The Constant Contact Partner Program Handbook

v3 • JULY 2020
The Constant
Contact Partner
Program Handbook
Your single source for all

partner program basics.
For partner use only. Do not distribute.

Welcome to the Constant Contact
Partner program!
This guide is written with both new and experienced

partners in mind. If you’re new—welcome to the team! If you’ve
been a Constant Contact partner for a while, keep this guide
handy as a reference tool.
Table of Contents
Program Resources Cheat Sheet 03
Chapter 1: For New Partners 04
Chapter 2: Partner Program Basics 09
Financial Rewards 12
Product Features, Plans, and Pricing 13
Setting up Client Accounts 16
Selling Product Plans and Features 18
Moving an Account into Your Partnership 19
Talking About Constant Contact 21
Co-Branding Guidelines 23
Defining Your Mission & Value Proposition 25
Chapter 3: Building your Business with Constant Contact 27
Website Services 29
Email Marketing Services 33
Social Media Management Services 39
Listing & Review Services 43
Content Creation Services 46
Chapter 4: Putting it Together for Your Clients 51
CONSTANT CONTACT PARTNER HANDBOOK 02

Partner Program Resources Cheat Sheet
(STOP! PRINT THIS OUT.)
Your Account Manager is your dedicated point-of-contact—ready to assist you with the
Account sales and growth opportunities around your partnership, like product discount codes,
Manager developing a strategy to bring in more business, closing a complicated and unique sale,
or leveraging the partner program to its fullest.
Our partner support team is ready to help you with technical or product related
Partner questions, navigating the Partner Portal, running reports in the BP Console, Billing, direct
Support deposit, or revenue share questions. Contact them at partnersupport@constantcontact.
com or call 1-866-811-1344 (US & CA), 0800 096 9279 (UK), 781-482-8662 (Rest of World).
As our partner, you’ll get a free Email Plus plan account up to 5,000 contacts as long as
Free Constant you maintain 5 active, paying client accounts. Please refer to the Partner Agreement
Contact Account (found in your Partner Portal) for more information. We’ll also provide you with a free
Website Builder Starter plan account—more information can be found on page 22.
This is where all of the training, resources, and financial reporting can be found. Go to
Partner partners.constantcontact.com and bookmark the URL. View the “Learning” tab for videos
Portal on how to navigate the partner portal. This is your way in to the reporting and client man-
agement dashboard found in the Business Partner Console.
Discover case studies, sell sheets, images for marketing, and guides to help you grow
Training and
your business and maximize your partnership with us. Click the “Marketing Assets” and
Sales Resources “Learning” tabs inside your partner portal.
Becoming Constant Contact Certified is a great way for you to demonstrate your
expertise in Constant Contact, differentiate yourself from other marketing experts in your
Certification local market, and present Constant Contact content for audiences in your local
market—we’ll even help you promote your events and pass you speaking opportunity
leads. Click the “Certification” tab inside your partner portal. The best part? It’s free!
The BP Console is where you’ll find all of the revenue and client reporting for your
Business Partner
partnership. You can set up—or log in—to managed client accounts, find your referral link,
(BP) Console and see a list of referred accounts under your partnership.
Sent out every other Monday, these newsletters will keep you up to speed on new
Newsletters programs, product changes, best practices, and so much more.
Partner Connect with our partner team and partners just like you in our Facebook group at
Facebook Group bit.ly/spfbgroup (or search for “Constant Contact Partner Program”).
Stay up-to-date with the latest Constant Contact features. Bookmark this URL:
Product Updates bit.ly/latestfeatures.
We’ve dropped several fully-customizable email templates into your Constant Contact
Customizable
account—just click the “Partner Marketing” tab inside your account’s email template
Email Templates picker to get started.
CONSTANT CONTACT PARTNER

PARTNER HANDBOOK
HANDBOOK 03
CHAPTER ONE
For new partners

You’ve taken a big step toward
growing your business.
START HERE!
If you help small businesses and nonprofits with
their marketing—or if you’re looking to offer
Log in to your Partner
additional services to increase your ongoing
Portal
All training, resources, revenue—you’re in the right place!
and financial reporting
can be found at:
partners.constantcontact.
com This guide is your single stop for everything you’ll
need to know—and be successful—as our partner.
You’ve got this. You’ve got us!
SUPER IMPORTANT!
To get paid...
Download a direct
deposit form (found in
your Partner Portal), and
email it to
bpdataupdate@con-
stantcontact.com. You
can be paid via direct
deposit or PayPal. If you
do not do this within
90 Days of earning any
financial rewards, you will
forfeit any money
owed to you.
Join our Facebook Group

Connect with our team
and partners just like you
in our Facebook group at
bit.ly/spfbgroup Constant Contact is so much more than
email marketing. As a Constant Contact
Keep up with our Product
partner, you can now offer your clients
Our product team is an even wider range of revenue-
innovating faster than
generating services around email,
ever! Stay updated with
product changes by websites, logos, or paid digital
visiting advertising—all in one place.
bit.ly/latestfeatures

How does your business compare?
The Constant Contact partner program is comprised of thousands of small
business owners just like you from all over the world. Our partners are
entrepreneurs who sell services to other businesses and non-profits with the goal of
helping their clients succeed in the increasingly-complex world of online marketing.
Our more successful partners focus on serving a vertical—this allows them to be-
come focused experts in a given vertical or industry.
73
of partners joined our
%
74
of partners have 0–1 full time
%
program to offer more employees—most depend
services to their clients. on contractors to scale.
Partners most often offer their clients Most of our partners tell us that
email marketing, marketing strategy, they consider themselves
social media presence, website established, having been in
design/development, and business for over 10 years.
copywriting services.
45
of partners elect to price
%
68
of partners price on
%
their services hourly. a per-project basis.
Most partners are charging their cli- For those who charged per-project
ents between $50–100 per hour; 25% or by contract, 19% charged up to
charge over $101 per hour. Of course, $500; 27% between $501–2,500; 15%
this varies based on vertical and from 2,501–5,000, 22% above $5,000.
geography.
The survey data depicted on this page is proprietary and should not be shared, as covered under your Constant Contact
Solution Provider Partner Agreement. Dollar amounts shown above are reflected in USD at the time of survey readout, fall 2019.

NEW PARTNER CHECKLIST
Let’s get started Your first steps
on something Log in to your partner portal DONE
great together! Request access to our Facebook group DONE
SUPER IMPORTANT! Download and

submit a direct deposit form (see page 5) DONE
Bookmark our product updates link DONE
Connect with your Account Manager DONE
Promoting Constant Contact
Locate your referral link in the BP Console DONE
Add your referral link to your email signature DONE
Add your referral link to your website

(check your Partner Portal for banners) DONE
Send out an email through Constant

Contact promoting your partnership DONE
Schedule and send social media posts

promoting your partnership DONE
Create a “services” page on your website to

promote Constant Contact, and the services
you provide around the software DONE
Ask your Account Manager about becoming

a Certified partner, and presenting on behalf
of Constant Contact DONE

There is demand for your services!
People are looking for Businesses that are

businesses online all the time. online are seeing growth.
69 %
43 %
of people search for a local experience significant growth
business at least one time per with online sales according to
month according to BrightLocal’s an Insureon poll of more than
Local Consumer Review Survey. 2,400 business owners.
That means that there’s potential That means that there’s potential
for people to find your marketing to do more business—
business when they go looking. with businesses like yours.
As a marketing professional, you know how easy it is to become

overwhelmed by too many tools, never-ending expert advice, and the
many marketing myths presented as fact. Make sure your online mar-
keting is up to par—it’s critical to your business to get your own “house”
in order before attempting to sell those services to prospective clients.
Before you proceed, learn the

basics of online marketing.
Drawing on decades of experience of working closely with businesses
like yours, we’re sharing our online marketing knowledge in guides that
are packed with tips, examples of what works and what doesn’t, and a
whole lot more. These guides are also written by industry—a great
resources to share with your clients:
ConstantContact.com/thedownload
CHAPTER TWO
Partner program
basics
Making money as a partner is a snap.
When it comes to helping your clients build their brand,

reach new audiences, and drive more business—
you’ve got to think big.
That’s why Constant Contact is more than email marketing.
Use our intelligent Website Builder to create and publish a

professional website in just minutes. Step up your clients’
social media presence with Facebook and Instagram Ads that
generate awareness and drive new leads, or use
Google Ads to drive more traffic to their website. Drive
results and keep their audience engaged with Email
Marketing Automation, and convert website visitors into
customers with Lead-generation Landing Pages. Plus,
you’ll get powerful ecommerce tools like abandoned cart
reminders to keep your clients’ customers coming back for more.
The best part? You can offer your clients all the right tools,
all in one place with our online marketing platform.

