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List Growth & Contact Management
We’re thrilled to announce that our strategic integration with Blackbaud Raiser’s Edge NXT® is now fully available to all social impact organizations! This collaboration brings Constant Contact’s powerful, AI-driven digital marketing platform directly into your fundraising workflow to help you connect with supporters more effectively than ever. By combining Blackbaud’s leading fundraising insights with our intuitive marketing tools, you can spend less time on manual data entry and more time on your mission. What benefits can you expect? Seamless 2-Way Synchronization: Your constituents automatically sync from Blackbaud to Constant Contact. Updates to gift summaries and communication history appear in real-time, while full list syncs happen daily (overnight). Holistic Donor Insights: Use donor data from Blackbaud to create custom segments in Constant Contact. Target "Lapsed Donors" or "High-Wealth Prospects" with messages tailored to their history. AI-Powered Personalization: Use our AI Content Generator to turn a few prompts into a complete fundraising campaign—including emails, social posts, and SMS alerts—in minutes. Multichannel Impact: Beyond email, you can now reach donors where they are. With SMS for Nonprofits, you can send urgent giving appeals or event reminders directly to a supporter's phone. How to Get Started Setting up the connection is simple and can be initiated directly from your Blackbaud environment: Authorize the App: Log in to your Blackbaud NXT account. From the top-left menu, select Raiser's Edge NXT > Communications > Overview. Under "Related Links," click Connect Constant Contact. Map Your Data: On the "Map your data" screen, you can choose from 55 predefined constituent fields. Standard fields map automatically, but you can use the Add new field dropdown to map specific data points like "Last Gift Amount" or "Constituent Code." Manage Consent: For organizations with complex needs, use Blackbaud Consent Categories to ensure your newsletters, event invites, and appeals each respect the donor's specific opt-in preferences. Track Results in Real-Time: Once your emails are sent, use the Constituent Engagement Add-In inside Blackbaud to see the last 100 engagement activities (opens, clicks) directly on a donor’s record. Level Up Your Impact Once you’re connected, don’t stop at one-off emails. Use the Automation Path Builder to create "Welcome Journeys" for new donors or "Thank You" sequences that trigger automatically after a gift is logged in Raiser's Edge. We’re confident that this partnership will revolutionize your digital engagement strategy. Ready to dive in? Learn more about the connection process here. 61Community Roundup is a monthly roundup of some of the notable articles and user activity in the last month. Welcome to our monthly "What You May Have Missed" roundup! In this post, I’ll highlight some of the top articles and posts that you might have missed on the Constant Contact Community in the last month. Whether you're a small business owner, nonprofit professional, or marketing enthusiast, we've got valuable insights and discussions to share. So, let's dive in and catch up on the latest happenings! Community Blog: Customer Spotlight: Rapido Trains Navigating 2025: Key Insights from the Latest Small Business Now Report Hints & Tips Newsletter: March 2025 Post Smarter, Grow Faster with Social Media Management Constant Tips: Constant Tips: Get feedback from your audience Constant Tips: Leverage the Audience Growth Center On-Demand Webinars: Revamp Your Email Marketing Using Metrics and Reporting Questions & Discussions (Marked Solved) Bounced emails, etc. Edit Email in automation path delete a text box in a newsletter Be A Marketer Podcast Building a Sustainable Independent Brokerage with Ian Hoover Using LinkedIn to Grow Your Business with Lea Turner Building a Real Estate Powerhouse with Anthony Lamacchia Changing Your Behavior to Build a Stronger Business with Carissa Reiniger Your Real Estate Marketing Playbook: Recap with Stephanie, Dave, and Kelsi Power of Personalized Email Marketing with Marc Newberry and Jasmin Bollman How to Make Marketing Work for You with Lorraine Ball I hope you found these articles and posts informative and valuable! Check back next month for more great shenanigans on the Community! Stay tuned for exciting updates, discussions, and valuable insights. Happy reading and happy marketing! 10Who doesn’t love saving time, especially when it comes to marketing your business? Our integration with Zoho allows you to auto-sync contact and lead data into Constant Contact. Not only does this save you manual entry time, but it also ensures your lists are always up-to-date for highly targeted messaging. There are three primary methods available for import: Contacts List: Import your standard contact lists from Zoho. Leads List: Keep your new prospects flowing in automatically. Campaign List: Sync contacts and leads directly from your Zoho campaigns. How to Connect to Zoho Linking your accounts is a straightforward process through your dashboard: Locate the Integration: Click Integrations on the left-hand sidebar. Under the All Integrations tab, search for "Zoho" and click on the block, then click Connect. Authenticate: Enter your Zoho credentials and click Accept to allow Constant Contact to access your data. Manage Field Mapping: This is a crucial step! You can now manually choose which Zoho fields align with your Constant Contact fields. Click Add new field to map custom data (like "Last Purchase Date") to ensure your custom fields are accurate. Set Your Frequency: Unlike older versions, you can now select the frequency for how often you want Constant Contact to check Zoho for updates (e.g., daily or weekly). Choose Your Import Logic: * Merge: This adds new contacts and updates existing ones without removing anyone from your list. Overwrite: This fully replaces your Constant Contact list membership with the current Zoho list. Note: Overwrite affects list membership, but individual contact data (like birthdays) will still merge and be preserved. Review and Sync: Give your import a name and click Import. The status will show as In Process and update to Success once finished. Boost Your Marketing Once your Zoho contacts are successfully syncing, move beyond general blasts and start sending content that actually converts! Advanced Segmentation Don't just email everyone! Use your synced data to create a custom segment. For example, you can target "Leads" from Zoho who haven't opened an email in 30 days with a high-value re-engagement offer. Personalized Automation & AI Use the synced data to trigger automated journeys via email and SMS. You can even use the AI Content Generator to quickly draft messages for: Welcome Series: For new leads added to Zoho. Review Requests: Sent automatically after a Zoho "Deal" is marked as closed/won. 💡 Troubleshooting Tip: If you see "odd characters" (like □) or sync errors, it’s often due to non-printable characters or invalid symbols like < > in your Zoho fields. Ensure your data is clean before starting the sync! 22What’s New in Constant Contact! 