An email autoresponder or provider is a 3rd party tool that can automatically emails your contacts. Assuming you have an account with a 3rd party provider, you can make Launch OS send over new leads collected on any of your web pages (e.g. a lead capture page, webinar page, or an order form).
Step 1: Go to the page you want to integrate your email provider with.
Go to the Funnels or Sites app, click a campaign.
In the Dashboard tab, click the page you'll work on.
Step 2: Select Your Email Provider.
Click [Action] on the upper-right of your screen then click Campaign Settings. Choose your email provider then click "Next."
Step 3: Get the API credentials of your email provider.
If you don't have one yet, sign up for an account.
Below are the autoresponders that you can integrate with Launch OS through API. Click to locate the API credentials. Depending on your email provider, any of the following may be needed to connect it with your campaign: API key, App ID, API token, Account ID, etc.
Step 4: Enter API Credentials and Other Information Required
Paste the API credentials and other details copied from your email provider then click Next
Step 5: Choose a Campaign
Select a campaign or contact list in your email provider where you want the leads to be saved, click "Next" then click "OK." If you don't have one yet, you'll have to create one.
Step 6: Check the Funnel Setup
1. The CTA button action on the Lead Page should be "submit a form"
Click the button on the page, and select Button Actions from the settings sidebar, on the drop-down select "Submit this form"
Selecting this option ensures that all the information entered on the form fields (e.g. name and email address) are submitted to the autoresponder after the button is clicked.
2. There should be a Thank You Page (or another page) connected to the Lead Page
After visitors click the button to submit the information in the Lead Page, they should also be redirected to another page informing them that their sign-up was successful.
If you selected the Simple Lead Capture Funnel as you created the funnel, you should already have a Thank You Page in your funnel. If you haven't created a lead funnel yet, here is a complete guide on how to create a simple lead capture funnel.
If you already have a page built and you just want to add a lead capture form, here are some helpful references: Form, Form Field.
In the Button Actions, below "Submit this Form," choose the next action:
Select Enter a Custom URL if the Thank You Page or next page is not located in the same funnel as the lead capture page.
Select Go to Next Page if you want to redirect it to the next page in the funnel.
Click a specific page in the dropdown (e.g. Thank You Page as seen in the image below).
3. The page and the funnel should be published
Once you've done all the steps above, you can publish your page and then the funnel to test if it works.
To publish the page, click the [Actions] button at the upper-right corner of the page editor then click "Publish this Page."
To publish the funnel, go first to the funnel by clicking the funnel name beside the page name (see image below).
Click the Publish button then click the [Visit Page] icon to test the funnel.
Step 7: Test the Funnel
To test your funnel, fill in the required information on the published lead capture page, and then click the button.
To know that you've set it up correctly:
1. After clicking the button, you should be redirected to the next page (e.g., Thank You Page).
2. When you go to your email provider, you should see the details you entered in the campaign list you assigned your funnel to.
Aside from sending over the leads to your email provider, they will also be saved in Launch OS and can be viewed in:
1. Funnels > Contacts tab
2. Sites > Contacts tab
3. People > Contacts tab
