How to Connect to an Email Service Provider

OptinMonster makes it easy to connect with one of our many native integrations. Seamless integration with many Email Service Providers (ESPs) and Customer Relationship Management (CRM) tools is available.

In this article, you’ll learn how to get started connecting OptinMonster to an Email Service Provider.

Before You Start

Here are some things to know before you begin:

• If you know the Email Service Provider you’ll be using with OptinMonster, we may already provide a specific guide for them.
•  As a best practice, we recommend you also connect your campaigns to Monster Leads as a backup.
• Some integrations require a minimum subscription plan. Check the specific guide for your Email Service Provider for the minimum plan required to use that integration.

Connect

When you create a campaign in OptinMonster that you intend to collect leads with you’ll want to integrate with one or more services to send those leads to.

To get started connecting to an Email Service Provider, follow these steps:

1. Navigate to the Integrations tab in the campaign builder.
   
2. Click Add New Integration.
   
3. Select your Email Service Provider from the dropdown field to begin connecting.
   
4. For a full walk-through for your specific Email Service Provider, refer to the dedicated guide.
5. When you’re finished, click Save.

Troubleshooting

What if my integration is not listed in the dropdown?

If your integration is not listed, then you will want to use either our Custom HTML integration or Zapier integration.

Can I change my Integration?

Yes, to change your Integration, follow these steps:

1. In the Integration view of the campaign builder, select the Integration you previously added to your campaign. In this example, the integration is with MailChimp and is named MailChimp.
   
2. Next, from the Email Provider dropdown, select the Email Service Provider you’d prefer to use instead. If you would like to use the same Email Service Provider but modify how the integration is configured you can do so on this same screen.
   
   
3. Complete the required steps to finish your connection with the new Email Service Provider — for a full walk-through for your specific Email Service Provider, refer to the dedicated guide.
4. When you’re finished, click Save.