Syncing Existing Contact Lists between Constant Contact and GiveSmart Fundraise

After you have connected to Constant Contact as outlined here, you may want to import your Contacts from Constant Contact to GiveSmart Fundraise, so you can immediately start sending emails through GiveSmart Fundraise. You may also want to sync your GiveSmart Fundraise contacts back to Constant Contact.

Note: The following sync procedure will only sync/work with email addresses. If you want to pull your list from Constant Contact to use for Texting, you must export it from Constant Contact and import it into GiveSmart Fundraise using the method described here.

Where to Sync

To sync your Constant Contact account with your GiveSmart Fundraise account:

  • Click on Settings (the Gear icon)
    Settings Icon
  • Click on the Integrations category on the left, then the Email Marketing section in the middle.Integrations Category
  • In Email Marketing, click on Sync Settings.

    Email Processors

    Syncing Process

    On the Sync Settings page, you have the option to add GiveSmart Fundraise contacts to your Constant Contact and perform a one-time sync from Constant Contact into GiveSmart Fundraise. By default, both are chosen. If you would prefer not to sync one direction, then click on the tile to remove the checkmark.

    Constant Contact Sync Your Contact List

    If you want to backup your GiveSmart Fundraise contacts and lists, you want Sync to Constant Contact checked. You can also click on Change to choose which lists you would like to send to Constant Contact.

    Constant Contact Sync To

    Note: Syncing lists to Constant Contact may cause your monthly fee to change, we will not sync contacts automatically.  For more information, you will need to discuss it with Constant Contact. If you are exploring your options, you can see Constant Contact's pricing here.

    If you want to import Constant Contact records into GiveSmart Fundraise, you want Sync from Constant Contact checked. This sync option is a one time sync, so make sure everything is ready in your Constant Contact account.

    Constant Contact Sync From

    Either or both options that you choose, to actually sync, you must click the Sync Now in the upper right.

    Sync Now

    If you have chosen to Sync To Constant Contact, you will receive a warning message about potential additional fees to your Constant Contact account. If you are okay with this, then you can click I Understand to start the sync. Otherwise you can click Not now to sync at a later time.

    Constant Contact Sync Warning

    When you sync, it will take you to the completion page.

    Constant Contact Sync Complete 

    If you had chosen the one-time Sync from Constant Contact, the Sync Settings page will now show you that it has already been done.

    Constant Contact Already Synced

    If you select Sync Later, it will save the lists you plan to sync so you will have to do it at a later time. You will get a warning message:

    Constant Contact Sync Later

    The next step is to start sending Email messages through GiveSmart Fundraise. To follow the procedure, click here.