Setting up Constant Contact in MarketSharp
1. Navigate to Admin > New > Integrations. Click the "Authorize" button on the Constant Contact card.
2. Sign into your Constant Contact account:
3. Press Allow to allow access.
4. That's it! You are now connect. Please proceed below to configure Permissions.
Grant Permissions to Constant Contact:
Click the Admin link in the drop-down in the upper right corner of MarketSharp
Click Employee Maintenance under the Employee Setup box
Click the Permissions key icon for the user
Click on the words Feature Permissions to expand that area. Click the blue plus sign next to Admin to expand that selection. Look for Constant Contact and expand that area to see the different permissions options Click Save Permissions at the bottom of the page
Export to Constant Contact:
Create a filter that contains the contacts to be exported to Constant Contact. Click on the Send Mass Email link. The tutorial on how to create a filter can be found here. Choose the filter that corresponds to the list of contacts to be exported to Constant Contact.
Select an existing Constant Contact List or choose Add New List to create a new one
If creating a new list, type the name and click Create New List.
It will now appear in the Constant Contact List Name drop-down Click Export to Constant Contact at the bottom of the page
Note : The contacts to be exported will display. Only contacts with a valid primary email address will be exported.
A success message will display advising that the contacts were exported properly. Choose to re-direct to Constant Contact or click Ok to stay in MarketSharp.
NOTE: For questions or assistance in designing marketing emails or using the Constant Contact services, please contact Constant Contact at (866)289-2101.