2024 is off to a quick start. With all you have on your plate, it helps to know of the latest changes in Constant Contact that will save you valuable time. Email New BrandKit makes email design easier Creating professionally branded emails is now easier than ever! With the new BrandKit feature, you just input your website url and we’ll provide templates with your brand colors, logo, and images. All users will have access to BrandKit by mid-April. Save your email as a template Once you build that good-looking email, you may want to reuse it for future emails. Now you can easily save your email as a template. The design will be waiting for you in your “Saved templates” tab the next time you want to apply it to a new email. Edit toolbar is now planted in place Say goodbye to that pesky toolbar that can overlap your workspace. The editing toolbar is now docked at the top of your screen so you can focus on building your email masterpiece! No more writer’s block with AI Content Generator If writing is not your specialty, no problem. Just type in a few keywords and let us generate an entire email for you. You can then customize the content and template as much as you need before sending it to your audience. Enhancements to the editing tool In the email editor, you’ll find a handful of enhancements, including fun ways to apply color or images to your background design, add a border to any or all sides of your template, and adjust margins. Staying ahead of new Google and Yahoo requirements Google and Yahoo threw a fastball to all email marketers at the start of the year. The Constant Contact team quickly addressed the new requirements so it wouldn’t slow you down. You can choose to self authenticate your email domain, or customize your “from” address by following the prompts on screen. Events Collect event payments with Stripe Stripe, the much-loved payment processor, is now available in our new event tool. With a secure, 1-click checkout experience, this means fewer drop-offs and increased conversions. Event-related payments can be processed through PayPal or Stripe - your choice! Receive notifications for new registrations Now you can opt-in to receive a notification when someone registers for your event! Each notification email includes the event name, registrant information, order summary, and registrant form responses with a deep link to access the registrant’s order right from the email. Check in event guests using ConstantContact Have you hosted an event lately? Our updated events experience gives event hosts more flexibility. Easily check in guests when they arrive at your event - directly in Constant Contact. Change event payment status For both offline and online payments, you can now manually update the payment status for an order. From the Registration information page, select Manage Registration and choose Update Payment Status to make a change. Export more event data Review event reports to stay on top of your event planning process. Our events tool allows you to export event data as you need it. We’ve recently added more filtering options related to ticket sales, add-on sales, and other payment information. View event invitees who have declined Be proactive and improve future attendance at your events when you can view which event invitees have declined your event in real time. Click the Reporting tab on the event dashboard to stay up to date. New migration tool makes moving your event easy If you haven’t moved over to the new event experience, now’s the time! A new migration tool makes it easy to copy events in the original tool and move it over to the exciting new event management experience. On April 1, 2024, all events in the original tool will be in read-only state, where you can export your historical event data and migrate. SMS Updates to streamline the registration process Sending a text message is an effective way to ensure your message gets read. But activating your SMS capabilities takes a few steps. We’ve taken a close look at the process and found ways to get you sending your text messages faster. Equipping you with the documents you need We are taking the guesswork out of the SMS registration process by providing templated documents that you can submit for SMS Terms and Conditions and SMS Privacy Policies. Grow your SMS opt-in list with an instant landing page During the SMS registration process Constant Contact will automatically provide you with a sign-up page to begin capturing opt-ins. Contact Management Segment updates are reflected in real-time (available Standard/ Premium plans) Things just got a bit more dynamic! Contacts are now added or removed to segments in real time. No more hitting refresh. Automations based on triggers (available in Premium plan) Apply those real-time segments to create automations. An email or SMS can be triggered as soon as a contact is added to a segment. You can also tag your contacts the moment they take an action by automatically adding or removing tags from a contact when a trigger condition is met. Add or remove tags automatically (available in Premium plan) Tag your contact the moment they take an action. Tags can now be automatically added or removed from a contact when a trigger condition is met. Integrations Sync your Square contacts Connect your Square account to import contacts into Constant Contact. If you plan to send targeted messages, take advantage of the ability to automatically generate lists based on buying behavior. It will save you loads of time down the road. Wix in the Automation Path Builder Wix is now integrated into the Automation Path Builder. When you sync your Wix account with Constant Contact you can use ecommerce templates and send custom campaigns based on shopping behaviors. Social Add personality to your posts with GIFs and Emojis Add more pizazz to your content on social media when you include gifs and emojis in your posts. Include Vimeo video in your next social post Have a video to share? Include a Vimeo link in your post to drive engagement. 00Let’s start out by facing a tough reality: most small businesses and non-profits — even the most successful ones — aren’t getting the best results they could be from their email list. Enter Segmentation. Time is scarce in the small business and non-profit worlds, so we’ve been working on a feature that can help you achieve your goals and do it quickly. Segmentation is the process of organizing your contacts into different groups with the goal of targeting them with content or offers that are relevant to their needs or interests. How does segmentation help? Well, one of the biggest reasons people ignore emails or unsubscribe from email lists is because the content they receive isn’t relevant to them. By ensuring that the right people receive the right message you’re more likely to keep them engaged. Introducing Segmentation Segmentation allows you to segment your contact lists right from the Schedule Page. You can choose to send your email across all of your contact lists, or to those who have recently been added to your account, only to people who open your emails, or to people who haven’t opened your email at all. You can specify the period of time for these segments, too. For more information on using Segmentation look here! 112