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1. Signup and Create new account at https://www.constantcontact.com
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2. Select
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Contacts inside of Constant Contact
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to create your contact lists.
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- Click on Create > You will set up your Marketing Campaign.
- You can add more Contact List Files in the future but you must have at least one to start.
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List - You may find it best to create a list for each of the customer types that Konnektive will export (Partial, Sale, Upsale, Decline, Rebill Success, Rebill Decline)
Once you have a campaign contact list set up, you will need to go into Konnektive CRM and set up your Plug-Inthe plugin.
3. Set up in Konnektive CRM
Select Admin > Plugins > Go to Email Service Providers > Select Send Constant Contact from the list > Click on AddActivate.
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Once you click on AddActivate it will take you to where you need to select Authorize Constant Contact.
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Click on the Authorize Button. You will then be taken to a screen where you will be asked to either Allow or Deny Access to Konnektive.
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Once you click on Allow - it will take you to the setup page within the CRM.
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In the settings box you will see that your Access Token has been set. You will then go into the Campaign Routing section and Add Route.You then
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In the Route setup you will see that there is a section that shows Constant Contact Campaign and if you click on the . Clicking this drop down it will show all the Campaigns contact lists that you have set up in Constant Contact.
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- Once that is set up and created you will have data transferring over to your Constant Contact.
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