How to Share Content with Constant Contact

Step-by-Step Guide for uploading and sharing your Retirement Plan Marketing content to Constant Contact.

Blog Articles

Select the 'Campaigns' tab
Select the orange button "Create" and select "Email"
Select your template
Update the title of the email
Open the Word document "Digital Communications" for the blog article
Copy and paste the subject line and preview text into the Constant Contact editor
Select your header image, then "Upload File" and drag and drop your headline image into the editor. Insert it
Copy and paste the email body copy from the Word document into the editor.
Double check the formatting, you should follow your own brand's fonts and font sizes. If you prefer to use our branding, it is Open Sans size 14
Click the call-to-action button and click 'Link' > Web Page’
Add your blog link from your website
- Click the box for 'Click Segmentation'
- 'Create New List' > Q# Engagement Contacts (Enter the quarter we are in)
- Save the list and the call-to-action information
Click 'Insert'.
Once the email template it filled out, send yourself a test email. Click "Check & Preview" > "Send Test"
Once reviewed, click "Continue"
Select the list you would like to send to
Send now or schedule for a later date

Newsletter/Plan Sponsor Guide/Participant Infographic

Select the 'Campaigns' tab
Select the orange button "Create" and select "Email"
Select your template
Update the title of the email
Open the Word document "Digital Communications" for the newsletter, plan sponsor guide or participant infographic
Copy and paste the subject line and preview text into the Constant Contact editor
Select your header image, then "Upload File" and drag and drop your headline image into the editor. Insert it
Copy and paste the email body copy from the Word document into the editor.
Double check the formatting, you should follow your own brand's fonts and font sizes. If you prefer to use our branding, it is Open Sans size 14
Click the CTA (Call-to-Action aka the button) and click 'Link' > select ‘Document’
Upload the PDF for either newsletter, plan sponsor guide or participant infographic
- Click the box for 'Click Segmentation'
- 'Create New List' > Q# Engagement Contacts (Enter the quarter we are in)
- Save the list and the call-to-action information
Click 'Insert'
Once the email template it filled out, send yourself a test email. Click "Check & Preview" > "Send Test"
Once reviewed, click "Continue"
Select the list you would like to send to
Send now or schedule for a later date

Video

Select the 'Campaigns' tab
Select the orange button "Create" and select "Email"
Select your template
Update the title of the email
Open the Word document "Digital Communications" for the video
Copy and paste the subject line and preview text into the Constant Contact editor
Select your header image, then "Upload File" and drag and drop your headline image into the editor. Insert it
Copy and paste the email body copy from the Word document into the editor.
Double check the formatting, you should follow your own brand's fonts and font sizes. If you prefer to use our branding, it is Open Sans size 14
Remove the CTA button
Add a video block
Click "edit"
Insert your YouTube or Vimeo link of the video. If you cannot upload a video to either one of those platforms, contact us and we will provide you with them.
Click 'Insert'
Once the email template it filled out, send yourself a test email. Click "Check & Preview" > "Send Test"
Once reviewed, click "Continue"
Select the list you would like to send to
Send now or schedule for a later date