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Constant Contact Integration Setup

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Last updated: 04 Jun, 2018
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Constant Contact® Integration

V9.0.4.2 of SunLync includes the option of integrating with the Constant Contact® Email Marketing suite.  This give you the ability to sign up for one of the most popular email marketing suites on the market directly through SunLync. 

Once you have signed up, you can then begin create marketing lists based on a specific set criterion like birthday, purchase history and more.


Table of Contents

Sign up for a Constant Contact Account®

Link Salons with Constant Contact® Account

Constant Contact® Employee Access Affiliation

SunLync List Management

Create List

Delete List

View Enrolled

List Contact Generation

Generate Client List

Constant Contact® Client List Management


Sign up for a Constant Contact Account®

To register for a Constant Contact® account, you can click on the link below or go through SunLync back office in order to find the Sign Up Now link.

SIGN UP FOR CONSTANT CONTACT® NOW

To access it from SunLync, first log into Back Office of SunLync and navigate to Parameters > Email and Texting > Integrated Marketing – there you’ll find the Constant Contact® Email and Texting option.

You will then be prompted with the Constant Contact® window.  Click the Activate Stores button.

Select which locations (preferably all), that you’ll want to collect clients from in order to create your marketing lists.  Once you’ve selected the locations, press the Next button.

If this is the first time that you’re registering your salons, you will be prompted with a confirmation window that informs you that the employee is registering the salons and if another employee has registered them in the past, that their affiliation would be overwritten. 

Click Yes to continue

Click “Sign up free” in order to sign up for a new account.

You will be prompted for contact information to complete the registration process

Once you’re done filling out your Personal Details, click the Get Started! button.

Link Salons with Constant Contact® Account

To link your salons to your Constant Contact® account, first log into Back Office of SunLync and navigate to Parameters > Email and Texting > Integrated Marketing – there you’ll find the Constant Contact® Email and Texting option.

You will then be prompted with the Constant Contact® window.  Click the Activate Stores button.

Select which locations (preferably all), that you’ll want to collect clients from in order to create your marketing lists.  Once you’ve selected the locations, press the Next button.

If this isn't the first time that you’re registering your salons, you will be prompted with a confirmation window that informs you that the employee is re-activating the salons and if another employee has registered them in the past, that their affiliation would be overwritten.  Click Yes to continue.

Enter your Constant Contact® username and password and click Log In

In order for SunLync to access and/or update your Constant Contact® data, click Allow on the following screen.

You will receive a confirmation that you’ve successfully activated the select locations.

You will then be prompted to make sure that if you have other Employees that will be managing your Constant Contact® lists, please make sure to affiliate them.  Click OK

Constant Contact® Employee Access Affiliation

In order to allow other employees within your salon to manage the Constant Contact® lists, you have to affiliate them using the Employee Token Association.  This will allow another employee to log into back office with their credentials but still be able to manage the integration on behalf of the Constant Contact® account holder.

Log into Back Office of SunLync and navigate to Parameters > Email and Texting > Integrated Marketing – there you’ll find the Constant Contact® Email and Texting option.

You will then be prompted with the Constant Contact® window.  Click the Employee Access Stores button.

As long as you have an account linked in SunLync, you should see that account in the drop down beside “Select account to add employees to:” 

Please select the account that you want to allow the employee to make adjustments to and select the employee(s) that you want to give access to make adjustments to list generation rules.

Click Save and Close once complete.

SunLync List Management

SunLync will allow you the ability to add clients from your SunLync database to Constant Contact® Email Lists based on a set of criteria and also manage your lists from the SunLync user interface.  In order to get started with working with your lists, please follow the steps below.

Log into Back Office of SunLync and navigate to Parameters > Email and Texting > Integrated Marketing – there you’ll find the Constant Contact® Email and Texting option.

You will then be prompted with the Constant Contact® window.  Click the List Management button.

The List Management screen will appear and should include any existing lists that you already have created, either through the Constant Contact® portal or through SunLync.

