.
  2. Copy Sync Profile to a new profile, so no cached information preserved. There is a copy button in the Sync Profile page.
  3. Run the new Sync Profile.
  4. Delete the old profile.

Full Sync is not suitable for this use case cleanup process. It can be used after cleanup to make sure the VR list is up-to-date if there is contact removal in CRM list, full sync will sync that removal.

If it happens that you hit any snags using our Full Sync feature, don't hesitate to contact us 24/7.

Number of API calls required for Mailchimp to Salesforce integration?

Hey there! Welcome!

First things first, congratulations for setting up your Mailchimp for Salesforce integration successfully!

Do you happen to exceed in API request limit in Salesforce? Please follow through this use case scenario to solve this problem.

Subscriber:

I am using the Mailchimp for Salesforce SyncApps. I am also exceeding my API request limit in Salesforce.

Can you give me an estimate of how many API calls are needed to support a given list size?

Details: There are 25,000 subscribers in Mailchimp. Does it mean 25,000 calls for each campaign? Does using additional merge fields affect the number of API calls?

Cazoomi:

SyncApps does the following process to sync Mailchimp for Salesforce:

  1. Checks in Salesforce email cache. If it exists then do not process;
  2. Checks in Salesforce whether the email address exist. If it exists then do not process;
  3. If the email address does not exist in Salesforce, then create a new record in Salesforce.

For your sync, there are no cached data for most of the email addresses, so SyncApps sends 25,000 requests to Salesforce to check whether the email address exists. Currently, we check one email address at a time. We might optimize to check a few contacts at once.

save image

There are a few options to avoid this type of API issue:

  1. You have selected Campaign as List feature but only have 48 contacts in this Campaign in Salesforce. To have efficient sync, please turn off "Sync Campaign as List" feature then do initial sync so all email address will be cached by SyncApps.
  2. Alternatively, if you don't want new Contacts to be created in Salesforce from Mailchimp, you can disable two way syncing. Campaign Response will still be synced if you enable this option but please note that only Campaign Metrics for Contacts that have been synced from Salesforce to Mailchimp will be populated so if you have only 48 contacts synced then only those 48 contacts will be populated with Campaign Response Metrics.

So in your use case, the first option is better.

  1. Start with an empty Mailchimp list for your "Audience" and populate the list with Contacts from Salesforce is the best practice to minimize API usage.

Estimate API Calls for Campaign Response Sync:

SyncApps needs fewer API calls if using an Empty Mailchimp List as the "Audience".

Each API call can update 200 Salesforce records so for 10,000 campaign response only 50 calls will be needed.

Retrieving contacts/leads from Salesforce also requires far fewer API calls.

Currently, it is set 500 records per call so for 20,000 records only needs 40 API calls.

Currently, the issue is the email existence checking in Salesforce when an email address is not in cache. So if there are 20,000 records in Mailchimp, there will be 20,000 calls required if you do not sync all contacts/leads like in many of SyncApps subscriber's current configurations.

If you sync all contacts there will be no problem as on initial sync SyncApps will retrieve Salesforce contacts and put them in SyncApps Cache.

Hope you find this helpful on the snag you’re on.

Let us hear from you any queries for more future enhancements or new releases by simply emailing our 24/7 Support Staff.

Unprocessed and filtered records

When using our powerful Filtering feature, SyncApps will only sync specific records that do not contain these Group/Role email addresses. Reason for this is that these are not "person" emails because they might cause spam complaints and blacklisting.

These are the following Group/Role email addresses that SyncApps will ignore when Filtering feature is enabled:

  • abuse@
  • admin@
  • all@
  • everyone@
  • ftp@
  • investorrelations@
  • jobs@
  • marketing@
  • media@
  • noc@
  • postmaster@
  • prime@
  • privacy@
  • remove@
  • request@
  • root@
  • sales@
  • security@
  • spam.*@
  • subscribe@
  • usenet@
  • users@
  • uucp@
  • webmaster@
  • www@
  • @yahoogroups.com
  • @googlegroups.com
  • noreply@
  • @example.com

Note:

If you are syncing any @yopmail emails with your email marketing this will cause errors to appear as Mailchimp and others have banned this domain so to avoid any errors just set up a filter in SyncApps with "Email does not contain @yopmail.com" criteria in your Sync Profile.

Can I sync only "one-way" to Salesforce from Mailchimp or Constant Contact?

Yes!

"Add One-Way Sync feature to Salesforce." 

