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How do I integrate HerbMail into Sendlane?

  • Updated

Seamlessly integrate HerbMail data into Sendlane

  • Go to the integrations tab on the HerbMail Dashboard
  • Click Main Connections
  • Click Add Destination
  • Select Sendlane
  • Add Name, Description, and Click Next
  • To generate your Sendlane API Token, please follow these steps. 
    • Click on the Account Gear icon.
    • Click on API.
    • Click on the API token button.
    • Enter a name for your API token e.g. "HerbMail Token" and click on the Create button. 
    • Click on Copy API token – Make sure you save your API token because you won't be able to see it on Sendlane after the pop-up is closed.
  • Paste the copied API token in the API token field on the HerbMail dashboard and click Validate. 
  • Click on the "Select or create a new list" dropdown to select or create a list that you are going to use for HerbMail contacts.
    • We suggest creating a new list called "HerbMail " – Make sure you select the correct Sender for the created list and click on the "Create" button.

 

  • Click on "Select or create a new tag" dropdown. 
    • We suggest creating a new tag called "HerbMail". 
    • Click on Create a new tag. 
    • Enter a name for your tag i.e. "HerbMail" and click on the Create button.

  • Mapping custom fields: 

By default, HerbMail is only delivering email address to your integration. However, you can add additional fields that we generate by default: 

  1. sourceURL
  2. Timestamp
  3. sourceDomain
  4. userGeolocation
  5. userIp
  6. userAgent 

To add those to your delivery alongside email contacts: 

  • Click on Select an option dropdown under the HerbMail field headline.

  • Select the desired field that you want to deliver alongside email – For example UserGeolocation.

  • Click on Select an option dropdown under the Sendlane field headline.

  • You will be offered to select a field that you already have on Sendlane or to create a new one. 
    • If you don't have a field on Sendlane that would match the field on HerbMail (In this case userGeolocation) click on "Create new item".
  • Enter a name for the field and click on Create.
    • Now UserGeolocation HerbMail field will be mapped out to the created field on your Sendlane dashboard.
  • You can add more fields by clicking on Add Custom Field icon.
     
  • When the custom fields setup is done, click on the Next button.
  • Select the Traffic sources from where you want to receive the data.
  • Click Create Connections.
  • Select the Destinations and Click Publish.
  • Once the connection is published you will see your Traffic source connected with your Sendlane integration with a green line.