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Getting started with Constant Contact

Article: 000005553
Updated: March 12, 2025

New to Constant Contact or need a refresher? Start here and we'll show you everything you need to know.

 

Blue Ribbon IconGet set up for success: Check out our New Customer Hub on the Community to hit the ground running with quick video tutorials, on-demand courses, live webinars, and a network of your peers!


Whether you need help setting up your account, adding your contacts, creating your first email, or growing your contact list, we've got the resources to guide you! 

If you need help with a particular topic, you can quickly jump right to the articles you need:

 

If you're more of a visual learner, here's our Getting Started video:



You can also follow the recommended steps on your dashboard to help you get up and running!

Getting started recommendations on homepage

Image DescriptionNot sure where to start with marketing? Check out The Download—our free online marketing guide that's packed with tips, examples of what works and what doesn't, and more!

 


Set up your account

As you first get started, there are a few things you’ll want to do before you start creating campaigns that will save you time in the long run with every campaign you create!

View more help articles for setting up and managing your account settings

 


Upload your contacts & grow your list

Next, you’ll want to add any contacts you already have or connect your tools to automatically import them from wherever you store them. 

View more help articles for adding and managing your contacts

 


Create & send an email

Now it’s time to create your first email! Start from one of our pre-designed and fully customizable templates, then let us do the heavy lifting for you with our AI Content Generator.  Plus, our drag-and-drop email editor makes designing a professional, beautiful campaign quick and easy.

  • Choose an email template - Create an email by choosing from our wide selection of professionally designed templates based on your industry or what you’re looking to share. Or start with one of the Branded templates that automatically apply your theme design from your BrandKit!

    Email template picker with picks for you filter

  • Let us generate content for you - With just a few keywords, you can use our Content Generator to automatically write content to insert into your campaigns.

    Email editor with AI content generator

  • Explore how to use the email editor - To help you customize your email, explore how to work with the elements in our email editor to add content and adjust the look of your template.

    Email editor

  • Preview and test your email - To get a sense of what your live email will look like to your contacts, be sure to preview and send a test version to yourself or the people you trust to review it.

    Email preview with Mobile view and Send a Test Email option

  • Send your email - Once you’re ready, schedule your email to send! If you don’t have contacts yet, now’s a great time to send your email to the list of coworkers or trusted people you added to your account earlier.

    Email schedule page

  • Check the reporting - After sending your email, you can check the reporting to see how it performed.

    Marketing drop-down with Email option and sent email reporting stats

View more help articles for creating and sending emails

 

Need some extra assistance? We have several professional marketing and design services available!

 

Megaphone IconBe a better marketer: Check out our blog on how to market your small business on a shoestring budget!

 

Once you’re up and running and ready to explore more ways to market your business through Constant Contact, check out what else we have to offer in your account:

 


Learn more about marketing and Constant Contact through our free, live and recorded webinars!

Check out our recorded Getting Started webinar:

 


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