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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