To sync the contacts captured by your Privy Convert campaigns to your Postscripts account, you will need to link (integrate) the two accounts and add automation rules to your compatible campaigns.
Link the accounts
To link your Privy account with your Postscripts account:
- 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 the Postscripts option.
- Enter your email address and API Token in the prompt and then select Link Account.
All set! Postscripts should now appear as a linked account in the Authorized Accounts section. Time to ensure that your campaign includes the proper fields and disclaimer information.
Create a compatible campaign
For the proper information to sync to Postscripts so that you can send contacts text messages, a campaign must include the phone field and a consent disclaimer with the following language:
The complete display should look something like this:
With the proper fields and disclaimer included in your campaign, it's time to add an automation rule to sync the collected contacts from Privy to your Postscripts account.
Add an automation rule
To add an automation rule to a campaign so that the collected contacts sync to Postscripts:
- Navigate to Convert > All Campaigns.
- Select the campaign you'd like to sync and navigate to the Follow-up step of the campaign builder. The selected campaign must include a form with the phone field and the appropriate consent disclaimer as outlined in the previous section of this guide.
- Click the Sync signups button, select Postscripts from the dropdown menu, configure the presented options, and Save.
This campaign's signups will now sync to the selected keyword automated flow in Postscripts. 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.
Note: These settings must be set for each campaign individually.