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12-29-2018
06-20-2021
12
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06-08-2021
05:12 PM
Thanks. We handled this a while back. We have to have the member's legal name but can use their nickname in greetings, on name badges, etc. The result is that the nickname is now the Preferred Name and will be their legal first name or their nickname...their choice.
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02-22-2021
05:50 PM
I apologize. I have that backwards. We can query the date for Is Blank. I need to be able to query for Is Not Blank.
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02-21-2021
09:39 AM
I have created a segment that contains a custom date field. The list displays properly. I clicked to export the list and chose all fields, including the custom date. The custom date field does not export. Any suggestions?
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02-21-2021
09:35 AM
We need to query custom date fields for blanks. There is no way to do that. We can query Not Blank but don't have the converse.
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12-26-2020
11:18 AM
We want a custom welcome email sent when someone joins a mailing list. We collect a contact's nickname if it's appropriate (e.g., "Bill" instead of "William", "Sparky" instead of "James"). We want to use their nickname if it exists, otherwise use their first name. Is there a way to do this? I have tried inserting the nickname (it works fine), inserting the first name (it works fine), but if the nickname is blank, the only option I can find is [[custom.nickname OR "You with the smile on your face"]] which is not appropriate. How can we make use of the contact's nickname if it exists? I have tried many variations of the [[custom.nickname OR ...]] method but have had no success. Entering everyone's first name in the nickname field is NOT a work around.
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11-21-2020
06:59 AM
We need to set up segments using a Custom, free-form field that is non-blank. I have tried several common wildcard substitutes but none seem to work. There is an option for the field being blank but not one for is not blank. Any ideas?
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02-02-2020
10:17 AM
We want to overwrite (read as delete) the information that is in those fields. The only field we want to use is "Phone - mobile". I have created an import sheet that has moved all of the phone numbers to that field and deleted the information in the other phone number columns. I need to import the corrections. We have to create email lists for several different purposes and we want the export Excel worksheets from those lists that are as streamlined as possible. Currently, when we export the phone number, we get 5 different columns. We want a single phone number column in those sheets, but there is no way to identify a single phone number field for export. The recipients of these exports have very limited Excel experience and I don't want to have to reformat every Excel export that is created. If I cannot do the import from my side, I'm more than happy to send it to CC and get it imported on your side. BTW, I'm not the owner of our CC membership. I am, however, the one who is responsible for configuring CC for our 2020 technology update. Thanks, Paul
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02-01-2020
06:19 PM
We don't have custom fields "Phone - home 2", "Phone - mobile 2", and "Phone - other". Those are the field names that exported from Constant Contact. I adjusted the information (copied the data to the correct field and deleted the data in these columns) and want to re-import the same columns that Constant Contact exported, just with corrected (deleted) data. There are no new field names in the re-import workbook.
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02-01-2020
09:53 AM
I exported a list of emails and phone numbers so I can address incorrect imports. The spreadsheet exported "Phone - home 2", "Phone - mobile 2", and "Phone - other". I made changes to those fields and need the changes to import, however, the import "Matched field names" shows those fields "Unmatched" and they are not available on the drop-down list. How do I import those changes?
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01-12-2020
06:43 PM
I am building a membership form for a social organization. We have the typical demographics section as well as about 25 custom fields set up in Constant Contact. There are several date fields in Constant Contact but the only option in WordPress is "Text". We need to be able to save dates in date fields. Do all of the Custom Text Field entries in WordPress create new Custom Fields in Constant Contact? If so, that is an extremely cumbersome interface. Also, we track volunteer interest and skills to be able to ask for volunteers for different needs. Some of our members have many skills that they are willing to offer. Is there a way to set up a "Check all that apply" list or does each opportunity have to have it's own field thereby dis-allowing us to create a "Required" field option (every member is required to volunteer in at least one area)?
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11-24-2019
03:32 PM
We want to add a membership renewal form that our members need to sign every year to our Wordpress website. When a member enters an existing email (they are already in Constant Contact) will the form pre-populate? If not, what happens when the member fills out the form again with the same information? Will the new date that the form is filled appear in the appropriate CC field?
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