Create List

In order to create a new list that is uploaded to the Constant Contact® portal, click the Create List button.

Enter a description for the new list. Click Create once you’re satisfied with your title.

Click OK on the Information prompt.  You should then be brought back to your Constant Contact® List Management window with the new list displayed.

Delete List

In order to delete a list that has been created either through the Constant Contact® portal or through the SunLync interface, click the Delete List button.

You will receive a prompt to confirm that you wish to delete the list.  Click Yes

View Enrolled

In order to view customers that have been enrolled in a list, highlight the list and click the View Enrolled button.

The Enrolled Contacts window will appear with the clients that have been added to the selected list.  You will also be shown the client’s status which is pulled from the Constant Contact® portal

List Contact Generation

IMPORTANT:  In order for a customer to be added to one of the lists based on the criteria below, they must have “Do Not Solicit” unchecked, “E-mail” Communication Preference checked and a well-formed E-Mail address.

In order to populate your lists with contacts from your SunLync database, you’ll need to gather your clients based on specific criteria in order to add them to a list. Highlight the list that you’ve created and click Generate Client List.

Upon the initial loading of the List Generation, you’ll be prompted with the screen below.  On the left side of the screen, you’ll need to first, select the Type of list that you’d like to create.  There are 4 options as of the initial release of this Constant Contact® Integration.  This may not reflect the current amount of List Types at the time of reading this tutorial. 

New Customers

This will allow you to add customers to a list for those that have signed up in the last number of days.  Upon creating a list based on New Customer status, adding of new clients can be run as many times as you’d like to include any additional customers.

Birthday

This will allow you to add customers to a list for those that have a birthday based on specific set of criteria

  • Customers between the age of X and X
  • Customers born between MM/DD/YYYY and MM/DD/YYYY
  • Customers born in a specific month

 Purchase History

This will allow you to add customers to a list for those that have made purchases within the salon and meeting one of the following criteria

  • Customers that have spent at least X amount of money within a specific time period
  • Based on customer’s activity in their previous visits
    • Customers that have not tanned in the past X days
    • Customers that have not purchase products in the past X days
    • Customers that have not purchase services (memberships, packages, custom services) in the past X days
  • Has purchased a package, membership, or product within a specific time period

Packages\Memberships

This will allow you to add customers to a list for based on the package or membership a customer has on their account as well as the Status of that service and the number of Months since purchase.

Generate Client List

Once you’ve selected your specific criteria, you will then need to Run the process in order to query the data and add the clients to the List.

In my example, I created a list and my criteria that I selected was Purchase History – based on customers that have a Total Spent of at least $50 in the past 365 days.

Once that criteria have been entered, click the Run button.  This will prompt you with a list of clients to tentatively approve to be uploaded to this list on the Constant Contact® portal.   If you’d prefer to remove any of these clients in the list, you can check the Remove box for that client prior.

Click Load Contacts in order to upload client to Constant Contact®.  Upon completing the upload process, you should receive a confirmation prompt.

Once complete, you will be brought back to the List Management screen with the number of clients currently enrolled in the list.

Constant Contact® Client List Management

In order to manage the client's list subscription on an individual level, you can access the lists that each client is enrolled into via the Customer Maintenance screen.  Follow the steps below in order to access this area of the software.

While logged into POS, pull up the client that you want to manage by pressing the Search button or pressing the F3 key on your keyboard.

Once you have your client pulled up, press the Update button and enter you administrative password to access the Customer Maintenance screen.

Once you have Customer Maintenance screen pulled up, you should see a Constant Contact® button at the bottom-right corner of the window.  Press this Constant Contact button.

You will then be prompted with a window displaying all of the marketing lists that this customer is affiliated to.

If you want to add or remove the client from one of the existing lists, you can do so here.  Once you've added or removed them from one of the lists, press the Update button.

If you add the employee to an additional list, you will receive a couple prompts to confirm the updates being sent to Constant Contact®

Afterward, the list will refresh and you should be displayed with the Client List Management screen again with the updated lists that the client if affiliated to.

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