You can add participants automatically to your Sendlane lists using the native Sendlane integration.

Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.

You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your project's card and selecting "Integrations" - then just click "Connect" on Sendlane's card.

In order to connect the integration, start by entering an Internal Connection Name, then enter your Sendlane API key, Subdomain and Hash Key.

Once you have connected integration, you'll be able to see the name of your connection as well as the name and API Key of the Sendlane account you're using.

Data mapping for the Sendlane integration

The integration will send email and default properties automatically.

In order for your list to accept more data, make sure to create custom fields in Sendlane accordingly.

In the following sections you'll learn how different data fields are mapped to Sendlane. Once the integration has been connected to your project, you'll find the button "Manage Custom Fields" on the project's integration settings.

Default custom fields that are already predefined by Sendlane:

  • Email

  • First name

  • Last name

Default custom fields that need to be created beforehand:

You need to create the fields in Sendlane and they should look exactly as shown below in the column "Sendlane Fields".

involve.me Fields

Sendlane Fields

Outcome

outcome

Project

involveme_project

Title

title

Gender

gender

Job title

job

Organization name

organization

Full birthday with year

birthday

Street

street

Zip

zip

City

city

State

state

Country

country

Phone

phone

Mobile phone

mobile

Fax

fax

Website

website

Country Code

country_code

Correctly answered questions

correct

Score

score

Outcome points

outcome_points

Calculator result*

calculator

Calculators by ID (eg. ca_xxxxxxx)**

ca_xxxxxxx

Facebook

facebook

Twitter

twitter

Instagram

instagram

Linkedin

linkedin

Embed URL

embed_url

Remote id

remote_id

*This is the result of the first calculator in the project, if there's only one calculator you can use this field.

**If you have multiple calculators in your project you can specify them by ID.

Good to know

  • Custom fields on existing contacts will be updated if the new submission is using the same email address.

  • If you have configured a Sendlane integration on a project and you duplicate said project, your integration settings will duplicate as well.

Opt-in Checkbox and GDPR

In order to be fully GDPR compliant, you will need to tick the option "Only trigger integration when opt-in checkbox element was selected" on your integration's settings and add a dedicated opt-in checkbox that sends data over to the integration, to your involve.me project.

Here's a step-by-step guide on how to set it up.

If GDPR is of no concern to you, then you can skip this step.

Testing your integration

Once the integration has been set up and connected to your project, it will be time to test it in order to ensure everything is working as intended, learn how to do it here.

If you still have any questions, please feel free to contact support.

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