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Syncing external email tags/lists to your Podia contacts

Learn how to syncing your Podia products and email forms to specific lists and segments in a third-party email marketing platform.

Written by Rodrigo

Even if your products, community, and site are all set up on Podia, you might still want to use an external email service provider (ESP) to stay in touch with your subscribers.

Once you’ve connected your ESP from the Integrations page, you can choose which tags or lists from your email platform should be used for each product, community, or email form section on your Podia site.

In this article, we’ll walk you through how to set this up so signups on Podia are automatically added to the right place in your external email platform.

Introduction & supported platforms

After linking your external email service on the Integrations page, you'll need to complete a few more steps to ensure everything is set up correctly.

Specifically, you should connect your tags or lists (depending on the service) for Email forms and/or each community plan or product Podia.

This step helps Podia know exactly where to add these subscribers on your chosen platform.

If you skip setting up these tags or lists, the integration won't function as intended, and emails won't be sent to your connected email platforms.

Once this is all set up, you'll be able to send emails collected from your products, community, and email form page sections seamlessly.

At this time, we support the following ESP integrations:

Connecting a list for a Product/Event/Plan

Before you begin... Make sure you have set up your ESP integration on the Integrations page.

Here’s how to set a list/tag for the connected external email service provider for a product/event/plan:

  1. From your home feed, click on your site name and select Admin from the dropdown menu.

  2. From the admin dashboard, use the sidebar menu and click:

    • Products, if you want to set it for a product (such as an online course, download, coaching session, or bundle).

    • Events, if you want to set it for an event.

    • Plans, if you want to set it for a plan.

  3. Click the Edit icon next to the product/event/plan you'd like to edit.

  4. Navigate to the Details tab.

  5. Scroll down to the Integrations area and click Edit next to Email integrations.

  6. Choose the audience segment/tag to finish syncing your customers with your external email service provider for this specific product.

    Anyone who signs up will be automatically tagged or added to the selected list in your connected email platform.

Syncing a list for "Email Forms"

Before you begin... Make sure you have set up your ESP integration on the Integrations page.

You can also send emails to ESPs collected through Email Forms you have on your site pages.

  1. From your home feed, click on your site name and select Admin from the dropdown menu.

  2. From the Admin dashboard, click Settings > Email in the sidebar menu.

  3. Click Edit next to the "Email form integrations" option.

  4. Select the list/tag from the connected email platform (it may vary depending on the platform you're using) you want to add your subscribers to.

    Note: This same tag will apply to all email forms you have across your site.

  5. Hit Save to save your changes.

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