How to turn on email sync

Privy allows you to connect your account to a number of email service providers. Connecting your account is something that can be done quickly and easily. The best part? Once you’ve completed this process your contacts will be auto-synced to the email service of your choice.

To start click, on your email address in the upper right corner of your screen. Once you’ve done this, you will be able to click on the “Settings” option on the dropdown that appears.

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You will then be brought to the “Settings” page for your account. From this page click on the “Linked Accounts” option. This option will be located on the bottom left portion of the page.

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After selecting this option, click on the Icon for the email service provider of your choice. In this example we will use MailChimp.

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After clicking on the MailChimp icon. You will be presented with a login screen. Enter your credentials on this screen and select the “Login” button.

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After doing this you will be returned to the “Linked Accounts” section within your Privy account. You will now see your linked account at the top of the screen.

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Note: Your email service provider account is now linked to Privy. However, we need to make sure that your campaign automatically syncs contacts to the list of your choosing. Syncing contacts to the right list is done on a per-campaign basis. To start this process click on the “Campaigns” tab on the upper left portion of the screen.

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Next, click on the campaign of your choice.

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Once you’ve selected your campaign click on the “Forms” tab.

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Then, select “Email Sync”.

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After selecting this, a new section will open up. You can then select the list that your contacts will sync to once they sign-up. Select your list and then save your changes.

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Important notes:

  • Not all email service providers work the same way, they may require different information from you before you can link them to Privy
  • Advanced sync is a feature that is only available on paid plans
  • You cannot sync one campaign to multiple email service providers.

As always if you require assistance please email support@privy.com

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