Simple Funnel Setup

In this section we will review how to get started by building a list for your subscribers. Then creating a workflow to utilize in sending emails to your new subscribers.

Creating a List

The very first thing you want to create is a List.

Your List is the main area where most of the modules inside of Sendlane interact. Click through the steps to see how to get your new list set up.

Step One

From your Sendlane dashboard, navigate to the 'Audience' tab in the navigation bar to the left, and then select 'Lists'. Next, select the pink 'New List' button located in the upper right-hand corner (or center of the screen if this is your first list).

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Step Two

You will then be prompted to input the following information:

  • Name of the List – Name your list for reference here.
  • Sender Profile – Select the Sender Profile you would like to be associated with this list. Click here to learn how to create a new Sender Profile.
  • Subscription Reminder – We suggest filling this section with information about how the contact’s email was obtained for the list. Remind people how or why they are receiving this communication.

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Step Three

After filling out all the required fields, select the pink 'Create' button and you will have your newly created list.

Creating an Automation

The next thing you want to create is an Automation.

Your automation is the main area where most of the modules inside of Sendlane interact. Click through the steps to see how to get your new list set up

Step One

Begin by navigating to the “Automations” tab inside the navigation bar to the left of your dashboard. Screen_Shot_2019-04-11_at_2.09.56_PM.png

Step Two

Select the pink “New Automation” button in the upper right corner.  Click here to learn how to create a new automation.

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Step Three

You will now be brought to the automation builder. In the top left corner of your screen, you can click the pen icon to give your automation a name. Then, select the “Click here to add a trigger” box to choose what action will prompt your automation to begin. The list of available triggers will appear on the right side of your screen.

  • 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.
  • Tags Added / Removed – When a tag is added to or removed from a subscriber’s profile the workflow will trigger, you can learn more about tags here.
  • Event Triggered – If you are using our event tracking feature a visit to the page with the event tracking code will trigger the workflow.
  • Custom field added – When a custom field is added via an Integration form
  • Email Campaign Opened – When a user opens a specific Campaign
  • Email Campaign Clicked – When a user clicks a specific Campaign
  • Another Automation – This option will allow you to trigger this automation from an action in a different automation.

Step Four

After choosing what will trigger the automation to start, choose the settings that follow that trigger, and select “Done.”

Please Note: If you choose your automation to trigger off of a tag, you will need to specify the From email and From name for emails to be sent with the automation.

Step Five

After choosing what will trigger the automation to start, choose the settings that follow that trigger, and select “Done.”

Please Note: If you choose your automation to trigger off of a tag, you will need to specify the From email and From name for emails to be sent with the automation.

Setting Up Your Funnel

Click through the steps to see how to get your series of emails set up

Step One

Start by creating an automation (just as we did above). Most users use the trigger “Subscribes to List” if they are creating a series of emails – this can be considered an ‘Onboarding Funnel’. We will use this trigger for this example. Click the plus sign to get started.

Step Two

Choose the type of notification you would like to send to your contact:

  • Email: this option will allow you to create an email to send to your user
  • SMS: this will allow you to send an SMS to your user, provided that you have their phone number
  • Notification: this option will allow you to notify someone on your team that the user has reached this far in the funnel

On the right side of your screen, choose the action that should occur next. We will choose “Send an Email” from the Send Notifications section. You will have the option to “Create New Email” or “Select Previous Email”. Please note that you will only be able to select prior emails which have been created within this automation.

Step Three

Before adding another “Send Email” action, an email marketing best practice is to add a one day “Wait” period to the automation.You can do this by clicking the plus sign below your last action, and selecting “Wait” from the Timing category.

Step Four

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

Categories and Actions

  • Send notification – Allows you to create and send an email or SMS to your audience, as well as internal notifications
  • Update Contact Property – Includes subscribing or unsubscribing your contact from a list, as well as adding/removing tags from a contact.
    •  Please Note: If unsubscribing the user from the list the workflow triggered off of, make sure to add this as the last action in the workflow.
  • Update Automation - Add contacts in your audience to a new automation once they reach this point in your funnel, end the current automation, or end another automation.
  • Webhook – Allows you to send or receive data to another service via API
  • Wait – This action holds the contact at a certain point in the automation based on the wait time chosen.
  • Conditional Split – Allows you to add segment your audience dependent on certain conditions
  • Goal – Allows you to set a goal for contacts. If the conditions of your goal are reached, the automation stops for that contact.

Creating a Workflow

A workflow is a series of steps that are automated by a “trigger”, in this case a new subscriber, an action that starts off other actions that follow.

It can be used to send out a series of emails as users subscribe to your list, move subscribers from one list to another after a set period of time, etc.

Click through the steps to see how to get your new workflow set up.

Setting up a Series of Emails

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

Click through the steps to see how to get your series of emails set up.

Step One

Start by creating a workflow (just as we did above), 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.

Step Two

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.

Step Three

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

Step Four

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

That completes your first steps to getting started. If you have any further questions please feel free to reach out to our Support Team.

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