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Integrations

Integrations connect Better Email to your ESP. They make it possible to export finished emails with the correct merge tags, segmentation logic, and platform-specific code for the target system.

What integrations are used for​

Integrations affect more than export. They can also shape:

  • merge tag output
  • segmentation rules
  • recipient field syncing
  • feed and personalization workflows

That means integration setup is foundational, not just a final-step task.

Who can manage integrations​

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Only users with the Admin role can create, edit, and authenticate integrations.

Editors and designers only see the integrations they have access to.

Adding an integration​

The high-level flow is:

  1. Go to Integrations.
  2. Create a new integration and choose the correct type.
  3. Enable it.
  4. Complete any required credentials or authentication steps.
  5. Save and confirm the connection is active.

Some integrations use API keys. Others use OAuth and will redirect you to the ESP for approval.

TODO: Add a screenshot of the new integration form with the integration type selector and enabled toggle highlighted.

Integration access and visibility​

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Enterprise-only feature: Integration access restrictions and group-based access control are available on Enterprise plans.

If integration access controls are enabled in your workspace, admins can limit an integration to specific users or groups.

This matters because integration visibility affects more than the integration list itself. Users only see integrations they have access to when:

  • exporting emails
  • choosing an integration for segments
  • choosing an integration for recipient fields
  • syncing recipient fields from an integration

If a user does not have access to an integration, they also will not see segments or recipient fields tied to that integration.

Exporting an email​

Once an integration is active, users can export emails directly from Better Email.

During export, Better Email renders the email with:

  • the current content and settings
  • merge tags
  • segmentation logic
  • integration-specific output rules

If the integration supports updates, repeated exports can update the same asset in the ESP instead of creating duplicates.

TODO: Add a short video showing the end-to-end flow from active integration to exporting a finished email.

Choosing the right level of detail​

This page covers the shared integration model. Use an integration-specific guide when setup details differ by provider.

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If the integration you need is missing from this list, contact us and we can help you choose the right workflow or confirm whether a dedicated integration is available.

Current guides:

Best practices​

  • Keep integration names clear so marketers know which one to export to.
  • Use access controls if different teams work in different ESPs or business units.
  • Verify recipient fields and segments after connecting a new integration.
  • Test exports early when setting up a new workflow, not right before a launch.