Constant Contact Handling

1. Handling Mailing Lists

• Login to your Constant Contact account.
• Go to "Contacts" from the top menu.
• Create a List:
• Click "Create List" on the right.
• Name your list (e.g., “Newsletter Subscribers”).
• Add contacts manually by clicking "Add Contacts," or import from a file (Excel/CSV) by selecting "Upload File."
• Edit Lists:
• Find your list under “Contacts.”
• Click on the list name to add/remove contacts or update details.

2. Using Tags for Organizing Contacts

• Create Tags:
• In the “Contacts” tab, click on “Manage Tags.”
• Type in a name for the tag (e.g., “VIP” or “Event Attendees”) and save.
• Tag Contacts:
• Go to your contacts list and select the contacts you want to tag.
• Click "Add Tags" at the top, select the tag(s), and click "Apply."
• Filter by Tags:
• You can filter your contacts by tags when sending emails by clicking "Tags" in the "Contacts" page or when creating a new email.

3. Creating and Scheduling a Campaign

• Create a Campaign:
• Click "Campaigns" from the top menu.
• Click “Create” and choose the type of campaign (e.g., Email).
• Choose a template for your email.
• Design the Email:
• Edit text, add images, and customize the email using the drag-and-drop editor.
• Choose Recipients:
• When done, click “Continue” and select the list(s) or tag(s) of contacts you want to send the campaign to.
• Schedule the Email:
• After selecting recipients, click "Schedule".
• Choose the date and time for when you want the email to be sent.
• Click “Schedule” to confirm, and your campaign will be sent at the chosen time.

4. Generating a Subscribe Embed Link

• Go to "Sign-up Forms" from the main menu.
• Click “Create Sign-up Form” and choose “Inline Form” or other form types.
• Customize the form fields (e.g., name, email) as needed.
• Click "Publish" when done.
• To get the embed code:
• After publishing, you'll see an option to "Embed Code". Click on it.
• Copy the provided HTML code and paste it into your website where you want the form to appear.

5. Checking Click Rates (Email Performance)

• Go to "Campaigns" and find the campaign you want to check.
• Click on the name of the campaign.
• On the campaign overview page, scroll down to see your performance stats (opens, clicks, bounces).
• To see the click rate, look for the "Click-through Rate (CTR)" section. It shows how many people clicked on links in your email.
• Click on the "View Report" to get more detailed information about what links were clicked and by whom.

6. Summertime mailing list updates and Archiving

• Between late July and August. IT works with Communications team to update and archive Constant contact mailing list for the upcoming academic year.

Archived lists are located under the CES IT folder on SharePoint labeled: Constant Contact Mailing List Archives