Creating a New Delivery Method
Navigate to the Delivery Methods section and click the Create button in the upper left-hand corner. A pop-up window will appear.
Configure the following basic settings in the pop-up:
Description: Enter a name for your delivery method.
Delivery Type: Select Email from the dropdown menu.
Lead Type: Select the lead type this delivery method will be based on.
Important: This setting cannot be changed after the delivery method is created.
Environment: If applicable, set this to "Testing" mode to use a separate testing endpoint.
Once all selections are made, click the Create button.
Click the Create button in the upper left-hand corner in Delivery Methods. This will generate a popup window to input the basic settings of the delivery method.
Completing the Configuration
After clicking Create, you will be redirected to the main settings page for the delivery method, starting on the General settings tab.
Review the settings you just configured.
If everything is correct, proceed to the next tab to continue the setup.
Next article: Mappings Tab >