Answers - Quick Links

Constant Contact for Salesforce Connector v2.0 InfoTransfer, retired?

UPDATE: The Constant Contact for Salesforce Connector v2.0 has been deprecated, please see how to integrate using SyncApps today here: https://www.cazoomi.com/salesforce-to-constant-contact/

Our solution is now being used by 1000s of Salesforce & Constant Contact subscribers in its place to provide Constant Contact customers a reliable and efficient way to connect their data. Constant Contact for Salesforce Integration 

Subscriber:

One item that we learned during our Constant Contact tutorial was when uploading Salesforce contacts to Constant Contact there is a 200 contact limit. Does Cazoomi have contact upload limitations?

Cazoomi:

There is no limit on the number of contacts you can transfer automatically as many of our subscribers sync over 1,000,000 contacts and lead each week from website forms, Salesforce entries, and list building activities.

Start here: https://www.cazoomi.com/salesforce-to-constant-contact/

Subscriber:

Another item of concern for us was the campaign responses. In order to view the responses in a contact's profile in Salesforce, all users had to have the Constant Contact App installed on their Salesforce. Is this the same in Cazoomi?

Cazoomi:

All Constant Contact email marketing metrics sync to the Native Salesforce Campaign History object which is available for all users of your Salesforce Organization.

Subscriber:

We have the Enterprise edition of Salesforce and up to 30 Salesforce users. Do all Cazoomi packages (Enterprise, Professional, Basic, Free) work with our Salesforce account?

Cazoomi:

Yes, except Basic which does not have Salesforce CRM included in the plan.

Subscriber:

Can you tell us what the benefits are of having multiple Sync profiles? We just need a basic sync service - Salesforce to Constant Contact. We don't need Constant Contact to talk to other Apps we install to Salesforce.

Cazoomi:

Sure, since Salesforce has Accounts, Person Accounts, and Leads or Contacts, then each Profile is needed per each object.  If using Person Accounts as Contacts choose the Contact Object Type to Sync.

So if you have leads and contacts in SFDC to sync then, you would need 2 Profiles, and Sync Profiles allows the added flexibility & room to grow into SyncApps if you have other data to sync.

Get started here:

How it Works

Filtering feature conditional parameters explained

Our Filtering feature in SyncApps can be used to sync a subset of records based on specific criteria.

If on a Trial, there are some software applications that will charge you with a cost due to the added new records that are synced from CRM. So please note that we sync unlimited records and will sync all the records if they match against your criteria so best practice is to place test email addresses in a Campaign, Saved Search or Marketing List then use Filtering, sync then you can see how it works.

Once testing is completed next remove the Campaign/Saved Search/Marketing List checkbox in Step 1 and then keep the Filter on a paid plan which then does look at all records and Filters based on your criteria.

For example to sync only Contact records with the country which is the United States you can create the following filter :

Country  [Is Equal To] United States

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Conditional Operators

The following operators can be used to create criteria:

  • Is Equal To
    Check if field value equals to a specific value.
  • Is Not Equal To
    Check if field value does not equal to a specific value.
  • Starts With
    Check if field value starts with a specific value.
  • Does Not Start With
    Check if field value does not start with a specific value.
  • Contains
    Check if the text field contains a specific value.
  • Does Not Contain
    Check if the text field does not contain a specific value.
  • Greater Than
    For numeric or date comparison.
  • Greater Than or Equal
    For numeric or date comparison.
  • Less Than
    For numeric or date comparison.
  • Less Than or Equal
    For numeric or date comparison.
  • Is Blank
    Check if the text is blank.
  • Is Not Blank
    Check if the text is not blank.
  • Is True (Checkbox Checked)
    For boolean value or usually a checkbox in UI.
  • Is False (Checkbox Unchecked)
    For boolean value or usually a checkbox in UI.

Date Criteria

Date criteria must use YYYY-MM-DD format so if we need to sync record that is created after December 20th, 2017 we can use the following criteria:

Created [Greater Than] 2017-12-20

For relative date comparison SyncApps provides a function to_date("x days/months/years ago").

Using that function, we can create criteria to sync records that were created within the last 30 days:

Created [Greater Than] or [Equal] to_date("30 days ago")

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Complex Criteria

Complex criteria can also be created by combining expression using AND and OR operators.  For example, we want to sync records with an email address which is not blank and lives in CA or NY state we can create the following expression:

Email Address Is Not Blank AND (State Is Equal To CA OR State Is Equal To NY)

In filtering feature in SyncApps, the above conditions can be expressed like this below:

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Please make sure GroupingAND and OR operators are chosen correctly.  In the above example "State Is Equal To CA OR State Is Equal To NY" must be grouped using an OR operator to produce a correct logic.

A typical MINDBODY for Infusionsoft Use Case:

I'm working with Mindbody and Infusionsoft.

When creating a segmentation can you tell me what the filters for Last Class Pass Remaining and Last Class Pass Expired refer to?

In other words, does Last Class Pass Remaining refer to the only class pass that they have or does it refer to the number of sessions left on their current class pass?

And does Last Class Pass Expired literally refer to the Last Class Pass that they had that Expired?

SOLUTION:

Last class pass remaining means session left on the last class pass.

For example, client X purchases a 1-month pass with name Y on Jan 5th for 10 sessions and the client has been used twice then SyncApps will return the following values:

* Last Pass class name: Y
* Last class expiry date: Feb 5th  (or maybe Feb 4th)
* Last class pass remaining: 8

You can also map those fields to Infusionsoft custom fields so you can see what the field values are for a client in Step 4 of Sync Profile Setup.

How Salesforce Integration works with your Marketing Automation

Welcome to Cazoomi.

Today’s topic for discussion is Salesforce Integration and how it works with Marketing Automation.

