Add constituents to Constant Contact lists
In order to add constituents to your Constant Contact account from LGL, you must first set up the integration between the two systems. Read more about that here.
Create a Constant Contact list in LGL
Once the integration has been set up, you can start syncing your LGL constituent data to your Constant Contact account. To begin, you'll need to create a Constant Contact list in LGL. To do so, go to the Settings>Integration settings>Constant Contact Integration page in your LGL account and click the Add a Constant Contact List button:
You'll then be prompted to add a name for your list and then Save. For example, you might create a list called "General News", which will appear in your Constant Contact account with the name "LGL: General News".
Note: Using an ampersand (&) in your list name will cause an error. Please use "and" instead of "&" in any Constant Contact list name.
You can create as many lists in LGL as you'd like and add constituents to one or more lists as needed via LGL.
Once a Constant Contact list has been created in LGL, you can start adding constituents to that list, and LGL will push them to your Constant Contact account automatically each night. If you wish, you can choose to manually push a specific list to Constant Contact by going to the Constant Contact Integration settings area in your LGL account and then the Lists tab:
Please note that it is not possible via this integration to pull records from Constant Contact into LGL, so you will need to add constituents to your Constant Contact lists from within your LGL account. The only time information about records gets pulled into LGL from Constant Contact is when an email address is undeliverable or if the recipient unsubscribes via Constant Contact.
Add constituents to your Constant Contact list(s)
You can add constituents individually or in bulk to your LGL-managed Constant Contact lists.
Add a single constituent to a Constant Contact list or lists
You can add an LGL constituent to one or more lists when either first adding them to LGL or by editing an existing record.
When adding a new constituent to LGL using the Short form, expand the Set category information section and select the Constant Contact lists you wish to assign to that constituent:
Constant Contact list assignment is also possible when editing an existing constituent record on the All Constituents page. Just hover over the Constant Contact field in the Categories section and an Add or Edit option will appear:
Click the Add/Edit link and check the list or lists you'd like to assign to the constituent, then click Save:
Add a list of constituents to a Constant Contact list or lists
Often times, you may want to add multiple constituents to a Constant Contact list. To do this, you can go to Constituents > All Constituents and do the following:
Search for the constituents you want to add to Constant Contact and click the Search button. Next, click the Select (#) button to choose all the records that you wish to update. Once you've done that, the More Actions button option will appear:
Click More actions, and then click Update Constant Contact
Select the lists you want to update, and the click Save.
Once you save the form, all of the constituents you've chosen to update will be added to the selected Constant Contact lists.
Note that constituents that do not have a valid email address, or any other exclusion criteria i.e. deceased, do not email or have previously Unsubscribed from Constant Contact will not be added to a Constant Contact list in a bulk update.
In summary, here's an illustration of the basic flow of information between LGL and Constant Contact.