In this group training, we focused on how Novi AMS feeds clean, targeted lists into Constant Contact, what syncs, how it syncs, and how to use that data for segmentation and automations. This is Part 1 focusing on the integration mechanics. A separate Part 2 will deep-dive Constant Contact tactics (deliverability, automations, unsubscribe management, etc).
Watch the Recording
TLDR Takeaways
Real-time sync from Novi → Constant Contact. Novi is the source of truth for segmentation while Constant Contact is the source of truth for sending, analytics, and automations.
Novi Groups, Committees, and Event Attendee lists sync to Constant Contact Lists.
Events: enable attendee sync and (optionally) auto-remove the list 30 days after the event to keep Constant Contact tidy.
Merge fields: add system and custom fields in Association Settings → Integrations so they’re usable in Constant Contact filters and content.
Troubleshooting: Use Email Sync lists in Novi and the global Email Sync Report to see statuses, unsubscribes, dupes, invalids, and re-trigger syncs.
Group Training Overview
Live Sync Segments from Novi to Constant Contact
Groups: Build dynamic conditions (member status, NPS, “registered for 2024 but not 2025,” past-due AR, etc.). Toggle Sync to Constant Contact on the group’s Integrations tab. Once turned on, Novi keeps the sync up to date in real time.
Committees: Turn on sync from the committee’s Integrations tab. This is great for rosters that change with terms.
Event attendees: Enable sync on the event’s Settings tab.
Optional: auto-remove the Constant Contact list 30 days after the event ends to keep Lists tidy.
In Constant Contact, these arrive as Contacts » Lists. Send to them directly or use them as automation triggers.
Targeting & Automations in Constant Contact
Send to a specific segment: When creating a campaign, choose one or more Novi-fed lists rather than “All contacts.”
Create a drip campaign: Build an automation path that starts when a contact joins a list (e.g., New Member Welcome, Lapsed → Rejoin, Post-Event survey).
Pro tip: Keep Novi conditions simple (e.g., Member status = Current). Do most of the timing and branching in Constant Contact automations.
Merge Fields
In Novi's Association Settings > Integrations, choose the member fields and custom fields you want to sync to Constant Contact. Novi creates the fields in Constant Contact for you and then keeps them updated in real time.
In Constant Contact, insert contact details (personalization) into your email content or use synced fields to filter contacts.
Ideas you can implement today: “Hi, FirstName,” company fallback, region-specific CTAs, dues-based messaging, certification badges, member-ID references.
Troubleshooting
If a member reports not receiving your marketing emails:
Check the list in Constant Contact
Open Contacts » Lists, then preview list members. If someone is missing, look up the contact and review their Engagement Insights (status, bounces, unsubscribes).
Verify sync status in Novi
From the Group/Committee/Event > Email Sync tab, see which emails synced and why any didn’t (e.g., missing/invalid email, unsubscribed in Constant Contact, duplicates). For a bird’s-eye view, run the Email Sync Report.
Handle unsubscribes properly
If a contact unsubscribed in Constant Contact, Novi won’t re-add them for compliance reasons. Use Constant Contact's recommended process to manage unsubscribes/resubscribe requests.
Additional Troubleshooting Recommendations:
Improve deliverability by authenticating your email domain in Constant Contact (SPF/DKIM/DMARC) to reduce filtering and improve inbox placement.
For transactional emails (receipts, confirmations), use Novi’s Transactional Email Log to diagnose bounces independently of Constant Contact.