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This integration is supported for SMB’s only.
Integrating Birdeye with Constant Contact
User Manual - SUPPORT ARTICLE
Constant Contact is a leading provider of intuitive marketing applications used by small businesses and nonprofits to nurture their customer bases and business relationships. Constant Contact offers features such as email marketing, event marketing, social campaigns, reporting, survey management, and offer management. Birdeye can seamlessly integrate with your Constant Contact account and help you send review requests automatically. After successful integration, Birdeye will fetch customer information from Constant Contact.
Birdeye collects the first name, last name, email address, and phone number of the clients and automatically sends them to review requests based on the preferences set within the Birdeye account.
Table of Contents
Triggers Supported
Information required from the Business
Information from Birdeye dashboard
Login
Manage Triggers
Manage Properties
Manage Locations
Integration Requirements
Triggers Supported
Birdeye allows you to fetch data from your CRM using predefined triggers. Here is the supported trigger for Constant Contact:
Trigger Display Name | Trigger Name/ Value | Trigger Description |
Constant Contact Trigger | New Contact | This trigger is used to fetch customer data based on the new contacts created. |
Details required from the Constant Contact dashboard
Trigger details
Details required from the Birdeye dashboard
Business ID in case of an SMB Business
Information from Birdeye Dashboard
For single location SMB account - Business ID
Login to your Birdeye account, go to Left Navigation Rail and click on ‘Settings’. Once the new page appears, click on ‘Integrations’ and select ‘API.’
You will find the ‘Business ID’ and ‘API key’ shown in the image.
Integration Process
Before you can integrate Constant Contact with Birdeye, you will need to set up the following configurations on the integration support dashboard:
To set up native integration, we have an integration support dashboard where we need to set up the integration and then follow these steps to complete the configuration.
Login
After successful login in the integration dashboard, you have to click on ‘BE integration’ and then click on ‘Add Integration’.
Search for Constant Contact CRM in the search bar and select it. Click on ‘Next’.
Manage Triggers
The trigger is automatically selected as only one trigger is supported.
Note: To fetch information for all the triggers available using curl commands, use this command. To replace triggers, use this curl command.
Manage Properties
Here; you can manage group-level properties, which will be applied to all locations under a CRM.
Contact lists name: Enter the contact list name for this location. Multiple names can be given as comma-separated values.
Version 3: Set this field to true if creating a Version 3 Only Version 2 integrations should set this field to false.
Note: This step will create a group for our integration. Alternatively, you can do it via curl commands.
For SMB accounts, you can access the curl command.
For Enterprise accounts, you can access the curl command.
Manage Locations
For Single Location Accounts, select the location from the drop-down menu and click on ‘Add.’
(In the case of Single Location accounts, it will give you only one option).
A drawer will appear on the right-hand side.
The Status, Frequency, and Next Runtime will be set by default. You can make changes, if required.
Status: The account ID information can be fetched from OpenTable
Frequency: The number of times integration will sync with CRM (days or hours).
Next RunTime: It is the next scheduled time when the integration will run.
Customer fetch delay: It is used if businesses want to send review requests with a delay (number of days).
Override Group Properties:
The user can enter the contact lists’ names and version values at the location level.
Click on ‘Next’ and click on ‘Save.’
NOTE: In the case of enterprise business, if a unique sign-in is required for every location, then the integration should be set up as an SMB, i.e. an integration group should be created for every location.
NOTE:
For SMB: You can use ‘manage the locations’ using this curl command.
For Enterprise: You can use ‘manage the locations’ using this curl command.
Completing the Integration Process
To complete the process, click on the 'Settings' tab on the left navigation rail of your Birdeye dashboard. Click on the ‘Business Profile’ under the ‘Profile’ section.
Click on the specific location for which you have set up the integration.
Once you click on a particular location, it will redirect you to that location. Now, scroll down to the ‘CRM Integrations’, and click on the ‘Authorize Constant Contact’ button to authorize the business.
On the next screen, you need to log in to your Constant Contact account.
Now, you need to grant Birdeye access to your data within your Constant Contact account. Click on the ‘Allow’ button at the bottom to complete the integration process.
Upon successful integration, you will be redirected to your Birdeye account. Here, you can view the 'Authorized' status for Constant Contact.
Curl Commands
Before you can integrate Constant Contact with Birdeye, you will need to set up the following configurations:
A business integration group is a configuration that supports the business hierarchy of individual businesses on the Birdeye platform. The common properties for all business integrations are entered at the group level. Setting up a business integration group allows you to associate multiple business locations with the Enterprise account. Below is the list of curl commands you will need to run to set this up.
