Connect Constant Contact to FTP/SFTP with LeadsBridge


In this article, you'll learn how to set up the bridge and connect Constant Contact to FTP/SFTP using LeadsBridge.
How to set up your bridge step-by-step tutorial
Before you start
Step 1: Bridge's Main information
- Choose a name for your bridge (this will only be visible inside LeadsBridge)
- You may add labels to help you identify your bridge later
- Choose Constant Contact as the source for your bridge
- Choose FTP/SFTP as the destination
- Click on the Next button
Step 2: Setup your Constant Contact source
- Type in the name you'd like to call your integration
- Click on the Authorize button
- Login to the account you'd like to use
- Allow LeadsBridge to access your Constant Contact information
- Once done you'll be taken back to the bridge with a blue info success message
- Select the segment you'd like to use as the source for your leads
- Click on the Next button

Step 3: Setup your FTP/SFTP destination
- Type in the integration's name in the dedicated field
- Enter Use SFTP? (Secure FTP), FTP Host, FTP Port, FTP Username, FTP Password, Root directory, Headers row number (default 0), Charset, File's extension (eg. txt), Fields Separator Char and Destination filename pattern to connect FTP/SFTP with LeadsBridge
- FTP details are hostname/username/password for accessing your files on the server by using an FTP client. The FTP details will comprise a server address (EG. ftp.yourdomain.com), username and password.
If you don't have them or don't know what they are, you can simply contact your web hosting provider, and they will give you this information.
Most web hosts will email you these details after you sign up for a web hosting package. You’ll find your FTP information in the welcome email you receive from your host.
Example FTP Details:- Use SFTP This allows to use the Secure mode if your FTP server implements it
- FTP Host This is the hosting server name
- FTP Port The default FTP port is 21. For SFTP is 22
- FTP Username/Password Your FTP username/password (typically the same as your cPanel login details).
- Root Directory This is the the folder in your web hosting server that holds all the files that make up your actual website. Generally, it's "public_html/"
- Headers row number This is the row index (based 0) where the headers of the file are located
- Charset This is the encoding charst of you input files
- File's extension This is the extensions that files will be filtered in case of Source usage
- Fields Separator Char The char used as separator for the CSV
- Destination filename pattern This value is used when the integration is used as Destination, to determinate the name of the output file. It could be used some DateTime patterns chars like Y/m/d H:i:s. It is important to include the pattern inside square brackets like Ymd
- Click on the Next button
- You'll now be able to select the destination segment to send your leads to
- You may choose to receive an email receipt for each incoming lead.
- Type the address(es) where you'd like to receive the receipt
- You may also modify the Subject line of the email
- Click on the Next button

Step 4: Fields Mapping
Here you'll be able to map your source information with your destination fields.
You'll see a field name with the destination integration's logo at the top, this indicates the name of the field on FTP/SFTP.
Underneath there's a box where you may add the information you'd like to send.
- Check each of the FTP/SFTP fields available
- Match the information you wish to pass along from Constant Contact
- You may type the information manually and pass them as a static value
- Use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on
- You may also leave blank the box of a field's information you don't want to send through
Custom Fields
- If you'd like to add more fields, just look at the bottom of the page
- Head over the "Don't find a CRM custom field?" box
- Select the field you'd like to add from the dropdown list
- Click the Add Custom Field button
- The field will appear above
- Add the desired information, as you did with the other ones

Once accomplished your desired outcome, just click Next and head to the last step.
Step 5: Test
In this final step, you'll be able to send a lead from LeadsBridge to test if the configuration works properly.
- To create a new test lead, fill in the required information when prompted
- Click Test Now
- To test with a real lead, switch the toogle to "Test with existing lead".
- Click Sync Now along the lead you'd like to send
- If you did everything right the button will turn green, meaning your lead was synced successfully and the integration is ready
- Click Finish to save your settings and turn active your bridge
That's all! Congratulations.
You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.
Have you got some questions?
You may want to take a look at the common questions on the respective integration's documentation.
- Source: Constant Contact
- Destination: FTP/SFTP
If you have any other questions, or need help to configure your bridge from Constant Contact to FTP/SFTP with LeadsBridge, do not hesitate to contact our Support!