by Variance InfoTech Pvt Ltd

Email Software Integration helps you to connect your SuiteCRM Leads/Contact/Subscriber List with your favorite email marketing platforms. The following marketing platforms are supported: SendGrid, Mautic, Constant Contact, Active Campaign, SendIn Blue

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Constant Contacts Integration User Guide

Steps For Using Constant Contacts Integration Plugin:

Step 1:

To open the Administration Page, Click on Admin tab, as shown in below screenshot.

1.png

Step 2:

Open Administration page, Click on Email Software Integration from the Other section.

4link.png

Step 3:

On click of the “Email Software Integration” link, EMAIL INTEGRATION setup page will be open, as shown in the below screenshot.

3AllLinks.png

Step 4:

On click of the “API Configuration” link, Listview of the API CONFIGURATION page will be open, as shown in the below screenshot.

4BlankConfig.png

Step 5:

On click of CREATE link, API CONFIGURATION page will be open, as shown in the below screenshot.

5config.png

Step 6:

Enter Title and Select Email Software as Constant Contacts, Enter Constant Contacts API Key, Constant Contacts Access Token as shown in the below screenshot and click on “CONNECT TO CONSTANT CONTACTS” Button.

8sonnect.png

Step 7:

To Update the record, click on edit pencil icon from the Listview of the api configuration page as shown in the below screenshot.

3LIST.png

Step 8:

To Delete the record, check the checkbox and click on DELETE button as shown in the below screenshot.

delete.png

Step 9:

On click of BACK button, Email Software Integration setup page will be open.

back.png

Step 10:

On click of “Module Mapping” link from the EMAIL SOFTWARE INTEGRATION setup page, Listview of module mapping will be open as shown in the below screenshots.

5ModuleMap.png

55modulemapping.png

Step 11:

On click of ADD NEW button, MODULE MAPPING page will be open as shown in the below screenshot.

6map.png

Step 12:

Enter Title, Select Status, Email Software, Select Constant Contacts Module and SuiteCRM Module from step 1 “Select Email Software” as shown in the below screenshot and click on SYNC FIELDS button.
(Note : SYNC FIELDS button is used save fields of Constant Contacts modules for future synchronize processes)

12syncFields.png

Step 13:

On click of SYNC FIELDS button, all the Constant Contacts ContactList Module fields has been saved for future synchronize processes as shown in the below screenshot.

ok.png

Step 14:

Click on NEXT button for moving to step 2 “Field Mapping”, click on ADD MAPPING button to add mapping between SuiteCRM TargetList Fields and Constant Contacts ContactList Fields, as shown in the below screenshot.

47addmap.png

46save.png

Step 15:

On click of SAVE button, the Listview of MODULE MAPPING will be displayed as shown in the below screenshot.

listview.png

Step 16:

To update the record click on edit pencil icon, as shown in the below screenshot.

update.png

Step 17:

To delete the record check the checkbox and click on DELETE button, as shown in the below screenshot.

DELETE.png

okdelete.png

Step 18:

Click on Step-3 Synchronize link from EMAIL SOFTWARE INTEGRATION page, as shown in the below screenshot.

UpdatedSyncLinkadmn.png

Step 19:

Select Email Software as Constant Contacts and list of mapping module and click on SYNC SUITECRM TO CONSTANT CONTACTS button, as shown in the below screenshot.
sync.png

Step 20:

On click of SYNC SUITECRM TO CONSTANT CONTACTS button, all the contacts list from SuiteCRM are synchronized in CONSTANT CONTACTS account, as shown in the below screenshots.

suite.png

8cclist.png

Step 21:

After Synchronize from SuiteCRM to Constant Contacts, Summary Report will be generated as shown in the below screenshot.
(Note : In Summary Report number(count) of failed synchronizations of contacts will also be displayed if synchronization failure occurs. )

9summary.png

Step 22:

After Synchronization of ContactList, log is generated in EMAIL SYNC LOG Module, as shown in the below screenshot.
(Note : In EMAIL SYNC LOG module, failed synchronizations of ConactList will also be displayed if synchronization failure occurs. )

30log.png

Step 23:

Now Go to Constant Contacts Account and add one ContactList manually as shown in the below screenshot.

11addNew.png

12list.png

17relatedContacts.png

Step 24:

Go to Step-3 Synchronize page and click on SYNC CONSTANT CONTACTS TO SUITECRM button, all 3 Contacts from Constant Conatcts account will be synchronized to SuiteCRM as shown in the below screenshots.

31SYNC.png

Step 25:

After Synchronization Summary Report will be generated as shown in the below screenshot.

32summ.png

Step 26:

Check in SuiteCRM Target List Module, all 3 Contacts are successfully synchronized, as shown in the below screenshot.

15Suitelist.png

18suiteRelatedContacts.png

Step 27:

Also check EMAIL SYNC LOG Module, log has been stored as shown in the below screenshots.

34Log.png

Step 28:

Now click on Automatic Synchronize link from EMAIL SOFTWARE INTEGRATION, as shown in the below screenshot.

48automatic.png

Step 29:

On click of “Automatic Synchronize” link, Listview will be displayed as shown in the below screenshot. Click on ADD NEW button to add new record.

37BlankAutoLink.png

Step 30:

On click of Add New button, AUTOMATIC SYNCHRONIZE form will be open, Select Email Software, List of Mapping Module, Switch On Sync SuiteCRM To Constant Contacts as shown in the below screenshot. Click on SAVE button.

38Auto.png

Step 31:

To Update Automatic Synchronize record, click on edit pencil icon as shown in the below screenshot.

20listauto.png

Step 32:

To Delete Automatic Synchronize record, select checkbox and click on DELETE button as shown in the below screenshot.

21DelteAuto.png

22DeleOK.png

Step 33:

Now Create new Contact List in SuiteCRM as shown in the below screenshot.

23NewListSuite.png

Step 34:

On click of save, Contact List is auto synchronized in Constant Contacts account as shown in the below screenshot. Check in Constant Contact account.

24CC.png

Step 35:

Also check EMAIL SYNC LOG, log is recorded for automatic sync of Contacts from SuiteCRM to Constant Contacts, as shown in the below screenshot.

39LOG.png

Step 36:

Open TARGET-LISTS Listview in SuiteCRM, click on edit pencil to update the record, as shown in the below screenshot.

26list.png

27list2.png

Step 37:

On click of save, TargetList is auto synchronized in Constant Contact account as shown in the below screenshot. Check in Constant Contacts account.

29updatedList.png

Step 38:

Also check EMAIL SYNC LOG, log is recorded for automatic sync of Contacts List from SuiteCRM to Constant Contact, as shown in the below screenshot.

45log.png

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