Error on sync: Error on API call to iContact

Error on sync: Error on API call to iContact. {"errors":["Internal Server Error"]} (HTTP Status Code: 500)

When you encounter the error above and there's no additional information, please reach out to the iContact support team and please let them know about this matter.

After deleting a list in Constant Contact will the Marketing List autosync again in SyncApps?

 

Yes, you just need to "Reset Sync Process" from the Sync Profile after deleting a list in Constant Contact to recreate it automatically.

Syncing Campaigns from your Email Marketing Automation to CRM

Syncing existing Campaigns from your Email Marketing Automation software such as Constant Contact, Mailchimp, Act-On, Drip, Klaviyo, others to existing CRM Campaigns is not supported.

Syncing_Campaigns_from_your_Email_Marketing_Automation_to_CRM__1_.png

The way it works is simple. You can send multiple Email Campaigns to 1 List in your Marketing Automation software so SyncApps create a tracking campaign to track all metrics. The Campaign created by anyone in CRM is just that, a Campaign that will create a List, Group or Segment.

If using Campaign a List feature in SyncApps then each Campaign needs to be created first in CRM to sync with your Marketing Automation software as Lists, Groups or Segments.  After that, any email Campaign sent to these Lists, Groups or Segments will create a CRM Campaign of the same name as the email and track all the Campaign metrics from your Marketing Automation Software back to the CRM Campaign.

Please also note that CRM record data is synced from your Email Marketing Automation only if the email address doesn't exist in CRM at the time of syncing.  An exception to this rule is Mailchimp and others which use webhooks to update existing CRM record data.

How to Create Tags, formerly named Static Segments, in Mailchimp Automatically

Hey there, glad you could join us today!

Trying to figure out how to create Mailchimp Static Segments, now called Tags?

Thought so.

Well, you’ve definitely come to the right place. So go on, let's dive in and let us show you how tags can help automate your organization's integration strategy today.

First things first. What is Static Segment in Mailchimp?

A Mailchimp Static Segment is a type of saved segment that only includes the subscribed contacts who shared specific common qualities when created. Today, they are called “Tags" in Mailchimp due to Mailchimp Tags replacing Static Segments.

Now, what are Tags?

Tags work the same way as Static Segments. It is just the name that was changed, but easier to use and has many more benefits.

SyncApps rolled out this enhancement in 2018 to help our subscribers target their specific customers without manually putting them into segments. Just set it then let SyncApps do the magic! This enhancement is very useful to CRM, Financial, and especially for eCommerce integrations.

Try out these following steps on how to manually do a Tag in Mailchimp:

  • Head to your Audience in Mailchimp and select a specific Audience.
  • Once you have selected a specific Audience, tap "Manage Contacts" and "Tag", then "Create Tag."
  • Set the criteria, let's say on the Audience you want to target a Campaign to customers with the those ending with "@gmail.com." Email Address > Ends with > @gmail.com.
  • Tap Preview Tag, then this will show a segment with specific contacts under that Audience, tap " Save as Tag. Then there you have it!

Now, let's see how it works and how Mailchimp Tags are created with SyncApps.

Use_Tags.png

It is now easy to automatically create Tag(s) based on your CRM Marketing List(s), Tag, Saved Search(s), Tearsheet(s), Campaign(s), or even eCommerce Product(s) and Variation(s) you have set up in Step 1 of the Sync Profile

Please do note that if Mailchimp user exposes Groups on the Update Profile form, then SyncApps will sync to the Marketing List or Campaign if these Campaign/List of Groups have been synced prior via SyncApps.

In Step 2 of the Sync Profile, you will need to select "Use Tag" under the Segmentation Method option. Just simply edit your Sync Profile. After editing, don’t forget to hit Save, next Reset Sync Process and then Sync Now. This is so SyncApps can determine changes/customization in your profile before doing the magic. 

blobid0__2_.png

This feature is used by subscribers to overcome Mailchimp's 60 Group limitation per Audience, especially those who are using many products or categories in your system of record to sync to Mailchimp.

NOTE: records in Tags cannot be removed automatically via SyncApps, so the best practice is to just delete them all on a regular basis in Mailchimp.

This will let your CRM being used repopulate each Tag on your scheduled sync to have a trued up Segment for your Marketing Automation campaigns running on Mailchimp.

Be sure and check out our Subscriber’s Story below on how SyncApps helped them save 100s of hours of time and effort integrating their software!

generic-subscriber.png

Feel free to reach out to us if you encounter any problems as we are online 24/7, to make sure you get the most out of your integration.

