How to Configure Sendlane Integration

Overview

Follow this guide to learn how to set up the custom Sendlane integration.


How to Configure Sendlane Integration

Access Custom Integrations:

  • Begin on your Sendlane homepage and use the left-hand navigation menu to click on the "Setting" tab. An additional navigation menu will appear, locate and click on the "Integrations" tab.
  • Once in the integrations settings, locate the box titled "Custom".
  • Click on the "Connect" button located in the upper right-hand corner of the box.
    • (See Figure 1)

Step 1 screenshot

_Figure 1_

Configure Custom Integration:

  • An additional pop-up window will appear titled "Custom".
  • Locate and click on the "Configure" button located in the bottom right-hand corner of the window.
    • (See Figure 2)

Step 2 screenshot

_Figure 2_

Setup Integration:

  • Once you have accessed the custom integration page, locate and click on the "Setup Integration" button.
    • (See Figure 3)

Step 3 screenshot

_Figure 3_

Configure New Integration:

  • An additional pop-up window will appear titled "New Custom Integration".
    • Navigate to the section of the window titled "Store Name" and use the text box to enter a unique store name.
    • Navigate to the section of the window titled "Store URL" and use the text box to enter your store URL.
    • Navigate to the section of the window titled "Choose your default list to sync new customers" and use the drop-down to select your desired list.
  • Once you have entered all of the required information, click on the "Continue" button located in the lower right-hand corner of the page.
    • (See Figure 4)

Step 4 screenshot

_Figure 4_

Custom Integration Confirmation:

  • Once you have connected your custom integration, you will see a "Live" status.
    • (See Figure 5)

Step 5 screenshot

_Figure 5_