Sendlane

SegMetrics gives you the ability to analyze your Sendlane data and connect it to other data sources. With that information, you can easily segment that data into your leads, find the automation triggers that convert to customers, understand where your most valuable leads are coming from, and more!

Requirements

Before you begin, ensure you have:

• An active SegMetrics account
• Administrator access to your Sendlane account
• Your Sendlane API credentials (Client ID and Secret)

Note: If you don't have your Sendlane API credentials, contact your Sendlane administrator or check Sendlane's documentation for obtaining API access.

Connect Your Sendlane Account

Step 1: Access the Integrations Page

1. Log into your SegMetrics account
2. Click the gear icon in the top right corner
3. Select Integrations from the dropdown menu

Step 2: Find Sendlane Integration

1. On the Integrations page, either:
   • Type "Sendlane" in the search bar, or
   • Select the CRM category from the filter options
2. Click Connect next to the Sendlane integration

Step 3: Enter Your Credentials

1. In the activation window that appears, enter your:
   • API Key
2. Click Connect Sendlane

Step 4: Confirm Connection

Once connected successfully, you'll see a confirmation message. SegMetrics will begin importing your Sendlane data, which includes:

• All contacts and their information
• Custom fields you've created
• Tags and lists
• Historical data from your entire Sendlane account

You'll receive an email notification when the initial sync is complete, typically within a few hours depending on your data volume.

How This Integration Benefits Your Marketing

Connecting Sendlane to SegMetrics unlocks powerful analytics capabilities that go far beyond basic email metrics:

Complete Customer Journey Tracking

Track your contacts from their first interaction through multiple touchpoints to final purchase. See exactly which email campaigns contribute to conversions, even if the sale happens days or weeks later.

Cross-Channel Attribution

Understand how your Sendlane campaigns work together with your ads, social media, and other marketing channels. SegMetrics connects the dots between all your marketing efforts.

Advanced Segmentation

Create detailed segments based on engagement patterns, purchase behavior, and lifecycle stage. Use these insights to craft more targeted campaigns that convert better.

ROI Analysis

Calculate the true return on investment for your email marketing by connecting revenue directly to specific campaigns and automation sequences.

Funnel Performance Insights

Identify exactly where contacts drop off in your marketing funnels and which email sequences are most effective at moving people through your sales process.

Verify Your Integration

Validate Tracking Setup

For the most comprehensive tracking, ensure the SegMetrics tracking pixel is installed on:

• Your website pages
• Landing pages
• Opt-in forms
• Thank you pages

You can test your tracking setup using the debugger tool in your SegMetrics settings. Read this article for more info on how to do that. 

Next Steps

Once your Sendlane integration is active:

1. Set up additional integrations - Connect your ad platforms and other tools for complete attribution
2. Install tracking pixels - Add SegMetrics tracking to all your web properties
3. Create your first reports - Build custom reports to analyze your Sendlane performance
4. Configure UTM tracking - Learn how to properly tag your email campaigns for better insights

Frequently Asked Questions

Q: How much historical data gets imported?

A: All historical data from your Sendlane account is synced, including contacts, tags, lists, and custom fields. However, website activity tracking only begins once the SegMetrics pixel is installed on your pages.

Q: How often does data sync?

A: SegMetrics syncs with Sendlane regularly throughout the day to keep your data current. Most changes appear in SegMetrics within a few hours.

Q: Why does SegMetrics show more contacts than Sendlane?

A: This is normal and by design. SegMetrics retains contact data even when contacts are deleted from Sendlane, since these individuals may still engage with your marketing funnels or make purchases. This ensures complete attribution tracking.

Q: Do I need special tracking links?

A: While not required for basic tracking, using tracking links and UTM parameters in your email campaigns provides much more detailed attribution data and campaign performance insights.

Q: Can I disconnect the integration later?

A: Yes, you can disconnect Sendlane at any time through the Integrations page. Note that historical data will be preserved in SegMetrics even after disconnecting.

Q: What if I have multiple Sendlane accounts?

A: Each SegMetrics workspace can connect to one Sendlane account. If you need to track multiple Sendlane accounts, contact SegMetrics support about multi-account options.