Checkbox sync with Pipeliner to your Marketing Automation Software

Do your requirements call for syncing Checkboxes from Pipeliner records to Constant Contact, Mailchimp or Act-On?

By using our powerful Filtering and Segmentation feature, this can now be achieved!

Individual Checkbox Field

Head to Step 5 of the Sync Profile then set the criteria for Filters to (Name of Checkbox) and select the operator to "Is True (Checkbox Checked).

https___syncapps_cazoomi_com_sync_profile_edit_profileId_951346529_step_config_filter_new_wizardId_7c637d72_71d1_4d20_ae53_0027a06c92c91513826480005.png

Once the changes have been made, then please press Save, then Reset Sync Process and Sync Now. 

Multi Checkbox Field

In this case, please use the "Contains" operator. For example, you want to create a segment that contains all records which have ACME checked you can use criteria:
"Tradeshow 2017 Contains ACME"

2.png

Map Mailchimp Member (Contact) Rating

Subscriber:

I want to map the Member Rating field from Mailchimp to Salesforce, I think they call it Contact Rating now, but I am not sure what field type to create in Salesforce to house the data.

Is it a text field? Number field? Image field?

blobid0__1_.png

Cazoomi:

Thanks and you can map to a Text field works fine as the Contact Rating (Member Rating) is a negative number to a positive number based on Stars given.

See Mailchimp help article here...

save image
  

Update mailing address fields to and from Mailchimp

To map the CRM Address and Mailchimp Address fields, there are two ways to go about it based on company preference.

  1. Mailchimp Address Data Type fields
  2. Text Data Type fields 

1) Mailchimp Address Data Type fields

If using Mailchimp Address Data Type fields, please follow the rules below as Mailchimp Address Fields all need to be mapped for CRM data to flow to the Mailchimp Address.

If one field is incorrect, then the whole record will fail to sync to Mailchimp as per their API rules.

So you need to use the following mapping: Field label and type are important here.

  1. Address <> Street Address
  2. City <> City
  3. State <> State
  4. Country <> Country
  5. Postal Code <> Zip 

The 5 fields above mapping rules are only applied if you are using Address Data Type fields in Mailchimp. 

Please see here for Mailchimp address rules.

List_Fields_and___MERGE___Tags_for_Unit_Test___MailChimp__1_.png

The address data type can be distinguished in field mapping with like the screenshot below:

 

2) Text Data Type fields 

Mailchimp Address fields are quite strict so the best practice is to use a text field for each address component for the 5 merge text fields for street, city, state, zip, and country.

List_Fields_and___MERGE___Tags_for_Unit_Test___MailChimp.png

EXAMPLE:

 

Ideas___Answers___Agent.png

If you're needing subscribers to be able to update their existing address in CRM from Mailchimp then after mapping the fields just select in Step 2 of the Sync Profile this feature below.

*Update YOUR CRM if subscribers update their profiles in Mailchimp

Mailchimp Update Profile Form is used to accomplish updating CRM records with changed fields.

This will use mapping configuration to update data. Please make sure you configure the mapping correctly. A webhook will be set up in the specified Mailchimp Audience by SyncApps if this option is enabled.

MailChimp-Signup-Subscribe-Form_2018-05-16-10_11_02.jpg

Managing Custom Fields in Constant Contact

Hey there, thanks for stopping by!

UPDATE:

Constant Contact subscribers are limited to only the 15 Custom Fields allowed on V2 API of Constant Contact. Once V3 API of Constant Contact is released with all features like Email Campaign functionality we will support their new 25 custom field limit instead of the 15 preset custom field current limitation.

If you are here then you’ve probably been having a bit of trouble setting up your own Sync Profile with SyncApps, right?

Well, you’ve come to the right place!

Granted, the process does seem a bit tricky, but with the right guidance, it really can be a walk in the park.

So stick around and let us walk you through this painless process.

What we’ve done is put together an easy-to-follow step-by-step guide that will ultimately enable you to sort out your main issue as well as other queries, such as:

  • Which custom fields specifically in Constant Contact can be mapped in Step 4 of your Sync Profile
  • Which custom fields created in Constant Contact do not show up over in SyncApps Constant Contact Field list even after refreshing fields.
  • How to see the Constant Contact custom fields in the additional field mapping while trying to map custom fields in both systems. This could be giving you problems even after refreshing so that the newly created fields do not show up.
  • What to do when Fields are being displayed with Standard Naming in Cazoomi (custom_field_1-- custom_field_15) but not with the name you used to create in Constant Contact.
  • How to import Custom Fields from the signup form, back to the Contact/Account/Lead/Targets
  • What to do when a Custom Date Field you named "Subscribed Date" in Constant Contact is not available in the Cazoomi Field Mapping Section to map it to Salesforce.
  • How to change the labels of the custom fields when performing the field mapping as you set up a Sync Profile (example: instead of using Custom Field 01, Custom Field 02, Custom Field 03, you want to customize it to your liking, for example using labels like Channel for custom field 01, and Record Type for custom field 02)

Well, we heard you, and we’ve got answers to these questions and more.

