This document covers two routes steps to configure the Conversio Integration. One via the Design Canvas and the other via our new Setup Wizard.
Here’s a quick list of what we’ll cover in the article:
Route one via Setup Wizard
In the video above, we show a quick demo of the Setup Wizard. You will notice the following section in the video.
Clicking Integrations will show the following:
Once logged in, you can then proceed to the "Conversio Mailing List Selection" below.
Route two via Design Canvas
(works best if you already have a promotion to edit)
Note: If you have an existing email field on the form, click "Change Form" on the right, then click "Change Integration" at the top if needed.
Once authenticated, you will see your current Conversio Mailing Lists appear. Select one list you would like contacts to be added to or create a new one. The new one will be added to your Conversio account and will be available for immediate selection.
Conversio Field Definition
Conversio only supports adding email address to contacts at this time.
Once you have finalized the fields to use, click “Create Form” then arrange the fields are your promotion as desired.
Once you have arranged all fields, be sure to SAVE and then Preview or Publish your Promotion.