This is an interesting topic that has helped many businesses and organization getting the most out of their respective sales and marketing departments.

But to get there, you have to link these two extremely important functions seamlessly.

So let’s dig in!

See how Salesforce Integration works with your Marketing Automation below.

 

 

We’ve put together a clear guide that will help you through the entire set up process. We strongly believe that once everything is up and running, you’ll be in a better position to manage your customer databases and eventually achieve your goals.  

First things first, what are the packages that our Salesforce subscribers can access?

Free Plan 1:

  • We have a single integration for Leads, Contacts or Accounts scheduled every 24 hours.
  • If you require more features and functionalities on your free plan, we have Add-Ons to meet each of your needs at an affordable rate.

Professional plan:

  • You get to enjoy a 6-hour scheduling inclusive of all features for $49.99 per month.

Enterprise plan:

  • You get to enjoy real-time integration with your business plans for $99.99 per month and scheduled phone support.

 

Pricing

The size of your business will determine the plan that works best for you. Pricing will also be different depending on your chosen plan.  This is the pricing strategy for every plan.

Here are some of the platforms supported by our “Built on Salesforce” software:

  • PatronManager
  • Raiser’s Edge
  • Apto
  • Navatar
  • Propertybase
  • Non-profit Success Pack™ (NPSP)

 

What Do You Use SyncApps For? (Why SyncApps?)

This is what you will achieve with the Integration of Salesforce and Marketing Automation (using SyncApps):

  • Sync your Contacts, Leads, Person Accounts and Campaign Members to Act-On Software, Constant Contact, Delivra, ExactTarget or Salesforce Marketing Cloud, Mailchimp & VerticalResponse.
  • Integrate Accounts, Person Accounts, Contacts & Leads | Sync Campaign Metrics | Sync Lists, Groups, Segments | Add/Remove from Lists/Groups based on rules | Opt-outs synced | Custom Field mapping | Scheduling & real-time

You do not have to stress with the integration process. Reach out to our support team to ease up the process and customize it for you. Here is a quick overview of how one of our Salesforce partners implements the process.

 

Getting started with your 2-week trial!

Learn how to integrate Salesforce with Constant Contact 

 

Step 1: Salesforce

  • First, you need to create a Sync Profile. This will also create missing Add-Ons, Field Mapping and more.
  • Then enter your Profile Name. The Sync Profile Name is just a description for you to remember the Sync Profile that you created.
  • Next, enter Salesforce credentials. Grab your Salesforce credentials, and if you have questions, please hover over any Sync Note tooltip to get more information.
  • Next, enter your Salesforce Security Token. To find your Security Token, go to your Salesforce account, then Settings and find “Reset My Security Token” on the left side. Press the “Reset Security Token” button. The security token will be sent to your inbox.
  • Then, copy the token and paste it into the Security Token text box. You can hover over sync notes if you get confused.
  • Next, select Object Type to sync. If you’re satisfied with your settings, you can proceed to Step 2.

Step 2: Constant Contact

  • Enter Constant Contact credentials. Connecting to Constant Contact is super simple. Press the button to log in to account to validate your Sync Profile. Hover over sync notes to learn what Master List is all about. To check your Master List, you can go to your Constant Contact account and choose your preferred Master List. You can copy and paste it to the Master List text box.

Step 3: Sync Add-Ons

  • After that, you can select some Add-Ons. The Sync Add-Ons screen allows you to select the Add-Ons you want for each app you select.

Step 4: Field Mapping

  • Field mapping from your chosen app 1 and app 2 allows you to update existing records or new records with ease.

Step 5: Filtering and Segmentation

  • Filtering takes CRM records, filters them based on specified criteria and syncs your records into your target application.
  • Segmentation sync records from each defined segment into separate lists.

Step 6: Sync Scheduling

  • Sync Scheduling can be set up on paid plans.
  • Sync on Demand is available on all trials to allow quick testing of your apps’ integration.

Sync Profile Page

  • Press the Sync Now button from the Sync Profile screen to sync your data immediately.
  • Wait until the Sync Process is complete.
  • After that, you can view Sync Summary in Sync Logs.
  • Visit your Salesforce Contacts to see if it is Synced to Constant Contact

You’re all done!

If you get stuck and you need help, please feel free to reach out to our support team. Email us at support@cazoomi.com.

Once you set-up your Sync Profile, these are the next steps.

 

Best Testing Practices for Your 2-Week Free Trial

1. Ensure that you have created 2 Sync Profiles if you are using both Leads and Contacts. Select Accounts as the object type if you are using Salesforce Accounts.

2. Create one Salesforce Campaign for testing purposes. You can use our Filter and Segmentation feature in tandem with each Salesforce Campaign. Please note to have test records in it

3. Head to the SyncApps and select your test Salesforce Campaign. If you chose to use Filters, select the specific records from the precise Salesforce Campaign. Please review this link if you want to add Salesforce Person Accounts.

4. Ensure that the “Email Opt-Out” field is visible on the Salesforce Account, Contact or Lead Page Layout. It facilitates easy testing of unsubscribes from your Marketing Automation Solution or CRM through frequent manual inspection.

5. Go back to your Marketing Automation Solution to create and use an empty list to integrate to as the Master List mentioned in Step 2 of your integration process. SyncApps creates the list automatically if you are using Constant Contact and Act-On among others. The Mailchimp option is best if you want to create the list manually. This list will be used for the integration of all your Contacts in your Marketing Automation Solution. Press next until you get to the ‘Finish’ option.

