This article will walk you through the steps to automatically create a list in Constant Contact by enabling a sync for your selected group.
Before getting started, please ensure that your association’s instance is integrated with your Constant Contact account. If the integration hasn’t been set up yet, reach out to support@tradewing.com for assistance. This feature is designed to help admins easily send emails to a specific group within their association.
1) Start by navigating to the Admin Site, where you can manage the settings for your selected group.
2) Access the Community Section and choose the Groups option to proceed.
3) From the list of available groups, select the specific group you wish to sync with Constant Contact. Please be aware that each group must be synced individually.
4) Once you have selected your group, please scroll down to locate the Group Settings section.
5) Click the "Edit" button located in the upper-right corner of the Group Settings section.
6) Under "Enable Sync with Constant Contact," you’ll see two options. By default, this setting is set to "No"—even if your Constant Contact account has already been integrated with Tradewing.
7) Select "Yes" to enable the sync for your group. Don’t forget to save your changes by clicking the "Save Changes" button.
8) If the selected group has any subgroups, a confirmation pop-up will appear informing you that proceeding with the sync will automatically update any subgroup with less strict permissions to match the parent group’s settings.
Note: A subgroup cannot have less strict settings than its parent group. In rare cases where this occurs, the subgroup’s permissions will automatically be adjusted to match those of the parent group.
9) Once the changes are saved, you can confirm that the selected group has been enabled to sync with Constant Contact.
10) After enabling the sync with Constant Contact, scroll to the upper right section of the group page and click on "Trigger Full Sync with Constant Contact." This will initiate a full synchronization, ensuring that all current group members are added to the corresponding list in Constant Contact. Once this initial sync is complete, any future changes to group membership—such as members joining or leaving—will be automatically updated in Constant Contact.
Note: You do not need to click the button again after the list is populated, as the sync will continue to run automatically going forward.
11) A green confirmation message will appear at the bottom of the screen to indicate that the sync was successful.
12) Log in to your Constant Contact account, then navigate to the Contacts section and click into your Lists to view the list of contacts from the group you synced.
13) Finally, to verify the success of the sync, check for the name of the group you initiated the sync for, and ensure that the number of members aligns with the number of contacts in your list.
