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  3. Leads - Delivery - Generic Integrations

Standard Email Integration Follow

Introduction

The Standard Email Integration is a basic integration method that will allow you to send every delivered lead to a specified email address. This email can include the lead details, or can be configured as a custom integraton email with information of your choosing.

Prerequisites:

  • Email address of the recipient

 

Setup Process

1. Within your campaign, go to the Processr tab, select Integration and then click Add Job.

screenshot-walkme.cvtr.io-2024.06.28-06_15_34.png

2. In the drop down, choose Standard Email Integration and click Save. 

Screenshot 2024-06-28 at 6.16.16 AM.png

3. Enter the recipient's email address and select the Save button. You can add as many email addresses as you like by using the email2 field, and then clicking add to create email3 etc for any other addresses you'd like to include.

Screenshot 2024-06-28 at 6.16.36 AM.png

4. Select your format. You have two options:

HTML

This will send an email that has all of the lead's information that the platform has collected. With this option, you can customise the subject line of the email (here, ##campaignName## is a placeholder for my Convertr Campaign Name)

Screenshot 2024-06-28 at 6.18.25 AM.png

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Branded

This will change the email styling to match Convertr's usual email branding (if you are using Private Label, it will have your selected branding!) Here, you can edit the subject line as well as the body of the email. The default settings output the below:

Screenshot 2024-06-28 at 6.18.05 AM.png

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Plain

This will send an email in simple text, it has no enhancements such as additional fonts, designs, or colors. There are no links.

 

 

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  • Integration Requirements
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  • List of Convertr Supported Integrations and Their Versions
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  • HTTP Integration Example - Pardot Form Handlers
  • Eloqua Duplicate Email Job
  • Email Verification
  • Scheduled Delivery
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Related articles

  • HTTP Integration Example: Salesforce Web-to-Lead
  • HTTP Integration Example - Pardot Form Handlers
  • Eloqua Duplicate Email Job
  • Email Verification
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