December 6, 2019
UPDATED March 1, 2020
To set up an Auto Responder you must first create an account with the Auto Responder that you have selected.Log onto the auto responder website and follow their directions to get the API credentials that you will use to input into the sticky.io CRM platform. For information on how to set that up click here https://help.sendlane.com/
To configure SendLane into your sticky.io CRM instance, you will go to Settings>Providers and under ACTIONS select Add New Provider Profile.Select the type = AutoResponder and select SendLane from the drop down.Fill out the required parameters which are outlined below and click “Save”.
For more information on this AutoResponder click here https://www.sendlane.com
Alias: Create a name for your Sendlane profile.This is for internal purposes only; it helps you identify a specific Auto Responder account among several of them in your platform.
API Hash Key: This is obtained through your Sendlane terminal as described above.
API Key: This is obtained through your Sendlane terminal as described above.
Subdomain: This is obtained through your Sendlane terminal as described above.
Add the List IDs to your Campaign: When creating or editing your campaign, you will see at the very bottom of the page the option to enable an Auto Responder to your campaign. Once you select an Auto Responder two more fields will appear: Prospect Id and Customer Id, you will enter the List Id’s that were provided to you once your Lists were created in your auto responderterminal.
NOTE: Please note that this is a standard auto responder integration, so only customer and prospect information will be sent such as First Name, Last Name, Email and Phone number.