Software? Services?
Where do you start?
Here’s the thing, it’s not just about the tools available to you.
A big part of your partnership with Constant Contact is the service
opportunity that these tools provide you with—the work that you can do
for your clients, and what you charge them for doing that work.
It’s all about finding

the right mix for Audit
your client’s
each client. current Choose
marketing.
Throughout this guide, the tools
that will allow you
we’ll show you how Monitor
to do the work.
to connect the dots— your progress and
to build revenue- report back to your
generating services client.
around Constant
Contact’s software. Develop
recommendations
Let’s start with what’s based on
your audit.
available to you to resell Perform
to your clients, and what the work for
the associated financial your client.
incentives are...

Financial Incentives by Product
STARTING
PRODUCT FINANCIAL REWARD(S)*
PRICE/MONTH
Website Builder (Plan Type) 18% ongoing revenue share paid

monthly on plan cost only. Note: there is
For small businesses just starting out looking
to develop their brand, get online, and grow $10 no revenue share offered for domains,
their contact list. or associated add-ons (e.g. GSuite).
Email (Plan Type)

For small businesses looking to create 18% ongoing revenue share paid
professional emails, increase contacts, $20 monthly, plus a $100 New
Account Bonus.
and drive real results. Includes Website
Builder.
Email Plus (Plan Type) 18% ongoing revenue share paid

For small businesses ready to automate monthly, plus a $120 New Account
email marketing, improve engagement, $45 Bonus. As a partner, you get a free Email
Plus plan account up to 5,000 contacts
and go beyond the inbox. Includes Website
Builder. for your own use!
SEO Add-On
Search Engine Optimization (SEO) tools 18% ongoing revenue
audit and optimize websites to boost online $15 share paid monthly.
search rankings and drive more traffic,
leads, and sales.
Inbox Preview Add-On

Quickly preview content and design on the 18% ongoing revenue
most popular email clients and mobile $10 share paid monthly.
devices to see how emails look before
hitting send.
Newsletter Archive Add-On 18% ongoing revenue share paid

A customizable HTML-based widget
displaying up to 100 previously sent emails, $5 monthly. Note: This feature is included in
the Email Plus plan for free.
easily embeddable into a website.
Small Business Marketing Services

Our in-house experts will collaborate directly with you to deliver industry-leading support, guidance, and
design that drives results for your own business—or your clients. All so you can focus on running your business.
A 30% discount is extended to partners for some services. Visit bit.ly/ctct-sbms for details.
*Receive New Account Bonuses for every new business order (partner managed and partner referred) sold as long as they remain paying
customers for 95 consecutive days. Reward amounts are calculated based on which Constant Contact package is subscribed to and paid for
on the 95th consecutive day it has been kept open. Partners can earn $100 USD (£80) for every Email plan account sold, and $120 USD (£90) for
every Email Plus plan account sold. Payments are paid at the end of each month in accordance with the standard payment terms. In addition
to New Account Bonuses, Revenue Share payments accrued are paid at the end of each month in accordance with the standard payment
terms. (For example, January revenue share is paid the last week of February.) Partners using Single Bill will be billed on behalf of their client with
an 18% discount in lieu of the 18% revenue share.

PARTNER HANDBOOK
HANDBOOK 12
Constant Contact Features, Plans, and Pricing
Save up to 15% by prepaying for six or twelve months. Nonprofit client? Prepay and save
up to 30%. Full pricing at: ConstantContact.com/pricing-guide-solution-providers
Website Builder Email Email Plus

$10/MONTH STARTING AT $20/MONTH STARTING AT $45/MONTH
60-DAY WEBSITE EMAIL
EMAIL
FREE TRIAL BUILDER PLUS
USERS
Number of Plan Users - 3 3 10
WEBSITE
Storage & Number of Sites Created unlimited unlimited unlimited unlimited
CDN for Fast Page Loading Speeds
Bandwidth unlimited unlimited unlimited unlimited
SSL Security
Constant Contact Ad Banner (Upgrade to remove.)
Site Analytics basic advanced advanced advanced
Blog Capabilities
Connect a Custom Domain
Site Save History
eCOMMERCE
Shoppable Landing Pages (Social Publish) Create
Shoppable Landing Pages (Email Publish) Create
Maximum Products in Store 3 unlimited unlimited unlimited
Transaction Fee on Purchases Made none 1.5% 1.5% 1.5%
Digital Products/Downloads
Online Payments (PayPal, Stripe, Mollie)
Order, Inventory, and Tax Management
Coupons and Discounting
Transactional Emails (Order, Shipping, and Cancellation)
Shipping Management advanced advanced advanced
eCommerce Marketing
(3rd party integration for transactional emails)
eCommerce Marketing
(Basic: Contact Sync with Shopify and WooCommerce stores)
eCommerce Marketing
(Advanced: Add products directly from Shopify and WooCommerce stores)

EMAIL
EMAIL MARKETING
100 unique
Number of Email Sends unlimited unlimited
sends
Customizable Templates
Branded or Industry Templates
Tracking & Reporting
Automated Email Resend to Non-Openers
Subject Line A/B Testing
Automated Welcome Email
Automated Welcome Email Series (e.g. Auto-
matically send an email when a contact joins your
list.)
Automated Email Behavioral Series (e.g. Trigger an
email series based off how contacts engage with
your email.)
Event Management Tool (5.4% transaction fee
plus $0.80 USD per transaction on paid events
only—Accepts WePay, Paypal, pay-at-the-door,
and check)
Eventbrite (Action Block)
RSVP (Action Block)
Surveys (Action Block)
Polls (Action Block)
Coupons (Action Block)
Online Donations (Action Block)
Dynamic Content
CONTACT MANAGEMENT & LIST GROWTH

List Building Tools
Welcome Email
Contact List Import
Contact Management
List Segmentation
Pop-Up Forms (Basic)
Pop-Up Forms (Customizable)
Lead Generation Landing Pages
PAID ADD-ONS
Newsletter Archive
Inbox Preview
SEO Tools
Custom Domain Names
G-Suite

EMAIL
LOGO MAKER
Create Your Logo
Download Your Logo
SOCIAL MEDIA MANAGEMENT & ADS

Facebook & Instagram Ads and Insights
Google My Business
Google Ads
$100 each Google & Bing Ad Credit Offers
Social Posting, Inbox & Monitoring
Social Posting Response
MARKETING TOOLS
Image Library (Free gallery of images, or pur-
chase through Shutterstock)
Constant Contact Mobile App
Additional Apps & Integrations
Marketing Calendar
Mult-User Functionality
Custom Landing Pages

AWARD-WINNING SUPPORT
Learning Resources on our Knowledge Base
Chat Support
Phone Support
Email & Email Plus monthly pricing is based on the

number of contacts in your account.
LIST SIZE EMAIL EMAIL PLUS
TIP
0–500 Contacts $20 $45
501–2,500 $45 $70

Download a customizable
2,501–5,000 $65 $95 version of this feature chart
5,001–10,000 $95 $125 in your Partner Portal. Just
search for “Constant
10,000+ Call us for pricing.
Contact Plan Comparison.”
(The version in this
handbook is just for you.)

