The integration between NeonCRM and Constant Contact allows you to use Constant Contact's robust email marketing features and see the results in NeonCRM. It also allows you to easily synchronize contacts from one service to the other. Sign up for a free 60 day Constant Contact trial here to test out this integration.
Bi-directional list segmentation and management
Pull lists into NeonCRM to engage new supporters, or create segmented lists in NeonCRM and send them to Constant Contact. Create custom rules for de-duplication, list unsubscribes, and merge tags to ensure your messaging is always accurate.
Hundreds of easy-to-use templates
With over 400 “polished” templates to choose from, you can easily create a professional-looking email in minutes — or use the easy drag-and-drop editor to build your own design.
Access to email marketing results
Campaign metrics are pulled into NeonCRM, including a dedicated Mission Control Dashboard widget. You’ll also be able to see campaign data on individual account pages for more detailed engagement stats.
Streamlined and simple connection
To start using the integration, you’ll simply enter your login information through a portal connected to NeonCRM.
All NeonCRM systems should already include an option to use the Constant Contact integration. System Administrators and users with the appropriate permissions will automatically see a Constant Contact menu option in the main navigation bar:
They can also see it as an option on the Global Settings page under Third-Party Integrations:
Once the integration has been enabled in your system, you can complete the setup either from the Third-Party Integrations list under Global Settings cog > Global Settings . . .
...or from the Constant Contact section that will appear in your main navigation menu.
Either way, you will be taken to this page to connect to your Constant Contact account.
Clicking the "Connect to Constant Contact" button will bring up a separate window prompting you to log in to your Constant Contact account. Upon successful login, you will be asked to allow NeonCRM or access and/or update this account. Click Allow.
Your setup screen in NeonCRM will confirm the connected account, its owner, and the associated email address. You can also disconnect the integration from this page.
You will now see a new set of options in the navigation menu.
By default, only users with System Administrator permissions can view the Constant Contact section of the navigation menu, or use the integration. However, you can assign permissions to any custom user group from the Advanced Settings page.
The first option in the Constant Contact section of your NeonCRM navigation menu is called "Getting Started".
This page answers the most basic questions you'll have about using the integration:
1. How do I send an email to individuals from my NeonCRM system?
2. How do I import individuals from Constant Contact into NeonCRM?
Before you begin working with this integration, there are some other important settings to view and configure. These are:
You can access these by going to Constant Contact > Settings.
The first setting allows you to manage unsubscribe behavior in both NeonCRM and Constant Contact. You can determine what happens in NeonCRM if someone unsubscribes from a Constant Contact email campaign, and also what happens in Constant Contact if someone opts out of emails in NeonCRM.
By default, unsubscribing from Constant Contact will update the Email Opt-Out field in NeonCRM to Yes, and vice versa.
If you leave "When a contact in Constant Contact unsubscribes from receiving emails, opt out their account in NeonCRM?" set to Yes, you will also have the option to specify whether the Email Opt Out status should be removed from the NeonCRM account when the contact resubscribes in Constant Contact.
When you import contacts from Constant Contact into NeonCRM, the Import feature will search for existing Individual accounts in NeonCRM by matching email addresses. If a match is found, the existing NeonCRM account will be linked to the Constant Contact record. Subscription and campaign data for that contact will be tracked on the existing account.
If more than one Individual account exists with the same email address, the Import will try to match by name + email.
If there is more than one match by name + email, the Import will follow the rule you specify in the Import Settings shown below to determine whether the contact is imported to a new account, linked to one of the matching accounts at random, or ignored.
You can also specify which lists you'd like to import contacts from. By default, all lists are selected, but you can modify these choices if you only need to bring specific groups into NeonCRM.