Constant Contact

Purpose: Allow for information housed in LegalServer (such as emails and other user, contact, case information) to populate a Constant Contact Mailing List, Campaigns, Templates and to trigger the sending of campaign emails from within LegalServer. 

Cost: TBD. This feature is in Beta. 

General Configuration

Once enabled on your LegalServer site, you will have three new options in your admin menu, Set up and Debug, Send Email Campaign, as well as Mailing List, Campaign, and Template List.

To make the initial connection, go the Setup and Debug, enter the Client ID and OAuth Secret from Constant Contact. When that's verified, login link will appear to use in your Constant Contact site.

LegalServer Permissions

Constant Contact has seven permission settings in LegalServer:

• Constant Contact - Add/Remove Mailing List Members
• Constant Contact - Add to Mailchimp as Subscribed (replace in your mind "Mailchimp" with "Constant Contact").
• Constant Contact - Administer
• Constant Contact - View Audience/Campaign Details

Mailing List, Campaign and Template Lists

The second Constant Contact Admin Page “Mailing List, Campaign and Template Lists” has additional information on Constant Contact.

Merge Fields

This is a list of all custom fields in Constant Contact. When you select the field in Constant Contact, you can map it to the user, contact or case field in LegalServer. To activate the field-specific sync, you'll need to mark them as 'sync active'. When the field is updated in LegalServer, it will sync back to Constant Contact.

Mailing Lists

This is a list of all Mailing Lists on the Constant Contact account. If you click Details, a Profile page opens for the Mailing List where you can view basic information about the Mailing List and the Mailing List Members. Below the Audience Members listview is a separate listview for Audience Auto-Populate Expressions. These allow you to use the expressions editor to identify users, contacts, or clients that should automatically be added to this mailing list. The expressions will run automatically once each day. Please note: LegalServer does not current support Tags and Segments.

Campaign Lists

You can also track Constant Contact Campaigns in LegalServer.  Campaigns are collections of emails sent to a particular Audience. When you open the Campaign for Details, you can see details about the Campaign as well as individual open reports.

Pro Bono Opportunity Lists

At the bottom of the Mailing List, Campaign and Template Lists, is a listview for Pro Bono Opportunity Lists. You can define multiple types of Pro Bono Opportunity Lists for use in a Campaign template. If you click the Plus button, you’ll have the ability to create a new list.

As noted in the instruction, there are default filters automatically limiting the contents of the list to Pro Bono Opportunity Status = “Yes: Available Opportunity” and Case Disposition of “Open” or “Pending”. You can use the expression editor here to define other case related values to filter for, whether those are features of the case (Family Law, Bankruptcy, etc.) or details about the client (veteran, elderly individuals, etc). You can also select what case-specific fields will display in the bulleted email list. Once defined, the list is saved and available for use in a Campaign.

Send Email Campaign

The final screen "Send Email Campaign" allows you to send the email campaign you set up in the prior screen. You can specify the name of the campaign, who it is from (both the name and the email), the reply email, the mailing list you set up in the prior step, optionally select a Pro Bono Opportunity list you set up in the prior step, as well as a subject and body of the email itself.

Constant Contact templates need to have {PB_OPPORTUNITY_LIST} in them to identify where the Pro Bono Opportunity list will be replaced.

Pro Bono Opportunity lists are added as unordered (bulleted) lists with the following format:

• 14-0000005
  • Legal Problem Code: 01 Bankruptcy/Debtor Relief
  • County of PB Opportunity: Harris
  • Level of Expertise: Novice
  • Pro Bono Opportunity Summary: Here’s a summary of the case.

Note that the case number is a URL to the case itself which is useful if your pro bono volunteers can log in.