Setting up your clients:
referred or managed?
There are two ways to set up new client accounts—
the financial rewards are the same!
TIP
You can co-brand any

Partner Referred Constant Contact URL—just
add your partner name
You refer business to Constant Contact. after “...pn=”.
We’ll handle the rest.
Start a Trial:
https://go.constantcontact.
Referring business is an easy way for you to generate com/signup.jsp?pn=
a passive income from Constant Contact. Just refer
clients with your provided referral link, and we’ll close Buy Now Link:
https://go.constantcontact.
the sale. Once a prospect fills out a trial form, our sales com/buynow/email-plan/
coaches will convert those referred trialers into paying signup.jsp?pn=
customers for you. All accounts opened by prospects
Blog Article:
after visiting your referral link will be credited to your
https://blog.constantcon-
partnership. Learn more about growing your referral tact.com?pn=
business in this video (bit.ly/ReferralBiz).
Knowledge Base:
Promote your partner referral link (see right column) https://knowledgebase.
constantcontact.com?pn=
on your website, social media accounts, email signature,
printed marketing materials, and in any presentation To find your partner name,
decks if conducting training seminars. log into your Partner Portal,
then click the red “Go to BP
We’ve also created several fully-customizable email Console” link on the left
side of the page. Once in
templates for you to use in promoting your referral link.
the BP Console, scroll to the
They can be found in your personal Constant Contact bottom of the page to find
account’s template picker under the “Partner Marketing your “Partner Referral Link.”
Templates” tab. Each template can be customized as The value after “...pn=” is
your partner name.
you see fit—just be sure to add your partner referral link
to any “Sign Up” or “Buy Now” links! Note: Your partner name
is not the same as your
Constant Contact account
user name!

Partner Managed
You own the client relationship, Constant Contact provides the tools and resources to you.
Planning to handle all Constant Contact-related work? Set up your client as “Managed”
by clicking the “Create a New Account” button inside your BP Console. We’ll assume you
own the client relationship—and won’t contact these account holders unless legally
obligated to do so. Chapter three of this guide is dedicated to teaching you how to
generate services revenue from your managed clients.
Our Single Bill option allows you to pay for multiple managed client accounts with one
payment each month. Pay for your clients’ accounts and then bill them separately for
the cost, plus the services you provide. You have the flexibility to determine which
accounts you want to have on Single Bill. You’ll receive an 18% discount upfront on
accounts in place of the normal 18% revenue share. Watch this video on how to
enable Single Bill.
REMEMBER
ACTION STEPS
Remember this about managed and
referred client types...
By categorizing an account as managed,
you assume full ownership of the relation- • Financial rewards for managed and
ship. It is expected that you will: referred accounts are the same.
• Strictly referring accounts is an

Help the customer leverage the Constant excellent way to generate passive
Contact tools to meet their marketing goals, income.
and provide ongoing 1:1 support and
coaching. • You can set clients up as a mix of
managed and referred—whatever
works best for you!
Inform the customer of any changes to
product features and other relevant updates.
Keep the customer an active, successful user.

Selling Product Plans and Features
PRODUCT HOW TO ENABLE YOUR CLIENT ACCOUNTS
Website For Managed Client Accounts

1. Log into your Partner Portal at partners.constantcontact.com, then click the
Builder,
red “Go to BP Console” link on the left side of the page.
Email, and 2. Once in the BP Console, click the blue “Create a managed account” button
Email Plus on the right side of the page and follow the prompts.
For Referred Client Accounts

1. Add your partner name (“pn”) to the following links:
• Trial Link: https://www.constantcontact.com/signup.jsp?pn=
• Buy Now Link: https://www.constantcontact.com/buynow/email-plan/
signup.jsp?pn=
2. To find your partner name, log into your Partner Portal at partners.constant-
contact.com, then click the red “Go to BP Console” link on the left side of the
page. Once in the BP Console, scroll to the bottom of the page to find your
“Partner Referral Link.” The value after “...pn=” is your partner name.
Note: The new Website Builder plan type—and the Website Builder features inside
of our Email and Email Plus plans are now visibile to all client types—both
managed and referred.
Add-Ons For Managed Client Accounts (Single Bill)

(SEO, Inbox Preview, 1. Log into your Partner Portal at partners.constantcontact.com, then click the
Newsletter Archive) red “Go to BP Console” link on the left side of the page.
2. Choose the client account you wish to edit in the “Managed Accounts”
Learn more with section.
this video.
3. Once there, click the “Management” tab toward the top of the page.
4. Select to activate (or deactivate) add-ons under the “Available Services”
section.
Note: Newsletter Archive is included free in the Email Plus plan.
For Managed Client Accounts (Non-SingleBill)

1. Simply log in to your managed client’s account via the BP Console, then
purchase through the Constant Contact product’s interface.
For Referred Client Accounts

1. When a referred client starts a Constant Contact account, they will see
options inside that account to purchase the various add-ons.
Small 1. Visit bit.ly/ctct-sbms to get started.

2. Our team will work directly with you—we won’t contact your client unless it is
Business
specifically mentioned when requested. By letting us absorb a portion of
Marketing your work, you can get back to the projects and the clients that matter the
Services most. As a partner, you’re entitled to a 30% discount on most services—you
can set your own margin by charging your client whatever you want.

PARTNER HANDBOOK
HANDBOOK 18
How to move an existing
Constant Contact account
under your partnership.
For example, you may have been working with a current

Constant Contact customer before you became a partner—or
maybe an existing customer hired you to do their marketing
for them. Also, maybe one of your clients signed up to be a
customer through the Constant Contact website, rather than
your partner referral link.
Whatever the case may be, as a partner, you

can request that an existing Constant Contact
account be moved under your partnership.
A formal, written request must be sent to
partnersupport@ constantcontact.com by either you or the
customer. You must include the username of the account
being moved, the first, last, and company name of the
customer whose account is being moved, and your partner
name (or your first name, last name, and email address).
Finally, there must be explicit acknowledgment from the
customer consenting to their account being moved under
your partnership.
• Account move requests may include current customers or

trialers, expired trialers, and canceled customers.
• All accounts will be moved under the partnership as

partner referred. It’s your responsibility to re-categorize as
managed through your BP Console (if desired).
• Account move requests submitted through auto-

generated emails or online forms will not be accepted.

Moving an account to Partner Managed in the
Business Partner Console
Towards the bottom of the BP Console homepage,

you can view your referred accounts. After
identifying the account to be re-categorized as DID YOU KNOW?
TIP
managed, select “Move to Managed.” Then, click the
“Enable Partner Account Access Feature” button.
If you are moving an
This will unlock a feature in the customer’s Constant account to referred, you
can earn New Account
Contact account that allows you to manage their Bonuses and revenue
account. Until given access by the customer, you share if...
will see a 1. The account moves
“Pending” status notification. under your partnership
within 60 days of
After you have requested “Partner Account Access” conversion, or
from within the BP Console, the customer must fol- 2. The account moves
low these steps to grant you access to their under your partner-
ship within 60 days of
account:
your deployment as a
partner.
1. Log in to their Constant Contact account
Constant Contact will not
2. Click the user icon in the upper-right corner pay New Account Bonuses
or revenue share if neither
3. Select “My Account”
qualification is met.
4. Click the blue ‘Partner Management’ link
5. Click the button to “Enable Partner Account If you are moving an
Access”, and “Confirm” account to managed, you
can earn New Account
Please note: The customer will see a disclaimer Bonuses and revenue
message stating that this action will grant the share on all accounts
partner full access to their account before moved under your
partnership. There are no
selecting ‘Confirm’. We strongly recommend that
qualifications that need
you set the proper expectations with your to be met to earn on
customers ahead of time to avoid any confusion accounts moved to
or misunderstanding. managed.