6. Press “Sync Now” on your Sync Profile page.

7. Head back over to check your Marketing Automation Solution Lists for the 1 Salesforce Campaign synced from Salesforce which creates its own List in Constant Contact or Act-On and others or a Group in Mailchimp.  The Master List will now contain the records you placed into the Salesforce Test Campaign or those records from the Filter you are testing against the Salesforce Test Campaign.

Note: Sync on Demand is available in the Free Trial with Scheduling available on paid plans. Sync is unlimited records, Opt-outs, and Campaign(s) per Free Trial period.

Once completed, you can now remove the settings for testing and keep the features you need like Campaigns, Marketing Lists or Filtering.

 

Salesforce Supported Editions

The ability to subscribe to Salesforce SyncApps is available for Salesforce Professional (API Enabled), Enterprise, Unlimited and Developer editions. Check out the Salesforce Lightning editions supported.

Please note that due to restrictions on Salesforce Professional Edition, the ability to look-up Salesforce information and post back from applications requires adding API access to your Professional Edition organization. It will attract an additional cost to the Professional Edition.

 

Getting Started/Basic Concepts

Sign up for a SyncApps Account https://syncapps.cazoomi.com/signup and review How it Works.

Check out this demo while you're at it as well.

Let’s get started with the basic concepts:

Opt-Out Field:

The "HasOptedOutEmail" must be accessible by API and placed on each Salesforce Layout.  You also need to make sure that the HasOptedOutEmail is visible and editable in both Contact & Lead layouts.

Campaigns:

Salesforce_to_Constant_Contact_Marketing_Metrics.png

For Campaign Responses flowing back to Salesforce there are two metrics being synced:

  • Individual statistics: synced to Campaign Member Object. Custom fields for Sends, Opens, Clicks are auto-created by SyncApps. Fields need to be placed on the Campaign Member layout, so they are accessible by the Salesforce API.
  • Summary statistics: synced to Campaign Object. Custom fields for total Sends, total Opens, and others need to be created manually in Salesforce. They also need to be mapped in each Sync Profile. All newly created fields to be mapped in Step 4 of your Sync Profile under the Campaign tab need to be placed into the Salesforce Campaign layout.

SyncApps:

 

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Salesforce:

 

Test_Campagin___Aug_26_Round_2___Salesforce.png

 

Activities:

If you select to create an Activity in your SyncApps configuration, you need to make sure that each event such as Opening, Clicking will create a new Activity (Task) in Salesforce.

 

Activity_layout_in_SF.png

 

Note: Place Activity CazoomiID under Activity History on our Salesforce Layout and *Clicked URL.

 

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Campaign Members custom fields are created when "Sync Campaign Responses" in Step 1 of any Sync Profile is selected, and the "Next" or "Save" buttons are pressed or clicked in a Sync Profile configuration.

 

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Getting Started - Campaign Layout Fields

Once you have created a Sync Profile (see above) from your dashboard and are on Step 1 selecting "Sync Campaign Response," check your Salesforce layouts to make sure all the fields created by SyncApps are dragged into the layouts for your Salesforce organization before continuing to Step 2.

 

 

Sync Campaign Responses feature is required in Step 1 of your Sync Profile setup before fields are automatically created by SyncApps.

In Lightning Salesforce:

 

Clint_Wilson___Salesforce.png

 

Did we mention that we also support your Marketing Automation Email Campaigns to help your Salesforce metrics and in various ways in order to meet your requirement? Well, we do!

Email metrics flow back to Salesforce based on your choice in Step 1 of your Sync Profile Setup.

 

Sync Modes or Types:

  1. Campaign in Salesforce
  2. Activity in Salesforce
  3. Both Campaign & Activity
  4. Note + HTML Template
  5. Create Salesforce Campaign Only (No Campaign Member)

 

Campaign_modes_or_types.png

Please also be sure to place the Activity fields created by SyncApps on your Contact or Lead layouts.

*Using Accounts Object (Person accounts) and need to see Campaign Metrics?

See here...

Basically, there are 3 layouts that need to be edited in order to work for Salesforce Professional Edition with API Enabled:

  • Campaign Page Layout: Add Campaign CazoomiID (optional for Enterprise Edition, but make sure the username has access to the fields)
  • Campaign Member Page Layout: Add Campaign CazoomiID, Clicks, Bounces, Forwards, etc. (optional for Enterprise Edition, but make sure the username has access to the fields)
  • Contact/Lead Page Layout: Add Clicks, Bounces, Forwards to the Campaign History related list (optional, but needed in order to see the metrics in Contact or Lead layout.)

 

Salesforce layouts check:

  • Drag Campaign CazoomiID into the Email Campaign Page Layout

 

Edit_Page_Layout__Campaign_Layout___Salesforce___Developer_Edition___Salesforce.png

  • Drag CampaignMember CazoomiID into the Email Campaigns Member Page Layout and any fields you want to report on like Opens, Clicks, Forwards and Bounces

 

Edit_Page_Layout__Campaign_Member_Page_Layout___Salesforce___Developer_Edition___Salesforce.png

  • The Campaign metrics fields placed in Campaign History layout (related lists) + Email Events will bring in the "URLs clicked" in the email into Salesforce from your Marketing Automation solution upon each scheduled daily sync
  • Campaign Response is synced every 24 hours. Need real-time marketing metrics sync? Upgrade to Enterprise today from your Dashboard! 

campaign_layout_setup.png

metrics.png

Individual Contact Record: 

If you need to use Salesforce Campaigns only then the Full Sync Add-On is needed. But if you just want to use Salesforce Campaigns as List in SyncApps and want to automatically remove members, this will manage automatic Contact, and Lead record removal features for Campaign members to Email Marketing Lists and Groups on each Full Sync schedule.

This means that anytime a record is added to or removed from a synced Salesforce Campaign, created by SyncApps, it will always be in sync with the Act-On Software, Constant Contact, Delivra, ExactTarget (Salesforce Marketing Cloud), Mailchimp & VerticalResponse Lists/Groups/Categories/Segments.

