Prerequisites
- Zapier account
- Autopilot account (generated API key for Zapier)
- Voucherify account (keys from project settings)
Zapier configuration
1
Start with invitation
From the invitation link, create a new Zap.
2
Set Trigger
Click the Create a new Zap button. In the Trigger Service drop-down, choose Autopilot, and choose a trigger using the additional drop-down – Contact Added to List.
3
Connect Autopilot
Connect Autopilot account by providing generated access key.
4
Test connection
Test connection by clicking the Test button.
5
Set Action
In the Action Service dropdown, choose Voucherify (invite link) to send your Autopilot data to. In the Action drop-down, choose your desired action and click Continue - Create Customer.
6
Edit Template
Select proper data from Autopilot and forward to Voucherify. The most important fields are:
- Source Id: Autopilot contact ID or email.
- Email: Customer email, Customer Name.
7
Metadata
Add custom properties which will be useful for defining distributions and corresponding customer segments: title, company etc. You can use your custom names for properties.
8
Finalize
Go back on your new Zap screen.
9
Test the Zap
Try out your Zap using the sample/test data shown next to your fields. When you have finished this step, click Continue. As a result of the test, you will see a new customer in Voucherify.
10
Name your Zap
Give your Zap a name. You may find it easiest to use the same Title/Name given to the corresponding feed.
11
Make it Live
Click the Make Zap Live button. That’s it!