How do I talk about
Constant Contact?
Wherever you’re marketing your business or
partnership with Constant Contact—whether you’re
writing emails, websites, digital ads or print materials,
here’s how you can stay consistent with our brand
voice and tone. TIP
Wherever you talk about

Constant Contact—on your
What is Constant Contact? digital properties, or in your
print materials—include your
Use this copy to introduce Constant Contact anywhere your referral link (either a “trial”
brand will be in front of prospective clients, across digital and link or a “buy now” link).
print marketing materials.
Use a service like bitly to
Constant Contact is a leader in online marketing shorten your referral link to
make it more print-friendly.
with a mission to provide people with a smarter way
to market an idea, small business or cause online. Remember—your referral link
Our platform has all the right tools, all in one place— is unique to your partnership,
and any Email/Email Plus
from a logo maker and intelligent website builder
plan trials started through it
to establish your brand; to email, social and search are credited to your
marketing tools to help you find new customers and partnership.
keep them coming back. Paired with award-winning
marketing advisors who know marketing across
industries inside and out—and provide practical
advice at every step of the way—we offer the right
approach to online marketing to achieve the results
you want.

Key Brand Messages
Use these shorter key messages as value proposition
statements for Constant Contact.
• We know online marketing, inside and out. Con-

stant Contact is built to simplify the complex and
confusing task of marketing an idea. And as a Con-
ACTION STEPS
stant Contact partner, [I/we] can help you bring it
to life.
Where should you be
using this messaging?
• All the tools and tips you need to get your online
marketing on track. Whether it’s creating great-
Your website—create an
looking email marketing campaigns, building an
“Online Marketing Services” awesome website with ease, creating a beautiful
page that outlines the logo for your brand, running Google Ads to get
services you provide to more website traffic, or finding new customers on
clients.
social media, [I’ve/we’ve] got all the tools, features,
and expert guidance you need to help you
In social media posts—
succeed—all in one place.
introduce yourself as a
partner, and include your • In a noisy world, [I’ve/we’ve] got your back. As a
referral link. [Certified] Constant Contact partner, [I am/we are]
with you at every step in your journey to achieving
online marketing success.
In your presentation decks
when training or
educating groups.
Talking about your partnership
with Constant Contact
In your emails—use the
customizable templates Use this copy to talk about your partnership with Constant
provided to you to help Contact on your digital properties and marketing materials.
get the word out about
your partnership, and the As a [Certified] Constant Contact partner [I/we] can
online marketing services help you make sense of your marketing. Not only am [I
you provide around
am/we are] an expert in Constant Contact’s marketing
Constant Contact.
tools, but [I/we] have the best practices and knowl-
edge to help you put your ideas into motion through
a holistic marketing approach. Whether you’re looking
for a full-service marketing expert or guidance getting
started, [I/we] can help you with the advice and
expertise that’s anything but one-size-fits all.

Using the CONSTANT BLUE
CMYK: 83-68-0-0
Constant Contact logo

HEX: #1856ED
RGB: 24-86-237
The Constant Contact corporate logo is the most APRICOT

CMYK: 0-45-97-0
immediate representation of our company to the HEX: #FF9E1A
world. It is a valuable corporate asset that must be RGB: 255-158-26
used consistently in the proper, approved forms.
CHARCOAL
CMYK: 69-63-62-58
HEX: #333333
RGB: 51-51-51
• The Constant Contact logo must appear at least once on every piece, as an
introduction (e.g. website or email) or to close a piece (e.g. back of data sheet or
brochure).
• The standard horizontal logo should be used in most cases.
• The alternate stacked logo can be used when horizontal space is at a premium.
• The preferred way to use the Constant Contact logo is on a white or light back-
ground. When the logo must be placed on a dark background, or color options are
limited, use an all white (knockout) version of our logo, or a 1-color version.
Constant Contact logo
Correct Usage
Approved logo usage:
logo Constant Blue - logo logo Constant Blue - logo
Charcoal - logo Snow - logo Charcoal - logo Snow - logo
20% black tint 0% black tint 20% black tint 0% black tint
Apricot & Snow - logo Apricot & Snow - logo on 20% image Apricot & Snow - logo Apricot & Snow - logo on 20% image
Color CONSTANT CONTACT Snow Constant Blue PARTNER HANDBOOK 23

RGB: 255 | 255 | 255 RGB: 24 | 86 | 237
CMYK: 0 | 0 | 0 | 0 CMYK: 83 | 68 | 0 | 0
The Constant Contact logo uses Constant Blue and Apricot for its main HEX: #ffffff HEX: #1856ED
colors. Sometimes, they may be substituted for snow and charcoal.

The stacked logo
If your logo is a vertical design, use the stacked Constant Contact
logo alongside it as shown in the example below.
Yes, please: Co-branding your logo with the Constant Contact logo
Co-branding your logo with the Constant Contact logo
1. Observe the clear space The

The horizontal
horizontal logo
logo
around the logo—nothing PARTNER
LOGO
Our logo needs room to breathe. Observe the clear space around the logo. Nothing should
should intrude into this Our logo needs room to breathe. Observe the clear space around the logo. Nothing should
intrude into this specified clear space. This also holds true with your logo. Provide ample clear
intrude into this specified clear space. This also holds true with your logo. Provide ample clear
space to obtain a visual balance between the two logos.
space. space to obtain a visual balance between the two logos.
2. Provide an ample space

between our logo and PARTNER
yours when pairing them. LOGO
PARTNER
PARTNER LOGO
LOGO
3. The standard horizontal
logo should be used in
most cases.
4. The alternate
PARTNER
PARTNER LOGO
LOGO
Constant Contact (stacked,
logo
above) logo can be used
Incorrect Usage
when horizontal space is at
a premium.
Horizontal logo
Horizontal logo
The standard horizontal logo should be used in most cases. If your logo
The
is
is
standard horizontal
a horizontal
asashown
horizontal
as shown in
design,
in the
logo
design, use theshould
use The
example.
the example.
be used
horizontal
the horizontal
in most
Constant
Constant
alternate stacked
The alternate stacked
cases.alongside
Contact
Contact
logo
If your logo
alongside
can be it
used when
it
horizontal space is at a premium. See next pagelogo can be used when

horizontal space is at a premium. See next page
It is important that the appearance of our logo remains consistent. The logo should not be misinterpreted,
modified, or added to. No attempt should be made to alter the logo in any way. Its orientation, color, and
Don’t do
composition any
should of this:
remain as indicated in this document—there are no exceptions.
Do not rearrange any piece of the logo. Do not add a drop shadow. If one is ever Do not change the color on any part of Do not make the mark larger. Do not move any piece of the logo.
considered, please go home. the logo.
Do not distort or warp the logo in any way. Do not use the wordmark by itself. Do not outline any part of the logo. Do not use the logo on busy backgrounds. Do not use the logo against non
contrasting colors.
Do not change the orientation. Do not rotate the logo. Do not use the old logo.

