Integrating with your Email Service Provider
Sumo integrates with a variety of services, but some of our most popular integrations are below:
You can find all of the services that Sumo integrates with here.
In order to connect Sumo to a third party service, follow the steps below:
Open the Launcher Settings menu at the top-right of the Launcher and select Settings
Click on the Integrations tab at the top
Now you will see a list of various Email Service Providers. Select "MailChimp"
Click on the "CONNECT" button
You will now see a Popup that will ask you to Login to MailChimp with your MailChimp credentials. You must provide your Username/Email, Password, and (sometimes) Captcha Security Code.
Almost Done! You will now See MailChimp connected! Now you must make sure of the following:
Select a List!! If you do not select a list your emails will NOT pass to MailChimp and be collected. If you see "-- Don't push to list --" Your emails will not pass.
Determine if you want to use Double-Opt or not. MailChimp, by default, requires your subscribers to confirm through an automated Email before being added. This is called Double-Opt and adds a step for your user. You can disable it by clicking on this button. If it is grey it is NOT Disabled!
Click "SAVE"! You did all that hard work! Now "SAVE" it!
In addition to direct integrations, we also provide the ability to connect to services via custom forms if you don't see your service on the list.
You can either use a HTML/CSS form, so you can completely customize the look and functionality of your form with our CUSTOM FORM feature, or you can use our FormSync feature to still use Sumo form templates that map to the fields in your custom form.
More on these features below: