How to integrate SAS with Constant Contact
Constant Contact is online email marketing software that helps small businesses stay in communication with customers by creating customized emails and sending them to your contact lists to increase returns. If your business uses this software, integrating your account with the Constant Contact app in the portal will automatically push data from your calls into your contacts list. This eliminates the need for you to do double the work, converting messages into new Constant Contact entries.
Follow the step-by-step instructions below to connect Constant Contact to your SAS account. In this tutorial, you'll learn how to:
- Connect Your Constant Contact with the SAS Constant Contact App
- Set Contact Data Parameters
- Map Contact Data
- Map Address Fields
- Integrate Constant Contact into Your Script
2. On the next screen, click Connect to my account.
3. In the pop-up, enter your Constant Contact username and password, and click Log in.
4. You'll need to give the SAS Constant Contact integration permission to access your account. Click Allow, and the account will be linked.
Setting Contact Data Parameters
1. Now that Constant Contact is connected to the app, click Add Constant Contact Integration to begin the setup. This is where you'll set the parameters for how you'd like call data to be sent to Constant Contact.
2. First, add an integration Name, and select the Script that you'll be connecting.
3. Then, you'll need to decide whether you'd like the system to Update and Overwrite existing contact data.
If Don't update existing contacts. Create new ones. is chosen, SAS will look for an email match in your Constant Contact installation. If there is no match, it will create a new contact. If there is an email match, it will do nothing.
If Update contacts by overwriting any data with details from SAS. is chosen, SAS will look for an email match in your Constant Contact installation. If there is a match, it will overwrite any existing customer data with data we've received from the call.
If Update contacts by appending details from SAS without overwriting existing data. is chosen, SAS will look for an email match in your Constant Contact installation. If there is a match, it won't overwrite data but will add any new details received.
Map Contact Data
Once the configurations are set, you'll need to create the content of the contact we'll be adding to Constant Contact.
1. Next to Map Data, use the first drop down list to select the name of the Constant Contact list where we'll be mapping callers' information.
2. In the second drop down box, select either SAS or Text.
SAS will allow you to use specific SAS script variables to populate Constant Contact's contact variables. If you select SAS, the third column will allow you to select a script variable.
Text gives you the option to type your own static data rather than using SAS variables. If you select Text, the second third will be a blank box where you can type specific information.
3. In the third column, you'll either select an SAS script variable, or type your text into the box. In the drop down list, you'll see all of the custom step labels associated with the campaign you selected in addition to default variables, such as [FirstName], [PhoneNumber], [Email], etc. With Constant Contact, you'll be primarily mapping default variables.
4. The last drop down will display the variables within your Constant Contact setup. Select the variable that corresponds to the script step you are mapping.
Note that the system will automatically map First Name, Last Name, and Email, so the Constant Contact drop down list will not include those variables.
5. After you've selected a variable, the Map data button will be operational.
Click Map data, and you'll see your field listed next to Mappings.
Mapping Address Fields
In the call script builder, the Address step consists of 5 connected fields: [Address1], [Address2], [City], [State], [ZipCode]. If you select Address from the script variables list, it will populate all 5 fields into only the specific Constant Contact address field you select. So, in order to map data individually to Constant Contact, you'll need to use the Text option, entering the variables as listed above.
If you map all Address fields, your Mappings will look similar to the list below:
Integrate Constant Contact into Your Script
With all of your integration settings complete, you'll need to add the integration into your SAS script.
1. Click the Save changes button in the lower right corner.
2. A pop-up will open containing the integration link. Right click to copy the link text, or highlight the link with your cursor and press CTRL+C. Then, click OK.
3. To complete the integration, follow the web pop instructions in this article. Keep in mind that you'll want to create the web pop step at the end of the script path and before the closing.
NOTE: Some integrations and access to external websites are restricted to designated operator distribution groups. If you are adding either to your script, please reach out so we can make sure your account is assigned to the proper distribution.