Lofty and Constant Contact Sync via API Nation
The Lofty and Constant Contact integration will synchronize your Contacts from Lofty to your Audiences in Constant Contact.
- All of your Lofty Contacts are automatically added to your Newsletter Audience in Constant Contact. No more importing / exporting to update your list.
- Sync is always on, so Leads are added to Constant Contact as soon as they arrive in Lofty
- Keep Constant Contact Newsletter List contacts info in lock step with your Lofty Contacts info.
Checkout the video above to see it in action.
If you'd prefer to read through a guide, here's a step-by-step:
Head to https://my.apination.com/apps/chime/constant_contact/ to get started.
There you will see two syncs available for Lofty and Constant Contact:
- Lofty leads to Constant Contact contacts
- Constant Contact contacts into Lofty
You can set up one or set up both of these Syncs to create a true 2-way sync. Either way it is still the same flat rate. Click activate to begin the set up.
After clicking Activate on the Sync
Step one is to connect each app to API Nation.
To connect your Constant Contact account. Click the “Connect” Button under the Constant Contact logo
Sign into your Constant Contact account with your username and password
To connect Lofty. Click the “Connect” Button under the Lofty logo
Sign into your Lofty account and Authorize access for API Nation.
Both apps are now connected. You can now begin configuring your Sync for launch. There are a few options to decide before activating the Sync. Starting with the “Lofty leads to Constant Contact contacts” sync:
- “Sync all Contacts on first run”: Check the box to send over all contacts from Lofty, leave the box unchecked if you’d only like to start sending over new contacts added from today going forward.
- Group Filter: Optional Filter to only Sync contacts from a particular group in Lofty
- Agent Filter: Optional filter, choose to send contacts assigned to All Agents, or a single specified Agent.
- Filter Tags: Optional filter to send over contacts to Constant Contact from a tag or number of tags. Be sure to add a comma after each tag, and enter the tags exactly as they are in Lofty, including capitalization.
- Select Contact List: Specify which list the leads will be added to.
- "Do not overwrite information..." Check this box if you would like the Sync to only fill in empty fields in Constant Contact. Leave the box unchecked if you are OK with Lofty contacts overwriting contacts in Constant Contact.
- Click "Subscribe" to create the Sync.
Scroll down and confirm the filters and mapping.
(Optional) Filters:
- Choose a field from the dropdown and then a criteria for including or excluding contacts.
- Click "Advance Mode" to add additional "And" / "Or" rules to your filter
- Be sure to save your filter
Mapping:
Most of the fields are pre-mapped by the system. If there are any additional fields you would like to connect, click the “Plus” icon on the right of the empty field, and select the field from the drop down.
You can add multiple fields into a single field (e.g. First Name Last Name into the Full Name field).
You can also add plain text to a field (e.g. add the Text “Lofty” in a field called Lead Source, so mark all the leads coming through as from the source “Lofty”)
Once you’re satisfied with the options, Scroll to the top and click the big Activate Sync button.
The Sync will now be activated. From here you can…
- Rename the Sync (helpful if you created multiple Syncs with slightly different rules.
- Pause the Sync
- Clone the Sync to create a Sync with the exact same connection and configuration, you can then make the slight configuration changes to fit your needs
- Click the Lofty logo or Constant Contact logo to be taken to their full menu of Syncs available.
Once you’ve connected them, they will all be available for management in the “My Syncs” area of API Nation.
That’s it!
As soon as a contact is updated or added in Lofty, the integration will see it and send it over to your Constant Contact Newsletter List.
Your Newsletter audience will grow faster than ever, you never have to import or export and you’ll save time managing contacts.
