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Family Processes

Create Constant Contact Email Lists

You must have a Constant Contact account before you can create or update email lists within your PDS programs.

We partner with Constant Contact® so you can build and maintain email lists for your parish.

  1. On the Information tab, click Families > Processes > Create/Update Constant Contact Email List.
  2. Read the introduction information. To begin, click Next.
  3. Select which type of information you want to transfer to Constant Contact, and click Next.
  4. Select which records you want to use, then click Next.
  5. Review the Transfer List. If you want to exclude anyone from the email list, clear the check box. When you're ready, click Next.
  6. Select your Constant Contact account.
    1. To add your Constant Contact account, click the add icon green plus sign, and enter the account name to display in PDS. Then, click Authorize Account, and follow the prompts in the Constant Contact Authentication window. Once authorization is successful, click OK. When you're finished, click Save/Close.
      Note: The Constant Contact Authentication window is an API that pulls directly from Constant Contact. If you have trouble signing in, please reach out to your Constant Contact support representative.
    2. To edit your account name or match fields for Constant Contact and PDS, select the account, click Edit, then make any necessary changes or select the field options you want. When you're finished, click Save/Close.
  7. Click Next. The lists of contacts from your Constant Contact account display.
    • Click New to create a list. Enter a name, and click Save/Close. To set your new list as the default, click Yes. Select your new contact list, and click Next.
    • Or, select the contact list to update, and click Next.
  8. If needed, you can change the maximum number of emails that are uploaded in each batch. The default is 75.
  9. To send the selected information, click Transfer.
    Tip: If you print the report, you can see which email addresses were transferred as well as which ones could not be transferred due to duplication or invalid formatting.
  10. After the data transfer, click Yes to visit the Constant Contact website. Or, click No to create/update another list or exit the process.
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Last updated: October 29, 2024

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