ACTION STEPS
Define your mission and

What are three things
that make me different/ value proposition
better from my compet-
itors? Why would some-
one choose me over a
competitor?
Before you begin marketing your business to
potential clients, it’s helpful to define (or update) your
mission and value proposition.
What are three things
that we do poorly and Tighten the big picture items, and clearly define your
need to improve on? Can mission and reason for being in business—as your
I get this feedback from
business operates today.
my current clients—and
turn it into an opportunity
to “WOW!” them? We’ve seen our partners go from good to great when
they take the time to shine a light on what truly sets
them apart, and can clearly communicate that to
their clients and prospects.
What would my ide-
al client look like? Do I
currently have clients like
this, and can I focus in on
being an expert in a niche
industry?
Am I consistently
communicating my
mission/values in all of
my branding?
Asking the important questions (left)
will give you the honest answers you
need to open your eyes, your clients’
eyes, and strengthen the pillars your
business will be standing on in the
future.
Do you have a website
for your business?
When people visit your website, they’re looking

for answers to their questions. Use the following
pages to answer them. Think about your busi-
ness specifically to add additional pages, like a
testimonials page, a services page, and portfolio
of your work.
HOMEPAGE
Your front door
DID YOU KNOW?
As a partner, Website Build-

er features are included
in your complimentary part-
ner Email Plus plan account!
TESTIMONIALS
Why should
others hire you?
SERVICES PAGE
What do you offer?
Mention your partnership
here!

CHAPTER THREE
Building your
business with
Constant Contact
Now that you
understand how to HERE’S WHAT YOU CAN BUILD YOUR
make money through SERVICES AROUND...
1
revenue share and
A mobile-
New Account friendly
Bonuses, let’s dive website
into how you can use
Constant Contact’s
2
tools to create Email
revenue by doing the marketing
work for your clients.
3
A primary
social
channel
4
Up-to-date
business
listings
5
A way to
easily create
content

1
A mobile-friendly
website:
Your client’s online hub. TIP
Your clients should all have mobile-friendly websites, as Buy a domain name for
a good website is at the center of all online activities. your client’s website to
match their business
It’s the hub you’ll want to help your clients point people
name.
to in order to drive business. You shouldn’t rely solely on
In the early stages of their
social media sites for this—your clients should have a
businesses, they may have
place they own. used free tools to get on-
line. Eventually, they’ll want
Think about the first thing you do when you want to to use their own domain
investigate a business. Typically, you’ll go looking for (for example, YourBusi-
nessName.com)
a website to learn more. Your clients’ potential
to look professional and
customers are doing the same. And they’re frequently add credibility.
doing it on a mobile device, making a mobile-friendly
Help them set up an email
website important for today’s consumers.
address on that domain to
add further credibility.
When we say mobile-friendly, what we mean is mo-
bile-responsive. A mobile-responsive website provides This is a must for you as
a great experience for visitors regardless of how they’re a marketing professional,
and for every one of your
viewing it because it adapts to the device being used clients.
to access it. With a mobile-responsive website, visitors
won’t struggle to find the information they need. The
good news is that Constant Contact’s website builder
can help you get your clients online quickly, to help you
deliver an effective mobile-friendly website.

Here’s how you
can take action
for your clients:
Create a
mobile-friendly
website as a
resource for
potential
clients.
By helping them to answer

questions of prospects and creating
content that’s helpful, you increase the
chances of people finding your clients
through search, consuming the
information provided, and sharing
those resources with their connections.

Selling Constant Contact’s
Website Builder to your Clients
SALES STATS
What is it?
There’s demand for your Our website builder and ecommerce features—
web design services! available in our Website Builder, Email, and Email Plus
plans—helps customers easily and efficiently build their
35% of small businesses brand and create a secure professional-looking
believe they are too small
website with easy-to-use website builder tools, intuitive
to have a website
solutions for attracting audiences, and helpful tips and
31% of small businesses guidance each step of the way. All Constant Contact
use social media instead plans allow you to create, publish, and maintain a
of having a website website.
25% of small businesses Who is it for?

lack technical knowledge
• Clients with modest budgets or web presence
20% of SMBs plan to make needs, like early stage small businesses, sole
their website more proprietors, nonprofits, and micro-businesses
mobile-friendly in 2019 looking to build their brand and get online. They
might have a Facebook Business Page they are
Source. using as their business’s web page but not an
actual website.
• Individuals with a side gig who would like to

showcase their work and/or sell their products
online.
• YOU—if you don’t offer web design services, now

you have an easy way to do so... if you already offer
these services, our Website Builder might give you
a way to serve the low end of the market.
How can you pitch it to your clients?

Making it easy for people to find you online has never
been easier, thanks to Constant Contact’s suite of web
building, ecommerce, domains, email marketing, and
logo making tools. Constant Contact provides
everything you need to get online—and grow online.

Website Builder Packaging
& Pricing Suggestions
Pricing & Packaging Your Services

An experienced, professional website designer in
most parts of the country will charge $2,000–$4,000
(USD) for a customized mobile-friendly website of
approximately 8–12 pages. Consider adding $100–
$200 per each additional page. Ongoing
maintenance of a site could be billed to clients at
ACTION STEPS $60–$350/month, depending on the work that
has to be done. Of course, there are always price
variances as you consider geography, client need,
Add email sign-up forms turnaround time, and industry.
to any website you build
for your clients—this is a Remember—you’re not only charging
great way to open the
door to selling your email for the work being done, but for your
marketing-related expertise!
services to your clients.
If you’re already offering web design services to your
clients, you might consider using Constant Contact’s
Website Builder to quickly wire-frame or develop for
clients with modest needs/budgets—serving the low
end of the market and growing these clients into
your more customized (and robust) solutions.
If you sell an Email/Email Plus plan account, you’ll

be eligible for New Account Bonuses and ongoing
monthly revenue share. If you sell a Website Builder
plan account, you’ll be eligible for ongoing
monthly revenue share. The services you provide
with the software are where you’ll generate
substantial revenue.

2
Email marketing: TIP
It’s how to drive business.

Create a simple series
of emails to welcome
people to your email list.
Why is email marketing important today? Simply, Since you’re a partner,

because it works. And yes, email is still ranked as we’ve dropped several
one of the most effective marketing channels fully-customizable email
templates into your
according to Ascend2’s 2019 Digital Marketing Constant Contact
Strategies Survey Summary Report. account.
Like your (or your clients’) website, email marketing Start a new email
also creates an owned asset—the contacts on a campaign, then click the
list are owned. And if you’re doing it right, those are “Partner Marketing” tab
people who have said, “Yes, I want you to market to inside the email template
picker.
me—I want to do business with you.”
Email marketing also allows you to automate much Feel free to use any of
these when communicat-
of the communication so the emails your contacts ing to your contacts—and
receive feel timely and relevant. Automation don’t forget to follow the
assures you get the right messages to the right directions found in the
people at the right time—this becomes incredibly block at the top of each
template!
valuable for your time-strapped clients!
Don’t forget to create a

When someone signs up to receive emails, they are
welcome series for each
actively demonstrating interest in you and your of your clients!
business. Take advantage of this time when a new
contact is highly engaged, and automate a couple
of emails to continue the conversation.
Whether they sign up today or a week from today,
they won’t have to wait to hear from you.

Here’s how you
can take action
for your clients:
Capture email
addresses
from website
visitors.
Coach your clients to

offer a free consultation
or exclusive content to
entice people to join their
email list. Then you’ll have
a way to follow up and
encourage people to do
business with them.

Here’s how you
can take action
for your clients:
Use email
marketing
to provide
exclusive,
helpful, and
promotional
content.
Email marketing allows

you to help your clients
build more meaningful
customer relationships
and drive business
because people have
opted-in to receive
information from your
client. They’re more
engaged with your clients’
businesses than the
typical social media
follower. Coach them to
provide their subscribers
with deals and information
they won’t receive other
places.

Selling Constant Contact Email
Marketing to your Clients
Why email marketing?

Email marketing (features available in our Email and
Email Plus plans only) has changed a lot since
Constant Contact introduced the first email
SALES STATS
marketing tool for small businesses in 1998. But what
hasn’t changed is its effectiveness—it also presents
Email marketing delivers a
38% return-on-investment
several advantages over traditional marketing
for every $1 spent. Source. channels, including:
97%: Constant Contact’s • Smart metrics allow marketers to track an exact

email deliverability rate. return on investment from email marketing.
Source.
• Email allows marketers to reach out to consumers
61% of consumers prefer to with personalized, relevant, and dynamic
be contacted by brands messages.
through email.
• Transactional emails allow businesses to respond
—Adobe
automatically to important consumer events, like
Consumers who purchases or shopping cart abandonment, with
purchase products targeted follow-up emails.
through email spend 138%
more than
those that didn’t receive Who is it for?
an email offer.
Anyone wishing to promote their business or nonprofit
—Wordstream
to an audience!

