PowerConstantContact User Guide

Setup - Constant Contact API

  1. Sign up for a Constant Contact account
  2. Go to https://v3.developer.constantcontact.com/login/index.html
  3. Click Log in
  4. Enter name and password
  5. Click New Application
  6. Enter name

*It is highly recommended that you pick a name that is clearly associated with PowerConstantContact to avoid confusion. A POCC prefix is recommended.

7. Click Save

8. Copy the API Key. This is your Constant Contact Client Id

9. Click Generate Secret

10. Click Generate Secret

11. Copy secret & click Close

12. Click Add another redirect URI

13. Enter the redirect URL that corresponds to the selected Target Service

Brazil South:

https://powerconstantcontactbrazilsouth.crm.powerobjects.net/api/registration/register?orgidname=*

Central US: https://powerconstantcontactcentralus.crm.powerobjects.net/api/registration/register?orgidname=*

East Asia: https://powerconstantcontacteastasia.crm.powerobjects.net/api/registration/register?orgidname=*  

West Europe: https://powerconstantcontactwesteurope.crm.powerobjects.net/api/registration/register?orgidname=* 

14. Delete https://localhost

15. Click Save

16. Done


Setup - PowerConstantContact

  1. Open PowerConstantContact Solution
  2. Click Configuration and Click Setup
  3. Select Target Service
    4. Enter your Constant Contact Client ID and Secret

    5. Select Time Zone
    6. Click Save and Click Authenticate

    7. Enter your Constant Contact user name and password

    8. Click Allow

*Constant Contact will only ask you once to allow access.

9. Close the window

10. Done
*This must be done whenever the solution is installed/reinstalled/updated.


Setup - Server to Server

Please follow the instructions in this blog:
https://powerobjects.com/addons/enabling-modern-authentication-in-your-powerpack-add-ons/


Setup - Security Roles

1. Install the PowerConstantContact managed solution.

2. Assign the “Server to Server” application user to the PowerConstantContact AppUser security role.


Features - Campaign

The process begins by creating a campaign in Constant Contact. Once that is done, return to PowerConstantContact and click Synchronize to import the campaigns from Constant Contact.

Depending on the number of campaigns, it may take a few moments before records start appearing after clicking refresh.

Click on the “Source” campaign to edit the campaign and add marketing lists.

*Please make sure that you are in the D365 campaign.

Go to the marketing lists and add your lists.

Once you are done with the campaign, return to the PowerConstantContact campaign and click Send.

Depending on the size of your marketing lists, it may take some time to finish the job. You can monitor the job by going to the campaign and view PowerConstantContact Jobs. As much as possible, do not send campaigns concurrently where contacts overlap. Competing jobs may produce unpredictable results.

PoweConstantContact Campaign displays the text preview and statistics for a campaign.



PowerConstantContact Email Link displays the links within a campaign and clicks for each link.

PowerConstantContact Send History displays the send event for each campaign.


Features - Campaign Response

PowerConstantContact will automatically retrieve the responses to campaigns from Constant Contact daily. This is why it is important to fill out the time zone correctly as this determines the schedule of the daily process. The time zone should be the time zone of the user/corporate office.


Features - Marketing List

PowerConstantContact allows users to send their contact information to ConstantContact via marketing lists. This is useful in using ConstantContact Surveys.



Features - Custom Field

The custom fields allow D365 to transmit data to Constant Contact in addition to the standard data set. Each account, contact, and lead entity can have up to 24 custom fields.


Features - Email Duplicate

Constant Contact uses the email address as the main ID. So, it is imperative that you don’t send contacts with identical email addresses. Duplicate email address will lead to contacts getting overwritten with another contact’s information.

To help with this endeavor, PowerConstantContact has a feature that will find all email address duplicates across accounts, contacts, and leads. The user can then click on the appropriate record and address the issue.

This tool will only search accounts, contacts, and leads that are active and emailing is allowed.


Thank you for your interest in PowerConstantContact, should you choose to subscribe you will be charged $2/enabled CRM user/month. If you have any questions or run into any issues with PowerConstantContact, our friendly support team is here to help!

 

Support

We’re always here to help. Click one of the links below to see a list of frequently asked questions, view the entire PowerPack knowledgebase or contact a PowerPack Pro.