Constant Contact

The Constant Contact addon allows you to connect with your site visitors and capture useful information about them including their contact details, feedback and more.

Installation

You can install the Constant Contact Plugin using 2 different ways:

1. Automatic Installation: You can install a plugin from the backend of your WordPress. Click Here to see how you can do an automatic installation.
2. Manual Installation: You can install the plugin manually using SFTP or FTP tool as well. Click Here to see how you can do a manual installation.

Obtaining Constant Contact API keys

1. Sign up or Log in https://login.constantcontact.com/login/
2. Go to the My Applications section of the V3 portal (https://v3.developer.constantcontact.com) to sign up for a developer account.
3. If you already have a Constant Contact account, click Log in, otherwise click Sign up to get started.
4. Once you’re logged in, the My Applications page displays. Here you manage your integrations (applications) with the Constant Contact V3 API. As a new developer, you’re prompted to register an application. Registering an application generates an API key you will use to make authenticated calls into our V3 API. You only need an App name to register.
5. Click Register or New Application button. The App Name box displays.



6. Enter the name of your application.



7. Click Save. The App Details page displays.
8. Your first application is saved. You can return here to grab the API key, add or change details, and generate a client_secret key.

Integrating API keys with WordPress at Admin panel

1. Go to Admin >> Event Manager >> Constant Contact.



2. Copy the API key from the Constant Contact account and paste it to the WordPress dashboard.
3. Add the Client Secret key.



4. Click on save settings.

Your Constant Contact account is synced with the WordPress website.

Constant Contact Settings at Admin Panel

After the keys are connected, certain settings need to be performed in order to enable the functioning of Constant Contact.

1. Audience List Type selection:

Here the admin gets an opportunity to select upon the list of contacts(audience list that has already been created in your Constant Contact account).



This type can be either on the basis of events or one list that syncs all the data and lists both.

2. Select Constant Contact Sync Type:
   • Auto- When you select the Auto-sync type, the data gets synced automatically.

   

When you select auto sync type, we offer you further 2 options:

1. When New Created: As soon as a new user is registered, it is automatically synced to the Constant Contact list.



2. Cron Job: When you select Cron Job, you get an option to sync the data when the cron job is run, 5 Min, Daily, Weekly, Monthly, or Yearly.



• Manual- When you select the Manual sync type, the data gets synced only after the Admin manually syncs the data.

Note: Only after the Admin tick the checkbox to Enable registration sync with Constant Contact, then the data get synced.



3. Field Mapping with Constant Contact
• Registration Fields

The Left-hand fields show you all the fields you generate from the registration form fields. (WP-Admin >> Event Registrations >> Registration Forms >> Form Fields).

The right-hand side fields are associated fields in the Constant Contact form.



Please associate correct attributes that you want to sync from Registration form fields to Constant Contact form fields.

How To Manually Sync the Data at Admin panel

In order to manually sync the data, the author has to select a manual in the Sync type when setting up the Constant Contact Plugin.

Manually Sync Registration Data

1. Go to WP-admin >> Event Registrations >> All Registrations.
2. Select the events/ and checkmark the audience to be synced. (the registrations received for the event).
3. Click on Bulk Action.
4. Click on Sync with Constant Contact.



5. Check Constant Contact account.



6. All the data will be synced.

Also, the status of the user synced can be seen in the Constant Contact column, as subscribed, just before the user status on the same dashboard.

Integrating API keys at Frontend for Organizers

The organizers can sync their user’s data from the frontend in their Constant Contact account.

1. Go to the Event Dashboard >> Constant Contact >> Settings.



2. Copy the API key from the Constant Contact account and paste it into the box asked.
3. Click on save settings.

Constant Contact Settings at Frontend

After the keys are connected, certain settings have to be done in terms of how the data should be synced.

1. Audience List Type selection:

Here the organizer gets an opportunity to select upon the list of contacts(audience list that has already been created in your Constant Contact account) or do a syncing type based on Events.



This type can be either on the basis of events or one list that syncs all the data.

2. Select Constant Contact Sync Type:



• Auto- When you select the Auto-sync type, the data gets synced automatically.

  When you select auto sync type, we offer you further 2 options:

  

  1. When New Created: As soon as a new user is registered, it is automatically synced to the Constant Contact list.

  2. Cron Job: When you select Cron Job, you get an option to sync the data when the cron job is run, 5 Min, Daily, Weekly, Monthly, or Yearly.

• Manual- When you select the Manual sync type, the data gets synced only after the Organizer manually syncs the data.
  
3. Select Custom Fields to be synced

1. Registration Fields

The Left-hand fields show you all the fields you generate from the registration form fields. (WP-Admin >> Event Registrations >> Registration forms >> Form Fields).

The right-hand side fields are associated fields in the Constant Contact form.

Please associate correct attributes that you want to sync from Registration form fields to Constant Contact form fields.

2. Contact Organizer Fields

The Left-hand fields show you all the fields you generate from the Contact Organizer form fields. (WP-Admin >> Event Manager >> Contact organizer form fields).

The right-hand side fields are associated fields in the Constant Contact form.

Please associate correct attributes that you want to sync from contact organizer form fields to Constant Contact form fields.

How To Manually Sync the Data at Frontend

In order to manually sync the data, the author has to select a manual in the Sync type when setting up the Constant Contact Plugin in the event dashboard.

Manually Sync Registration Data

1. Go to Event Dashboard >> Constant Contact >> Sync Registrations.
2. Select the event, and press the filter.



3. Tick mark the attendees to be synced.



4. Click on Sync.
5. Check Constant Contact account.



6. All the data will be synced.

Also, the status of the user synced can be seen in the Constant Contact column, as subscribed.

Manually Sync Contact Organizer Form Data

Manual Sync does not apply to contact organizer form data. The information is always automatically synced.

How To Sync Data on the basis of Event from Frontend?

In order to sync the data on the basis of the events, the author has to select Event-based selection in the Audience list type, while setting up the Constant Contact on the event dashboard.

1. Go to the Event Dashboard >> Constant Contact >> settings.
2. Click on the Event-based selection in the audience list type.



3. Go to the Event Dashboard >> Events.
4. Select the event and expand it by clicking on the three lines.



5. In the Constant Contact section, select the list that you want these event registrations to be synced in.

Note: By default, the sync for all the events will be disabled, hence the organizer needs to select the audience list for particular events from this section.

6. Similarly, select the list for all the events individually.
7. Now, these lists are saved for particular events.



Now depending upon your sync type, Auto or manual, the lists will be synced. In case it’s auto, the registrations will be synced automatically either when the user is registered or on the basis of Cron job, and if the settings are manual, you need to manually sync the attendees from the Event dashboard >> Constant Contact >> Sync registrations.

8. Check Constant Contact account.
9. All the data will be synced.