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You must first setup an account with Constant Contact, and there define whatever email campaigns you'd like using their interface and templates for creating your emails.
When setting up your emails, you have access to merge fields that will be populated with information from your Camelot database. Clients' email addresses, first names, last names, addresses, and phone numbers can all be used within the email body, as well as the following Custom Text fields:
| Custom Text 1 | greeting name (will be either "Mrs. Smith" or "Sally") |
| Custom Text 2 | Next appointment date with the weekday (e.g. Saturday, February 19, 2011) |
| Custom Text 3 | Next appointment start time |
| Custom Text 4 | Next appointment finish time |
| Custom Text 5 | Service Category for next appointment |
| Custom Text 6 | Last Done Order Date |
Constant Contact emails must be in the Draft status in order to be scheduled for delivery from Camelot. So, the when you need to resend the same email on a different day to a different set of people, you first have to go to your ConstantContact.com account and there Copy the email you are planning to send, and name the copy the same as the original, except add the current date to the end, formatted as yyyy-mm-dd (e.g. "Job Confirmation 2011-02-19").
Once you have your email draft(s) defined in Constant Contact, then enter your Constant Contact username and password on the Misc/Setup > Company/Misc Info screen > email tab within Camelot.
Then you can define email correspondence from Misc/Setup > Correspondence definitions, and on the Mailout/Correspondence tab, you will see a new field there for Constant Contact Email Name, and to the right of that field, you can click to choose from your list of Constant Contact emails. If you are choosing one that you've copied and named with the date at the end, remember to take the date part back off there. Camelot will automatically add the current system date to the end of the email name when sending the email in an attempt to find a new one in the Draft status. If it doesn't find it, it will ask you to choose from your list of Draft emails anyway when you go to actually create/send the emails.
Once that is all setup, sending the email from Camelot through Constant Contact is no different than sending other emails from Camelot. Go to Calls and Mailouts, to the Mailouts tab, select your emails to be sent, and click Create Now.
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