Constant Contact

Constant Contact is an email marketing platform for small and growing businesses. Connecting Constant Contact to Resool shows each contact's Constant Contact record next to the conversation: their email permission, their tags and the lists they're on. Agents can add the contact to a list from the inbox, and workflows can add or update contacts with tags automatically, so the people you chat with on any channel join your email lists.

#What you can do with Constant Contact

In the Inbox and on the contact page

• See the Constant Contact record: email permission status, tags, and every list the contact is on.
• Add to list: add the contact to the default list or one you pick. If they're already on it, the button becomes Update in list.
• View in Constant Contact: open the contact in Constant Contact in a new tab.

In Workflows

• Add / update email subscriber: a workflow step that adds the contact to a Constant Contact list, or updates them there, with tags.

#Before you begin

• You need a Constant Contact account with at least one contact list.
• In Resool, only workspace Owners and Admins can connect apps.
• Resool matches contacts by email address. Contacts without an email can't be added.

#How to connect Constant Contact to Resool

1. Go to Settings › Apps and open the Marketing tab.
2. Click Connect on the Constant Contact card.
3. The Connect Constant Contact dialog lists what Resool will be able to do after you approve: see your account's name and contact lists, see contacts by email with their lists and tags, and add or update contacts, their lists and tags. Click Continue.

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Settings › Apps › Constant Contact › Connect

The "Connect Constant Contact" dialog with the description, the "After you approve on Constant Contact, Resool will be able to:" list and the Cancel and Continue buttons.

File: screenshots/constant-contact-connect-dialog.png

1. Sign in to Constant Contact in the window that opens and allow access.
2. You're returned to Resool and see Constant Contact connected. The card now shows Manage and Disconnect.

#How to configure Constant Contact

Click Manage on the card to open Constant Contact settings. Save with the bar at the bottom, or click Discard.

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Settings › Apps › Constant Contact › Manage

The "Constant Contact settings" side sheet with the List section (Default list selected) and the Tags section with two tags.

File: screenshots/constant-contact-settings-sheet.png

• Default list: where Add to list in the inbox, and workflow steps that don't name a list, put the contact.
• Tags: added to the contact in Constant Contact every time they're added from the inbox. Tags that don't exist yet are created. You can add up to 20.

#How to use Constant Contact in the Inbox

1. Open a conversation and click the Constant Contact icon in the right-hand sidebar.
2. Under Profile you see the email permission status and tags; below it, each list the contact is on.
3. Pick a list (or keep the default) and click Add to list. You see Saved in Constant Contact when it's done.

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Inbox › open a conversation with a contact that has an email › Constant Contact icon in the right sidebar

The Constant Contact panel with the Profile section (status badge and tags), two lists, the list picker, the Update in list button and View in Constant Contact.

File: screenshots/constant-contact-inbox-panel.png

The same panel is on the contact's page under Connected apps. Adding contacts needs permission to manage contacts.

#How to use Constant Contact in Workflows

1. Open a workflow and add a step. Under Apps, choose Add / update email subscriber.
2. Set App to Constant Contact, choose the List (Default list or a specific list) and add Tags if you want. Variables such as {{contact.name}} work in tags.
3. Publish the workflow.

The contact is matched by email. New contacts are created with their name and the list you chose.

#How to disconnect Constant Contact

1. Go to Settings › Apps and click Disconnect on the Constant Contact card.
2. Confirm in the Disconnect Constant Contact? dialog.

Resool stops accessing your account. Contacts already in Constant Contact stay there.

#FAQ and troubleshooting

#Does Resool change a contact's email permission?

No, not for contacts that already exist in Constant Contact: Resool only adds the list membership and tags. Someone who unsubscribed keeps their status.

#Why can't I click Add to list?

Constant Contact always needs a list. Pick one in the panel, or set a Default list under Manage.

#The panel says the connection expired

What you can do:

• Disconnect Constant Contact in Settings › Apps and connect it again.
• Check that the Constant Contact user who approved access still has access to the account.

#Can I use the contact's phone number instead of email?

No. Constant Contact records are looked up and created by email address only.

#What's next?

• Workflow steps
• GetResponse
• Mailchimp
• Getting started with apps