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How to connect Platform.ly with Welcome Email

Connect Platform.ly to Welcome Email with LeadsBridge

Platform.ly » Welcome Email

In this article, you'll learn how to set up the bridge and connect Platform.ly to Welcome Email using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 1: Bridge's Main information

  1. Choose a name for your bridge (this will only be visible inside LeadsBridge)
  2. You may add labels to help you identify your bridge later
  3. Choose Platform.ly as the source for your bridge
  4. Choose Welcome Email as the destination
  5. Click on the Next button

Step 2: Setup your Platform.ly source

  1. Type in the name you'd like to call your integration
  2. Enter API Key to connect your Platform.ly with LeadsBridge
  3. Please, contact the Platform.ly support for the "API Key".
  4. Select the segment you'd like to use as the source for your leads
  5. Click on the Next button

Step 3: Setup your Welcome Email destination

  1. Type in the integration's name in the dedicated field
  2. Enter Sender Email to connect Welcome Email with LeadsBridge
  3. The Welcome Email integration sends an email to the lead, immediately after they register in the source form connected to your bridge.

    From: the email sender.
    From Alias: the alias for the email sender.
    Reply-To: the email where you'd like to receive the leads' reply.
    Cc Receivers: include other email addresses to receive a copy of the email.
    Bcc Receivers: include hidden email addresses to receive a copy.
  4. Click on the Next button
  5. You'll now be able to select the destination segment to send your leads to
  6. You may choose to receive an email receipt for each incoming lead.
    • Type the address(es) where you'd like to receive the receipt
    • You may also modify the Subject line of the email
  7. Click on the Next button

Step 4: Fields Mapping

Here you'll be able to map your source information with your destination fields.

You'll see a field name with the destination integration's logo at the top, this indicates the name of the field on Welcome Email.

Underneath there's a box where you may add the information you'd like to send.

  • Check each of the Welcome Email fields available
  • Match the information you wish to pass along from Platform.ly
  • You may type the information manually and pass them as a static value
  • Use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on
  • You may also leave blank the box of a field's information you don't want to send through

Custom Fields

  1. If you'd like to add more fields, just look at the bottom of the page
  2. Head over the "Don't find a CRM custom field?" box
  3. Select the field you'd like to add from the dropdown list
  4. Click the Add Custom Field button
  5. The field will appear above
  6. Add the desired information, as you did with the other ones

Once accomplished your desired outcome, just click Next and head to the last step.

Step 5: Test

In this final step, you'll be able to send a lead from LeadsBridge to test if the configuration works properly.

  1. To create a new test lead, fill in the required information when prompted
  2. Click Test Now
  3. To test with a real lead, switch the toogle to "Test with existing lead".
  4. Click Sync Now along the lead you'd like to send
  5. If you did everything right the button will turn green, meaning your lead was synced successfully and the integration is ready
  6. Click Finish to save your settings and turn active your bridge

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from Platform.ly to Welcome Email with LeadsBridge, do not hesitate to contact our Support!