Making it easy for people to find you online has
never been easier, thanks to Constant Contact’s suite
of online marketing tools. Constant Contact provides
you with everything you need to get online—and grow
online. Constant Contact’s email editor makes it easy
to customize an email template and design
professional, mobile-responsive emails that look great
on every device.

Email Marketing Packaging
& Pricing Suggestions
ACTION STEPS
Auditing Services
Offering a formal audit of past marketing efforts and
a strategic approach based on your findings is a
Consider offering a free
consultation to your great place to start.
prospects. In a recent
survey, 91% of Constant The majority of our partners choose
Contact partners told us
that they do so. This is a to offer auditing for free as a way to
great way to perform an demonstrate value to prospective
auditing services, and tie
those items to paid
clients.
services you provide.
Take time to discover the client’s business goals and
marketing efforts to date. Some clients may already
have an existing email marketing tool in place—be it
Once the audit is
complete, provide your from Constant Contact or a competing solution. If a
client with a start-up ser- competing solution is present, consider this a prime
vice if they’re looking do opportunity to see if they’re getting full value from it,
their day-to-day market-
or if a switch to Constant Contact will enhance their
ing themselves...
ability to connect and engage with their customers.
Otherwise, move your Dive in to your client’s existing marketing productivity

prospect under your and deliverability, including open and click through
account as a managed rates, to get a sense of reader engagement.
client—here, you’ll be
Compare the results to industry benchmarks and
doing all of the work on
their behalf. your best-in-class customers. Take a look at your
clients’ copy, any offers they may have presented to
their customers, the cadence of their emails, the size
(and composition) of their contact list(s), and their
overall branding/design.

In a fall 2019 partner survey, 68% of partners told us they price per-project,
56% prefer long-term service contracts, and 45% price hourly (many selected multiple
methods). For those who price by the hour, 43% said they charge $50–100 (USD) per
hour. For those who charged per-project or by contract, 19% charged up to $500; 27%
between $501–2,500; and 37% above $2,501.
Consider charging around $250 for an email template, depending on the design work
involved and the number of editing rounds. You can also develop a 6-month content
calendar for your clients, and even offer a list upload and segmentation service.
Start-Up Services (One-Time) Managed Services (Ongoing)

Here, your prospect might just be For many clients, the work to maintain a
struggling to get their email marketing consistent campaign schedule becomes
efforts off the ground. That’s where you too difficult to manage on their own.
come in! A comprehensive start up services Managed services go a step further and
package around email marketing will take the burden completely off the client,
quickly improve customer engagement, leaving them to focus on their business. For
demonstrating meaningful value to clients. you, managed services provide the greatest
If the client likes the results they see this sets potential for recurring revenue:
you up to establish a solid sales stream for
your business. In this type of service, you’ll • Ongoing list management and
help your client by... segmentation will help make sure that
the right message is going to the right
• Selecting or designing a customized recipients at the right time.
email template to reflect the client’s
• Content development: regularly meet
branding.
with your client to understand what
• Writing—or providing some advice they’d like to talk about. This could be
on—copy that extends to subject lines, offers,
preheaders, and body copy. promotions, best practices, events—
• Training them on the basics of using anything! Turn your clients’ rough notes
Constant Contact on their own. into engaging content for future emails.
• Integrating their social media channels • With Constant Contact’s built-in

into their email campaigns—and using tracking and reporting functions,
their social channels to drive new email provide timely reports on who is
list signups. opening their emails, who is clicking,
and who is taking action. This reporting
allows you and your client to optimize.

3
Social media: It doesn’t
have to be overwhelming.
If your clients are like many of our customers, social TIP

media marketing can feel overwhelming. We hear
from our customers that it often feels like they’re
Don’t forget to regularly
spinning their wheels—doing a lot of activity across market your partnership
many channels with little to show for it. with Constant Contact on
your own social channels.
You should coach your clients to reserve their Sharing your referral link
is a great way to capture
business names on the important social channels
referral business.
so they have it. But they don’t have to be active
everywhere. That’s why we recommend starting with Keep an eye on your
one channel that makes sense for their business. partner portal and in the
newsletters we send to
Ideally, choose a primary social channel based you for sharable tutorials,
images, blog content, and
on the customers you’re trying to help your clients
best practices.
reach. Also, consider what channel they’re most
comfortable using and how it fits with the
personality of their business.

Here’s how you
can take action
for your clients:
Help them
interact
and engage
on social.
Remember it’s
called social
media for a
reason.
Social works best when

you’re not just asking
people to purchase your
services. Use social to
help your clients
generate awareness,
support customer
service, and drive action.
Ultimately, try to get
social followers to take
the next steps by visiting
your clients’ websites
and joining their
email lists.

Selling Constant Contact
Social Posting & Monitoring
to your Clients
What is it?
Included in all plans, Constant Contact’s social
publishing dashboard allows you to post to Facebook
and Instagram with ease. You can also respond to
SALES STATS messages, mentions, and comments—all from within
your account.
2.1 billion people use
Facebook every month. • Social posting: Create and publish engaging
—Facebook, 2018 content to Facebook and Instagram from a
single tool.
5+ hours each day are
spent by consumers on • Social inbox: Review and respond to messages,
social media. mentions, and comments—all from one place.
—Hootsuite, 2017
• Social scheduling: Schedule when to publish your
Facebook and Instagram posts ahead of time.
74% of Facebook users
access their account on • Social analytics and engagement: Learn who your
a daily basis. audience is and how involved they are with your
—Pew Research, 2018 social campaigns.
Who is it for?
Anyone wishing to promote their business or nonprofit
to an audience—who are looking to take control of the
information about their business/organization online.

never been easier, thanks to Constant Contact’s suite
of online marketing tools. Constant Contact provides
everything you need to get online—and grow online.
Constant Contact’s social media features make it easy
to find customers on Facebook and Instagram, drive
website traffic, and grow your contact list.

Social Media Services Pricing and
Packaging Suggestions
Since Constant Contact’s social monitoring and

posting features are bundled into all plans, this presents
you with a clear services opportunity.
Stop to think about your client’s holistic

marketing strategy and how social can be deployed
as a part of it.
Consider generating a proposal to your client for 6–12

months of ongoing social media presence management.
A longer term commitment can lock in revenue for you
and give both you and your client time to see the fruits of TIP
your labor. A holistic social media management service
could start at $1,000/month (USD).
How are you using
Constant Contact’s social
Think about these questions as you look to bundle social
posting and monitoring
media management services into a larger body of work: tools for your own
business?
• What is your client’s overall marketing goal? What
do they want to achieve on social media? Don’t just A strong social presence
will show your prospects
be there to be there—what is the value add for their
what you’re capable of—
prospective customers, followers, etc.? Start there, and they’ll want to hire you
then choose the network(s) that will help achieve to do the same for them.
these goals.
• Define the metrics you want to move—social

engagement metrics can tell you what’s working in
each channel, but map those metrics to real-world
results. Regularly report back to your client on this.
• How can social media work in conjunction with your

client’s web presence and their email marketing
efforts? The more you can tie these services
together, the more effective they all become.
If your clients are looking for an à la carte service

solution, you might consider charging by the page per
month. Some partners tell us they typically start
pricing at $100–250 (USD)/page per month for this type
of service.

