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in Getting Started

How Do I Get Started?

In this tutorial you will learn:


How to Create a List

The very first thing you want to create is a List. Your List is the hub of where most of the modules inside of Sendlane™ interact with.

1. Start by logging into your Sendlane dashboard and navigating to the “Lists” tab in the left-hand sidebar.

2. Next, select the “Create New List” button located underneath the “Lists” caption.

3. You will then be prompted to fill out the following fields, to complete the list creation process

  • List name – Name your list for your reference here.
  • Default from name – The name that your subscribers recognize, so they are more likely to open your email.
  • Default from email – Fill in an email your users will recognize, using a custom domain email.
  • Default reply-to email – The email where any replies will be sent, not required
  • Default Subject – This field can be left blank, it is not required. All your emails being sent to this list will default to this subject unless changed within the email.
  • Enable Automatic List Hygiene – This will allow your list to be automatically cleaned you can learn more about this process here.

4. After filling out this section click “Next” you will be prompted to fill out the next section.

  • Remind people how they got on your list – We suggest filling this section with information about how the subscriber’s email was added to the list.

5. After completing the Reminder section, you will need to select “Next” and enter your Contact information.

 

  • Company – Enter your Company or Business name here.
  • Address – Enter a valid address. This can be a P.O. Box that you own, if you prefer.
    • City
    • Zip/Postal Code
    • Country
    • State
  • Phone – Enter a valid phone number.

 

4. After filling out all the required fields, select the green “Add” button. You will then be brought back to the “Lists” tab and will see your created list.

Please Note: When creating a list and filling out the “Default from email” field, you cannot use a free email address like gmail/yahoo/etc. There was a recent change in what emails can be used when sending out emails using autoresponders. We are complying with DMARC’s latest standard. Trying to use a free email account will result in deliverability issues which is why we do not allow those email addresses when creating a List.

You will need to register your own custom domain and use that custom domain email in the “Default from email” field to successfully create a list. You can register a domain with GoDaddy, NameCheap, or any domain service provider of your choice.

 


How to Create an Opt-in Page

1. Start be navigating to the “Landing Pages” tab in the left-hand sidebar of your dashboard

2. Select “Build A Single Page” from the top right-hand corner

3.  Choose which style of page you would like to build. You can preview each page by hovering over your selection and click the ‘eye’ icon. There are several different styles of templates to choose from:

  • Flat Popup Opt-in Page – Used for a two-step Opt-in, the user will go through an extra step to submit their information
  • Opt-in Page – Common opt-in page, where users enter email and name
  • Video Sales Page – Includes a section where you can embed a video
  • Countdown Timer – Has a countdown timer included on page
  • Survey Page – Allows you to conduct a survey or quiz before the user is able to submit their information
  • Thank You Page – After a user opts-in, you may want to forward them to a Thank You Page

1. Enter a page name (This will only be seen by you), and edit the URL slug if needed, both of these can be edited later.

2. Once you have selected a page it is time to edit it. Here is a run through of the different tools you can find in the left-hand sidebar:

Grids – Allows you to place rows and columns of sections to add content (text, images, videos, and etc.)

Title – Creates a headline text block

Paragraph – Creates a text block of smaller text

Images – Allows you to add an image, and hyperlink that image

Videos – Allows you to add a video through a YouTube like or custom embed code

Forms – This button will only show if you have already created a form in the Integrations Section

Buttons – Add a button to your page to redirect a user to a URL

Settings – We will go over this in the next section

Background Image – Allows you to change the background image of the page

 

3. After designing your page, you will need to make sure it is connected to a list, see how to check the settings of your page in the next section


Landing Page Settings

In this section, we will cover the “Settings” tab inside of the Landing Page creator. Inside of the Settings tab, you will be able to control the most important aspects of your Landing Page.

1. Select a Landing Page to edit, or create a Landing Page

2. Navigate to the “Settings” tab in the left-hand sidebar

3. You will first see a section where you are able to edit the Page Name and Url-slug you chose when setting up the page

4. Continue to scroll down and you will find the tabs SEO Settings, Opt-in Form Integration, Tracking Code and Exit Popup.

  • SEO Settings – Allows you to add an SEO Page Title, Description, and Keywords
  • Opt-in Form Integration – On this tab, you will connect your page to a list, and redirect a user to a URL if you would like to send them to a Thank You Page, you can learn more about creating a Thank You Page here
  • Tracking Code – You can place tracking codes here
  • Exit Popup – Recognizes when a user is going to close the page and presents a popup, you can choose to redirect the user to a different URL if they choose to stay on the page

Publishing Your Landing Page

After completing the creation of your Landing Page, click the “Publish” button to the lower right-hand corner. You will then be prompted with two ways of publishing your Landing Page

  • Publish, using Sendlane as the host website
  • Download the HTML code, to add to your own domain/website

 


How to Create a Thank You Page

Thank You Pages are an important part of your funnel, letting your users know that they have Opted into your list successfully, and allow you to redirect them to a gift if needed.

