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.

Installing the plugin

The installation process is the same for all the addons, offered by WP Event Manager. They can be both installed automatically and manually.

1. Automatic Installation: You can install the plugin from the backend of your WordPress. Click Here to see how you can install the plugin automatically.
2. Manual Installation: You can also install the plugin manually using SFTP or FTP tools. Click Here to see how you can install the plugin manually.

Obtaining Constant Contact API keys

To obtain the Constant Contact API keys, follow the below mentioned steps:

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. After logging in, the My Applications page appears. Here you manage your integrations (applications) with the Constant Contact V3 API. As a new developer, you’re prompted to register for an application. Registering an application generates an API key that you can 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 will appear.



6. Enter the name of your application.

In the Application OAuth2 Settings section, select the below-mentioned options:

• Authorization Code Flow and Implicit Flow.
• Rotating Refresh Tokens.



7. Click on the create button and the app details will be displayed on the page.
8. Then click on the Edit button, present beside the app.



9. You can get the details of the application.
10. In the redirect the URL option, click on the edit button.

Example: Then paste the url : https://staging-myeventplatform.kinsta.cloud and press the Confirm button.

11. Click on the Generate Client Secret key button.



12. Then the App Secret box will be displayed. Click on the Generate Client secret key button.



13. Copy the Application Client secret key and store it.



Note: For application security, this is the only time you will see this secret.

14. Click on the close button.
15. Save it.

Integrating API keys with WordPress at the Admin panel

To integrate the API keys with WordPress at the Admin Panel, take the following steps:

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 will be synced with the WordPress website

Constant Contact Settings at the Admin Panel

After connecting the API keys, certain settings need to be performed in order to enable the functioning of the Constant Contact plugin.

1. Audience List Type selection:

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



There are mainly two types of audience lists one is an event based list and another the list that syncs all the data.

2. Select Constant Contact Sync Type:

   There are mainly two types of Hubspot CRM Sync Type – Auto and Manual.

   • 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 completes registration, the data gets 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 it.

Note: Only after the Admin ticks the checkbox to Enable registration sync with Constant Contact option, the data gets synced.



3. Field Mapping with Hubspot CRM
• 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 related to the Hubspot CRM form.



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

How To Manually Sync the Attendee Data at The Admin panel?

In order to manually sync the data, the user has to select the Manual option in the Sync type while setting up the Hubspot CRM Plugin.

1. Manually Syncing the Registration Data:

Here, are the steps you need to take to manually sync the registration data:

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



5. Check Hubspot CRM account.



6. All the data will be synced.

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

Integrating API keys at The Frontend for Organizers

The organizers can sync the registered user data from the frontend in their Hubspot CRMblue account.

Here are the steps you need to take to integrate API keys at the frontend:

1. Go to the Event Dashboard >> Hubspot CRMblue >> Settings.



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

Hubspot CRMblue Settings at the Frontend

After the keys are connected, certain settings need to be performed to determine the way the registered user data will be synced.

1. Audience List Type selection:
• There are mainly two types of audience lists one is an event based list and another is the list that syncs all the data.

Here, the organizer gets an opportunity to select the list of contacts(audience list that has already been created in your Hubspot CRMblue account)



2. Select Hubspot CRMblue Sync Type:

There are mainly two types of Hubspot CRMblue Sync Type – Auto and Manual.



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

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

  

  1. When New Created: As soon as a new user completes registration, the data gets automatically synced to the Hubspot CRMblue 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 it.
  
3. Select Custom Field Type

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 related to the Hubspot CRMblue form.

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 the Frontend

In order to manually sync the data, a user has to select the Manual option in the Sync type while setting up the Hubspot CRMblue Plugin in the event dashboard.

1. Manually Sync Registration Data

Here are the steps you need to take to manually sync the registration data:

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



3. Tick mark the attendees to be synced.



4. Click on Sync.
5. Check Hubspot CRMblue account.
6. All the data will be synced.

   

Also, the status of the user synced can be seen in the Hubspot CRMblue column.

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

In order to sync the data on the basis of the events, a user has to select Event based selection in the Audience list type, while setting up Hubspot CRMblue on the event dashboard.

Here are the steps, you need to take the following steps:

1. Go to the Event Dashboard >> Hubspot CRMblue >> 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 Hubspot CRMblue 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.