4
Listings and review sites:
Provide accurate
information and respond
appropriately.
TIP
Once you’ve claimed a

Today people use a variety of apps and websites listing, you’re able to
to find the information they’re looking for. update the information on
Sometimes these listings are automatically those pages for
accuracy—and more
generated and other times your customers may
importantly—consistency.
create them.
As the business owner, you’re able to take control

of these listings by claiming them—which is
often as simple as clicking a button and submitting
requested information that proves the business is
yours.
Make sure all information is correct and up to date

across all sites. The last thing you want is for
someone to find incorrect information as it could
cause you to lose business.

Here’s how you
can take action
for your clients:
Engage with
reviews to build
trust.
Coach your clients to say

“Thanks” when their
customers take the time to
say positive things about
their businesses.
Also, be sure to quickly

attend to negative reviews
as well. People are looking to
see how a business
responds to negative
reviews. Sometimes the
feedback is legitimate,
sometimes it’s not. Your
client should respond
professionally to see if they
can resolve the issue. People
watching can tell if
someone’s being
unreasonable.

Selling Listing and Review Site
Monitoring Services to your Clients

SALES STATS never been easier, thanks to Constant Contact’s suite
of online marketing tools—but what about external
listing and review sites? I can help you take control of
88% of searches for local this information to ensure accuracy and consistency.
businesses on a mobile
Moreover, ownership of this information allows you to
device will call or visit the
business within 24 hours. respond to reviews from customers to drive
engagement and repeat sales.
90% of customers say
buying decisions are
influenced by online Listing and Review Site Service
reviews. Source.
Packaging Suggestions
45% of customers used
social media and 35% of
customers used an online Creating a one-time start-up service and following
review site when sharing
negative feedback—take
it up with a quarterly audit can be a quick revenue
control of potentially generator for your business.
harmful reviews by being
able to respond to them
Consider logging all of your clients’ rel-
first! Source.
evant business listings, and setting re-
minders to check in with clients to up-
date the listings.
First, claim your clients’ Facebook business page,
Google My Business profile, and Yelp listings for
them. Make sure that they have ownership of these
and provide URLs/logins to them as needed.
• Identify any other key listings that may be import

for your clients’ businesses.
• Periodically audit all listing information to make

sure it’s correct across all sites.

5
Create content:
Increase your clients’
chances of getting found
DID
TIP YOU KNOW?
Content is what people search for, consume, and

share online. If you produce relevant content for A blog allows you to create
your clients on a consistent basis (that aligns to helpful content for your
audience directly—our
what their audience is searching for), more people
Website Builder tool even
will find them and share their content. Your clients has blog capabilities!
will also make more connections and reach more
Want a shortcut? Share
people, who will also share their content.
Constant Contact’s blog
posts—and append them
This content helps search engines like Google find with your partner name
your clients’ businesses and can result in free (PN) to make sure that you
traffic to their website. Yes, there are some get credit for any trials
started as a result of
technical aspects to consider for search engine
visiting that link.
optimization or SEO. But at its core, it’s about
For example—
delivering relevant and meaningful content to the
https://blog.constantcon-
people you’re trying to reach. tact.com?pn=
A blog is functionality that makes it easy to add

content, or posts, to your website on a regular
basis. Whereas a website contains information
about products and services, a blog gives the
ability to demonstrate expertise by answering
more specific questions for prospects and cus-
tomers.

Here’s how you
can take action
for your clients:
Amplify your
efforts with paid
advertising.
With the fundamentals

in place for your clients,
you can drive traffic to
their websites, expose
their businesses to more
people, and collect more
email addresses to get
even more business
for them.
...and when it all goes to

plan, don’t forget to ask
your client to refer you to
their networks!

Selling Constant Contact Social
Marketing and Google Ads
SALES STATS
What is it?
Businesses make an Available in all plans, Constant Contact makes it easy
average of $2 in revenue to find customers on Facebook and Instagram, drive
for every $1 they spend on
website traffic, and grow your contact list. You can
Google Ads.
—Google Economic Impact, 2017
also now make your clients’ businesses even easier
to find with Google pay-per-click (PPC) ads—all right
75% of people who find inside Constant Contact.
local, helpful information
in search results are more
Our Facebook and Instagram social marketing
likely to visit the physical
stores. features
—Google
• Lookalike audience targeting: Target people with
1 in 4 Facebook pages use similar traits, interests, and demographics as
paid advertising.
your best customers—making them more likely
—Buffer, 2018
to convert.
75% of users take • Customizable audience targeting: Facebook’s
action on Instagram ads.
audience picker enables you to find new cus-
—Hootsuite, 2019
tomers based on age, location, interests/likes,
gender, languages, and behaviors.
• Results tracking: Track how well your Facebook

and
Instagram ad campaigns are working, and gain
detailed insights of your ad’s performance.
• Contact sync: New contacts are automatically

synced to your Constant Contact account, so
you don’t have to worry about exporting infor-
mation.

Our Google Ads feature allows you to turn website visitors into loyal customers via:
• Creation tool: Link your Google Ads account, provide basic information, and set
your ad budget. Our tool does the rest to create high-performing PPC text ads
that put your business at the top of Google searches.
• Industry and keyword predictor: Reach the right customers by automatically

targeting the most relevant keywords for your industry. Our tool has 96.9%
accuracy, so you can avoid broad matches and costly keywords that don’t drive
results.
• Automated bid management and optimization: Thanks to the intelligent

Google Ad engine, maintenance of your search ads—from keyword planning
to bid management to ad spend optimization—is automatic. Maximize your ROI
and peace of mind.
• Tracking and reporting: Track your Google Ads daily and receive weekly
campaign performance summaries, so you can understand what’s working and
make improvements where needed.
Who is it for?
Anyone wishing get found online, especially those with eCommerce stores, an event
to promote, a contact list to grow, or someone looking to boost awareness.

Make sure your business is seen on social media by targeting the right people on
Facebook and Instagram. Easily create social marketing and Google pay-per-click
(PPC) campaigns that generate brand awareness, drive traffic to your website, and
promote list growth. Then keep the conversation going with powerful email
marketing that engages contacts the moment they connect with your business—and
turns them into loyal customers.

Social Marketing and Google PPC
Ad Packaging Suggestions
Before deploying social (or Google Ads) for a client, it’s

helpful to understand where their target audience
“lives” online. Equally as important, is to secure at least a
3-month service commitment—to give yourself enough
time to run the ad, collect data, and optimize as needed.
Typical managed paid digital advertising services could

start at $400–600 (USD)/month. This includes the
copywriting, creative development, optimization, and
monitoring of a client’s campaign. Consider charging
your clients a nominal setup fee to get a campaign
TIP
deployed, or add on a percentage of their ad spend as a
fee. We’ve heard that this percentage could mark up the
ad spend 20–35%, with the percentage dropping as the How are you using these
ad buy increases. tools to promote your own
business, your Constant
Contact referral link, or any
Here’s what a typical service package might include: events you’re
holding to fill your own
• Connect your client’s accounts—integrate Facebook funnel?
and Instagram with Constant Contact.
Don’t forget to set aside an
• Design an engaging and effective social marketing ad spend budget. These
ad campaign—in just a few clicks. For a Google paid features are included at
ad—it’s just a matter of writing strong copy. no cost in both Constant
Contact’s Email and Email
• Expand your reach and identify lookalike audiences Plus plan account, but you
and target new ones based on age, location, will need a budget to pay
interests, and more. for the ads.
• Monitor results as you drive website traffic for your

client and add new contacts automatically to their
Constant Contact account.
• For Google Ads, manage keyword generation,

bidding, and spending to improve ad performance.
This can be done automatically in Constant Contact.

