How to send my leads to Dotmailer?

Integrate Dotmailer with OptiMonk to send awesome email campaigns to the subscribers you receive through OptiMonk, it’s a win-win!

  1. Sign in to your Dotmailer account and click on the Welcome button in the top-right corner, then click on ‘Manage Users’ in the drop down menu that appears.

 

 

  1. Click on the ‘API’ tab and then on the ‘Add user’ button.

 

 

  1. Fill in the password fields and click on ‘Save’.




  1. Copy the email address provided by DotMailer for the new API user. Then, go back to OptiMonk admin page and paste it into the email address field. Enter the password you set for the API user at DotMailer and then click on ‘Test’. You’re all set.

  

 

To add the subscribers you receive from OptiMonk to a list or address book at DotMailer, get started by creating a New Address Book:

  1. Sign in to your Dotmailer account
  2. Click on ‘Contacts’ and then ‘My contacts’ from the drop down menu that appears.

 

 

 

  1. Click on ‘New address book’

 

 

  1. Provide a name for your new address book and click on ‘Save’

 

 

  1. You don’t have to choose how to add your contacts on the next page that appears. Simply click on ‘Contacts’ and then ‘My Contacts’ in the drop down menu that appears, and you will see the new address book listed.

 

 

 

  1. Back on your admin page at OptiMonk, click on the ‘Refresh’ button next to the list field, choose the address book you created, then click on ‘Ok’ to save the settings.

 

If you want to use a custom field to identify the subscribers you receive from OptiMonk in an address book with multiple sources, get started by creating a new field:

  1. Sign in to your Dotmailer account
  2. Click on ‘Contacts’ and then ‘Contact data fields’ from the drop down menu that appears

 

  1. Click on ‘Add new’

 

   4. Provide a name for your new custom field, choose ‘Text’ as data type, and click on ‘Save’.

 

 

  1. Back on your admin page at OptiMonk, click on the ‘Refresh’ button next to the custom field, then choose the name of the field you created at DotMailer. Please note: there may be a slight delay. In case the settings don’t show up immediately, wait, and try again 30 seconds to 1min later. Enter the value you’d like to be transmitted, ie – “OptiMonk” or “Summer Ad Campaign”, and then click on ‘Ok’ to save the settings.
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