Getting started with Constant Contact and timetoreply™
Getting started
Log into https://portal.timetoreply.com/auth/login and navigate to tools > integrations.
Click on “Authenticate” and you will be taken to the following screen:
Click “Allow” and that’s it, you’ve connected timetoreply and Constant Contact.
Note: If you are not already logged into Constant Contact, you will first see a login page and then the permission page above once you have logged in.
Now that you’ve linked Constant Contact with timetoreply, here’s what you’ll be able to do.
In timetoreply:
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You’ll have the option of creating new contacts or contact groups within timetoreply automatically using your Constant Contacts contacts. To do this go to YOUR NAME ON THE TOP RIGHT > CONTACT GROUPS (was Customer Groups) and then click “Add from Constant Contact”, search for a list within Constant Contact and choose whether you want to sync the email addresses or just the domains. Note that when contacts are added or removed from that Constant Contact list, they will be updated in timetoreply™ accordingly.
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You can use these contact groups to create specific reports (for example a report on how well your sales team is responding to leads from your outbound email campaigns from Constant Contact) and real-time email alerts for that set of customers (for example send an alert if there has been no reply from my customer service team to Top “100 Customers” contact group after 2 hours). Once you have created a contact group in timetoreply™ you can use it as a filter on any of the reports under “when communicating with”. You will also be able to choose the contact group when creating real-time email alerts.
You’ll have the option of creating new contacts or contact groups within timetoreply automatically using your Constant Contacts contacts. To do this go to YOUR NAME ON THE TOP RIGHT > CONTACT GROUPS (was Customer Groups) and then click “Add from Constant Contact”, search for a list within Constant Contact and choose whether you want to sync the email addresses or just the domains. Note that when contacts are added or removed from that Constant Contact list, they will be updated in timetoreply™ accordingly.
You can use these contact groups to create specific reports (for example a report on how well your sales team is responding to leads from your outbound email campaigns from Constant Contact) and real-time email alerts for that set of customers (for example send an alert if there has been no reply from my customer service team to Top “100 Customers” contact group after 2 hours). Once you have created a contact group in timetoreply™ you can use it as a filter on any of the reports under “when communicating with”. You will also be able to choose the contact group when creating real-time email alerts.
In Constant Contact:
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You can sync data from timetoreply™ to Constant Contact so that you can view email analytics and reply time data against each of your Constant Contact contacts in Constant Contact. To set this up you need to go to the advance Constant Contact setup in timetoreply™: https://testing.timetoreply.com/tools/crms/constant-contact/mapping and choose which fields in Constant Contact to map the data to. You can create custom fields within Constant Contact for this data.
You can sync data from timetoreply™ to Constant Contact so that you can view email analytics and reply time data against each of your Constant Contact contacts in Constant Contact. To set this up you need to go to the advance Constant Contact setup in timetoreply™: https://testing.timetoreply.com/tools/crms/constant-contact/mapping and choose which fields in Constant Contact to map the data to. You can create custom fields within Constant Contact for this data.
You can create a task in Constant Contact when a real-time email alert fires in timetoreply™. For example, you might create an alert in timetoreply™ whereby any email that has not received a reply after 2 hours from “customerA@customercompanyA.com”. If that happens, you can choose to create a task in Constant Contact and automatically assign the task to the agent that received the email and has not replied as of yet. In order to set that up, when creating an alert in timetoreply™ under TOOLS > ALERTS, enable the “Create CRM task” toggle.
