Using a membership database

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jskeel
Occasional Participant

Using a membership database

Hi! I'm looking for advice on using Constant Contact alongside a membership database or CRM. I create a custom list in CC almost every time because I pull the data from my database. For example, I might promote an event via email just to people who live in a certain county. I pull that data from my CRM rather than CC, because the CRM constantly is being updated.

 

My main question: With this method that I am using, is there a way to allow users to unsubscribe from certain types of emails rather than just unsubscribing from all contact? Thanks!!

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Kara_D
Employee

Hi !

 

Thank you for reaching out to the Community! If you haven't already done so, I recommend you take a look through the Integrations tab, and the Marketplace to see if there is an integration that will connect your CRM to your Constant Contact account. If you are unable to find one, there is a Suggest Integrations button located at the top right of your integrations page.

 

You can Customize the Update Profile Form to allow users to unsubscribe from certain types of emails rather than just unsubscribing from all lists. This form provides you the option to select multiple lists to display, so when a contact unsubscribes they will be presented with this form, giving them the option to add or remove themselves from these lists. When contacts submit the form, they're added only to the lists they've selected and removed from the lists they didn't select.

 


Kara.D
Community & Social Media Support

Did I answer your question? If so, please mark my post as an "Accepted Solution" by clicking the Accept as Solution button in the bottom right hand corner of this post.

You're not alone on your email marketing journey. Connect with a Marketing Advisor to see how they can help you develop the right strategy for your business and get the most out of your Constant Contact experience.

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Kara_D
Employee

Hi !

 

Thank you for reaching out to the Community! If you haven't already done so, I recommend you take a look through the Integrations tab, and the Marketplace to see if there is an integration that will connect your CRM to your Constant Contact account. If you are unable to find one, there is a Suggest Integrations button located at the top right of your integrations page.

 

You can Customize the Update Profile Form to allow users to unsubscribe from certain types of emails rather than just unsubscribing from all lists. This form provides you the option to select multiple lists to display, so when a contact unsubscribes they will be presented with this form, giving them the option to add or remove themselves from these lists. When contacts submit the form, they're added only to the lists they've selected and removed from the lists they didn't select.

 


Kara.D
Community & Social Media Support

Did I answer your question? If so, please mark my post as an "Accepted Solution" by clicking the Accept as Solution button in the bottom right hand corner of this post.

You're not alone on your email marketing journey. Connect with a Marketing Advisor to see how they can help you develop the right strategy for your business and get the most out of your Constant Contact experience.

View solution in original post

BizTechWiz
Member

Hey Jskeel,

 

I'm not sure about the CRM, maybe there's an integration already as Kara suggests?

 

Your main question, in addition to customising the update profile form, you could also provide some links in the body of your email and ask them to click on what they are interested in hearing about, and use the enable click segmentation and have them go into a list for that interest.

 

You can also do it the reverse - say for example you're doing a promotional campaign, you could provide a link that says 'don't want to hear any more about this promotion but still remain on the list, click here' and when they click it, use the enable click segmentation. 

 

So next time you send another email about that campaign you exclude the people who clicked that link.

 

I did a video how-to about how to create an opt-out like this

 

Hope that helps?

Vee (Smith) Tanner

Vee (Smith) Tanner
The Biz Tech Wiz
Web Tech De-Stresser
Certified Solution Provider
jskeel
Occasional Participant

Very helpful, thank you!