SendLane
SendLane allows you to manage your email leads and send customized emails by creating Lists which are attached to Campaigns. After you sign up with SendLane, enter your SendLane accessToken into the SendLane plugin within your CRM to start creating your campaign routings.
To export your CheckoutChamp leads to SendLane, follow these steps:
Step 1: Create your List(s) and Campaign(s) inside SendLane
Step 2: Generate your accessToken inside SendLane
Step 3: Add SendLane plugin inside CheckoutChamp
Step 4: Configure Campaign Routings
Step 1: Create your List(s) and Campaign(s) inside SendLane
Create your customer lists inside SendLane by clicking Audience from the side menu and then clicking the Create List button. You will need to create at least one List in order to export your CheckoutChamp leads/sales.
Give the list a Name and select your Sender Profile.
Lists at SendLane are attached to your SendLane Campaigns. Once you create your list(s) you can then create your campaign(s) and assign them to your list(s). To create your campaign(s), navigate to the Campaigns section within SendLane and click the New Email Campaign button on the top right of the page.
Inside the Campaign’s settings, complete the configuration and be sure to select the list of customers that this email campaign should send to.
Once your Lists and Campaigns are created, you will need to generate your accessToken. Please proceed to Step 2.
Step 2: Generate your accessToken inside SendLane
To generate your access token, navigate to Account → API and click the Create API Token button.
Give your Token a name so that it is easily identifiable against other tokens you might generate, then click Create.
When you click create the window will update with your newly generated Access Token. Be sure to copy and save this somewhere as the token will only ever be displayed once. You can delete a token and add a new one if you ever lose your Access Token.
After you have created your list(s), campaign(s) and access token within SendLane, you can then proceed to Step 3.
Step 3: Add SendLane plugin inside CheckoutChamp
Inside CheckoutChamp CRM, click Plugins under the Admin section, then select Email Service Providers.
Select SendLaneV2 and then click Activate.
You will then be prompted to enter your accessKey provided to you by SendLane. After entering in your accessToken and click Connect.
Step 4: Configure Campaign Routings
Now that the plugin has been created it is required to configure the campaign routings in order for CheckoutChamp to know which customers to send, and to which list within SendLane.
To create your routes, click the blue Edit Plugin button.
Then click the green + (add) button on the top right corner of your CheckoutChamp Plugin page.
Error Fetching SendLane Campaigns? Click Here
The plugin will be created even if inaccurate information is entered in, however it will not function and will display an error when you try to create a Campaign Route. You can edit the plugin if needed to update the accessToken.
Make sure that you copy and paste the accessToken exactly as it appears on your SendLane Account so that you can complete step 3 of the set up.
In the setup window, select the customer type you wish to export to SendLane and optionally the specific Campaign or Product. The bottom dropdown allows you to select which SendLane List that you want to route this type of customers to.
You can create as many campaign routes as you need and they will all be listed with the Campaign Routing section so you can reference and delete them as necessary.
Keep in mind that if you create a campaign route for Partials that includes "All Campaigns" and assign them to List A and then you create another campaign route for Partials specifically for Campaign X and assign it to a separate SendLane List, Then every Partial customer that comes in on Campaign X will be exported twice and added to both Lists. The same holds true for “All Products” routes & individual product routes.
You are done! Your CheckoutChamp leads will now be automatically exported to SendLane as you specified in your Campaign Routing setup.
If you ever create new lists within SendLane you can simply edit your SendLane plugin inside of CheckoutChamp to start sending data to those new lists.