Hello @PatJ4. Thanks for reaching out to us. The article that you read about saving sent campaigns as templates is only applicable to campaigns that were created using our second-generation editor. I looked in your account and saw that you are using our newest editor, called the third-generation editor, to create your emails. Although you are not able to save these emails as templates, I suggest creating a folder for your templates and then moving your campaign into a folder so you can access it quickly and make copies of it in order to make those changes. I will submit your feedback about having the ability to save an email as a template over to the correct team.
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You are doing quite the undertaking in creating your own CRM. You do have the limitations pretty well outlined and explained. I'd like to chime in a bit and see if I can help with some insight from our end.
The v2 API was designed to be able to move data between Constant Contact and your application whether it be a website where you have a sign-up form, a custom CRM, or anything in between. You are definitely looking to create something quite advanced and some of the features you are looking for were not something we were looking at designing in this version of our API. We are developing a v3 API and I will make sure these features are something we look at for this new version.
In the meantime I think your best option is the first one you mentioned. You would want to bring the contacts information through the API and store it in a database where you can then manipulate it in whatever way is needed by you or your users at that moment. Perhaps include a modified tag in your side of the database and at the end of the day compare it to our modified date. In the event that those two modified dates are different then you can send an update back to Constant Contact only for those contacts that had their data changed.
This would limit the amount of API calls needed to keep the data synced. This is of course based on the assumption that your users do not log in to the Constant Contact website to manipulate contacts as well.
I'm happy to continue discussing any aspects of this either here on the forums or if you prefer privacy you can email us at firstname.lastname@example.org.
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Thank you for using Constant Contact; we appreciate your support.
We are currently using v2 of our API, and while we are in the process of developing a v3 for the API that has no release date at this moment. Sometime after v3 is released there will be an eventual end-of-life for v2; however that will include plenty of time to allow our customers to make any alterations that may be required to work with v3 of our API.
Going from v2 to v3 of the API will include some structual changes as we will be including a lot of improvements that are not currently available. While it might seem inconvenient to create a CRM now that integrates with our API and make alterations later it will be very beneficial for all of our customers that use our API and I have no doubt that will include you as well.
While a lot of the information for our v3 of the API is not currently available for me to speak about if you have any other questions I'm happy to answer them as best as I can.
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