How to integrate Constant Contact with ResaleAI

Modified on Tue, Aug 18 at 10:55 AM

Background

Constant Contact is an email service that many Winmark franchisees use

When you integrate Constant Contact with ResaleAI, newly added or edited DRS customer information (including email addresses) is automatically uploaded to your Constant Contact account.

You never need to do that manually again!

How to integrate Constant Contact:

Connect your Constant Contact account

Look for Constant Contact under Automations. Click "Connect"

A Constant Contact window will pop up. Enter your Constant Contact username and password.

* Note: if you do not see a Constant Contact login window, turn off your pop-up blocker and repeat step 3.

A new Constant Contact window will pop up asking you to allow a connection with ResaleAI. Enter your Constant Contact login info, then click Allow.

You’re done! Take "update email addresses" off your todo list!

To add additional Constant Contact accounts:

Select "add account" from the Constant Contact account drop-down menu.
Follow the steps above to link your additional account, then click "save"
Then, click the "preferred contact list" option. Select your contact list corresponding to the selected account.
- * note: for most store, the default is "General Interest." We recommend changing the general interest titles in your Constant Contact settings to reflect the corresponding store.
After selecting the appropriate mailing list, you're done!

More information

Once the integration is connected, ResaleAI will begin to send email addresses to Constant Contact whenever a new customer record is added in DRS, or when customers are attached to buys or sales.

If you would like to pull in existing email addresses, reach out to our team, and we can process past dates as needed.

To see whether contacts are being added to Constant Contact, see this article with instructions on where to check!

Having trouble integrating Constant Contact?

Click the support button on the bottom of the screen. We are happy to help!

What to Expect After Connecting

Contacts will appear gradually — this is expected
After connecting, ResaleAI will begin processing your last 6 months of transactions and adding those customers to Constant Contact. Because CC limits how many contacts can be added per batch and per day, it may take several days before all your historical customers have been added. New contacts from daily transactions will continue to be added on an ongoing basis.

Customers are added to your General Interest list by default
Unless you've configured a specific list in your CC settings, ResaleAI adds contacts to your General Interest list. You can manage list assignments within Constant Contact after contacts are added.

How to check that contacts are being added
In Constant Contact, go to Contacts and look for contacts sourced from Other Apps — that's ResaleAI. You can also go to Reports and sort by Date Added to see the most recent additions.

No duplicate contacts will be added
If an email address already exists in your Constant Contact account, ResaleAI won't add it again.

For a full explanation of how the automation works, see About the Constant Contact Automation.