Zapier is a FREE online service that connects two different online services together. Think of it as a universal translator of data. For example if you wanted to send new orders from Shopify into a Google spreadsheet, Zapier is what you would use. In our case we use it to either add to a recipient to a thanks.io mailing list or actually trigger postcards send right from another application. A sample use case would be sending thank you cards automatically to every new contact added in Salesforce. We are going to show you how something like this would be accomplished.
Before you can set up Zapier you must have set up the three things first.
Add Connected Accounts:
Login to Zapier & connect your thanks.io account & whatever online application you wish to trigger the postcards sends (using the drop down). To see all your connected apps please follow this link:
Add a New Zap:
Head over to the "My Zaps" page, to start building the Zap that will trigger postcards sends from your selected application. Click make a zap.
For this example we are going to connect Google Sheets with thanks.io so that when a new row is added to a sheet it will trigger a postcards send.
Step 1: Choose the app you wish to trigger the sends, in this case, Google Sheets.
Step 2: Set up the trigger event, which in this case is "adding a new row"
Step 3: Choose your account, pick the spread sheet to use & finalize the data.
....now your done with the trigger step
Step 4: Choose thanks.io from the "Do This" drop down.
Step 5: Choose the "Add Recipient" option.
(please note: you can also choose the send postcard option if you wish to JUST send right away not not add to a list.)
Step 6: Map the variables so that a postcard can send
You need map all the street and message data so that it sends correctly. Things to remember.
a. If you have address on one line add it to the full address field it doesn't have to broken into separate fields we can take it in one.b. same with full name if you don't have first and last name separate just add it to the full name field.c. you need to either enter a message or pick a message template for the card to send.d. you either need to select the image template or enter the URL of a self hosted 1875px X 1275px png or jpg for the card to send.
Step 7: Finalize