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Sendlane

How to integrate Sendlane into AEvent

AEvent avatar
Written by AEvent
Updated over 4 months ago

New leads generated for your AEvent timelines can be sent via API to your SendLane account at the time of registration.

Then, through AEvent, you can initiate timeline actions, triggering the right message for the right audience at the right time with your email sequences fully customized and dynamic, unlocking full evergreen automation potential.

Timeline Actions:

Adding your SendLane Account to AEvent

In order to add your SendLane Integration, you will need to first navigate to Integrations within AEvent, click Add Integration, and then search / select SendLane.

Then, name your integration as you see fit and click 'Add.'

When you click on 'Add,' a pop-up from SendLane will appear. Please open a secondary tab and log in to your SendLane account.

Once logged in, you will need to click on the settings cog wheel, then API.

From there, you need to copy your API Key, API Hash Key, and Sendlane Subdomain.

If you have not generated an API key before, you will need to click on 'Generate API key.'

Copy these 3 values from Sendlane into AEvent, then click on Continue.

Once your SendLane account has been successfully added, you will be see it's Connected state, and you are able to click on 'Test'.

A successful connection will yield a positive test result. Congratulations, your SendLane account is now successfully connected to AEvent!

Configuring your SendLane Integration within a Timeline

In order to utilize your SendLane Integration within AEvent, you need to activate it within the timeline you are working with. To do this, open the timeline you are working with.

Then select Integrations, set your SendLane Integration as Active, then click on the cogwheel to define your settings.

Within the Integration Settings, we need to select a list to add the registrants to. We can also add a Tag to add the registrants (when they register).

(You can create a new tag if desired!)

We HIGHLY RECOMMEND clicking on Custom Fields (Personalization) - Show, and setting up some custom personalization fields.

These are values that include not only email and name (Join Link, Replay Link, Day of Webinar, Day of Week, Time, UTM Tracking Parameters, etc.), and are sent along with the new subscriber information to SendLane.

We've made the creation of these fields easy, and by clicking the 'Create System Fields button', AEvent will automatically create within SendLane the needed Custom Fields, while selecting those values within AEvent.

You can also use the Create Single Field to create a single Custom Field within SendLane. OR you can manually create fields / use pre-created fields. If you manually create a new field within your SendLane integration, you will need to click on Refresh for it to appear here.

Once you create your custom fields, you can click out of the pane, as the initial setup of your SendLane integration within THIS AEvent timeline is now complete!

Creating a Timeline Action to Add (or Remove) a SendLane Tag

Setting up a timeline action to Add or Remove a tag from a contact within SendLane is Easy.

Within the timeline builder, start by creating an action and selecting the date and time that you wish the action to occur. Select the audience you are targeting, then select your SendLane Integration and Add (or remove) a Tag.

Then, enter the desired tag name to use. (DO keep a note of what you used for your reactive campaign within SendLane).

Once you've created or selected the tag in which you want to add, just click on Create.

Your Add Tag (or Remove) Action has now been created, and you can view it on your timeline. Per the example above, 15 minutes prior to the event starting, an action will occur that will add a tag to all registrants registered for the scheduled event.

Creating a Timeline Action to Move a Subscriber to another list

Creating a timeline action to move a subscriber to a different list at a set time before or after your Event is easy.

Within the timeline builder start by creating an action, selecting the date and time that you wish the action to occur. Select the audience you are targeting, then select your Sendlane Integration and Subscriber Move List.

After clicking on Create, your action will be created and viewable on your timeline.

When this action occurs, it will now move all registrants that match the Non-Attendee Audience from the original list they were added to (at the time of registration) to the new list 'Tutorial.'

Creating a Timeline Action to Delete a Subscriber

If you wish for an automation action to occur that will delete a certain audience at a certain time from your SendLane account, these are the steps.

Within the timeline builder start by creating an action, selecting the date and time that you wish the action to occur. Select the audience you are targeting, then select your SendLane Integration and Delete Subscriber.

After clicking on Create, your action will be created and viewable on your timeline.

When this action occurs, it will delete all subscribers matching the audience selection from your SendLane Account. DO NOTE: This does not remove the registrants from your AEvent account.

Using AEvent Custom Fields as Personalization values inside your Emails

When registrant information is sent to SendLane on registration, any custom fields that you have set up will be sent along as 'Personalized Content' or 'Personalization Tags.' You can use these dynamic tags to not only populate the normal fields like First Name, but you can also use Join URL, Replay URL, Day of Webinar, Time of Webinar, etc.

Below, we are in the SendLane email editor, and here, using the Personalize Option, we can search out all of the fields that are being sent at the time of Registration.

You can also use these values within your email editor as hyperlinks (Join US button). If you click select joinURL, SendLane will paste into your email editor the short-code (the example above would be {{ contact.custom('joinURL') }}.

Then we can highlight a word within the email editor and paste

{{ contact.custom('joinURL') }} as the Web Address.

Clicking insert creates an HTML link for the Join Us HERE text in our email. Now, when someone clicks the link, it's their join link, and it will take them to the event!

How to reconnect your SendLane Integration

If you are encountering issues with your SendLane integration, it is possible that the API key issued from SendLane has been reset or changed. If you click 'Test' and it is NOT successful, the first step we recommend is reconnecting your integration.

Click on Re-Connect, then please open a secondary tab and log in to your SendLane account.

Once logged in, you will need to click on the settings cog wheel, then API.

From there, you need to copy your API Key, API Hash Key, and Sendlane Subdomain.

Copy these 3 values from Sendlane into the AEvent pop-up, then click on Continue.

Once your SendLane account has been successfully added, you will be see it's Connected state, and you are able to click on 'Test'.

A successful connection will yield a positive test result. Congratulations, your SendLane account is now successfully Re-connected to AEvent!

How to remove your SendLane Integration from AEvent

If you want to remove your SendLane integration from AEvent, you need to navigate to Integrations, locate your SendLane integration, and click on the trashcan icon.

You then will be prompted to confirm deletion.

(NOTE: Removing this integration will immediately affect its use with any timelines that it is active in.)

If you are experiencing issues with this integration but do not desire to REMOVE it, we recommend reconnecting it instead. This will allow it's configuration to

continue as set within your timelines.

Once you confirm removal, the integration within AEvent no longer exists.


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