Importing data from Constant Contact
| Project: | Therapeutic Professionals |
| Component: | Functionality |
| Category: | task |
| Priority: | critical-3 |
| Assigned: | admin |
| Status: | in development queue |
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In planning for the importing of users from the current Constant Contact list several issues need to be addressed.
1. What should the login name be for the user? The most user friendly would probably be to make the login name the "First-Name Last-name", with a space between the first and last name, such as the case for the "Mary Turner" login name. However, there are several members in the list who do not have a first and last name entered. Perhaps in this case, we could try to determine this from the email address and/or just use the email address as their login name. We can set the permissions for the user to be able to change their login name, so this should get around any problem of not having the desired name. We can automatically create a random initial password that the user can change after they login.
2. A welcome email will need to be generated about being automatically signed up to the new website as a member. It should contain information about their login name, password and where to find information about how to change their login name and password and other relevant information. If different email content is needed for different types of users in Constant Contact, we would need to determine what to do for people who are in multiple groups. Do they get multiple emails? If they just get one, which groups have precedence?
3. When will we want to add the users and send out the emails? Should we send out the welcome emails when we import from Constant Contact or should we wait until later? If we want to easily generate random passwords, then the most straightforward approach is to use the features that generates random passwords when we do the import - in other words, send out the emails when we do the import.
4. For the Constant Contact lists - Which lists (at least one) do you expect will be constant over time? Do the lists constitute the sole criteria for sending out emails and/or newsletters or will there need to be an extra addition of groups that the users belong to that also determine which emails are sent out?
#1
1. On the home page I was hoping that the constant contact would place them under the "general" list. They do not need a password to sign up for constant contact. A seperate space for first name and last name. Then a place to add their email address.
2. I will email you the letter that gets emailed to them now.
3. It goes out to them with their receipt. I will have you send it through paypal after they pay.
Under each service a pop-up window will ask for them to sign up for constant contact and that will go to the correct list for the service in which they are utilizing. For example when a client for CPR goes to the CPR page, a pop-up will ask them to register. When they do it will go under the CPR list in constant contact. The same for Massage, Continuing Education ect. Also, if they sign up there, when they register for a service it will automatically register them on constant contact under the service they are being provided. This time it will ask for first name, last name, occupation, phone, address, city, state, zip. It will ask for date of birth for massage clients. It doesn't matter if they sign up twice constant contact will recognize it and only send one email. If they are in multiple groups they will get multiple emails. That is okay.
The list that will be constant is massage, CPR and continuing education.
#2
Thanks for the feedback. I am awaiting some developments from the commercial module that interfaces to Constant Contact before implementing all the features as you listed.