Difference between revisions of "Constant Contact Synchronization"

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Once the Constant Contact synchronization is setup you will be able to configure which groups are set to be synchronized each night.
 
Once the Constant Contact synchronization is setup you will be able to configure which groups are set to be synchronized each night.
 
:'''Note:''' The groups option must be checked off in step #7 above for any groups to synchronize.
 
:'''Note:''' The groups option must be checked off in step #7 above for any groups to synchronize.
#
+
===View & Remove Groups from the daily synchronization===
 +
#Select the '''Groups''' module.
 +
#At the top, select the '''Synch''' tab.
 +
#Uncheck any that you wish to stop Synchronizing and then click '''Save'''
 +
===Set a group to start synchronizing each day===
 +
'''Option 1 - From the general tab'''
 +
#Select the '''Groups''' module.
 +
#At the top select the '''Home''' tab.
 +
#Click on the group name that you'd like to change the setting for.
 +
#Check the box to "Synch this group with Constant Contact."
 +
#:[[file:Groups_Additional_Options.png|framed|none|Additional Options for Groups]]
 +
#Click '''Save Changes'''
 +
'''Option 2 - From the Synch tab'''
 +
#Select the '''Groups''' module.
 +
#At the top, select the '''Synch''' tab.
 +
#Uncheck '''Display groups set to synch only.'''
 +
#Check off the groups you wish to synchronize.
 +
#Click '''Save'''
 +
 
 
==FAQ==
 
==FAQ==
 
:'''Q)''' Why are there fewer contacts in my Constant Contact list than what is showing in my database?<br />
 
:'''Q)''' Why are there fewer contacts in my Constant Contact list than what is showing in my database?<br />
 
:'''A)''' When the data is pushed over to Constant Contact any emails that are invalid are automatically excluded. Any emails that are unsubscribed within Constant Contact would also be excluded from the final list in Constant Contact.
 
:'''A)''' When the data is pushed over to Constant Contact any emails that are invalid are automatically excluded. Any emails that are unsubscribed within Constant Contact would also be excluded from the final list in Constant Contact.

Revision as of 18:19, 31 August 2015

The ChamberMaster/MemberZone member management system allows you to connect to your Constant Contact account to automate updates to your Constant Contact lists based on updates made in the database. Once configured representatives that have been added to the database or specific groups will automatically be added to Constant Contact. Any reps that are inactivated or disabled in a group will be removed from their respective lists.

Note: Any Representatives that are Deleted from the database will still remain in Constant Contact. For best results avoid deleting and simply disable or inactivate the representative.

Constant Contact has a special pricing program for Chambers of Commerce see the details here.

Enable Constant Contact Synchronization

You must have an active account with Constant Contact to setup and use the synchronization tool.

  1. Login to your database with administrator privileges.
  2. Click Setup in the left-hand menu.
  3. Click General Options and Settings in the Association Information (or Chamber Information) area.
  4. Select ConstantContact from the Newsletter Solution drop-down box.
  5. In the Add-On Manager area click the blue link Please click here to authorize the Constant Contact connection.
  6. Follow the prompts to authorize the database with your Constant Contact account.
  7. Choose which items you would like to have automatically synchronize each night. Automatically synchronize membership types daily, Automatically synchronize groups daily, and/or Automatically sync all active reps for active and courtesy members to allow ChamberMaster to pass all ChamberMaster Membership Types, active reps and/or Group updates and additions nightly to your Constant Contact account. To select only specific groups, click the Synch tab in the Groups module.
    If you’d rather select only certain groups to be synched, then you’ll need to deselect all others on the Synch tab in the Groups module. See Selecting Which Groups to Synchronize below for more info.
  8. Click Save.
Going forward, make any additions to these list or changes to contact information in your software. Each night a synch takes place and any added reps will be added. Any reps disabled will be removed. If a rep is deleted from the database they will not be removed. For best results, manage all additions and updates in ChamberMaster / MemberZone only and don't delete any records.
Note: Reps that have unsubscribed from your database mailing list will not be included in the synch to Constant Contact.

Selecting Which Groups to Synchronize

Once the Constant Contact synchronization is setup you will be able to configure which groups are set to be synchronized each night.

Note: The groups option must be checked off in step #7 above for any groups to synchronize.

View & Remove Groups from the daily synchronization

  1. Select the Groups module.
  2. At the top, select the Synch tab.
  3. Uncheck any that you wish to stop Synchronizing and then click Save

Set a group to start synchronizing each day

Option 1 - From the general tab

  1. Select the Groups module.
  2. At the top select the Home tab.
  3. Click on the group name that you'd like to change the setting for.
  4. Check the box to "Synch this group with Constant Contact."
    Additional Options for Groups
  5. Click Save Changes

Option 2 - From the Synch tab

  1. Select the Groups module.
  2. At the top, select the Synch tab.
  3. Uncheck Display groups set to synch only.
  4. Check off the groups you wish to synchronize.
  5. Click Save

FAQ

Q) Why are there fewer contacts in my Constant Contact list than what is showing in my database?
A) When the data is pushed over to Constant Contact any emails that are invalid are automatically excluded. Any emails that are unsubscribed within Constant Contact would also be excluded from the final list in Constant Contact.