Articles on: Email & Messenger Integrations

Connect Personizely with ConvertKit

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

From your Personizely Dashboard, go to the “Settings” tab:


Settings


On the next screen, select the "Integrations" tab:


Integrations


In the Integrations tab, find ConvertKit and click the "Connect" button:


Connect ConvertKit


You will then be prompted to enter your API Key associated with ConvertKit:


ConvertKit API Key


To obtain your API Key login to your ConvertKit account.

After logging into your ConvertKit account click on the dropdown arrow on the upper right corner of your account screen and select "Account Settings":


ConvertKit -> Account Settings


In the "Account Info" tab, locate your API Key and API Secret. To view the API Secret, click the ‘Show’ link:


API Key & API Secret


Once you've obtained your ConvertKit API Keys, enter it into the prompt in Personizely and then press the "Connect" button:


Introduce API Keys


Note: Now you need to select a tag to segment your new subscribers.


In the "Widgets" tab, choose the widget you want to connect to ConvertKit, and click on the blue pencil to edit it:


Edit Widget


If there is already a subscription form present, click on the pencil to edit:


Edit Element


Add an automated action:


Automation


Select a tag, to segment your new subscribers and then press the "Save" button:


Select Tag


Congratulations, you've now set up your ConvertKit sync!

Identifying visitors



In order for Personizely to identify your ConvertKit subscriber and evaluate the lists and tags assigned to their profile, a connection needs to be established between him and Personizely.

To recognize someone clicking from your email as a subscriber, you will need to turn on the subscriber id setting in your ConvertKit admin area.

Log into your ConvertKit account. Click on the dropdown arrow on the upper right corner of your account screen and select "Account Settings -> Email":

ConvertKit -> Account Settings -> Email

In the "Advanced" section, check the box beside “Add subscriber_id parameter in email links.” After that, click on the "Save Settings" button.

Add subscriber_id

Updated on: 03/02/2022

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