In June, Sleeknote integrated with the popular email service provider (ESP) eMailPlatform.
And in today’s article, I’ll show you how to integrate it with Sleeknote so all your leads will automatically be added to eMailPlatform (read: no more doing it manually).
Plus, I’ll walk you through a few new exciting features we’ve added to our editor (the second is my favorite).
Let’s get started.
From MailPlatform to eMailPlatform
MailPlatform recently decided to rebrand to eMailPlatform.
This process included not only a changing of their name but also a serious updating of their product.
In fact, they created a whole new interface and a new API.
We want it to be as easy and quick as possible for our users to connect Sleeknote with the new and updated eMailPlatform which is why we made this integration.
Here’s how you set it up.
How to integrate Sleeknote with eMailPlatform
First of all, to integrate Sleeknote with eMailPlatform, you need an XML path and a token (which is the same as an API key).
To get these, you need to contact eMailPlatform at firstname.lastname@example.org.
You only have to do this once since it’s the same information you’ll need for all your integrations between Sleeknote and eMailPlatform.
When you’ve received the information from eMailPlatform, you’re ready to set up the integration.
First, log into your Sleeknote account.
Then, locate the sleeknote you want to integrate with eMailPlatform (or create a new one).
When you get to the settings page, scroll down and click “Setup integration”:
Next, choose eMailPlatform as the email service provider (ESP) you want to integrate with:
Then, enter your eMailPlatform credentials:
Insert the information you received from eMailPlatform.
To find your username, log into your eMailPlatform account in a new tab.
Click on the “Account” icon in the top right corner to see your username:
When entering your username in the Sleeknote integration, be sure to add “_api” after it. In our case, it would be “Sleeknote_api”.
When you’ve entered all the information, click “Load integration”:
Next, choose which eMailPlatform list you want to integrate with:
Now you need to map your Sleeknote fields to your eMailPlatform fields.
For instance, you can give the sleeknote input field “Enter name” the value “First Name” in eMailPlatform:
You also have the possibility of mapping custom fields:
We highly recommend using custom fields as they can be useful for segmentation and more—learn more about why and how to use custom fields for sleeknotes here.
When you’re done mapping, click “Save integration” in the bottom of the page.
Now you only need to pick a name for your sleeknote and choose your preferred settings, and then you’re good to go.
When you’re done, scroll to the bottom of the settings page and click “Save sleeknote”:
Now, all your leads from this sleeknote will automatically be added to your chosen eMailPlatform list.
Now we’ve covered how to integrate Sleeknote with eMailPlatform, here are a few new features in our editor:
Check tracking code and make sure your sleeknote is showing
To make your sleeknote show on your site, you need to link Sleeknote and your site by implementing a tracking code on your site.
This is to ensure the right sleeknotes are shown on the right sites.
Regardless of how many sleeknotes you create for your domain, you only have to implement one tracking code one time.
It’s surprisingly easy to do, but just as easy to forget.
We want the creation of your first sleeknote (and all the subsequent ones, for that matter) to go as smoothly as possible.
So we’re going to make sure your tracking code is implemented correctly.
Let me tell you how it works:
When you’re done creating a sleeknote and you click “Save & activate sleeknote,” we’ll check if your tracking code is implemented correctly.
In other words—whether your sleeknote will show on your website or not.
If your sleeknote is saved without problems, you don’t have to worry about anything—you’ve implemented your tracking code correctly and your sleeknote is showing according to your chosen settings.
If, however, we find the tracking code is not implemented correctly, you’ll be met with this screen:
Now, don’t panic. Implementing the tracking code is easier than it sounds.
Simply copy the code snippet and implement it in one minute.
If you need a little more help to do it, take a look at the guide, Implementing Your Tracking Code. There’s also a link to this guide above the code snippet on the warning screen.
It’s only a few steps and it’s super-easy (take it from someone who just tried it for the very first time and succeeded!).
Pro Tip: When you’ve implemented the code on your website, go back to the sleeknote editor and click “Skip this for now”. That way, you make sure you’ll be warned again if the script still isn’t detected next time you enter the sleeknote. If you click “Don’t warn me again”, the warning will never show up for this sleeknote again.
If you don’t receive a warning next time you edit your sleeknote, it means the code is implemented correctly and your sleeknote is showing as planned—congratulations!
Another way of seeing whether your sleeknote is showing or not is by entering the page you’ve set it to show on.
Pro Tip: Enter the page in question in incognito. This way, the sleeknote will show regardless of the “hide sleeknote if” settings you’ve chosen for it.
How to map sleeknote number fields in ESPs
You can now add input fields to your sleeknote which only allow numbers to be entered.
Numbers can be added to all input fields, but there are two problems with using normal input fields for numbers:
- You risk getting other information than wanted as people can enter whatever they want in these input fields.
- You can’t map normal input fields to number fields in your ESP.
Sleeknote number fields can be used for collecting phone numbers, postal codes, etc. and can be used for segmentation.
For instance, if you have brick-and-mortar stores, you may want to know which area your subscribers live in so you can send them targeted offers.
In that case, add a number field:
When you set up your integration on the settings page, you’ll have the possibility of mapping the sleeknote number field to a number field in your ESP (if the ESP has number fields).
Now you can segment your email list based on postal codes and send targeted offers to your subscribers.
Over to you
I hope you feel ready to set up your first integration between Sleeknote and eMailPlatform.
And I hope you like our new features.
If you have any challenges, we’re here to help you, just let us know.
What is your experience with eMailPlatform? Let us know in the comments below.