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Integrating Salesforce with Constant Contact

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InterfaithCoalition
Participant
‎01-27-2022 05:11 PM
‎01-27-2022 05:11 PM

Is there a way to filter out certain Contacts from Salesforce so their information isn't imported to Constant Contact? Not all our Contacts in Salesforce should receive our marketing emails from Constant Contact.

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Amanda_G
Employee
Employee
‎01-27-2022 06:38 PM
‎01-27-2022 06:38 PM

Hi @InterfaithCoalition , 

 

Great question! Are you using the Constant Contact Salesforce integration, or are you exporting your contacts from Salesforce and importing them manually?

 

If you are using the integration, you get the option to import all of the contacts, all of your leads, or all of the contacts and leads from a Salesforce campaign. At this time, there is not a way to pick and choose specific contacts, as the sync is automatic based on what time interval you set up. 

 

If you are exporting them from Salesforce and importing them manually, I would suggest removing the contacts you do not want to import from the excel sheet, before you import them into Constant Contact. It would be easiest to do this in excel, before they are present in the Constant Contact account. 


Amanda G.
Community & Social Care
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

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2 REPLIES 2
Amanda_G
Employee
Employee
‎01-27-2022 06:38 PM
‎01-27-2022 06:38 PM

Hi @InterfaithCoalition , 

 

Great question! Are you using the Constant Contact Salesforce integration, or are you exporting your contacts from Salesforce and importing them manually?

 

If you are using the integration, you get the option to import all of the contacts, all of your leads, or all of the contacts and leads from a Salesforce campaign. At this time, there is not a way to pick and choose specific contacts, as the sync is automatic based on what time interval you set up. 

 

If you are exporting them from Salesforce and importing them manually, I would suggest removing the contacts you do not want to import from the excel sheet, before you import them into Constant Contact. It would be easiest to do this in excel, before they are present in the Constant Contact account. 


Amanda G.
Community & Social Care
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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InterfaithCoalition
Participant
In response to Amanda_G
‎01-28-2022 09:55 AM
‎01-28-2022 09:55 AM

That answers my question. Thanks so much!

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