Don’t worry; it’s really not that complicated.

We want to take you through a step-by-step process. Trust me; it’s going to be a breeze after this.

save image

Let’s start off with looking at the pre-mapped fields from to Constant Contact below shown in blue.  The red #7 field is how Custom Fields 1-15 will be shown when designated which we will explain coming up.

save image

For Custom Fields let’s start off with mapping back Bounce Reason and Bounce Date to CRM.

Are you trying to write back the bounce fields from Constant Contact to CRM?

Constant Contact does not explicitly have a "Hard Bounce" field. They instead have a "Bounce Reason" field which is populated with both soft and hard bounces. To map this field head to Step 4 and use a Text Field Type. For Bounce Date use a Data Type field.

Reporting Tab and Hyperlinked Bounce Count

Note: Sync Campaign Response must be selected in Step 1 in order for these fields to be available for Field Mapping.

If you run into issues be sure to check the field type in CRM and if using an existing field then try changing your field on the CRM side to a Text field to capture "Bounce Reason" which is text type in Constant Contact and Bounce Date is a Date field type in CRM.

Do you need to use a Custom Unsubscribe field in CRM?

If you do, then that’s fine, just use our Add-On just for this feature in your Add-Ons tab and once subscribed it will instantly turn this feature on to map in Step 4 today. Simple, right?

Inkedblobid0_LI.jpg

It gets even better.

Check this out.

You can also choose to do Additional field mapping or not.

We’ve made it easy for you by mapping the Basic Contact fields including Email Address, Name, Address, Company Name, and Phone.

This makes it convenient.

Here’s another interesting bit.

Do you wish to use Custom Fields in Constant Contact?

No worries, we’ve got you covered! Listen to this - 15 custom fields for you to choose from! Now that’s a whole lot to choose from, which is great.

However, if you choose to add a custom field in Constant Contact, it will not add any functionality to the 15 already available Custom Fields that the current constant Contact API allows.

In Constant Contact, only 15 Custom Fields are allowed.

However, it’s not all gloom and doom for those willing to add since you can map the 15 fields to match your fields in CRM.

In order to get this rolling, this is what you need to do:

Here are the steps:

  1. Add a new Custom Field and name it Custom Field 1
  2. Add a new Custom Field and name it Custom Field 2 and continue as needed

Custom_Field_Mapping.png

When doing all this, make sure you jot each field label (COMM STEM = Custom Field 1) down to be used in your Sync Profile.

This will help map the 1-15 custom fields available to your CRM field(s).  You will need them as Constant Contact only supports the naming of custom fields 1-15 as shown above.

https___syncapps.cazoomi.com_sync_profile_edit_profileId_890347065_wizardId_291bd153_9cb8_4155_ad67_0191f8d344081504747090902_step_config_mapping.png

 

Note: 

Birthday is also not a standard field available in Constant Contact v2 API for the Contact (https://developer.constantcontact.com/docs/contacts-api/contacts-resource.html) and is not synced by default.




However, the v3.0 API https://v3.developer.constantcontact.com/api_guide/index.html will include these fields and also many more features.

Birthday & Anniversary Support

The V3 API now supports the birthday and anniversary properties in the contact object. This means integration users can take advantage of autoresponder messages to send birthday and anniversary email campaigns.

Learn more.

Once it is live and available for SyncApps you will be able to map Birthday field.

Check out our Subscriber’s Story below on how SyncApps helped them save time!

generic-subscriber.png

Did we answer your question? I hope we did.

Have you tried setting up your own Sync Profile with SyncApps?

Let us know if you hit any more snags by emailing us at support@cazoomi.com. We are ready 24/7 to answer all your questions.

 

Cazoomi Answers and Best Practices

We're always working to deliver best practices around SyncApps that are relevant to your business. Now you don't have to look any further than Cazoomi Answers for up-to-date SyncApps advice and integration tips.

Getting Started