Need to Report on all SyncApps custom fields for Campaign Responses?  

See how it’s done here! 

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Carefully follow all the above steps, and you’ll be up and running in no time. If you run into challenges, please don’t hesitate to ask us any question(s). Just drop us a line & our CRM team will be glad to help you.

 

Best practice after setting up your Constant Contact integration for success in your Trial!

 

Hey there! Welcome!

First things first, congratulations for successfully setting up your Constant Contact integration.

Now that everything is up and running, let’s see how you can make the most of your trial.

See this 3-minute demo on setting up of the integration.

 

To watch our 30-minute full webinar on full setup and best practices for Constant Contact for Salesforce, please see below.

 

In order to easily set up a trial for your Constant Contact integration, just follow these quick steps:

  1. First, ensure that you have created 2 Sync Profiles if you are using both Leads and Contacts. Select Accounts as the Object Type if you are using Salesforce Accounts.
  2. Create one Salesforce Campaign for testing purposes. You can use our Filtering and Segmentation feature in tandem with any Salesforce Campaign that does not exceed 100 Contact, Lead or Account records for testing purposes and for a successful sync.

Next, we will use our own test email, cw@cazoomi.com, which is a Salesforce Contact and easy to review for testing purposes in both Salesforce and Constant Contact.

  1. Head to SyncApps and select your test Salesforce Campaign integration in Step 1 of your integration after placing your chosen Contacts, Leads and your email. If you chose to use Filters, select the specific records from the precise Salesforce Campaign. Please review this link if you want to add Salesforce Person accounts.

 

  1. Ensure that the “Email Opt-Out” field is visible on the Salesforce Account, Contact or Lead page layout. It facilitates easy testing of unsubscribes from your Marketing Automation Solution or CRM through frequent manual inspection.

 

  1. Now, go back to your Constant Contact to create and use an empty List to integrate to as the Master List mentioned in Step 2 of your integration. SyncApps creates the List automatically, or you can do it manually. This list is needed to keep all Contacts in Constant Contact in sync no matter which list they are a part of when using SyncApps integrations.  Press next until you get to the ‘Finish’ option.

 

  1. Press “Sync Now” on your Sync Profile page.

 

  1. Head back over to check your Marketing Automation Solution Lists for the Salesforce Campaign synced from Salesforce which creates its own List in Constant. The Master List will now contain the records you placed into the Salesforce Test Campaign or those records from the Filter you are testing against the Salesforce Test Campaign. For easy testing, just test your own email which needs to be either a Lead in Salesforce for a Lead Sync Profile or a Contact in Salesforce for a Contact Sync Profile.

 

  1. Proceed to create and send an email campaign to your own email on the List which you have just synced. It provides a platform for testing how the Campaign Responses or marketing metrics flow back from Constant Contact to Salesforce.

 

  1. Now go back to your Sync Profile and tap the Edit button. The first Step of integration is selecting Sync Campaign Responses followed by a tap on the “Create Salesforce Campaign” feature.

 

  1. Constant Contact email metric fields are automatically created once you select the “Sync Campaign Responses” feature. It is created and integrated into your Salesforce for marketing metrics such as clicks, bounces, and opens. Place each of them on the Salesforce layout for Contacts and Leads. Proceed to the second step and select the Specific Email Campaign to sync feature in Step 1. Choose the Email Campaign sent, and press save.
  2. Once on the Sync Profile page click on “Sync now.”

 

  1. Navigate back to Salesforce to check the Campaign History records to ensure all metrics (Clicks, Clicked URLs, Bounces, Forwards, Email Events and Opens) are included. Double check to ensure that all fields are dragged onto the Campaign Layout previously created.

 

 

  1. On your Sync Dashboard, choose Reports to review information about each sync run test.

 

  1. Run and share this information with your team to create awareness and boost team efficiency.

 

Feel free to check out our Constant Contact for Salesforce page for any inquiries.

 

 

Automatically remove a record from your Marketing Automation solution. Powerful!

Grab our Full Sync from your Add-Ons tab inside SyncApps:

 

Full_Sync_Add-On__2_.png

 

 

This Add-On is applicable to CRM and eCommerce platforms as once you purchase the Add-On you can set up your Full Sync schedule and Contacts or Leads removal from CRM list(s) or tags will be removed from matched Act-On/Constant Contact/Infusionsoft/Mailchimp/VerticalResponse List(s)/Group(s) during a full sync.

Please also note that "Full Sync" and "Reset Sync Profile daily" should not be used together.

Full Sync is available on our Paid Plans and also available to try on our Free Trial!

Full Sync currently is only available to set up in Step 3 of your Sync Profile when the following segmentation methods are selected in your Sync Profile:

* Zoho Campaigns
* Zoho List Views
* NetSuite Saved Searches
* Bullhorn Tearsheets
* Highrise Tags
* Salesforce Campaigns
* Dynamics CRM Marketing Lists
* Sugar CRM Target Lists 
* Enable Segmentation feature is selected in Step 5 (Filtering & Segmentation)

To automatically remove records from your Marketing Automation solution when they are no longer a part of any synced CRM Marketing List then subscribing to our "Full Sync" Add-On is a great solution as it is the only way to automatically remove a CRM member from a synced external Constant Contact or VerticalResponse list or Mailchimp Group.

Using Filtering and Segmentation with Full Sync?

Mailchimp Limitations:

The Full Sync Add-On will not remove a record from a Mailchimp Group if it does not match the filter anymore unless using a segmentation method in Step 1. If you want to sync all Contacts in Step 1 and just filter against your entire database yet still remove records from a Mailchimp Group then be sure to enable the segmentation feature on filtering in Step 5. Each "segment name" will be synced to a Mailchimp Group.

