Constant Contact can be connected from Funraise Settings > Integrations.
How it works
The integration will sync Funraise Supporters with Constant Contact Contacts.
The integration adds new custom fields to your Constant Contact records, these new fields are detailed below.
Data syncing
Data is synced from Funraise to Constant Contact when:
A Transaction is created or edited
A Supporter is created or edited
A Fundraiser is created
A Fundraiser receives a donation
Standard Constant Contact Fields
Funraise Supporter data is synced with these standard Constant Contact fields:
Home Phone
First Name
Last Name
Email Address
Notes
Address Line1
City
State Code
Postal Code
Country Code
Constant Contact Custom Fields
These custom fields are added to your Constant Contact Contact profiles when the integration is connected. Data from Funraise is synced with these fields:
CustomField1: Donor Birthdate
CustomField2: Donor Type
CustomField3: Donor Institution (institution category)
CustomField4: Donor Hashtags (donor tags)
CustomField5: Donor Gender
CustomField6: Donor Net Worth
CustomField7: Donor Income
CustomField8: Donor Gift Capacity
CustomField9: Donor Total Donation Amount
CustomField10: Donor Total Donation Count
CustomField11: Donor First Donation Date
CustomField12: Donor Last Donation Date
CustomField13: Donor is a Fundraiser
CustomField14: Donor Fundraiser Page Donation Amount
CustomField15: Donor Fundraiser Page Donation Count
☝️ Email opt-out
Supporters will not be synced with Constant Contact when they are marked as opted-out of email communications in Funraise.
Connect Funraise with Constant Contact
☝️ Constant Contact is different than other integrations. You'll be creating a new App through the Constant Contact developer portal and generating an API key and Access token that will later be entered into Funraise.
In Constant Contact Developer Portal
1. Create an account at the Constant Contact Developer Portal.
2. Generate an API Key. Once you have created an account and verified the email address you are ready to register a new app and get an API Key.
Tips for registering your app:
For Application Name we recommend entering
Funraise.Ignore all the other fields and scroll to the bottom of the page
Agree to terms of service and click Register Application
You will then be presented with your API Key information. ☝️ Copy and paste your API Key (you'll need it later).
3. Next, let's grab your Access Token. The easiest way to do so is to use Constant Contacts API Tester. If you're logged in, you will see your API Key pre-filled in the App/Key field. If not, Sign In and see that the App/Key field is filled.
Click Get Access Token
A new window will open. On the new window, click I already have an account
Next, log in to your Constant Contact account credentials (not your developer account) and click Allow
You will then be provided with your Access Token. ☝️ Copy and paste your Access Token (we'll need it later).
In Funraise
1. Access Settings > Integrations > Constant Contact
2. Click Create or update account connection
3. Enter you API Key and Access Token > Click Connect Account
4. Select a Contact List > Click Save
The Contact List dropdown will display your available Contact Lists from your Constant Contact account. Select the list you would like Funraise Contacts to be added to. This is where Funraise will sync data (create/update contact records).
👍 That's it! After clicking Save, Funraise will add custom fields to your Contact profiles in Constant Contact and will sync data based on new activity.
☝️ Existing data in your Funraise account is not synced in bulk. Data is only synced when new activity happens. Specifically, when any of the following events occur:
A Transaction is created or edited
A Supporter is created or edited
A Fundraiser is created
A Fundraiser receives a donation