Syncing Custom Fields to an ESP

Campaigns can sync custom fields for new signups to supported ESPs. For a list of all supported field types, see Field types in Privy.

Supported ESPs

We currently support syncing Custom Fields to the following email service providers:

  • Bizzy
  • Constant Contact
  • ConvertKit
  • Emma
  • Hubspot
  • Infusionsoft
  • Klaviyo
  • Mad Mimi
  • MailChimp
  • MailerLite
  • Soundest

Bizzy

Campaigns that sync to Bizzy will sync any of the following custom field names directly to Bizzy customers:

  • Birthday
  • Phone Number
  • Address line 1 ("Address" will also sync to Address line 1)
  • Address line 2
  • City
  • Region ("State" or "Province" will also sync to Region)
  • Postal code ("Zip" will also sync to Postal code)
  • Country

Constant Contact

Note: Refer to the About custom fields page on the Constant Contact Help Center for an overview of custom fields.

Campaigns are able to sync up to 15 custom fields per signup to Constant Contact.

Custom Field Index

Each custom field is identified to Constant Contact by it's field index - a number between 1 and 15. You may choose any number between 1 and 15 for a given custom field, as long as it is not used as the index for another field.

Once a custom field is synced to Constant Contact, it will be available as Custom Field <index>.

Updating Custom Field Labels

The form settings for each field must be updated to include the field index:

  1. Click on the Form section for the campaign.
  2. Click "Form fields" to edit your form's fields.
  3. Update the label for the field to match the format <label> | custom_field_<field index>.

    Example: To sync a field with the label Favorite Color to Constant Contact as Custom Field 1, the field label should be updated to Favorite Color | custom_field_1.

    Note that this field will still be displayed as Favorite Color - text entered after the | character is not visible within the popup.

  4. Repeat step 4 for each custom field.
  5. Once you are finished, click "Save Changes".

ConvertKit

Custom fields must be added to the ConvertKit UI before syncing new signups, please see the How do I create and use custom fields? article on the ConvertKit Knowledge Base. The name entered for a custom field within ConvertKit must be the same as the label given for the custom field within the Privy From fields.

To review the labels for your campaign:

  1. Click on the Form section for the campaign.
  2. Click "Form fields" to edit or review your form's fields.

Emma

Campaigns that sync to Emma will be able to sync custom fields for new signups after you reset the campaign Email Sync settings and save the campaign.

Hubspot

Campaigns that sync to Hubspot will be able to sync custom fields for new signups after you reset the campaign Email Sync settings and save the campaign.

Infusionsoft

 


The Custom Field Settings for the Contact Record within your Infusionsoft account must be updated before custom fields are able to be synced:

  1. Open "All Application Settings" by navigating "Admin" → "Settings"
  2. Select "Contact" from the "Custom Fields" dropdown and click "Go".
    2015-12-23-154952_981x240_scrot
  3. Select "Tab" from the dropdown and click "Add". Enter "Privy" as the Name and click "Save this Tab".
  4. Select "Header" from the dropdown and click "Add". Enter "Privy" as the Name, select the "Privy" tab and click "Save this Header".Infusionsoft Custom Field Tab and Header
  5. Return to Privy Dashboard and update your campaign Email Sync settings to sync to your Infusionsoft account and list. You must update your Campaign after making the above changes to your Infusionsoft Account.

Note: The names for the tab and the header must be set to "Privy".

Klaviyo

Campaigns that sync to Klaviyo will sync custom fields for new signups - there is no setup required, enjoy 😀. In addition to custom field support, Campaigns using the following custom field names will sync directly to the Klaviyo CRM:

  • Phone Number
  • Title
  • Organization (or Organisation)
  • City
  • Region
  • Country
  • Zip

Mad Mimi

Campaigns that sync to Mad Mimi will sync custom fields for new signups - there is no setup required, enjoy 😀

MailChimp

Campaigns that sync to MailChimp will be able to sync custom fields for new signups after you reset the campaign Email Sync settings and save the campaign. These custom fields will be available as Merge Tags within MailChimp, please see the Getting Started with Merge Tags article on MailChimp.

Note: Merge tags are limited to 10 characters. This only applies to the tag name, not the value supplied by the user. For example, a custom field called "Favorite Color" would be visible within MailChimp as the Merge Tag "FAVORITE_C".

MailerLite

Custom fields must be added to the MailerLite UI before syncing new signups, please see the How do I create and use custom fields? article on the MailerLite Knowledge Base. The name entered for a custom field within MailerLite must be the same as the label given for the custom field within the Privy From fields.

To review the labels for your campaign:

  1. Click on the Form section for the campaign.
  2. Click "Form fields" to edit or review your form's fields.

Soundest

Campaigns that sync to Soundest will sync any of the following custom field names directly to Soundest contacts:

  • Phone Number
  • Gender
  • Adress (physical address)
  • City
  • State
  • Country
  • Country Code

The birthday field will be synced as well. You can sync one additional custom field by using the universal attribute. Then, in Soundest, you can create a segment based on this universal attribute.

Example: To sync a field with the label Favorite Color to Soundest as universal, the field label should be updated to Favorite Color | universal.

Note that this field will still be displayed as Favorite Color - text entered after the | character is not visible within the popup.