Please note:  The Full Sync Add-On is needed to remove a record from a Mailchimp Group if it does not match your Filter & Segmentation criteria set up in Step 5 of your Sync Profile.

Customization is also available if you would like to remove from a Mailchimp List each time the Full Sync Add-On is run.  Please let our 24/7 support team know, and we will enable it in your account.

If you enable segmentation on filtering including using the Full Sync Add-On, if a contact or lead is no longer part of a segment, SyncApps will remove the contact from Mailchimp Group (SyncApps does not also remove the contact from Mailchimp List so if you need to remove the record from a Mailchimp List, please let our 24/7 support team know and we will enable the feature in your account.)

Full Sync Add-On for NetSuite to Act-On or our other marketing automation integrations?

Need to test our Full Sync Add-On for NetSuite to Act-On? See our guide/use case below to help you get an idea of how to do it:

1. Create a NetSuite Saved Search named "Customization Test" and let’s say it was initially 5 entries. Create an Act-On Marketing List named "Customization_Test" and set the NetSuite Saved Search to sync with that Act-On List. After which, press Sync and all 5 expected entries will be synced in the Act-On list.

1_-_NetSuite_Saved_Search.jpg

 

2_-_Act-on_Saved_Search.jpg

2. Remove 1 entry in the NetSuite Saved Search and email our 24/7 support folks to enable the Full Sync customization for you if not already purchased from the Add-On tab inside your dashboard.

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Once the customization is enabled, this will display the Full Sync option (also available as an Add-On from your Dashboard in SyncApps).

Note: Full Syncing will remove Records(s) from Act-On if the Record(s) is no longer a member of the NetSuite Saved Searches.

Supported CRM: All CRM’s that supports list sync.

Supported Marketing Automation solutions:

  • Act-On
  • Constant Contact
  • Mailchimp
  • Infusionsoft
  • VerticalResponse

3. Press the Reset Sync Process button from the dashboard and run the Sync again. The result will show that the customization really works as the Act-On List now has only 4 entries, a complete replica of the NetSuite Saved Search.

6_-_Act-on_content_after_full_sync.jpg

 

Check out our Full Sync Wednesday Walkthrough replay here!

Experiencing issues or difficulties during testing? Reach our 24/7 team for assistance, and we’ll throw in a free $49.99 Sync Profile Setup Review today!

 

How do Hard Bounces and Soft Bounces work using Mailchimp for Zoho CRM?

Subscriber:

I wanted to inquire about the way SyncApps is treating Soft Bounces. It appears that these are being recorded along with Hard Bounces as Bounced in CRM (both in member status and in the Campaign Response field). Unfortunately, the Soft bounces are then indistinguishable from Hard Bounces.

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As you will be aware, Mailchimp "cleans" any Hard bounces from your list and prevents mailing to the same address.  However, soft bounces (which could be caused by a full mailbox, or other reasons) are permitted to be mailed to again, up to 7 soft bounces.

Soft vs. Hard Bounces

It would be much better if soft bounces were identified separately (i.e., Soft Bounce?) because they are treated differently to hard bounces (i.e., I would not be deleting them from our lists or ringing up to find out if the contact has moved, for example).

If one is to be able to manage the lists via the metric data, this distinction is pretty important. Interested to hear your thoughts! 

Cazoomi:

For Campaign Response coming from Mailchimp, there are not separate soft bounce, and hard bounce calls as the API does not differentiate that information. However, for hard bounce (cleaned) status it can be synced back to a Zoho CRM custom field (checkbox type), so you can see if a contact is in hard bounce status.

Please map the field from Mailchimp to Zoho CRM today in Custom Field Mapping in your Sync Profile.

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After deleting a list in Constant Contact will the Marketing List autosync again in SyncApps?

 

Yes, you just need to "Reset Sync Process" from the Sync Profile after deleting a list in Constant Contact to recreate it automatically.

Error on sync: Error on API call to iContact

Error on sync: Error on API call to iContact. {"errors":["Internal Server Error"]} (HTTP Status Code: 500)

When you encounter the error above and there's no additional information, please reach out to the iContact support folks and please let them know about this matter.

Error Code: Required_Field_Missing

This error occurs when a required field in your Marketing Automation does not have value or it is blank when syncing to your CRM.

You will need to have these required fields filled up in your ESP/Marketing Automation app or reach out to our support folks to enable the customization for "First name/ Last name is blank". Please note that these customizations are only available in our Enterprise Plans.

Another solution is you may also set these fields as "not required" so that the error will not be created.

Cazoomi Marketing List - Updates

Enhancement Release Features 2015-2018

Most up-to-date release here...

  • Enhancements to large volume data processing, lead score & custom field mapping retrieval, has been built into Cazoomi Marketing List.  

The enhancements to large volume data processing allow our large list of subscribers to quickly move lists from Salesforce to their Marketing Automation solution of choice more efficiently. 

  • Add/Remove feature enhancements for Campaign/List membership in CRM to Marketing Automation Lists/Groups/Categories.

This enhancement adds SyncApps add/remove features with the use of Salesforce Campaigns to your Marketing Automation solution of choice.  If using Salesforce Campaigns, you can now automatically manage if a subscriber is added/removed in your Marketing Automation Lists/Groups/Categories back to Salesforce Campaigns or a Cazoomi Marketing List.

  • Storage limits in Salesforce enhancement

Only Campaigns selected in a Sync Profile (if using Campaign as List feature) will be tracked in the Campaign Member History object. Previously all Campaign Members removal are recorded so caused some storage issues.