CHAPTER FOUR
Putting it
together for
your clients
Now that you
know how to Follow these steps:
create revenue-
generating Connect
services from the It’s all about getting people to your client’s
solutions that website. That happens through word-
of-mouth referrals, searches online, paid
Constant Contact advertising, mobile searches on apps, or
offers, how can through listing sites.
you bring it all
together to drive Experience
new and repeat Wherever your client’s prospective customers
are engaging with them, you should help your
business for your
clients to provide positive experiences. That’s
clients? often as simple as making sure people are
finding the answers to their questions, that
your clients are responding and engaging
with people, and generally being helpful.
Entice
At this stage where someone is feeling good
about your client’s business, it’s a great time
to entice them to stay in touch with your
client. This could be mean following them on
social channels, or even better, joining your
client’s email list.
Engage
Next, your job is to help your clients to
regularly engage with the people who
have opted to connect with your them. This
engagement is at the heart of the relationship
between your clients and their audience.

Connect Providing a wow
With new prospects Experience
Increasing
exposure
Entice
Staying in touch
Driving social visibility

Engage
When their connections engage with And that’s how it all works together.
your clients on social, forward their By focusing on those core elements
emails, or share their content, those of connect, experience, entice, and
interactions create more visibility for engage,
your clients’ businesses. you can help your clients to create
the relationships and interactions that
In turn, this engagement brings new
keep existing customers coming back
business to your clients and feeds into
and increase word of mouth and social
the ways people find them business in
visibility that brings them new business.
the first place.

How will you know your efforts
are working for your clients?
There’s no shortage of things to measure today. Likes, followers,

shares, opens, and clicks are all leading indicators. Don’t focus on
these vanity metrics alone to determine success. Pay attention to the things
that are specific to—and meaningful for—each of your clients.
Some high-level questions you

should answer to gauge success:
REMEMBER
• Are people visiting your client’s website?
• Are people joining your client’s email list? Across all that you’re doing online
• Are people contacting your client? for your clients, the idea should be to
use mobile- friendly websites, email
• Are people purchasing your client’s services?
marketing, social channels, business
listings, content, and advertising to
be useful to your clients’ current and
How long does online marketing prospective customers,
take to work? buyers, donors, etc.
From an organic, or non-paid perspective,
you should think in terms of months. But once •C
reate a website for them as a
you build that foundation and help your clients resource.
facilitate stronger relationships with their •U
se other channels to drive people
customers, the time frame shortens. Then you to your clients’ websites.
can experiment with paid advertising to
•C
apture email addresses and engage
amplify the efforts that are working.
customers to help drive new and
repeat business.

ONLINE MARKETING AUDIT CHECKLIST
Is your business Do you have a logo for your business? YES NO
online ready?
Do you have a domain name? YES NO
Use this checklist for your own

business, or use it to guide an Do you have a website? YES NO
audit of your clients’ online
marketing needs. Is it mobile friendly? YES NO
Does it include at least these three pages?
Homepage YES NO
About Page YES NO
Contact page YES NO
Are you answering the appropriate

questions for visitors on each page? YES NO
Are you using the appropriate imagery

and photography throughout your site? YES NO
Do you have a way to capture email

addresses from your website? YES NO
Are you offering something of value

in exchange for an email address? YES NO
Have you ever run an SEO audit

on your website? YES NO
Are you using an email marketing tool to

stay in touch with customers/prospects? YES NO
Do you have a Welcome Series ready to

automatically go out to new subscribers? YES NO
Do you have a written plan to send an

email at least once a month? YES NO
Do you have any ideas for other emails

you may want to automate? YES NO

Are you using social media channels
for your business? YES NO
Have you reserved your business name

on the major social channels? FACEBOOK
TWITTER
INSTAGRAM
LINKEDIN
PINTEREST
YOUTUBE
Have you chosen one channel as

your primary area of focus? YES NO
Are you engaging with people trying to

interact with your business on this channel? YES NO
Have you set business goals for your social

activity across the three categories?
Awareness YES NO
Customer Service YES NO
Driving Action YES NO
Do you have a written social plan

to achieve those goals? YES NO
Have you identified the listings and review

sites that are important for your business? YES NO
Have you claimed your business on these

listings and sites?
Google My Business YES NO
Yelp YES NO
Other Listings YES NO
Have you confirmed the information

is accurate on these sites? YES NO
Are you engaging with people

on these platforms? YES NO

Do you have a way to easily create content
on your website such as a blog? YES NO
Have you made a list of commonly asked

questions from your prospects/customers? YES NO
Do you have a written plan to publish answers

to those questions on a consistent basis? YES NO
Are you currently doing any

paid advertising? FACEBOOK
INSTAGRAM
GOOGLE
OTHER
Have you set aside a small budget to test

your paid advertising efforts? YES NO
Do you have a written plan

for paid advertising efforts? YES NO
Do you have a key metric that’s

important for your business? YES NO
Are you looking beyond vanity metrics

and paying attention to the metrics that
matter for your business? YES NO
Are more people visiting your website? YES NO
Are more people joining your email list? YES NO
Are more people contacting you? YES NO
Are more people making purchases? YES NO

You’ve got this. You’ve got us.
QUESTIONS ABOUT YOUR PARTNERSHIP OR OUR PRODUCT?
OUR PARTNER SUPPORT TEAM IS HERE FOR YOU.
— EMAIL US —
PARTNERSUPPORT@CONSTANTCONTACT.COM
— OR CALL US —
1-866-811-1344 (US & CA) • 0800 096 9279 (UK)
781-482-8662 (REST OF WORLD)

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v3 • JULY 2020

Your single source for all

For partner use only. Do not distribute.

This guide is written with both new and experienced

Chapter 1: For New Partners 04

Chapter 2: Partner Program Basics 09

Product Features, Plans, and Pricing 13

Setting up Client Accounts 16

Selling Product Plans and Features 18

Moving an Account into Your Partnership 19

Talking About Constant Contact 21

Defining Your Mission & Value Proposition 25

Chapter 3: Building your Business with Constant Contact 27

Email Marketing Services 33

Social Media Management Services 39

Listing & Review Services 43

Content Creation Services 46

Chapter 4: Putting it Together for Your Clients 51

CONSTANT CONTACT PARTNER HANDBOOK 02

CONSTANT CONTACT PARTNER

For new partners

CONSTANT CONTACT PARTNER HANDBOOK 04

Join our Facebook Group

CONSTANT CONTACT PARTNER HANDBOOK 05

CONSTANT CONTACT PARTNER HANDBOOK 06

Let’s get started Your first steps

on something Log in to your partner portal DONE

great together! Request access to our Facebook group DONE

SUPER IMPORTANT! Download and

Bookmark our product updates link DONE

Connect with your Account Manager DONE

Promoting Constant Contact

Locate your referral link in the BP Console DONE

Add your referral link to your email signature DONE

Add your referral link to your website

Send out an email through Constant

Schedule and send social media posts

Create a “services” page on your website to

Ask your Account Manager about becoming

CONSTANT CONTACT PARTNER HANDBOOK 07

People are looking for Businesses that are

As a marketing professional, you know how easy it is to become

Before you proceed, learn the

When it comes to helping your clients build their brand,

That’s why Constant Contact is more than email marketing.

Use our intelligent Website Builder to create and publish a

CONSTANT CONTACT PARTNER HANDBOOK 10

It’s all about finding

CONSTANT CONTACT PARTNER HANDBOOK 11

Website Builder (Plan Type) 18% ongoing revenue share paid

Email (Plan Type)

Email Plus (Plan Type) 18% ongoing revenue share paid

Inbox Preview Add-On

Newsletter Archive Add-On 18% ongoing revenue share paid

Small Business Marketing Services

CONSTANT CONTACT PARTNER

Website Builder Email Email Plus

CONSTANT CONTACT PARTNER HANDBOOK 13

CONTACT MANAGEMENT & LIST GROWTH

Lead Generation Landing Pages

CONSTANT CONTACT PARTNER HANDBOOK 14

SOCIAL MEDIA MANAGEMENT & ADS

Email & Email Plus monthly pricing is based on the