Constant Contact Integration User Guide

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[accordion title=”API Key”]

In order to use this module, you’ll need a standard API key for your Constant Contact Account. Instructions for requesting a key can be found here

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[accordion title=”Configure Constant Contact Integration”]

• Open vTiger
• Mouse over the “Settings” icon
• Hit “CRM Settings”
• Click on “Module Manager”

• Select “Custom Modules” Tab
• Click on the Hammer next to the installed module name

• Fill in required fields:
  • Username – your Constant Contact username
  • Password – Your Constant Contact Password
  • API Key – Your Constant Contact API Key

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[accordion title=”Using Constant Contact Integration”]

• 1) Create campaign in vTiger
• 2) Add Contacts to the campaign
• 3) Hit “Send This Campaign to ConstantContact” – it will send your campaign to CC.
• 4) Hit “Send Changes to ConstantContact” – it will send contacts to the campaign in CC.

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[accordion title=”Unsubscribe/ Do Not Mail”]

• If the contact is deleted in Constant Contact Campaign – it will remove the contact from vTiger Campaign once “Send Changes to ConstantContact” is clicked.
• If the contact unsubscribes OR is moved to “Do Not Mail” group in Constant Contact, it will remove the contact from ALL vTiger Campaigns and will set Opt Out to “Yes”, once “Send Changes to ConstantContact” is clicked.

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