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Using Lead Gen & CRM Live Chat

Article: 000050571
Updated: December 2, 2025

Live Chat enables you to engage with Lead Gen & CRM Support members in a real-time chat message session.


Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers  
Salespersons  
Jr. Salespersons  


Lead Gen & CRM Support Information

Lead Gen & CRM Support information is located at https://community.constantcontact.com/contact-support

Be aware that Lead Gen & CRM Support and Lead Gen & CRM Live Chat are available Monday to Friday from 8:00 AM to 6:00 PM (Eastern Time). 



Accessing Live Chat

In order to use Live Chat, the feature must be enabled for your instance. If Live Chat is enabled for your instance, all users in your instance will have access to Live Chat features.

Every agency has access to the Live Chat feature. Live Chat is part of the Direct Support Package for Clients, which means that agencies will need to enable Direct Support for client instances. Contact your agency for more information on enabling Live Chat features for your account.



Contacting Lead Gen & CRM Support via Live Chat

If you do not find the help you need in the Help Center, you can contact Lead Gen & CRM Support through Live Chat.

Live Chat lets you communicate with a Lead Gen & CRM Support team member through a chat window.

To contact Lead Gen & CRM Support through Live Chat, do the following:

  1. Click  13personas.png  User Menu > Live Chat in the top toolbar.

    Live Chat

     

  2. Click Live chat.

    Start Chat

     

  3. Enter your first and last name into the First Name and Last Name fields.
  4. Enter your email address in the Email field.
  5. Select the issue you need help with from the How can we help? drop-down menu.
  6. Enter a short message about your issue in the Subject text box.
  7. Click Start Chatting.

    Fill out information for chat

Note: You cannot begin communicating with Lead Gen & CRM Support unless you enter a message.



Communicating in Live Chat

Once you have entered your first chat message, you will be placed into a queue. Lead Gen & CRM Support will respond to your initial message as soon as possible.

Once Lead Gen & CRM Support responds, you can enter additional messages as necessary in order to resolve your issue. 

To respond to Lead Gen & CRM Support, enter messages into the Type a message here text box. There are other chat options available to you. They are as follows:

 

Icon Option Description
sign-out.png




 
End Chat 

Ends the chat session. 

Once the chat session has ended, you can enter a new
message in the chat window to reconnect to the chat
session or start a new chat session for more help. In
either case, you will once again be placed into the queue.

attachment.png




 
Attachments 

Let's you upload any of several file types
to the chat session. These include: 

  • XLS

  • GIF

  • JPEG

  • JPG

  • PNG

  • TXT

  • PDF

  • and more!






 

Options 

Opens a menu to either “Request Chat Transcript” or “End Chat”.


 

Using Live Chat Options

Click the      Options menu to access the following options:
 

Status Description

Request Chat Transcript






 

Immediately downloads a transcript of all messages in the chat. The transcript is downloaded as a PDF.

End Chat




 

Ends the chat session. 

Once the chat session has ended, if you wish to start a new chat, you will need to close the existing chat window and navigate back to Live Chat. You will once again be placed into the queue.

 

Interacting with the Live Chat Window

You can also interact with the chat session window. The available options are as follows:
 

Icon Option Description




 

Minimize 

Minimizes the chat session. The chat session will expand when you receive a response from Lead Gen & CRM Support.

 

Expand the 
Chat Window

Minimizes the chat session. The chat session will expand when you receive a response from Lead Gen & CRM Support.

 

 


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