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What workflows can I create in Constant Contact?

Mix and match a range of workflows to set up seamless marketing!

Rhio avatar
Written by Rhio
Updated over a week ago

Our integration with Constant Contact offers a variety of different workflows – which you can mix and match to support your own use cases and requirements.

Each workflow can be added multiple times if needed – but exercise caution if doing this: you could end up with conflicting data in your Constant Contact account.

Here are the Constant Contact workflows you can choose from:

(Click on the title of the workflow to expand the instructions)

Sync buyer contacts and tag with event-specific tags

Any time an order is created through Ticket Tailor, this integration will add the buyer details as a contact in Constant Contact and then create an auto-generated tag with the event name, which will then be added to that contact.

Your buyer contacts will be tagged with a tag that’s specific to the event name and start date, meaning that you’ll be able to identify all your customers who bought tickets to the same event on a specific date.

Tag names are automatically created for you, in this format: tt_{event_name}-{event_start_date} (using the standardised ISO 8601 date format). E.g. for an event called “Food Festival” taking place on Saturday July 27th, 2024, buyer contacts will be tagged with tt_Food-Festival-2024-07-24.

  • 👍 Good for box offices with a range of different and varied events with different audiences, suited to detailed segmentation; box offices using recurring events, where it’s useful to segment by the date of attendance.

  • 🫤 Not so good for box offices with a small number of events with the same type of audience.

Sync buyer contacts and tag all with single new tag

Any time an order is created through Ticket Tailor, this integration will add the buyer details as a contact in Constant Contact, and then add your chosen tag to that contact.

All your buyer contacts will be tagged with the same tag. You define this tag when setting up the workflow. Tag names can only contain letters a-zA-Z and numbers 0-9, and dash - or space characters.

  • 👍 Good for box offices with one annual/seasonal event, or a few events which are closely related and relevant to the same audience.

  • 🫤 Not so good for box offices with different events and different audiences, better suited to more detailed segmentation.

Sync buyer contacts and add marketing opt-ins to a mailing list per event

Any time an order is created through Ticket Tailor, this integration will add the buyer details as a contact in Constant Contact. If the buyer opts to join a mailing list, then a contact list with the event name will be auto-generated, and that contact will be added to the list.

Your marketing opt-ins will be subscribed to a mailing list for each unique event series. If you use recurring events in Ticket Tailor, then all occurrences for the same event series will sync to a single mailing list in Constant Contact.

  • 👍 Good for box offices with a range of different and varied events with different audiences which need their own mailing lists.

  • 🫤 Not so good for box offices with a small number of events and a single mailing list.

Sync buyer contacts and add marketing opt-ins to an existing single mailing list

Any time an order is created through Ticket Tailor, this integration will add the buyer details as a contact in Constant Contact. If the buyer opts to join a mailing list, then the contact will also be added to the mailing list you choose when setting up this workflow.

All your marketing opt-ins will be subscribed to a single mailing list.

  • 👍 Good for box offices with one annual/seasonal event, or a few events which are closely related and relevant to the same audience.

  • 🫤 Not so good for box offices with different events and different audiences, better suited to segmented communications.

Sync buyer contacts and apply a custom tag based on the order contents [Advanced]

Any time an order is created through Ticket Tailor, this integration will add the buyer details as a contact in Constant Contact, and then tag that contact based on matching line item descriptions in the buyer's order.

  • You can choose a custom tag, which is applied based on a search term that you define when setting up the workflow.

    • Your custom tag will only be applied if there’s a line item description in the buyer’s order which contains the search term you define (not case-sensitive).

    • Eg. to tag buyers who bought your “VIP admission” ticket type, you could set the custom line item search term to vip, and custom line item tag to vip-ticket-buyer.

    • Eg. to tag buyers who bought an add-on product (in the second step of Checkout), you could set the custom line item search term to add-on, and custom line item tag to add-on-buyer.

    • Eg. to tag buyers who included a donation in their order, you could set the custom line item search term to donation, and custom line item tag to donor.

  • The tag names you define can only contain letters a-zA-Z and numbers 0-9, and dash - or space characters.

  • You can add this workflow multiple times, to allow you to build up complex rules with multiple tags that you want applied – including when a buyer matches multiple tagging rules with a single order.

  • 👍 Good for box offices with sophisticated audience segmentation in their CRM, based on the type of ticket or item ordered.

  • 🫤 Not so good for box offices with simple audience segments based on the type of event they attended.


💡 Looking for help with using Constant Contact? Get in touch with the Constant Contact support team.

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