Automatically segment customers into Constant Contact email lists with SamCart's App Marketplace.
SamCart's App Marketplace allows you to automatically add or remove your customers to or from the Email List of your choice, freeing up time for you to focus on driving more traffic to your SamCart pages through email marketing!
Below, we'll break down how to connect SamCart with Constant Contact, and how to create rules allowing you to automate the management of your Email Lists.
Connecting SamCart With Constant Contact
Start by clicking over to the Apps section of your marketplace to access the App Marketplace.
Once you are in the App Marketplace, you can search for the specific app you want to connect with! Search for Constant Contact and click the Install button:
This will bring up a small pop up like the one shown below. Click the Connect button to get started connecting Constant Contact and SamCart:
This will take you to a new secure page where you can enter your Constant Contact credentials to validate the SamCart and Constant Contact connection. Enter your credentials here and click the Sign In button:
You will be redirected back to the App Marketplace within SamCart once Constant Contact has successfully connected! Here you can start creating rules for your Constant Contact connection.
Creating App Connection Rules
Now that SamCart is connected to Constant Contact, you'll need to establish simple rules that tell this connection what to do when certain actions take place in your SamCart Marketplace.
From within the Constant Contact connection in the App Marketplace, click on the + Add New Rule button.
This will bring up a side window where you can create rules for this connection! Here you can select the action, trigger, etc. to tell this rule what to do. 
First, you'll need to select what kind of rule you want to create, a Global Rule or a Product Specific Rule (1). Global Rules will apply to all products in your marketplace, while Product Specific Rules will only apply to the specific products you select.
The next step is to choose the Action (2) for this connection. The action is what will occur within Constant Contact when this rule fires! The actions available for this connection are Add Contact To Lists and Remove Contact From Lists.
Once you've chosen the Action, you will need to select the Lists (3) in Constant Contact that you want customers to be added to or removed from to as part of this rule. If you do not see the list you are looking for, click the Refresh Connection button in the top right corner of the window!
The last thing you need to choose is a Trigger (4) for the rule. This is the event that will occur within SamCart to trigger the Action within Constant Contact! NOTE: Each application has different Triggers available. The following are available on Constant Contact Integration:
- Product Purchased - fires when a product is purchased as a primary product, upsell, order bump, or payment option.
- Product Refunded - fires when a refund occurs inside of SamCart for the product.
- Product Partially Refunded - fires when a partial refund occurs inside of SamCart for the product.
- Prospect Created (i.e. Cart Abandonment) - fires 2 hours after a prospect is created. See more information on the Cart Abandonment feature here.
- Subscription Canceled - fires when the Subscription Status turns to "Canceled” or "Delinquent."
- Subscription Charged - fires each time your customer completes a successful recurring charge.
- Subscription Delinquent - fires when the Subscription Status turns to "delinquent." Delinquency occurs after 4 failed payments in a row. See more information on the Subscription Saver and Dunning feature here.
- Subscription Recovered - fires when your customer is within the Dunning Cycle and has a successful charge.
- Subscription Restarted - fires when you manually restart a user's subscription from either the fully delinquent status or canceled status.
- Subscription Completed - (for Limited Subscriptions only) fires when a limited subscription has it’s final successful charge.
The final step in creating this rule is clicking the Add Rule (5) button. And we're done! Now you can see your newly created rule in the Constant Contact connection within the App Marketplace:
You can toggle between the Global and Product Specific rule tabs to see all Global and Product Specific rules that you have set up for the Constant Contact connection.
Creating Connection Rules at the Product Level
You can also create rules for a connection from directly within a product! If you are working within a product and wish to create a rule with the Constant Contact connection for it, simply visit the product's Apps tab:
From here, click on the blue + Add New Rule button to start creating a rule with Constant Contact for this product.
First, you'll need to Select the App or App Instance (1) you are wanting to create a rule for - in this case, you should select your Constant Contact connection! The next step is to select any other products you want to add the rule to in the Select Additional Products (2) section. This step is optional and can be left blank if you do not wish to add the rule to any other products.
From here, the rest of the rule setup is exactly the same as when you create a rule from within the App Marketplace! Select the Action (3) for this connection - the action is what will occur within Constant Contact when this rule fires! The actions available for this connection are Add Subscriber To List and Unsubscribe Subscriber From List.
Once you've chosen the Action, you will need to select the Lists (4) in Constant Contact that you want customers to be added to or removed from to as part of this rule. If you do not see the list you are looking for, click the Refresh Connection button in the top right corner of the window!
The last thing you need to choose is a Trigger (5) for the rule. This is the event that will occur within SamCart to trigger the Action within Constant Contact! NOTE: Each application has different Triggers available. The following are available on Constant Contact Integration. Check out the Creating Integration Rules section above for a full list of Triggers available with the Constant Contact connection!
The final step in creating this rule is clicking the Add Rule (6) button. And we're done! Now you can see the rule you have created on the Apps tab of your product:
Frequently Asked Questions
Q: I've set up my integration correctly but nothing is showing up in Constant Contact after running a Sandbox Mode/test order.
A: Check the email address you used in your Sandbox Mode/test order. If you used the same email address as the administrative email address in Constant Contact, it's likely the order won't show up. Try again using a different email address.
Q: My integration seems to be functioning properly, but a customer wasn't added to the correct List seemingly at random. What happened?
A: If an integration rule fails to fire, there's always a reason. Our system keeps a record of the last 1,000 integration events that took place in your Marketplace, and they can be viewed by heading to the Constant Contact connection within the App Marketplace and scrolling down to the Logs section at the bottom of the page.
Here, you can search for the event in question and check if anything went wrong. 99% of the time the Logs can provide insight into exactly what might've went wrong with that action! The Configuration logs will show you logs related to the configuration of the App Instance (connecting the app, refreshing the app, etc.), and the Action logs will show logs related to actions associated with the rules you have set up for the Constant Contact connection.
Q: The Email List I'm looking for isn't showing up when I try to create a rule. What should I do?
A: If you don't see what you're looking for when creating a rule hit the Refresh Connection button before looking again:
If you created the List after you set up the connection with SamCart for the first time, there's a good chance you'll need to Refresh the list in order for it to fetch your current settings. Still not showing? You can also manually type the tag or list in that field!
Q: How can I uninstall, update, or connect a new instance of my Constant Contact connection?
A: Head to the Apps area to access the App Marketplace and select the Constant Contact connection. Click on the three dots to the right of the Constant Contact connection - this will bring up a few options! The Connect New App Instance button will allow you to connect a new instance of Constant Contact (this is great if you have more than one Constant Contact account you want to connect to SamCart!). The Change App Credentials button will allow you to update the credentials you are using to connect this instance Constant Contact within SamCart, if you updated those credentials on Constant Contact. The Uninstall App button will uninstall all instances of the Constant Contact app from SamCart, and any rules for that instance of Constant Contact will no longer work.
Q: When creating a rule, I do not see my tag or list. What do I do?
A: This is due to integrations only showing some of your tags to help it load faster! If you start typing in the name of the tag/list then it'll appear. If you are still not seeing your tags/lists, you might need to “Refresh” the connection to your integration.
Q: I have connected multiple instances of Constant Contact to SamCart. How do I delete just one without completely uninstalling the app?
A: If you have multiple instances of an App connected, you will see two new buttons appear next to the Refresh Connection button - the Edit Instance and Delete Instance buttons. These buttons can be used to make changes to a specific app instance! Simply toggle to instance of Constant Contact that you'd like to delete or edit, and click on the appropriate button.