You can send a Simplesat survey in any of your Constant Contact email campaigns. Survey code pasted into a campaign works without connecting Constant Contact.
Once you connect, each customer's feedback shows up on their contact as custom fields, tags or notes, so you can see how they rated you without leaving Constant Contact. You can also bring your contacts into Simplesat as customers.
What the Constant Contact integrations do
The Constant Contact page in Simplesat groups its integrations under Account-wide integrations and Survey integrations. You switch on each one separately with Activate integration.
Integration | Listed under | What it does | Where it shows |
Sync contacts | Account-wide integrations | Adds your Constant Contact contacts to Simplesat as customers and keeps them up to date | Customers, in Simplesat |
Update contact with feedback | Survey integrations | Writes values from the response to custom fields on the contact | The contact in Constant Contact |
Display rating and sentiment in contact tags | Survey integrations | Tags the contact with their latest rating and sentiment | The contact in Constant Contact |
Sync feedback to contact note | Survey integrations | Adds the response to the contact as a note | The contact in Constant Contact |
The three survey integrations find the contact by the customer email on the response. If a response has no customer email, or the email doesn't match a contact in Constant Contact, nothing is written. Survey code from the Constant Contact option carries each recipient's email, so responses from your campaigns already have it.
Each survey integration has a When should this integration run? setting. Use it to choose every survey or only the ones you pick.
Before you start
The Constant Contact integrations are available on every Simplesat plan.
To connect Constant Contact and switch on integrations, you need the Manage integrations permission in Simplesat. Owner and Admin have it by default.
The integrations act as the Constant Contact login you connect with, so use one that will keep its access.
Integration security, permissions and data flow covers what a connected tool can read and write.
Connect Constant Contact
On the Integrations page, open Constant Contact.
Click Authenticate.
Sign in to Constant Contact and click Allow.
When the page shows Authenticated with Constant Contact, click Activate integration on each integration you want, then fill in its settings.
Before you rely on an integration, send yourself a test campaign and answer it, as Testing an integration end to end describes.
Send surveys in Constant Contact emails
Create or open the survey and choose External email embed.
Under Choose where to add your survey, choose Constant Contact.
On Publish, click Generate embed code, choose HTML, and click Copy survey.
In Constant Contact, create an email campaign with the Custom code option.
Paste the code where you want the survey, and save.
To test it, send the campaign to yourself and click a rating.
The survey code includes Constant Contact placeholders, which Constant Contact fills in for each recipient:
What the code carries | Constant Contact placeholder |
Customer email |
|
Customer first name |
|
Customer last name |
|
Company |
|
Placeholders and merge fields explains how placeholders get filled in, in every tool.
Feedback in Constant Contact
Fields and tags show where a customer stands now, and notes keep the history.
Simplesat waits at least five minutes after a response arrives before it writes to Constant Contact, and writes again whenever the response changes. For more on the timing and the Field mapping table, see Writing feedback back, and mapping the fields.
Update contact with feedback
Values from each response go into the contact's fields, the way you set them up in Field mapping. The mapping lists the contact's fields, custom ones included, and reloads them from Constant Contact each time you open the settings.
In Constant Contact, go to Contacts, open the More options menu and choose Manage custom fields.
Click Add custom field and add a text field for each value you want to keep. For example: Latest Simplesat CSAT rating, Latest Simplesat NPS rating, Latest Simplesat sentiment and Latest Simplesat comment.
In Simplesat, on the Constant Contact page, click Activate integration on Update contact with feedback.
Map the fields in Field mapping, and click Save.
Display rating and sentiment in contact tags
A contact gets two tags from their latest response, one for sentiment and one for the rating, for example simplesat_sentiment_negative and simplesat_nps_6. The first time the integration runs, it creates the whole set in Constant Contact:
simplesat_sentiment_positive,simplesat_sentiment_neutral,simplesat_sentiment_negativesimplesat_csat_1tosimplesat_csat_5simplesat_fivestar_1tosimplesat_fivestar_5simplesat_ces_1tosimplesat_ces_7simplesat_nps_0tosimplesat_nps_10
A new response replaces the contact's earlier Simplesat tags. Their other tags stay as they are.
Sync feedback to contact note
Each response adds a note to the contact. The note opens with a line like Ana Lopez left negative feedback for survey Campaign feedback, then lists each question and its answer.
If the customer changes their response, for example by answering another question later, a second note is added.
Contacts in Simplesat
Sync contacts
Your Constant Contact contacts come into Simplesat as customers, each with their name, email, company and Constant Contact contact ID.
The first time you click Activate integration on Sync contacts, you'll see an error at the top of the page, because the sync has no run schedule yet. Contact us, and once we've set one up, click Activate integration again.
From then on, the sync runs once a day. The first run brings in every contact. After that, each run brings in the contacts added or changed in the past 24 hours. Nothing is written back to Constant Contact.
How a sync treats customers you've edited in Simplesat is in Contact sync from a connected tool.
Change the Constant Contact account
Reconnect if you want to use a different Constant Contact account or login, or if access was removed in Constant Contact.
Heads up: Responses that arrive between Revoke access and Authenticate aren't written to Constant Contact, so do the steps in one go.
On the Constant Contact page, click Revoke access.
Click Authenticate, then sign in and allow access as the login you want.
Any integration that was on before switches back on by itself. Check that each one you use shows Deactivate integration. If one is still off, click Activate integration.
Each integration's settings stay as they were, and survey code in your campaigns goes on working.
Troubleshooting
I get an error when I activate Sync contacts
Sync contacts needs a run schedule before it can switch on. Contact us, and we'll set one up. Then click Activate integration again.
Feedback doesn't show up on my Constant Contact contacts
Check these:
The response has a customer email, and a Constant Contact contact has the same email.
The survey is included under When should this integration run?.
At least five minutes have passed since the response arrived.
The integration shows as active.
For Update contact with feedback, the custom fields exist in Constant Contact and are mapped in Field mapping.
If you reconnected with Revoke access and Authenticate, any integration that was on before switches back on by itself. Click Activate integration on any that's still off.
If none of this explains it, send us the response's link.
A contact's earlier Simplesat tags disappeared
That's by design. Display rating and sentiment in contact tags keeps only the tags from the contact's latest response, so a new response replaces the earlier Simplesat tags. The contact's own tags stay. If you want the history, use Sync feedback to contact note, which keeps a note for each response.
I see two notes for one response
Sync feedback to contact note runs when a response arrives and again when it changes, for example when the customer answers another question later. Each run adds a note.
My Constant Contact integrations stopped working, but the page still says Authenticated with Constant Contact
Simplesat doesn't recheck the connection after you connect, so the page can still say Authenticated with Constant Contact after access is gone. This happens if access was removed in Constant Contact, or if the login that connected lost access. Reconnect as described in Change the Constant Contact account.
To work out what an error on the page means, see Integration error messages and what they mean.
FAQ
Do I need to connect Constant Contact to send surveys?
No. Survey code in a Constant Contact email works without connecting. Connect if you want ratings on your contacts, or your contacts in Simplesat.
Can the integrations write ratings from surveys I send outside Constant Contact?
Yes, as long as the response has the customer's email and a Constant Contact contact has the same email. Choose those surveys under When should this integration run?.
Which fields can I fill with Update contact with feedback?
The contact's fields in Constant Contact, including custom fields you create. Create them in Constant Contact first, then map them in Field mapping.