If you’re looking to have your leads automatically added to Constant Contact, you’ll want to integrate Constant Contact with Carrot. At the end of this page, you should have your forms integrated with Constant Contact and all leads would automatically be added to Constant Contact for your management and followup.
Step 1: Click Content
Login to your Carrot account and click the “Content” button. Content is the location for most of your site’s written information.
Step 2: Click Forms
Step 3: Click Constant Contact
Hover over the form to integration, hover over “settings,” then click “Constant Contact.”
Step 4: Add Login Details
You’ll want to verify a live Constant Contact account. If you have a newly created account in Constant Contact, you’ll need a username that is not an email address. This has to be set prior to log in on your Carrot site. Please see the Learn More section for details on how to create a non-email username.
Step 5: Click Link to Configure Your Settings
Step 6: Create a New Feed
Step 7: Select a List
Lists are used to organize your contact groups. By default, you have one available called “General Interest.” If you want to use another list or create lists based upon your Carrot forms, please see the Learn More section to create more lists. Refresh the page after you add more lists to have those appear in the drop-down menu.
Step 8: Select a Form
Step 9: Map Your Fields
You will need to tell Constant Contact where to place details from your Carrot forms. This is known as mapping fields. To map a field, you’ll need to click open the drop-down and select which options are available on the form to map to the area within Constant Contact. The drop-down is Carrot’s end while the right-side options are Constant Contact’s side. You can not edit the left but you can edit the right by editing the form itself. See the Learn More section to edit forms. A red asterisk * denotes a required mapped field. You do not have to map one without an asterisk *.
Step 10: Save Your Feed
You do not have to enable to opt-in condition. This is basically a double opt-in and places requirements on your lead prior to adding them to the list in Constant Contact. We do not recommend checking this box.
Step 11: Continue Until All Forms Are Integrated
Click “back to list”
Click “Add New” to add another form to the integration list and repeat steps above until all are connected