Syncing Data between multiple platforms

Many companies utilize multiple ESPs for various reasons, such as preferring specific features of different tools, merging with other companies using different tools, or cost-saving measures by using multiple platforms. However, managing customer preferences across these ESPs can be challenging, especially when a customer updates their preferences (e.g., unsubscribing from a list).

❌ Problem

When a company uses multiple ESPs, like ActiveCampaign, ConvertKit, and Brevo, it becomes difficult to keep customer preferences synchronized across all platforms. For example, if a customer unsubscribes from an email list on ActiveCampaign, the company must manually update the preference in ConvertKit and Brevo. This manual process is prone to errors, leading to the risk of customers receiving unwanted emails and possibly reporting them as spam. Some teams attempt to automate this process with tools like Zapier, but this can be costly and complex to maintain.

✅ Solution

By integrating all your ESPs with EmailPref, you can automatically sync customer preferences across all platforms. EmailPref enables seamless synchronization by creating automated actions that ensure preferences are updated across all connected ESPs instantly.

🛠️ Implementation Steps

1. Integrate Your Tools with EmailPref:

   • Connect all the ESPs you use (e.g., ActiveCampaign, ConvertKit, Brevo) to EmailPref.

   • Once connected, all your email lists from these ESPs will be visible within the EmailPref dashboard.

2. Create Sync Actions:

   • Example Scenario: A user unsubscribes from an ActiveCampaign list, and you want this change reflected in both ConvertKit and Brevo.

   • Step 1: In EmailPref, select the ActiveCampaign list where the user has unsubscribed.

   • Step 2: Choose the corresponding list in ConvertKit that needs to be updated.

   • Step 3: Repeat the process for Brevo by selecting the same ActiveCampaign list and mapping it to the relevant list in Brevo.

3. Automatic Sync in Action:

   • Whenever a user unsubscribes or subscribes via ActiveCampaign (either through an unsubscribe link, preference page, or any other method), EmailPref will automatically update the user’s status in both ConvertKit and Brevo.

   • This real-time synchronization eliminates the need for manual updates, reducing errors and ensuring consistency across all platforms.

✔️ Benefits

• Consistency: Ensures that customer preferences are uniform across all integrated ESPs, minimizing the risk of unwanted emails.

• Efficiency: Automates the synchronization process, reducing the need for manual interventions and complex setups.

• Simplicity: Compared to tools like Zapier, EmailPref offers a more straightforward and cost-effective solution with no technical expertise required.

🛫 Takeaway

Using EmailPref to sync customer preferences across multiple ESPs streamlines the email marketing process, enhances customer experience, and provides peace of mind knowing that all customer preferences are up-to-date across all platforms automatically.