Connecting and disconnecting a Constant Contact account

With Constant Contact integration, you can synchronize one of your client contact lists from Constant Contact with WellnessLiving. After you set up this integration, whenever a client profile is added or modified in WellnessLiving, the client’s information is automatically added to or updated in your corresponding Constant Contact list. Only the Name, Email, and City fields will be synchronized.

This is a one-way synchronization, so modifications to client information in Constant Contact will not be synchronized in WellnessLiving. However, subscription status functions as a two-way synchronization. If a client unsubscribes from notifications in Constant Contact, they will also be unsubscribed in WellnessLiving and vice versa. You can disconnect your Constant Contact account at any time.

To learn more about using Constant Contact, see the Constant Contact Knowledge Base.

To learn about other mailing list integrations, see Mailing list integrations.

NoteClients must consent to being added to Constant Contact by subscribing to news and updates for your business. If a client provides consent, you can change a client’s notification settings in their client profile. Clients can also change their notifications settings from the Client Web App. Providing consent is a requirement dictated by Constant Contact.

NoteSynchronization does not take place immediately after changes are made through WellnessLiving. Changes can take up to 24 hours to apply to your Constant Contact contact list.

NoteYou cannot import default email templates from Constant Contact into WellnessLiving, but you can copy the code from email templates you created in Constant Contact into WellnessLiving.

In this article:

    To connect a Constant Contact account:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
    4. On the Setup menu, click Integrations.
    5. On the Integrations menu, click Constant Contact.
    6. Click CONNECT BUSINESS. A Constant Contact login page is displayed.
    7. Enter your Constant Contact credentials and click Log In.
    8. Click Choose list. A list of your Constant Contact contact lists is displayed.
    9. Select the Constant Contact list you would like to keep synced. You can only choose one.
    10. Click SAVE. Your Constant Contact contact list is now connected to WellnessLiving.

    To disconnect a Constant Contact account:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
    4. On the Setup menu, click Integrations.
    5. On the Integrations menu, click Constant Contact.
    6. Click the X to the right of your business name.
    7. In the confirmation popup, click OK.

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