Locate the right contact
Match a customer using a confirmed identifier before showing subscription details to staff.
Plan a Constant Contact connection to help agents investigate subscription questions without changing customer marketing preferences.
Planned connector. Native setup is not available yet. The workflows below describe the intended scope; release depends on provider access and testing.
Match a customer using a confirmed identifier before showing subscription details to staff.
Selected list information can explain the newsletter or communication the customer is asking about.
The initial proposed connector is read-only; campaign enrollment and list edits are separate actions.
Define the data, permissions and destination before putting the workflow in front of customers.
Select the contact fields needed for subscription support and record their purpose.
Decide which fields may be read, which people may use them and whether any separate write action is needed. Native setup is not available yet.
Test duplicate email records and an opted-out contact before enabling the support view.
The native connector is planned. The workflows on this page describe the proposed design; there is no native installation to activate yet.
Test duplicate email records and an opted-out contact before enabling the support view.