Constant Contact is an email marketing tool and with the help of the Constant Contact Widget in OnePageCRM, users can quickly and easily review previous Email Campaigns that are connected to contacts saved in the CRM.
Click on your
User/Profile icon (top right-hand corner) → select
Apps and Integrations under
Communication Apps click on
Constant Contact → click on
Install.
2
On the
Configuration tab click on
Connect to Constant Contact.
3
You will be asked to log into your
Constant Contact account to grant OnePageCRM permissions to display previous email campaigns in the
Constant Contact Widget on the relevant contact page.
Once connected, you will get redirected to
Constant Contact integration page in the CRM.
Find/Use the Constant Contact Widget
1
Open a contact →
scroll down to the
Constant Contact widget above the
Contact Timeline → click on it to
expand.
2
Once expanded it will display:
Date - Date when an email was sent.
Subject - Email campaign name or Automation email subject sent to the contact, including a link to the Marketing Dashboard of the email in Constant Contact.
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