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

To begin: In your Personizely dashboard, click on the gear button in the top-right corner of your screen:



In the drop-down menu choose and click "Settings":

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.



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

Click on the "Widgets" tab on the head portion of your screen:

Widgets

Then, click on the pencil to edit widget:

Edit Widget

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

Edit subscribe form

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
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