Constant Contact

Constant Contact Email Automation Overview:
Constant Contact is the platform our solution utilizes for email outreach, and was previously
utilized for marketing campaigns. The following is an explanation for how to create and manage
email automations within Constant Contact. This will be useful to reference when/if a client
decides to update general email communication scheduling, content, list membership, etc.
Additionally, this guide will be useful if the client also decides to further segment leads and
specialize communication in the future by creating additional email automations.

Constant Contact Use-cases:
● Use built in automation to delay emails sent
     ○ 2 days, 1 month, etc
● Can design email templates within Constant Contact
● Gain useful analytics:
     ○ Tracks the amount of emails sent, how many are in queue for the next send, and
          how many of the emails sent have been opened
● Can create customer segmentations by creating new lists when a link is opened via an
email campaign
● Can have multiple campaigns (email templates) being sent at one time
● Able to be integrated with many other applications (social medias, e-commerce
platforms, etc)

Email Outreach in Constant Contact:
When wanting to view existing/create new email automations:
- Step 1: First visit this page in Constant Contact
- Step 2: Navigating to view/manage all email automations: click dropdown with your
name in the top right corner of screen
- Step 3: Select “My Account”→ Select “Advanced Settings” → Under “Manage contact
emails” Select “Manage”

To review Constant Contact-created video tutorials and walkthroughs (with pictures) of how to
create an email automation:
1. Create automated email Series
- Under “Multi-step automations” select “A contact joins a list”
- The list must match the list selected in the Zapier sheet automation.
2. Add emails to automated Series
- TCC’s current schedule for lead communication is 1 day, 3 day, 1 week and 1 month.
Thus, the email schedule will be “Send Immediately”, “Wait 2 days”, “Wait 4 days”,
and “Wait 21 days.” Ensure that the automation reflects the desired schedule of
communication.
3. Email Automation FAQ (Editing/Stopping Series)
- While creating a new automation series (inactive), you have the option to add an
existing email template to the automation, or create a new one

Very important notes about Constant Contact bugs/idiosyncracies that must be considered
when managing/creating automations before activating an automated series:
1. Once your automated series is Active, you can edit the content of the step emails if you need
to make any changes. Your series continues to send to queued contacts while you edit, and
then once you save your changes, the updated email overwrites the previous version.
     - However, you can’t re-order or delete any steps in an Active series, or edit time delays
        between steps. Make absolutely certain that the schedule and order of the steps are
        correct before activating the series, as those cannot be changed without ending that
        Series and creating a new one, which will stop any queued emails.
     - You can always go back and change each email’s format/settings within the automation,
        but it may have to be done manually for multiple steps.
2. Constant Contact has a bug that does not allow you to add a subject line when creating a
new email in the series automation portal. Avoid this by creating a new draft campaign with the
desired email format and settings BEFORE you create the automated series, then select that
template while creating the steps of the automation.
3. Do NOT use “Welcome Email” as a trigger; Constant Contact is still debugging this feature as
of April 2023, and we have noticed several issues using this as a trigger, so instead we will use a
multi-step automation (‘A contact joins the list’) to automate the entire schedule.