Create Integration Group (Curl Command)
Copy this Curl Command
curl-X PUT \https://common-services.Birdeye.com/integration/add/businessintegrationgroup \
-H 'Content-Type: application/json' \
-d '{
"parentBusinessNumber": 157074010528487,
"integrationSourceId": 59,
"integrationGroupProperties": [
{
"list.names": "Client List"
}
],
"integrationGroupTriggers": [
{
"triggerId": 84,
"triggerTypeId": 1
}
]
}'157074010528487 - Business ID - This is Enterprise ID for multi-location account and Business ID for a single location SMB account.
84 - Integration Trigger ID - Can be one or more triggers. Ask the client what trigger they would like to integrate with, then run the curl command to fetch all possible triggers for Constant Contact. Identify the trigger ID (s) and insert (use commas) in case of multiple trigger IDs.
Client List - Contact List Name - If the client wants to send requests to contacts within a specific contact list, then comma-separated contact list names can be mentioned here.
Fetch information for all the triggers available for Constant Contact (Curl Command)
Copy this Curl Command
curl -X GET https://common-services.Birdeye.com/integration/trigger/integrationtriggers/sourceid/59 -H 'cache-control: no-cache' -H 'content-type: application/json'
Sample response: A sample response like this would appear after you run the curl command. The response will have the trigger name, description and ID. This trigger ID will be utilized while creating the integration group. Integration can have one or more triggers. To use more than one trigger, enter comma-separated values while creating the integration group.
[
{
"id": 84,
"triggerService": "constantContactTriggerService",
"displayName": "Constant Contact Trigger",
"description": "This trigger is used to fetch customer data based on the new contacts created.",
"active": true,
"integrationTriggerType": {
"id": 1,
"name": "JOB"
},
"caseCreationTriggerType": {
"id": 1,
"name": "JOB"
},
"actionGroupId": 1
}
]84 - Trigger ID
Find business integration group details (Curl Command)
Copy this Curl Command
curl -X GET https://common-services.Birdeye.com/integration/businessintegrationgroup/155776172088675 -H 'Cache-Control: no-cache'
155776172088675 - Business ID: Enter the Business ID here to get the integration group details for a business.
Sample Response:
[{
"groupId": 10395,
"integrationSourceType": {
"id": 59,
"integrationSource": "CONSTANTCONTACT",
"sourceCategory": "Other",
"integrationType": "Birdeye API",
"integrationPlan": "Basic",
"oauthEnabled": true
},
"integrationGroupTriggers": [
{
"triggerId": 84,
"triggerTypeId": 1,
"actionIds": [
1
]
}
]
}]10395 - Group ID: A group ID will be returned in the sample response with the details of the existing triggers for a business.
Trigger Information: Only required if the client wants a change (Curl Command)
Copy this Curl Command
curl -X POST 'https://common-services.Birdeye.com/integration/update/businessintegrationgroup?replaceTriggers=true' -H 'cache-control: no-cache' -H 'content-type: application/json' -d '{ "groupId": 10395,"integrationGroupTriggers":[{"triggerId":84,"triggerTypeId":1}]}'replaceTriggers=true -To replace existing trigger(s), enter the value for replaceTriggers as true. To add a new trigger(s) to the existing list, the value for replaceTriggers should be false.
10395 - Group ID: The Group ID which was returned in the previous step will be entered here.
84 - Trigger ID: Enter the Trigger ID (s) which need to be added or updated to the integration.
Integration Mapping
Once the Integration Group is created, the next step is to create the Integration Mapping.
Copy this Curl Command
curl -X PUT \https://common-services.Birdeye.com/integration/add/businessintegrationmapping \
-H 'Content-Type: application/json' \
-H 'Postman-Token: 06bebb9e-2c26-4cdf-8d89-d506b77b01d3' \
-H 'cache-control: no-cache' \
-d '{
"businessNumber": 155776172088675,
"integrationGroupId": 10395,
"active": true,
"integrationProperties": []
}'155776172088675 - Business ID: Enter the Business ID for the SMB Business.
10395 - Group ID: Enter the Group ID, which was returned when the Integration group was created.
Restriction Reason
Restriction reason is used to identify the contacts who have been opted-out(restricted) from sending a review request. This reason can be fetched from Kibana for contacts that are checked in already.
Possible restriction reasons for Constant Contact are:
‘Contact ID’ is not in the allowed list.
Integration is beta.
Either Phone or Email should be valid for the creation of a customer. Email: null, Phone: null.
Customer is inactive.
Description
‘Contact ID’ is not in the allowed list.
Integration is beta.
Either Phone or Email should be valid for the creation of a customer. Email: null, Phone: null.
Customer is inactive.
Troubleshooting steps:
‘Contact ID’ is not in the allowed list.
Provide the Contact id in the list for which review request needs to be sent.Integration is beta.
Please look up the key beta in kibana to know whether the integration is beta or not.Either Phone or Email should be valid for the creation of a customer. Email: null, Phone: null.
Check the email address and phone number.Customer is inactive.
Check whether the customer is active or not.