Version 1.38 - August 2015 - 2018

  • Enhancement to 10,000 records maximum limit in a VisualForce page copied from a Salesforce Campaign to a Cazoomi Marketing List 

  • Unlimited records allowed to be added to a Cazoomi Marketing List from a Salesforce Campaign

Version 1.37 - July 2015 

  • Enhancement for Storage issues on Salesforce. Now only Campaigns selected in a Sync Profile (if using Campaign as List feature) will be tracked in the Campaign Member History object [Previously all Campaign Members removal are recorded so caused some storage issues]

Version 1.36 - April 2015 

  • Spring Salesforce Updated version released

Version 1.35 - 08 Sept 2014

  • Remove All button enhancements for easy Campaign/List membership control in CRM to Marketing Automation Lists/Groups/Categories

Version 1.34 - 18 Aug 2014

  • Enhancements to field mapping retrieval 
  • Remove All button added for easy Campaign/List membership control in CRM to Marketing Automation Lists/Groups/Categories

Version 1.29 - 30 Dec 2013

  •  Enhancements to large volume data processing, lead score, custom field mapping retrieval
  • Add/Remove feature enhancements for Campaign/List membership in CRM to Marketing Automation Lists/Groups/Categories

Version 1.27 - 23 Dec 2013

  •  Enhancements to search criteria for large list customers (100k+)

Version 1.24 - 16 Nov 2013

  •  Enhancements to search and official AppExchange Listing Approval

Version 1.21 - 20 Aug 2013

  •  Enhancement to add/remove (EmailOptOut) SyncApps tracking campaign member

Version 1.18 - 29 July 2013

  • Person account contacts searchable using contacts option
  • Corrected search error issue for multi pick-list field

Version 1.16 - 29 June 2013

  • Added some enhancements on Campaign as List sync

Version 1.15 - 17 June 2013

  • Fixed viewstate error issue to allow up to millions of records in Campaigns to be copied to a Marketing List

Version 1.13- 2 May 2013

  • Changed search result criteria for better search
  • Added record counts per list (Lead and Contacts total subscribed fields)
  • Updated campaigns drop-down in add members page to display all campaigns per page with scroller

Version 1.12- 6 Feb 2013

  • Modified Visualforce requirements 

Version 1.11 - 12 Dec 2012

  • Changed maximum search result in add member page from 1K to 10K records
  • Updated campaigns drop-down in add members page to display active campaigns only

Version 1.10 - 3 Dec 2012

  • Added support for adding members directly from Salesforce.com Campaigns 
  • Added support searching contacts/leads using DateTime/Date literals

Version 1.9 - 13 Oct 2012

  • Fixed error when searching contacts/leads using Boolean field criteria.
Managing Custom Fields in Constant Contact

Hey there, thanks for stopping by!

If you are here then you’ve probably been having a bit of trouble setting up your own Sync Profile with SyncApps, right?

Well, you’ve come to the right place!

 

Granted, the process does seem a bit tricky, but with the right guidance, it really can be a walk in the park.

So stick around and let us walk you through this painless process.

What we’ve done is put together an easy-to-follow step-by-step guide that will ultimately enable you to sort out your main issue as well as other queries, such as:

  • Which custom fields specifically in Constant Contact can be mapped in Step 4 of your Sync Profile
  • Which custom fields created in Constant Contact do not show up over in SyncApps Constant Contact Field list even after refreshing fields.
  • How to see the Constant Contact custom fields in the additional field mapping while trying to map custom fields in both systems. This could be giving you problems even after refreshing so that the newly created fields do not show up.
  • What to do when Fields are being displayed with Standard Naming in Cazoomi (custom_field_1-- custom_field_15) but not with the name you used to create in Constant Contact.
  • How to import Custom Fields from the signup form, back to the Contact/Account/Lead/Targets
  • What to do when a Custom Date Field you named "Subscribed Date" in Constant Contact is not available in the Cazoomi Field Mapping Section to map it to Salesforce.
  • How to change the labels of the custom fields when performing the field mapping as you set up a SyncApps profile (example: instead of using Custom Field 01, Custom Field 02, Custom Field 03, you want to customize it to your liking, for example using labels like Channel for custom field 01, and Record Type for custom field 02)

Well, we heard you, and we’ve got answers to these questions and more.

Don’t worry; it’s really not that complicated.

We want to take you through a step-by-step process. Trust me; it’s going to be a breeze after this.

Let’s start off with mapping back Bounce Reason and Bounce Date to CRM.

You can do this in Step 4 as Text Field Typed and Date Type using an existing field.

Try changing your field on the Salesforce side to a Text field to capture "Bounce Reason" which is text type in Constant Contact.

Do you prefer to use a Custom Unsubscribe field in CRM?

If you do, then that’s fine, just call our 24/7 support and our team will instantly turn this feature on to map in Step 4 today. Simple, right?

 

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It gets even better.

Check this out.

You can also choose to do Additional field mapping or not.

We’ve made it easy for you by mapping the Basic Contact fields including Email Address, Name, Address, Company Name, and Phone.

 

This makes it convenient.

Here’s another interesting bit.

Do you wish to use Custom Fields in Constant Contact?

No worries, we’ve got you covered! Listen to this - 15 custom fields for you to choose from! Now that’s a whole lot to choose from, which is great.

However, if you choose to add a custom field in Constant Contact, it will not add any functionality to the 15 already available Custom Fields that the current constant Contact API allows.

In Constant Contact, only 15 Custom Fields are allowed.

However, it’s not all gloom and doom for those willing to add since you can map the 15 fields to match your fields in CRM.

