Do you want to store and manage leads captured using the Lead Generation element or a Thrive Leads form? You can connect them with Constant Contact, a customer relationship management tool.
Note: This is an updated document that’ll help you connect Thrive Themes with Constant Contact version 3.
In this article, we’ll show you how to connect Thrive Themes with Constant Contact so you can pair it up with the Lead Generation element or Thrive Leads to capture, store, and manage leads.
- Finding the Constant Contact API Key
- Adding the Constant Contact API Key to the Thrive Dashboard
- Connecting Constant Contact to a Lead Generation Element
Finding the Constant Contact API Key
API, i.e., Application Programming Interface Key, is an authentication code used to identify and verify an account or a user when connecting it with another tool.
Therefore, the first step in connecting your Constant Contact account to the Thrive Dashboard is to use a Client ID and a Client Secret from Constant Contact.
To obtain these from Constant Contact, log into your account and open this URL.
Clicking on the URL will take you to the Applications page in your Constant Contact account. To establish this connection, you’ll need to create a new application.
To create a new application, click the New Application button on the top right.
After you click the button to create a New Application, you’ll see a popup where you must enter the name to identify your application.
Note: This can be any name you want to give the application. It should not be called Constant Contact.
Once you’ve entered the name, in the boxes below, select the OAuth2 flows supported for the application and the refresh token type.
This is where you should select Authorization Code Flow and Implicit Flow, and Rotating Refresh Tokens, respectively.
When you are done selecting the applicable options under Application OAuth2 Settings, click the Create button.
Clicking the Create button closes the popup. The new application and the associated Client ID are added to the page.
Now that we have the Client ID, we must generate a Client Secret for this application.
To generate a Client Secret, click the Edit button to edit the Application.
Under the Details tab, scroll down to the Redirect URL and enter the URL of the Thrive Themes API connection page in the field.
It will look something like this:
https://your-domain.com/wp-admin/admin.php?page=tve_dash_api_connect
To add the URL in this field, click the pen icon beside the field under Redirect URL.
Clicking the pen icon will open a field where you can enter the URL mentioned above and click Confirm.
After clicking Confirm, you’ll be taken back to the page where you click the Generate Client Secret button to generate a Client Secret for this application.
Clicking the Generate Client Secret button will open a popup with a message that says:
“Generating a new secret will require updating your application if your app uses the OAuth2.0 server flow. The secret is used in the basic authentication method for accessing and refreshing token calls.”
On this popup, click the Generate Client Secret button.
After clicking the Generate Client Secret button, the Client Secret will be displayed. You can copy it by clicking the Duplicate/Copy icon. You can close the popup by clicking the Close button.
Note: Please ensure you’ve copied and stored the Client Secret for use in the Thrive Themes dashboard. This will be the only time you’ll see it.
This Client Secret needs to be used with the Client ID in the Thrive Themes dashboard.
After you copy the Client Secret and close the popup, click the Save button on the top right of the page.
Adding the Constant Contact API Key to the Thrive Dashboard
Adding the API key to the Thrive Dashboard is important so you can easily use it with the Thrive tools.
To begin with the API Connection, open your WordPress admin area, navigate to Thrive Dashboard >> Thrive Dashboard, and click Manage Connections in the API Connections block.
Clicking on Manage Connections will take you to the Active Connections page. On this page, scroll to the Add New Connection block and click on it.
When you click to add a new connection, you’ll see a dropdown menu where you can select the app Constant Contact to which you want to connect.
When you select Constant Contact in the dropdown, you’ll see fields asking you to enter a Client ID and a Client Secret. In this box, enter the Client ID and the Client Secret, and click Connect.
After you click Connect, you’ll see a notification from Constant Contact asking you whether you’d want to give Thrive Themes access to your Constant Contact account. To proceed, click Allow Access.
When you allow access, you’ll be redirected to the Thrive Themes API Connections page where you’ll see a box saying Connection with Constant Contact is established.
Connecting Constant Contact to a Lead Generation Element
After establishing a connection between Constant Contact and the Thrive Dashboard, you can add the connection to a Lead Generation element you’ve used or plan to use.
Before we build a connection, please ensure you’ve added the Lead Generation element to a page or post using Thrive Architect. To learn more about the lead generation element, read our document.
Once you are ready with a post or page with the Lead Generation element, click on it to see its options in the left sidebar.
In the Lead Generation options in the left sidebar, open Main Options and click the Add Connection button. This will help you determine the application to which you’d like to send the leads.
After clicking on Add Connection, you’ll see a dropdown where you can choose the connection you want to add.
Under Choose Connection, click the dropdown to see all the connections you’ve built in the Thrive Dashboard. To proceed, select Constant Contact from the list.
When you select Constant Contact, you must select a mailing list in the next dropdown. This mailing list is the one present in your Constant Contact account.
Note: My Contacts is a default list in a Constant Contact account. You can create another list and opt to use that here.
We’ve just seen how to set up a connection between Constant Contact and Thrive Themes and add it to a Lead Generation element.
Similarly, you can add this connection to a Thrive Leads form.
Next, you can trigger a Thrive Leads form based on the user’s source. Here’s a document where you can read more.