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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 green “Create List” button located in the top right-hand corner.
    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.
      • 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.
      • 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.

 

  • After filling out all the required fields, select the green “Save” 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 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. You can preview the 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

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 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 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
  • Settings – We will go over this in the next section
  • Background Image – Allows you to change the background image of the page

6.  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. 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.

 

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

  1. After completing the creation of your Landing Page, click the “Publish” button in the lower right-hand corner
  2. 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 an Autoresponder

1. Navigate to the “Automations” tab found in the left-hand navigation bar of your dashboard.
2. Select the “Add Automation” button in the upper right-hand corner.

3. Name your Automation, select “Autoresponder Group”, then “Next.”

4. You will then choose who will receive this Autoresponder group, by selecting “Choose Recipients” in the upper right-hand corner

5. Select a list, segment, or tag and select “Save”

Please Note: If you do not have any lists already created, you will need to create one, you can learn how to do so here

6. Next, you will select “Create Autoresponder” in the upper right-hand corner to create your first email in your Autoresponder’s series

7. You will then be brought to the Campaign Setup Page, name your campaign, and enter a subject for your email. You can use the Personalize drop-down menu to add specific variable tags to your subject line.


8. On the next page, you will schedule your Autoresponder, we will go over this in the next section.


How to Schedule an Autoresponder

1. After creating your Autoresponder group, and creating an individual email, you will be brought to the “Autoresponder” tab in the Campaign setup page.
2. First, select how this Autoresponder will be triggered to be sent.

  • Subscription to List – When a visitor subscribes to the list previously selected
    • Select how many days, weeks, months to send
    • Select a time to send
    • Select day(s) of the week to send
  • Campaign is opened – When a subscriber opens an email
    • Select campaign trigger
    • Select how many days, weeks, or months until email is sent
    • Select a time to be sent
    • Select day(s) of the week to send
  • Any Link in a Campaign is clicked – When a subscriber click on any link in your email
    • Select campaign trigger
    • Select how many days, weeks, or months until email is sent
    • Select a time to be sent
    • Select day(s) of the week to send
  • Specific link in a campaign is clicked – When a designated link in your email is clicked
    • Select campaign trigger
    • Select link trigger
    • Select how many days, weeks, or months until email is sent
    • Select a time to be sent
    • Select day(s) of the week to send

3. After selecting a trigger, you will be prompted to design your email, select one of the options to do so.

4. Once you have designed your email, you will need to confirm the Autoresponder in order for it to be placed in “Ready” mode. You can read more about all of the statuses your Autoresponders may be in, in the next section.

 

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