Connect to Constant Contact from eTapestry

  1. From Communications, click Link eTapestry to your Constant Contact account. The Blackbaud eTapestry & Constant Contact page appears.

  2. In the User Name and Password fields, enter you Constant Contact login credentials.

  3. eTapestry automatically synchronizes with Constant Contact on a weekly basis to ensure that your email activity in Contact Contact is properly tracked in eTapestry. We recommend that you leave this box checked to ensure proper tracking.

    Note: Every Sunday night, eTapestry looks for changes in subscription preferences in Constant Contact and updates your eTapestry accounts with this information. This weekly synchronization also looks for matching email addresses and creates journal contacts for accounts in eTapestry that match email recipients in Constant Contact. Synchronizations are tracked in your organization's journal, so you can create a report as needed.

    Tip: To prevent connection issues with your Constant Contact integration, you can manually refresh your connection from eTapestry. From Manage preferences, under Links, select Refresh Integration Connection then Refresh connection.

  4. We recommend that you leave the Synch Opt Outs box checked to ensure proper tracking. Clear this box if you do not want to track accounts who unsubscribe from communications sent with Constant Contact.

    Note: Opt-outs from Constant Contact are tracked in a user defined field on the persona page in eTapestry. In the Base category, it is called Constant Contact Opt Out, and it is created the first time you synchronize your databases to record journal contacts and opt-out statuses. These email addresses are not automatically excluded from future communications within eTapestry, so if you want to avoid sending communications from eTapestry to those contacts who have unsubscribed from Constant Contact, use a query that excludes these accounts. For more information about creating this query, refer to Create a "Do Not Mail" query

  5. To link your eTapestry and Constant Contact accounts, click Save .