After integrating, Privy can automatically sync your email contacts with their custom properties over to any list of your choosing in your Conversio account. After you complete the following steps, anytime a contact of yours signs up for your Privy campaign, their email address and any custom properties will automatically be imported to your Conversio account.
To begin: Click on the dropdown arrow on the upper right corner of your Privy account screen and select the option labeled "Integrations".
Once you've done this, you will be brought to an area labeled "Linked Accounts". From this page, click on the icon for Conversio:
After selecting the icon you will be prompted to enter you Conversio email address and API Key:
To obtain your API Key, login to Conversio
Once you've logged in scroll down to the bottom left side of the page and select settings:
At the top of the settings page, you will see your API Key:
Copy and paste that key into the "API Key" field in Privy, and select the "Link Account" button.
You will then see your Conversio account appear at the top of the "Linked Accounts" section of your Privy account:
Note: You've just completed syncing Conversio to your Privy account overall. However, you will need to add an Automation Rule on a per campaign basis. To accomplish this:
Click on the "Campaigns" tab on the upper left portion of your screen, then, click on the icon for your particular campaign:
Now navigate to the campaign’s Automation settings (all the way at the right), click the "+ New Rule” button and choose which account and list you want to sync new signups to.
Then click save.
Congratulations, you've now created your Conversio Automation Rule!