How to segment Sendlane subscribers by lists, tags and custom fields

ConvertFlow is the all-in-one funnel builder for Sendlane.

With ConvertFlow's 2-way Sendlane integration, you can unlock the full power of the Sendlane subscriber API, without coding or waiting on developers.

Here's an overview of what you can do:

  • Automatically create and update subscribers in Sendlane
  • Map survey responses, quiz answers, dropdown fields, radios, paragraphs and hidden fields to Sendlane custom fields
  • Segment Sendlane contacts by tags and custom fields upon form submission, button click and survey selection
  • Personalize your website content, popups and messaging for returning Sendlane contact segments

Using automations to segment Sendlane subscribers

As you build landing pages, funnels, popups, forms, surveys, sticky bars, quizzes etc in ConvertFlow's funnel builder, you can add Sendlane automations to your forms, surveys, buttons and conditional logic, to make requests to the Sendlane subscriber API.

Using ConvertFlow's automation system, you can add these Sendlane automations to segment contacts:

  • Sendlane - Add to list
  • Sendlane - Add to list with SMS consent
  • Sendlane - Unsubscribe from list
  • Sendlane - Add a tag
  • Sendlane - Remove a tag
  • Sendlane - Update custom field
These Sendlane automations can be triggered by ConvertFlow upon:  

Adding Sendlane automations in ConvertFlow

To add a Sendlane automation to a form, survey or button, click on the element in the ConvertFlow funnel builder to select it.

Once you've selected it, click on the "Manage Actions" button to the right in the builder panel.The actions settings modal will display, and now you'll be able to click to "Add automation" below your form's existing automations.

A form to create a new automation will appear. Now, select the type of automation you want to create. 

For Sendlane, you'll find these automation types as options in the dropdown.

  • Add/remove a tag
  • Subscribe/unsubscribe to a list
  • Update custom field (useful for hard coding custom fields. For user-inputted custom fields, use form custom fields and surveys).

Once you've selected a Sendlane automation type, you'll then be asked for any additional info needed to create the automation. 

For example, if you select "Add a tag", you'll need to write a tag name. Once you've entered the info, click "Create Automation".

Your automation will be saved to your form and it'll be listed with your form's other automations above. To delete an automation, click the "X" icon to the right of it in the automations list.

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