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This guide explains how to connect Constant Contact and use it in Playbooks to create or update contacts and add them to the lists you choose.

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Quick summary

• What it does: When a Playbook runs, it can create or update a contact in Constant Contact and add the contact to a selected list.
• Where it lives: Admin area → Integrations → Constant Contact. Playbooks are in the admin sidebar under Playbooks.
• Prereqs: A Constant Contact app (Client ID + Client Secret), authorization completed, and Playbooks enabled in site configuration.

Where to find Constant Contact and Playbooks

• Constant Contact integration: Admin sidebar → Integrations → Constant Contact
  • Tabs: Settings and Custom Fields Mapping
• Playbooks: Admin sidebar → Playbooks
  • A Playbook is configured as: Event (trigger) → Criteria → Actions

Part 1 — Connect Constant Contact

1. Open the integration

1. In the admin area, go to Integrations.
2. Click Constant Contact.

2. Enter credentials (Settings tab)

On the Settings tab, enter:

• Client ID — From your Constant Contact developer app.
• Client Secret — From the same developer app.

Click Save.

3. Authorize the connection

1. Click Connect To Constant Contact Application.
2. Sign in to Constant Contact.
3. Approve access.

After authorization, you will return to the integration page and the app will show as connected.