1 INTRODUCTION TO CONSTANT CONTACT Marketing Program Technology Learning Centers Bucks County Community College
2 Step 1: Log In To access Constant Contact, open a browser such as Internet Explorer or Mozilla Firefox, and type in the address bar. Click the LOGIN button once the website opens. At the login screen, enter the following User Name and Password. It is case-sensitive. User Name: bucks_edu Password: orangery64 Click the Login button. 1
3 Step 2: Format and Import a List NOTE: If the list is an Excel document, you must format it with the guidelines below before importing it. This will ensure that you can add your list quickly and without errors. If you are requesting a list from ITS, be sure to indicate that the file must be in.csv or.xls format. Open your spreadsheet. Row 1 must contain labels for each type of contact information you want to upload. The address must be in the first column (Column A). This is the first place Constant Contact looks for addresses. Use these labels (or column headings): address, first name, last name, middle name, job title, company name, home phone, address line 1, address line 2, address line 3, city, state, country, and postal code. *Note that the address information is the only required information. Save your changes and name your spreadsheet. You must save it as a.csv (Comma Separated Value) file or..xls file (Excel 2003 or older). You cannot use a 2007 Excel spreadsheet (.XLSX) Click on the Import Your Contact List button. 2
4 Click on Create a New List. Go to the New List Name The name must include either delete by [date] if you plan on using it again or never delete if you are only using it once (example: TLC List- delete Nov. 30, 2010) Click the Save button. Your new list will appear with a check mark next to it. Click the Next button. 3
5 Click the radio button next to Import my list from a file on my computer. Click the Next button. 4
6 Go to the File to Upload text box and click the Browse button. The Choose file dialog box opens. Click on the file you wish to upload and click the Open button. The File to Upload box will now show the file that will be uploaded. Click the Submit Data button. 5
7 At the Permission Confirmation Checklist screen, put a check mark in all boxes. Click the Submit button. The message Congratulations! Your import has begun. will appear. The larger the list the longer it may take to import. Click on the Contacts tab to see your list. 6
8 Step 3: Create an Using the BCCC Template Click on the Home tab to return to Constant Contact s home page. NOTE: Do not click on Create an . You will be using an template that has already been created by the College. Click on View all my s. 7
9 Click on Name to sort alphabetically. Locate 0-Bucks Letter Template. Click on copy icon to the left of the 0-Bucks Letter Template. Go to the Name: text box and enter a name for your message. Click the Next button. 8
10 At the Message Settings screen, enter the appropriate information for the Subject:, From Name:, From Address:, and the Reply Address: text boxes. Click the Next button. NOTE: If your name is not in the From or Reply Address list, you will need to click on Verify more addresses and enter your Bucks address. You will be sent an message to your account saying that you must open and confirm to be added to the list. Step 4: Edit the Template The Bucks template opens. The template is broken down into blocks. To edit each block click the Edit Block Icon. Type and edit your information just as you would in Microsoft Word. Click the Save button. When finished, click the Save & Continue button. *Note: All s to students must include the Do Not Unsubscribe Below text box. 9
11 Step 5: Select an List On the list page, scroll and look for your list. For this tutorial we will select TLC List. Click the check box to select it. Click Next. Step 6: Schedule Delivery Date If you are not ready to schedule your yet. Click Draft. If you are ready to schedule a delivery date and time for your , click Scheduled for and enter the date and time that the is to be sent. When finished, click the Finish button. 10
12 The s: Details page appears with the following message: Your has been successfully scheduled. Review details of your here including which list of people will receive the and when. To preview the message before sending, click the Preview button. If you need to change the delivery date, click the Edit Date link. Tips when using Constant Contact: 1. You can send a test message to yourself or others before you schedule it. Just open your , click the preview button, and in the address box type in the address and click send. You can send a test to up to 5 people. Separate each address by using a coma (, ). 2. You can edit your as long as it is in DRAFT mode. 3. You can check who has opened your and when as well as any bounces by clicking on the Reports link under the s tab. 11
13 4. If you include links in the body of your , such as (the Technology Learning Center s website) you can also check how many click-throughs occurred. In other words, the report will tell how many people clicked on the link to visit the TLC s website. This is important in the case of s to students who may have forwarded their student account to another (hotmail, yahoo, etc.) account. Constant Contact can only count the s opened if they are opened in the account to which they were first sent (BucksMail), but can t count opens after forwarding. However, it CAN count the click-throughs on links regardless of whether or not the was forwarded. Example of with Link: 12
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