The first step to sending email within GiveSmart Fundraise is to connect your Constant Contact account to your GiveSmart Fundraise Account. For more about the entire process of sending email in GiveSmart Fundraise, click here.
To connect your Constant Contact account to your GiveSmart Fundraise account, you can set it in the Integrations category found in the Settings.
- Click on Settings (the Gear icon)
- Click on the Integrations category on the left, then the Email Marketing section in the middle.
- Once in Email Marketing, click on the Link Account link to start the integration.
You will need to then log into your Constant Contact account.
Click Allow to link the two systems. When you do this, GiveSmart Fundraise will have access to your Constant Contact account to sync your contacts, to send emails designed and reported in GiveSmart Fundraise while using the powerful email engine in Constant Contact.
At this point, you will want to check your email for a message from support@constantcontact.com to Verify your email address. Click the Verify this email button.
If you do not verify the email address from the Constant Contact email, you will not be able to actually send messages through the GiveSmart Fundraise Email Design Studio and Constant Contact.
In GiveSmart Fundraise, you should be taken to the Sync page with a notice that the account is linked.
You can click Sync Settings to do an initial sync of your Constant Contact contacts to GiveSmart Fundraise, bringing in your email lists. For more on the sync options, click here.
If you wish to sync your contacts later, you can do so from Settings > Integrations > Email Marketing > Sync Settings.