In order to get this rolling, this is what you need to do:

Here are the steps:

  1. Add a new Custom Field and name it Custom Field 1
  2. Add a new Custom Field and name it Custom Field 2 and continue as needed

 

Custom_Field_Mapping.png

When doing all this, make sure you jot each field label (COMM STEM = Custom Field 1) down to be used in your Sync Profile.

This will help map the 1-15 custom fields available to your CRM field(s).  You will need them as Constant Contact only supports the naming of custom fields 1-15 as shown above.

 

https___syncapps.cazoomi.com_sync_profile_edit_profileId_890347065_wizardId_291bd153_9cb8_4155_ad67_0191f8d344081504747090902_step_config_mapping.png

 

Did we answer your question? I hope we did.

Have you tried setting up your own Sync Profile with SyncApp?

Let us know if you hit any more snags by emailing us at support@cazoomi.com. We are ready 24/7 to answer all your questions.

 

When Cleaning Up Lists, Don't Enable "Full Sync" But Delete All Records Manually Instead

If you use SyncApps to clean up your lists, specifically Marketing Lists, that should work great.  Cause with SyncApps, and you can save a significant amount of time letting them do large amounts of manual data clean up as well.

Speaking of cleaning up Marketing lists, a subscriber raised a concern.  With SyncApps, she was able to sync her already decreased records from CRM to VerticalResponse.  She was expecting that the records synced to VerticalResponse (VR) are the same with the already decreased records from her CRM, but the original total records appeared instead.

It was found out that the subscriber enabled the “Full Sync” feature.  The feature was enabled to let the subscriber sync her huge CRM database that was split into 3 Sync Profiles.  BUT, enabling the feature won’t help in syncing the updated list in your CRM but to only provide you with the original list, for it does not delete contacts.  It only removes records from a VR list if a record is removed from the Marketing List in CRM.  So, in order to perform cleaning through SyncApps, you just need to delete all records manually in VerticalResponse then reset the sync. Below are the steps to achieve this:

  1. Delete VR Master List (the one specified in sync profile) and all its contacts.
  2. Copy Sync Profile to a new profile, so no cached information preserved. There is a copy button in the Sync Profile page.
  3. Run the new Sync Profile.
  4. Delete the old profile.

AGAIN, Full Sync is not suitable for this use case cleanup process. It can be used after cleanup to make sure the VR list is up-to-date if there is contact removal in CRM list, full sync will sync that removal.

If it happens that you hit any snags using our Full Sync feature, don't hesitate to contact us at support@cazoomi.com.

 

Can I sync only "one way" to Salesforce from Mailchimp or Constant Contact?

Yes!

"Add One Way Sync feature to Salesforce." 

Checkbox sync with Pipeliner to your Marketing Automation Software

Do your requirements call for syncing Checkboxes from Pipeliner records to Constant Contact, Mailchimp or Act-On?

By using our powerful Filtering and Segmentation feature, this can now be achieved!

Individual Checkbox Field

Head to Step 5 of the Sync Profile then set the criteria for Filters to (Name of Checkbox) and select the operator to "Is True (Checkbox Checked).

 

https___syncapps_cazoomi_com_sync_profile_edit_profileId_951346529_step_config_filter_new_wizardId_7c637d72_71d1_4d20_ae53_0027a06c92c91513826480005.png

 

Once the changes have been made, then please press Save, then Reset Sync Process and Sync Now.

 

Multi Checkbox Field

In this case, please use "Contains" operator. For example, you want to create a segment that contains all records which have ACME checked you can use criteria:
"Tradeshow 2017 Contains ACME"

 

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Syncing Campaigns from your Email Marketing Automation to CRM

Syncing existing Campaigns from your Email Marketing Automation software such as Constant Contact, Mailchimp, Act-On or Vertical Response to created or existing CRM Campaigns is not a feature of SyncApps.

CRM Campaigns need to be created first in CRM to sync with your Marketing Automation Software as Lists, Groups or Segments.  After that, any email Campaign sent to these Lists, Groups or Segments will create a CRM Campaign of the same name as the email and track all the Campaign metrics from your Marketing Automation Software back to the CRM Campaign.

Please also note that CRM record data is synced from your Email Marketing Automation only if the email address doesn't exist in CRM at the time of syncing.

Unprocessed and filtered records

When using our powerful Filtering feature, SyncApps will only sync specific records that do not contain these Group/Role email addresses. Reason for this is that these are not "person" emails because they might cause spam complaints and blacklisting.

These are the following Group/Role email addresses that SyncApps will ignore when Filtering feature is enabled:

  • abuse@
  • admin@
  • all@
  • everyone@
  • ftp@
  • investorrelations@
  • jobs@
  • marketing@
  • media@
  • noc@
  • postmaster@
  • prime@
  • privacy@
  • remove@
  • request@
  • root@
  • sales@
  • security@
  • spam.*@
  • subscribe@
  • usenet@
  • users@
  • uucp@
  • webmaster@
  • www@
  • @yahoogroups.com
  • @googlegroups.com
  • noreply@
  • @example.com

Note:

If you are syncing any @yopmail emails with your email marketing this will cause errors to appear as Mailchimp and others have banned this domain so to avoid any errors just set up a filter in SyncApps with "Email does not contain @yopmail.com" criteria in your Sync Profile.

Map Mailchimp Member (Contact) Rating

Subscriber:

I want to map the Member Rating field from Mailchimp to Salesforce, I think they call it Contact Rating now, but I am not sure what field type to create in Salesforce to house the data. Is it a text field? Number field? Image field?

Cazoomi:

Thanks and you can map to a Text field works fine as the Contact Rating (Member Rating) is a negative number to a positive number based on Stars given.

https://kb.mailchimp.com/lists/manage-contacts/about-contact-ratings

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I changed the name of one of my lists in Mailchimp and now SyncApps is not reading it

Have you gone to this instance where you have changed the name of one of your lists in Mailchimp, and SyncApps does not recognize it? 

