You can add participants automatically to your Sendlane lists using the native SendLane integration. You can either set it up for your organization (all projects that don't have individual integration settings) or on a project level.
Make sure you have a dedicated opt-in checkbox in your involve.me project and it is set to "Sends data to: Sendlane (or all integrations)".
Your integration will send email, first name and last name automatically, however you can add more fields to be sent. All the fields in the DataCollection component except for the firstName, lastName and Email will be sent out to your list as custom fields.
Data from question elements must be set up through "custom field mapping".
Duplicated projects: Be aware that if you have configured a Sendlane integration on the project level and you duplicate the project, your integration settings will duplicate as well.
Be aware that double opt-in is activated by default and each new subscriber will receive a confirmation email.
Testing the Integration: Once a user completes the survey, check the Analytics of the project -> Select the Responses [ ] menu -> Select a submission. On the right pane, scroll down the page until the "INTEGRATIONS" section.
The Sendlane icon, along with the other integrations configured, should be displayed with a status: "Successful".
If the Sendlane icon is not present, it is not integrated with the project. If it is greyed out, the Integration is present but has not been triggered. Other statuses include Pending or an Error description that can be used to further troubleshoot the issue if necessary.
Triggering the Sendlane integration manually. In case the Integration is configured but the Opt-in checkbox was not checked or not configured, or if the submission was only partial, you can still trigger that integration from each individual submission from the Analytics, responses menu.
Note: To trigger the integration on a partial submission, the submission must have been revealed and an email form must have been filled in by the participant.
When clicked, you will be presented with the option to trigger the Integration for all submissions for which the integration was not executed.
If you have any questions, please contact support.