Partners: Connect your Coldwell Banker Commercial account with Constant Contact

Activate a Constant Contact account directly within your Coldwell Banker Commercial account

Not seeing this feature in your account? Our integration with Coldwell Banker Commercial is being gradually rolled out to customers at this time. If you are not yet seeing the functionality outlined in this article within your Coldwell Banker Commercial account, stay tuned!

Activate and link Constant Contact to your Coldwell Banker Commercial account and easily send out campaigns to your contact lists property listings of your choosing. Select your desired template, edit the email design, and then preview before you send out your campaign.

Activate your Constant Contact account

Add contacts

Create a new list

Create and schedule a campaign

Activate your Constant Contact account

1. Click on your profile icon in the top right.
   
   
   
   
2. Click Campaigns from the dropdown.
   
   
   
   
3. Click the Link Constant Contact Account button.
   
   
   
   

Add contacts

1. Click the Contacts tab.
2. Click the Add Contacts button.
   
   
   
   
3. Click Upload CSV or Add Contact to upload a file of contacts or manually add contacts one at a time.
   
   
   
   
4. If you chose to:
   • Upload a CSV - Select your file, choose the list(s) contacts should be added to, checkmark the agreement box, and then click Upload.
     
     
     
     
   • Add contacts manually - Enter the contact details, choose the list(s) the contact should be added to, checkmark the agreement box, and then click Save Contact.
     
     
     
     

Create a new list

1. Click on the Lists tab.
2. Click New List.
   
   
   
   
3. Enter a list name and then click Save List.
   
   
   
   

Create and schedule a campaign

1. Click the Campaigns tab.
2. Click Create Campaign.
   
   
   
   
3. Select the listing you'd like to include in the campaign and then click Save & Continue.
   
   
   
   
4. Select a template and then click Save & Continue.
   
   
   
   
5. Review and update your details in the panel on the right, as desired. Then click Save & Continue.
   
   
   
   
6. Select the contact list(s) you want to send to and then click Save & Continue.
   
   
   
   
7. Select the date and time you'd like to send your campaign, or leave the field blank to send immediately.
8. To send a preview of the email to yourself before sending out to your contacts, click Send Preview. 
9. When you're ready to send out your campaign, click Send With Constant Contact.
   
   

Questions?