Be sure the list names match 100% between SyncApps and Mailchimp.

Here's the remedy and see the example below:

See if your Mailchimp list name has two spaces.  This would cause a scenario in which SyncApps could not find the matched list.

  • "ABC Events:"  and  "Webinars" words
  • "Webinars,"  and  "Trainings" words 

Please edit the Mailchimp list name to fix double spaces, and you should be able to use the list.

"ABC Events: Webinars, Trainings & Trade Shows" (1 space before "Webinars"; SyncApps will recognize it as it has the same name)
instead of

"ABC Events: Webinars, Trainings & Trade Shows"(2 spaces before "Webinars"; SyncApps will not recognize)
Sync mailing address to and from Mailchimp

To map CRM Address and Mailchimp Address fields, there are two ways to go about it based on company preference.

  1. One way is the use the Mailchimp Address Data Type fields
  2. Another way and best practice are to use Text Data Type fields.

If using Mailchimp Address Data Type fields, please follow the rules below as Mailchimp Address Fields all need to be mapped for CRM data to flow to the Mailchimp Address.

If one field is incorrect, then the whole record will fail to sync to Mailchimp as per their API rules.

So you need to use the following mapping: Field label and type are important here.

  1. Address <> Street
  2. City <> City
  3. State <> State
  4. Postal Code <> Zip
  5. Country <> Country

The 5 fields above mapping rules are only applied if you are using Address Data Type fields in Mailchimp. If you use a text data type field, then the above rule is not applicable.

List_Fields_and___MERGE___Tags_for_Unit_Test___MailChimp__1_.png

Address data type can be distinguished in field mapping with like the screenshot below:

 

Mailchimp Address field is quite strict, so usually, SyncApps always suggest to subscribers it is better to use a text field for each address component 5 merge text fields for street, city, state, zip, and country.

List_Fields_and___MERGE___Tags_for_Unit_Test___MailChimp.png

 

Ideas___Answers___Agent.png

If you're needing subscribers to be able to update their existing address in CRM from Mailchimp then after mapping the fields just select in Step 2 of the Sync Profile this feature below.

*Update YOUR CRM if subscribers update their profiles in Mailchimp

Mailchimp Update Profile Form is used to accomplish updating CRM records with changed fields.

This will use mapping configuration to update data. Please make sure you configure the mapping correctly. A webhook will be set up in the specified Mailchimp list by SyncApps if this option is enabled.

MailChimp-Signup-Subscribe-Form_2018-05-16-10_11_02.jpg

Automatically create Mailchimp Static Segments, now called "Tags" in Mailchimp

Hey there, glad you could join us today!

As you probably already know, we always aim to enhance your experience with all our products.

We are therefore more than delighted to listen to any issue including how to create Mailchimp Static Segments, which is probably why you are here in the first place, right?

Thought so.

Well, you’ve definitely come to the right place. So go on, take a load off and let us show you how you can resolve that particular query and be on your way.

Well, first things first. What is Static Segment in Mailchimp?

Mailchimp Static Segments is a type of saved segment that includes only the subscribed contacts who shared specific common qualities when created. Today they are called “Tags" in Mailchimp due to Mailchimp Tags replacing Static Segments.

 

Now, what are Tags?

Tags work the same way as Static Segments just the name as changed and have more benefits and easy to use.

 

SyncApps rolled out this enhancement this 2018 to help our clients to target their specific customers without manually putting them into segments. Just set it then let SyncApps do the magic! This enhancement is very useful to CRM, Financial, and especially for eCommerce integrations.

 

Try out these following steps on how to do a Tag in Mailchimp manually:

  • Head to your Lists in Mailchimp and select a specific List.
  • Once you have selected a specific List, tap "Manage Contacts" and "Tag" then "Create Tag."
  • Set the criteria, let's say on the list you want to target a Campaign to customers with the those ending with "@gmail.com." Email Address > Ends with > @gmail.com.
  • Tap Preview Tag then this will show a segment with specific contacts under that list, tap " Save as Tag. Then there you have it!

 

Now let's see how it works automatically to create Mailchimp Tags with SyncApps.

 

Use_Tags.png

 

It is easy to now automatically create Tag(s) based on your CRM Marketing List(s), Tag, Saved Search(s), Tearsheet(s), Campaign(s), or even eCommerce Product(s) and Variation(s) you have set up in Step 1 of the Sync Profile. (What is a Sync Profile?)

 

 

Please do note that if Mailchimp user exposes Groups on the Update Profile form, then SyncApps will sync to the Marketing List or Campaign if these Campaign/List of Groups have been synced prior via SyncApps.

In Step 2 of the Sync Profile, you will need to select "Use Tag" under the Segmentation Method option. Just simply edit your Sync Profile and after editing, don’t forget to hit Save, next Reset Sync Process and then Sync Now. This is so SyncApps can determine changes/customization in your profile before doing the magic.

 

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This feature is used by subscribers to overcome Mailchimp's 60 Group limitation per list if using many products or categories in your system of record to sync to Mailchimp.

NOTE: records in Tags cannot be removed automatically via SyncApps, so best practice is to just delete them all on a regular basis in Mailchimp.

This will let your CRM being used repopulate each Tag on your scheduled sync to have a trued up Segment for your Marketing Automation campaigns running on Mailchimp.

You can always holla at us for any queries or if you encounter any problems. We are online 24/7, just for you. To make sure you get the best out of your apps.

Cazoomi Answers and Best Practices

We're always working to deliver best practices around SyncApps that are relevant to your business. Now you don't have to look any further than Cazoomi Answers for up-to-date SyncApps advice and integration tips.

Getting Started