Using the Assistant

What to know about the Assistant in your Constant Contact account

Our new Assistant is designed to help you with various tasks within your Constant Contact account, including setting up your brand, managing your contacts, and creating campaigns. It also leverages GPT-driven insights and user-specific data to provide personalized marketing strategies and tailored guidance, helping you succeed!

• How is the Assistant different from a chatbot?
• What can the Assistant do?
• How do I access the Assistant?
  
  • On desktop
  • On the mobile app
• How do I submit feedback?

How is the Assistant different from a chatbot?

The main difference between the Assistant and a typical chatbot is that the Assistant serves as a more knowledgeable, personalized helper rather than responding with preset answers. It adapts to situations, learns from interactions, and can take proactive actions or decisions. 

What can the Assistant do?

We’re continuing to expand the Assistant’s capabilities across desktop and the Constant Contact mobile app, and there are some slight differences in what it can do on each platform. Currently, it can help you with:

• Branding
  • Set up a brand profile and provide colors based on your website
• Marketing strategy
  • Brainstorm ideas and strategize your marketing campaigns
• Content
  • Write email, social post, and SMS content for you 
• Campaigns
  • Create, edit, and send a full email
  • Create and schedule a social post for you (desktop only)
  • Create and schedule an SMS message for you (desktop only)
  • Create and activate an automation path for you (desktop only)
  • Create and activate an event for you (desktop only)
  • Create a Sign-up Landing Page or a Link-in-bio landing page (desktop only)
• Reporting
  • Dig into how your past campaigns performed
• Contacts
  • Add individual contacts (Note: It can't upload a file of contacts at this time), create lists and segments, and review and manage your contacts to keep your list organized
• Navigation
  • Bring you or direct you to the appropriate page within your account
• How-to questions
  • Answer questions about Constant Contact features and provide links to helpful Knowledge Base articles with additional information

Try asking:

• "Help me come up with some email ideas"
• "I want to create an email about [an upcoming open house] and schedule it for [noon tomorrow]"
• “Change the tone to be more friendly"
• "Help me create a welcome automation to send to contacts who join my [New Customers] list"
• "Create a Sign-up Landing Page for me to collect new contact email addresses and suggest some ways for me to promote it"
• "How have my recent campaigns been performing?"
• "How can I increase my open rate?”
• "Can you add this contact [email address] to my [list name] list?"
• “Build a segment of my highly engaged contacts [in Massachusetts]”

If you're not sure where to start, you can even ask the Assistant, "What can you help me with?" And don't worry, you'll be asked if you're ready to proceed before campaigns are sent or changes are made.

Need some inspiration? Check out how others are using the Assistant in the AI Prompt Exchange on the Constant Contact Community, and share your experiences, too!

Please note: Since this feature is still in beta, it’s not yet perfect—you may encounter flaws, and features may change from day to day as we experiment and add functionality.

How do I access the Assistant?

On desktop

When working in a web browser on a desktop or laptop computer, click the Assistant button in the upper-right of your account to open the panel on the right. Then simply select one of the pre-populated options or use natural language to ask for help with a task or marketing goal.

On the mobile app

Note: The Assistant is currently available only in the iOS Constant Contact mobile app version 18 or higher, and is in the process of being released to customers, so you may not have access yet. 

When working in the Constant Contact mobile app on your phone or tablet, use natural language in the What do you want to do today? field at the top of the screen to ask for help with a task or marketing goal. Then, if needed, simply swipe up to see the full reply.

When necessary, the Assistant will direct you to the appropriate section of your account to proceed. For example, reporting metrics cannot be seen directly in the chat. However, the Assistant can guide you through the mobile app navigation to locate the report you need. 

How to submit feedback

Your feedback is crucial as we continue to develop and enhance our Assistant. Feel free to share your experience in the Constant Contact Community and provide any input that can be used to help you and future customers.

Questions?