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Knowledge Base Home aero-right Automation Pro Integrations aero-right How do I integrate Privy with Benchmark?

How do I integrate Privy with Benchmark?

Automation Pro Integrations Updated on June 25, 2019

With our Privy integration, you can automatically add your Privy leads from your exit intent popups and opt-in forms to a Benchmark Email list. Send automated follow-ups from the moment they submit their information. Available free with every Benchmark account. Note: This is an integration built by Privy, the process to integrate will begin within their tool.

When logged into your Privy account:

  1. Click on your Username on the upper right corner.
  2. Select Integrations.
  3. Click on the Benchmark integration option.
  4. Enter your Benchmark Login and Benchmark API Key on the pop-up. Important: When pasting your Benchmark API Key and Username, make sure you remove any extra spaces. Extra spaces could be added when pasting, and hence give you an error.
  5. Now you’ve connected your Benchmark account to Privy. However, you will need to enable the email sync on a per campaign basis. To accomplish this click on the Campaigns tab on the upper left portion of your screen.
  6. Click on the Campaign of your choice.
  7. In your campaign design options, click Form.
  8. Scroll to the bottom of the screen and select Add new email sync.
  9. Choose Benchmark from the Select Account drop-down menu.
  10. Pick the Benchmark Email list to which you’d like to add contacts.
  11. Click Create Sync. 

Please note: Privy turns off double opt-in by default, but it can be enabled in the email sync settings within their tool.

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