To process Email Marketing Campaigns with Constant Contact, Follow these Steps.
1. Signup and Create new account at https://www.constantcontact.com
2. Select Contacts inside of Constant Contact to create your contact lists.
- Click on Create 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 contact list set up, you will need to go into Konnektive CRM and set up the plugin.
3. Set up in Konnektive CRM
Select Admin > Plugins > Go to Email Service Providers > Select Send Constant Contact from the list > Click on Activate.
Once you click on Activate it will take you to where you need to select Authorize Constant Contact.
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.
Once you click on Allow - it will take you to the setup page within the CRM.
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.
In the Route setup you will see there is a section that shows Constant Contact Campaign. Clicking this drop down it will show all the contact lists that you have set up in Constant Contact.
- Once that is set up and created you will have data transferring over to your Constant Contact.