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 setup, 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"
Before you begin... Make sure you have set up your ESP integration on the Integrations page.
Go to your Products page by clicking Products and choose "All products" from the dropdown.
Click on Edit next to the product you'd like to define an audience segment for.
Navigate to the Details tab.
Scroll down until you find the Integrations area. There, choose the audience segment you want to connect with signups for this specific product.
Anyone who signs up will be automatically tagged or added to the selected list in your connected email platform.
Connecting a list for a "Community Plan"
Before you begin... Make sure you have set up your ESP integration on the Integrations page.
In the navigation menu, click on Community and choose Home.
On the next page, select Settings. Scroll down to your plans section and choose Edit. This will need to be done for each plan you want to include.
At the bottom of the next screen, you’ll be able to select the tag or list you’d like contacts to be sent to.
Connecting 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.
From your dashboard, click on your Avatar in the top right-hand corner and select Settings.
Locate the Email settings group and click on Edit next to the "Email form integrations" option.
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.
Hit Save to save your changes.
Still need help? If you have any questions, send an email to hello@podia.com or click the purple help icon to send us a message 😄