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Overview of Constant Contact Automation
Overview of Constant Contact Automation

Learn about how to connect your membership database to Constant Contact.

Mitch Colleran avatar
Written by Mitch Colleran
Updated over a week ago

Join It has integrated with Constant Contact to help keep your mailing lists in sync with your membership database. 

What does it do?

With this automation, new members will automatically be added to a selected list in Constant Contact. Organizations have the option to: 

  • Syncs your memberships to a single selected list or multiple lists at once

  • Syncs your memberships from a specific membership type to a selected list

  • Setup multiple automations, so memberships from specific membership types can go to separate lists. 

Here's a quick video rundown of what this integrations does:

How do I set it up?

To connect Constant Contact and make sure your new members are automatically added to the appropriate Constant Contact list, follow these steps: 

  1. Sign up for you account on Join It and go through the onboarding process to get your initial set-up.

  2. To connect your Constant Contact account, navigate to the Automations section of Join It.

  3. Select the tile that's labeled Constant Contact

  4. If you haven't already connected your Constant Contact account, then you'll be prompted to click on the button that says "Connect Constant Contact" and then login with your Constant Contact credentials.

  5. Select which membership types you want to be included in the setup of this automation (you can select 'All Members' or a single membership type). 

  6. Select whether you want Constant Contact to sync to a single list or multiple lists. 

  7. Select which Constant Contact List(s) you want your members automatically added to.

  8. Click 'Create Automation' and you're all set! All new Members will be automatically added.

Does Join It sync over the current Active Members?

Yes, when an Automation is created between Join It and Constant Contact, it'll do a one-time sync where it pushes all of the 'Active' members within Join It to Constant Contact.

What Membership Information is Synced

Join It will automatically sync the following information to Constant Contact when adding a Contact record for memberships: 

  • Email Address

  • First Name

  • Last Name

  • Company*

  • Job Title*

  • Address*

  • Phone*

  • Birthday Month*

  • Birthday Date*

  • Membership Type

  • Membership Status

  • Expiration Date

*Fields will only be added to Constant Contact if they are collected in the membership form

Frequently Asked Questions

Can I send to only my Active members?

Yes! Within Constant Contact, you can build a 'Segment' (you only have to do this once, you can re-use the Segments once you build them) that sends to your contacts that have the 'custom field' for 'Membership Status' equal to 'Active'

When I set up the Automation, will this sync the memberships already in my database?

Yes! When you set up the Automation, the system will backdate up to 5000 members that are already in your members database.

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