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Integrating Personizely with SmartrMail
Integrating Personizely with SmartrMail

Integrate your Personizely list building widget with SmartrMail

Peter Connolly avatar
Written by Peter Connolly
Updated over 6 months ago

Follow the steps below to integrate your list building widget with SmartrMail.

Step 1: Go to the Settings Page

From your Personizely dashboard, click on the gear button in the top-right corner of your screen and choose “Settings” from the drop-down menu

Dashboard



Step 2: Select the "Integrations" tab

Integrations



Step 3: Find SmartrMail and click the "Connect" button

SmartrMail



Step 4: Add your SmartrMail API Key, which you can find in your SmartrMail account

API Key



From your SmartrMail Dashboard, click on your account name and choose "Settings" from the drop-down menu:



In Settings, go to the Integrations tab and copy the API token:



Introduce the key/token and click "Connect"

Connect



Congratulations, now your two accounts are connected and you can sync your contacts between them. To do that, you just need to go through a couple more steps.

Step 5: From your Personizely Dashboard, go to the Widgets tab, find the Widget you would like to edit and click the pencil button:

Edit Widget



Step 6: Add a subscription form

If there is one already click the blue pencil button that shows up when you hover over it:

Edit Element



Step 7: Click the “Add” button placed under the Automation category, and make the respective choices in the new window.

Add Automated Action

We recommend to choose a manually created list other than your main Customer list which imports your subscribers from Shopify or other e-commerce platform.

Step 8: Save your changes

Save!

That's it you've integrated your list building widget with SmartrMail 🎉

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