When you use the Constant Contact integration with your form, you will be able to automatically add contacts to your Constant Contact account and subscribe them to one or more of your Constant Contact lists all just with a form submission. If a contact already exists in Constant Contact, that contact will be updated via Email Address.
To add this integration to your form, go to Settings > Integration Hub > Email and click the Add button next to Constant Contact. Also, you can use the Search Bar to quickly find it.
If you already have Constant Contact integrated with another form, you will be given the option to copy over your authentication credentials from another form in your account.
If not, you will need to click "Log in to Constant Contact" and you will be redirected to Constant Contact to enter your login credentials. After you have typed them in correctly, click "Log In."
And grant Formstack access to your Constant Contact account.
You will be redirected back to Formstack to map your fields in the integration settings. The only fields that are *required* are the Email Address field and the List fields. You can hard set the lists end-users are added to or you can allow end-users to select the lists from your form that they would like to be added to.
To hardset the list(s) that end-users are added to, select "I will select which lists contacts get assigned" in the List Mode field and check the box next to each list you want to subscribe your contact to. If you make changes to these lists inside your Constant Contact account, you will need go back to these settings in Formstack and refresh your lists. Otherwise, the Constant Contact integration will break and end-users will not get added to your Constant Contact account or lists.
To refresh your lists, click the green refresh button in the right corner of the List Assignment section. Again, you will need to do this every time you make any changes to lists in your Constant Contact account.
If you would like to allow those submitting your form to select which lists they are added to, you can do this by selecting the option to "Allow the lists to be selected on the form".
You will need to create a corresponding field on your form that allows submitters to choose a list or lists. You can use a Select List field, Radio Button field, or a Checkbox field for this. You will need to set the values of each item on your list to be either the name on the list, it's numeric id, or URL. You will need to add the email list options to the field on your form just as they appear in Constant Contact or it will not work properly.
You will then need to map this field from your form to the "List Field" in the integration settings as shown above and you're good to go!
Note: At this time the Constant Contact integration does not support using multiple list fields for more than one group of lists.
Re-Running the Integration
If an integration fails upon submission, check your integration settings for errors in API or login credentials or in the mapping of form fields. Then, click on a submission in your database. You will see ‘Integration Status’ on the left side of the submission. Click "Run Again". The integration will begin running. If it is successful, a green "Success" message will appear. If it is not, a red "Failed” message will be shown. If this happens, go back to your integration settings and check for other errors in setup.
- You changed your login email or password in Constant Contact, but didn't update it in Formstack - In this case, just update your login credentials inside the integration settings in Formstack.
- You made changes to your lists in Constant Contact since originally adding the integration to your form in Formstack - If that is the case, the settings in Formstack are just out of sync with your settings in Constant Contact. You'll need to refresh the lists in Formstack as explained above.
- If you aren't sure which one it is, try refreshing your lists first and if you get a "400" error, that means we were not able to connect with your Constant Contact account to pull the lists...which most often means your login credentials are incorrect.
After you have made the proper corrections to the integration settings, you can re-submit submissions to Constant Contact either via the drop-down options in the bottom left corner of the submission table or from inside the submission by clicking on the puzzle piece and then "Run Again". The integration will begin running.
If it is successful, a green "Success" message will appear. If it is not, a red "Fail" message will be shown. If this happens, go back to your integration settings and check for other errors in setup.