Advisor Engine CRM’s integration with Constant Contact allows you to keep your contact information consistent and synced from AE CRM to Constant Contact. You will be able to maintain your contact information in your CRM and jump over to Constant Contact whenever you need to launch a campaign, knowing that the contact information is up to date. At the same time, in AE CRM you will be able to keep an eye on who has opted out of emails and respect that choice when emailing from within the CRM.
Enabling the Integration
Constant Contact is linked to AE CRM through one set of Constant Contact credentials. Before enabling the integration, select or create a user in Constant Contact that has full access to all clients and all mailing lists in your Constant Contact account. This will be used in step 3 below.
- In AE CRM, navigate to .
- In the Integrations category, click . A new tab will open.
- You will be prompted for your Constant Contact credentials. Enter the Username and Password for the user profile mentioned above.
- Click . You will be prompted to give JunxureCloud access to your Constant Contact account.
- Click . You will be returned to AE CRM with a success message. You can close the tab.
Configuring the Integration
Once the link is established, you are ready to set the configuration options in Firm Preferences.
- Navigate to if you are not already there.
- Click .
- Click on the Constant Contact edit the settings.
Check this box to automatically push changes made in AE CRM to the linked CC Contact. Any changes to the Person’s primary contact info entries (whether that’s phone, address, or email) will be updated in the linked CC Contact. (Because the link is from Person in AE CRM to Contact in Constant Contact, changes to the Record primary contact info will not affect Constant Contact.) For more information on Record vs Person contact information, see Records Overview and Contact Info Overview.
In order for this feature to be active, you must also specify an Opted-Out Workflow (below).
Click the link to select a Workflow Template that will be created automatically in AE CRM whenever a CC Contact chooses to opt out of communication. You can change the selected Workflow Template later if you choose.
The Workflow Template you select must have Action Required selected. (Be sure the Workflow Template is correctly assigned to a User or Team Member!)
If you select a Workflow Template without Action Required selected, AE CRM will not reflect the Opt Out change in any way.
- After you’ve adjusted the settings, click to close the settings window.
- Click in the upper-right of Firm Preferences page to commit your changes.
Now that your integration is enabled, you’re ready to begin Synchronizing Your Databases.
Constant Contact: Features Overview
After you’ve Enabled the Integration and Synchronized Your Databases, you’re ready to take advantage of the features that the Constant Contact integration has to offer. Read below for a list of the advantages of the integration and how to utilize ...
Constant Contact: Synchronizing and Linking Client Lists
Once your AdvisorEngine CRM and Constant Contact accounts are linked through the Initial Setup you can begin to bring the two client lists into sync and link together the Persons on the CRM side with the Contacts from Constant Contact. This process ...
Primary Contact Info Report
AdvisorEngine CRM is designed to allow each Record, Person 1, or Person 2 to have their own entries of each kind of contact info (phone, email, or address). For each kind of Contact Info that a point of contact (Record, Person 1, or Person 2) has, ...
Orion Contact Push
The Orion Contact Push integration allows you to send Record Contact Info changes from AdvisorEngine CRM to your Orion Contacts. This is a one-way sync that only pushes info from AE CRM to Orion. Attention! Before beginning the contact push from AE ...
Editing Contact Information
Open the Record you need to edit Navigate to Details > Contact Information. To edit a single entry, navigate to its section, hover over the entry, and click EDIT. To open all entries in all four contact info sections for editing at once, click EDIT ...