Integrate Privy with an Email Service Provider (ESP)

Privy integrates with many of the industry's leading email service providers (ESPs). If you're working with one already, you can link your accounts to sync new Privy contacts to your existing service automatically. If Privy doesn't integrate with your current service, you can manually export your Privy contacts as a CSV file and import them directly into the external provider. 

Integrate with your email provider

To link your Privy account with a supported email service provider:

• In Privy, click the Account option from the navigation. Your business name appears there. 
• Select the Integrations option from the dropdown menu.
• Scroll down to the Available Integrations section and select your provider.
• Follow the prompts. Each provider is a bit different. Most of the time, all you need is your username and password for the selected service; however, some providers require additional pieces of information. 

All set! The selected provider should appear as a linked account in the Authorized Accounts section. Now, it's time to add some automation rules to sync your contacts. 

Add an Automation Rule

To a Template Display

To add an automation rule to a display so that the collected contacts sync to your provider:

• Navigate to Convert > All Displays. 
• Select the template display you'd like to sync and navigate to the Settings step of the display builder. The selected display must include a form to sync contacts. 
• Click the Show Advanced Settings button, scroll to the Sync Integrations section, and click on it.
• Select the account and list that you would like to sync to and save

To a Classic Display

To add an automation rule to a display so that the collected contacts sync to your provider:

• Navigate to Convert > All Displays. 
• Select the display you'd like to sync and navigate to the Follow-up step of the display builder. The selected display must include a form to sync contacts. 
• Click the Sync signups button, select the provider from the dropdown menu, configure the presented options, and Save. 

This display's signups will now sync to the selected provider. Click on the Sync signups button again to sync contacts to additional services or lists. Check out this guide for more information on automation rules and how to troubleshoot common sync issues. If your displays include custom fields, please make sure they are mapped correctly between Privy and the external provider.