Summary
Join It integrates with Constant Contact to effortlessly sync your membership database with your mailing lists. This integration ensures your membership data is automatically transferred to Constant Contact, eliminating the need for manual imports or exports. As a result, you save time, reduce errors, and ensure your communications reach the right audience.
Constant Contact Overview
What does this integration do?
This automation ensures that new members are automatically added to a selected list in Constant Contact. Organizations can:
Sync memberships to a single list or multiple lists simultaneously.
Push additional membership details (e.g., membership status, membership type) to create valuable segments, such as Active Members or Expired Members.
Sync memberships from specific membership types to designated lists.
Set up multiple automations, allowing memberships from different types to be directed to separate lists.
Description of video: Here's a quick rundown of what this integrations does from our Founder
Connecting to Constant Contact
To connect Constant Contact and make sure your new members are automatically added to the appropriate Constant Contact list, follow these steps:
Navigate to the Automations section of Join It. Select the tile that's labeled Constant Contact
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.
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).
Select whether you want Constant Contact to sync to a single list or multiple lists.
Select which Constant Contact List you want your members automatically added to.
Click 'Create Automation' and you're all set! All new Members will be automatically added.
Description of screenshot: Displaying the page where you'll set up the automation
What Membership Data Gets 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
Does Join It sync over our current Members?
Yes, when an Automation is created between Join It and Constant Contact, it'll do a one-time sync where it pushes up to 5,000 members within Join It to Constant Contact.
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.
Description of video: Here's a quick walkthrough on creating a Segment
How do I build a Segment off Membership Data?
We built the integration to be flexible and powerful, so this means that we wanted to push in membership details that you can use to Segment and send emails.
The most popular details for a Segment are:
Status of Membership (values: Prospective, Pending, Active, Expired, Cancelled)
Membership Type (values: names of your Membership Types)
Expiration Dates
From within your Dashboard in Constant Contact:
Use the 'Contacts' dropdown in the Header, then navigate to 'Segments'
Click the button that says 'Create Segment'
Choose a name for the Segment, e.g. 'Active Members'
In the 'Choose a Criteria Block', select 'Contact Details'
A new dropdown will appear, and then select 'Custom Field'
Select the Custom Field (e.g. 'Status of Membership')
Select the qualifier value (e.g. 'is' = when you want to build a segment for when the Custom Field is equal to the answer provided)
Select the 'Custom Field' value (e.g. 'Active')
Create the segment! You're all set!
When existing contacts are updated, will their lists in Constant Contact remain intact?
When we update an existing contact in Constant Contact, we retrieve their current list memberships from the connected Constant Contact account. We then modify the lists based on the automation configuration in Join It. This ensures that the updated contact in Constant Contact includes both their existing lists and any new lists from the update.