How to Manually Retrieve Constant Contact Information

Overview

The Sync list and Download Campaigns manual processes only need to be run if you need an update right away. These processes are set to run automatically in Scheduler.

Steps

The following processes can be found on the Advanced Tab within the Constant Contact Control Panel.

1. Sync Lists: This allows you to pull over all of the contact list titles from Constant Contact to Sugar. Downloading these lists makes them available to be assigned to your contacts, leads, or targets. 

Note: This process is handled automatically by the Scheduler. You only need to manually Sync Lists if you need the lists right away or after installing the integration. Refer to pages 34 -38for more information on the Scheduler.

2. Download Campaigns: To retrieve all campaigns names and numerical campaign results from Constant Contact to Sugar, click the Download Campaigns button (This may take 15-20 minutes). This will pull all campaign information from the last 90 days from Constant Contact to Sugar (Opens, clicks, forwards, # of impressions, bounces, etc.).

You should only have to click Download Campaigns after the initial configuration or if you need the data right away.

Note: This process is handled automatically by the Scheduler. You only need to manually Download Campaigns if you need the information right away or after installing the integration. Refer to the guide on How to Access/Use the Sugar Scheduler to Manage Synchronization for more information on the Scheduler and the Default Settings.

Note: All the detailed results from the campaigns are synced at midnight every day. This process should be left to perform at midnight because it can take many hours to complete depending on the size of the campaign results.