How to Bring Back Key Marketing Metrics to Salesforce from Constant Contact

Angie oversees Cazoomi's operations. She enjoys traveling, loves dogs, is a 1% Pledge supporter, and a start-up entrepreneur with investments in several APAC startups. 4 minute read

The Medicine Industry has been under the spotlight for most of this year and will continue to be so for the foreseeable future. Of course, the number one concern of everyone is the quality of the medical act.

But today, this means so much more than physically caring for your patients. It also means that you have to pay extra attention to their well-being and make sure that your communication is flawless. The way you interact with your patients can make or break your status as a clinic or hospital.

And that’s not at all easy. Especially when patients have different preferences when it comes to communication channels and even to the information they want to receive. Some of them may wish to receive promotional information from you, while others prefer you stick to information that concerns them directly.

Add privacy laws on top of this and the need to ensure that you don’t send someone’s medical records to the wrong recipient, and you’ll understand why medical communication is complicated and stressful.

This is one of the reasons why SyncApps by Cazoomi is the preferred iPaaS provider for the medical industry. Our integrations offer them the flexibility and the segmentation options they need to ensure that their marketing and communication are efficient, secure, and relevant.

The number one hospital in Texas for patient care and safety, Houston Methodist, relies on SyncApps to keep providing award-winning care and communication. Houston Methodist kept its doors open throughout the COVID-19 pandemic and kept offering medical services and support for coronavirus patients. This meant even more communication effort on their part.

They use our Salesforce to Constant Contact integration to bring the right metrics into the spotlight. But more on that later.

For now, let’s take a quick look to understand why so many medical facilities love SyncApps by Cazoomi:

Feature Highlights for Medicine:

  • Deliver medical information to your clients by automating the workload and making medical data administration more efficient.

  • Manage data flow between your existing software solutions to enable better administrative and clinical efficiency.

  • A comprehensive view of data to enable demand overview and help you make informed decisions.

  • Automate transactions and streamline billing to save time and resources.

Salesforce to Constant Contact Create Campaign Activity

Let’s take a closer look at how Houston Methodist uses this integration. Here’s what they use most frequently:

  • Sync clicked URLs from Email Campaigns back to Salesforce. This way, they know which of their users are interested in what products or services.
  • Sync back Constant Contact Email Campaign to Salesforce notes and adds attachment Email sent to Leads and Contacts. (Designed for Financial Institutions and Departments)

Check out how seamlessly this can go:

  • The user creates an email campaign in Constant Contact.
  • Constant Contact creates a campaign for the content in Salesforce (i.e., “Reminder – Sign up Today”) and syncs responses (e.g., Click)

The subscriber uses this feature:

Constant Contact Email Campaign to Salesforce

  • Sync over specific Salesforce Campaigns to Constant Contact and sync back all or only specific Email Campaign responses from Constant Contact to Salesforce.
  • Bring back only records with opens or clicks activity to allow lead nurturing in CRM as well as what they clicked on in your drip marketing campaigns.

This is marketing automation at its finest. Lead nurturing is arguably the most crucial step in sales. When done right, it can turn leads into clients fast! That’s why you don’t want to leave it to chance or to a basic automation solution.

These Salesforce Campaigns will be created as email lists in Constant Contact with the records ( records that are ” Email List” type only). “Email List” type Records are now existing in both systems – which is very important for the Campaign Response (syncing of marketing metrics) to work fully.

Salesforce Campaigns will be created as email lists in Constant Contact

  • Once the email lists are created after the sync, make sure that the Constant Contact Campaign’s “Send to Lists” should be one of the email lists matching your Salesforce Campaigns that are created by SyncApps.

How can you ensure that this vital feature works appropriately? Double-check your lists.

The email list that you’ve used for the Constant Contact Campaign might not exist in Salesforce. Or it may exist, but some of the records inside that email list might not be in Salesforce yet. That’s why records must first exist in both systems so that the metrics will be fully synced as SyncApps will only sync those marketing metrics to those records that exist in both Salesforce and Constant Contact.


Constant Contact for Salesforce

Ready to leverage the same powerful marketing automation solution like Texas’s top hospital? Sign up for SyncApps by Cazoomi! It’s 100% FREE — we won’t even ask for your credit card number! What have you got to lose?

Angie oversees Cazoomi's operations. She enjoys traveling, loves dogs, is a 1% Pledge supporter, and a start-up entrepreneur with investments in several APAC startups.
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