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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 2 months 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.


Your options for Constant Contact workflows

  • 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).

    • For example, 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.

    • For example, 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.

    • For example, 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.


💡 Things to note

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