1. Start by navigating to the “Landing Pages” tab in the left-hand sidebar of your dashboard

2. Select “Build A Single Page” from the top right-hand corner

3. Next, select what style page you would like to build. In this case, choosing a Thank You Page template, these are located towards the bottom of the templates section. You can preview the page by hovering over your selection and click the eye icon.

4. Enter a page name (This will only be seen by you), and edit the URL slug if needed, both of these can be edited later

5. Once you have selected a page and named it, it is time to design your layout. Here is a run through of the different tools you can find in the left-hand sidebar:

    • Grids – Allows you to place rows and columns of sections to add content (text, images, videos, and etc.)
    • Title – Creates a headline text block
    • Paragraph – Creates a text block of smaller text
    • Images – Allows you to add an image, and hyperlink that image
    • Videos – Allows you to add a video to a YouTube link or custom embed code
    • Forms – This button will only show if you have already created a form in the Integrations Section
    • Buttons – Add a button to your page to redirect a user to a URL (If there is only a single button on the page, the URL will be added in the “Settings” section)
    • Settings – We will go over this in the next section
    • Background Image – Allows you to change the background image of the page

 


Thank You Page Settings

In this section, we will cover the “Settings” tab inside of the Landing Page creator. Inside of the Settings tab, you will be able to control the most important aspects of your Thank You Page Page.

1. Select a Landing Page to edit, or create a Landing Page

2. Navigate to the “Settings” tab in the left-hand sidebar

3. You will first see a section where you are able to edit the Page Name and Url-slug you chose when setting up the page

4. Continue to scroll down and you will find the tabs SEO Settings, Opt-in Form Integration, Tracking Code and Exit Popup.

  • SEO Settings – Allows you to add a SEO Page Title, Description, and Keywords

  • Next Redirect URL – On this tab, you will be able to add a URL where the user will be redirected to if the click the button

  • Tracking Code – You can place tracking codes here

  • Exit Popup – Recognizes when a user is going to close the page, and presents a popup, you can choose to redirect the user to a different URL if they choose to stay on the page

5. In the next section, we will review the publishing options for your Thank You Page.


Publishing your Thank You Page

    1. After you have completed your Thank You Page design, it is time to publish it. There are two options:
      1. Use your Sendlane subdomain and the host the page through Sendlane
      2. Use your own webpage to host the HTML code of the Thank You Page
    2. Click on the “Publish” button in the bottom right-hand corner, here you will be able to publish your page or download the HTML file


How to Create a Workflow

1. First, navigate to the “Automations” tab inside of the left navigation bar of your dashboard.

2. Select the “Add Automation” button in the upper right-hand corner.


3. Next, you will see Template options and the “Start From Scratch” option. The template options cover common setups for workflows. If you would like to create your own, go ahead and choose “Start From Scratch”, then choose “Workflow.”

For your funnel, we suggest using the “Welcome new subscribers!” template.

4. Name your Automation, select “Workflow”, then “Next.”


5. You will then be prompted to choose how the Workflow will start, select this from the drop-down menu.
For your funnel, we suggest choosing “Subscribes to list” and then choosing the list that was created at the beginning of this process.
Your options will be the following:

  • Subscribes to list – The workflow will begin when a user subscribes to a specific list of your choosing, you can learn more about creating a list here
  • Submits a form – When a user subscribes to a list via a form the workflow will be triggered, you can learn more about forms here
  • Page visits – If you are using a webhook, a particular page visit will trigger the workflow
  • Tags – When a tag is added to a subscriber’s profile the workflow will trigger, you can learn more about tags here
  • Another Workflow – This option will allow you to trigger this workflow from an action in a different workflow

6. After choosing what will trigger the workflow to start, choose the settings that follow that trigger, and select “Ok.”


Setting up a Series of Emails

There are two ways to set up a series of emails, you can either start with the template called “Welcome new subscribers” or you using the following steps you can learn to create this setup manually.

1.  Start by creating a workflow, most users use the trigger “Subscribes to List” if they are creating a series of emails. We will use this trigger for this example. Click the “Add Action” plus button to get started. 

2. Next, you will add the action “Send Email” to the workflow. And create an email or select a pre-made email from the drop-down menu.

Please Note: It is important that this email is confirmed, and not in draft mode, otherwise it will not send out to subscribers.

3. Before adding another “Send Email” action, we suggest adding a “Wait” period to the workflow.

4. You will continue adding “Send Email” and “Wait” actions until you have added all the emails you wish to send.

Please Note: It is important to set up your workflow before users start subscribing to your list. Any preexisting user will not get pushed into the workflow, only new subscribers will.

It is important that all Emails in the Series are confirmed and not in Draft mode.


That completes the setup of your Simple Funnel, if you have any further questions please feel free to reach out to our Support Team.