Difference between revisions of "Constant Contact Synchronization"

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Once the selection is enabled and appropriate login credentials are supplied, “Automatically synchronize groups daily” and "Automatically synchronize membership type daily" will push all active groups and upload each of your membership types as a list in Constant Contact. New contact information for these individuals will be uploaded to the associated Constant Contact account on a nightly basis. No need to maintain two separate mailing lists, simply update your groups/types in the software and a matching Constant Contact list will be updated with the same changes.
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The ChamberMaster/MemberZone member management system allows you to connect to your Constant Contact account to automate updates to your Constant Contact lists based on updates made in the database. Once configured representatives that have been added to the database or specific groups will automatically be added to Constant Contact. Any reps that are inactivated or disabled in a group will be removed from their respective lists.
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If you’d rather select only certain groups to be synched, then you’ll need to deselect all others on the Synch tab in the Groups module. See “To select only certain groups” in the Emails, Letters, and Mailing Lists section.
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:'''Note:''' Any Representatives that are Deleted from the database will still remain in Constant Contact. For best results avoid deleting and simply disable or inactivate the representative.
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To enable synchronization requires a Constant Contact Subscription.  To create a new Constant Contact account click Communication->Newsletters/Email Campaigns->I am a Constant Contact Subscriber. Click Open Constant Contact and follow instructions on the screen to sign up for a new account. Be sure to check out the pricing available for non-profit organizations.
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Constant Contact has a special pricing program for Chambers of Commerce see the details [http://www.constantcontact.com/partners/chamber here].
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==Enable Constant Contact Synchronization==
 
==Enable Constant Contact Synchronization==
 
#Login to your database with administrator privileges.
 
#Login to your database with administrator privileges.
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#:If you’d rather select only certain groups to be synched, then you’ll need to deselect all others on the Synch tab in the Groups module. See “To select only certain groups” in the Emails, Letters, and Mailing Lists section.
 
#:If you’d rather select only certain groups to be synched, then you’ll need to deselect all others on the Synch tab in the Groups module. See “To select only certain groups” in the Emails, Letters, and Mailing Lists section.
 
#Click Save.
 
#Click Save.
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Going forward, make any additions to these list or changes to contact information in your software. Each night a synch takes place and any added reps will be added. Any reps disabled will be removed. If a rep is deleted from the database they will not be removed. For best results, manage all additions and updates in ChamberMaster / MemberZone only and don't delete any records.
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:Going forward, make any additions to these list or changes to contact information in your software. Each night a synch takes place and any added reps will be added. Any reps disabled will be removed. If a rep is deleted from the database they will not be removed. For best results, manage all additions and updates in ChamberMaster / MemberZone only and don't delete any records.
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:Note: Reps that have unsubscribed from your database mailing list will not be included in the synch to Constant Contact.
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:'''Note:''' Reps that have unsubscribed from your database mailing list will not be included in the synch to Constant Contact.

Revision as of 15:00, 10 August 2015

The ChamberMaster/MemberZone member management system allows you to connect to your Constant Contact account to automate updates to your Constant Contact lists based on updates made in the database. Once configured representatives that have been added to the database or specific groups will automatically be added to Constant Contact. Any reps that are inactivated or disabled in a group will be removed from their respective lists.

Note: Any Representatives that are Deleted from the database will still remain in Constant Contact. For best results avoid deleting and simply disable or inactivate the representative.

Constant Contact has a special pricing program for Chambers of Commerce see the details here.

Enable Constant Contact Synchronization

  1. Login to your database with administrator privileges.
  2. Click Setup in the left-hand menu.
  3. Click General Options and Settings in the Association Information area.
  4. Select ConstantContact from the Newsletter Solution drop-down box.
  5. In the Add-On Manager area click the blue link Please click here to authorize the Constant Contact connection.
  6. Follow the prompts to authorize the database with your Constant Contact account.
    Optional: Select Automatically synchronize membership types daily, Automatically synchronize groups daily, and/or Automatically sync all active reps for active and courtesy members to allow ChamberMaster to pass all ChamberMaster Membership Types, active reps and/or Group updates and additions nightly to your Constant Contact account. To select only specific groups, click the Synch tab in the Groups module.
    If you’d rather select only certain groups to be synched, then you’ll need to deselect all others on the Synch tab in the Groups module. See “To select only certain groups” in the Emails, Letters, and Mailing Lists section.
  7. Click Save.
Going forward, make any additions to these list or changes to contact information in your software. Each night a synch takes place and any added reps will be added. Any reps disabled will be removed. If a rep is deleted from the database they will not be removed. For best results, manage all additions and updates in ChamberMaster / MemberZone only and don't delete any records.
Note: Reps that have unsubscribed from your database mailing list will not be included in the synch to Constant Contact.
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