Zapier campaign actions can help trigger events outside of kvCORE using your Smart Campaigns. This action is designed as an alternative that is much easier to digest than webhooks. If you are familiar with Zapier, you can use a Zapier campaign action to trigger a Zap.
Please Note: To build Zaps with more than two steps, which are necessary for campaign Zaps, you will need to purchase a Zapier starter plan.
If you have not used Zapier before it would be a good idea to familiarize yourself with a more basic Zap such as the one in the InsideRE Zapier guide before trying to build campaign zaps, but it's not necessary.
When the Zapier campaign action is triggered, the information on the contact is passed through to Zapier, so you can do something with it outside of kvCORE. For example, if you wanted to send a postcard as part of your Seller lead Smart Campaign, Zapier would get the Seller's address from kvCORE for that contact on that campaign. It can then take that address and feed it to an app that is also connected to Zapier, such as thanks.io. thanks.io can then take that Seller info and send out a handwritten postcard.
How to Create a Zap for Smart Campaign Actions
Create A Campaign Action
Before you can create a campaign Zap, you must first create the campaign action that will trigger the Zap. It's important to do this first because you are going to be using something called a Zap ID, which is generated when you create a campaign action. This Zap ID is going to be used as a filter in Zapier, so the Zap will only run for the contacts who are on that specific campaign.
If you do not add the filter, the Zap will run every time a Zapier action is triggered in any Smart Campaign in your kvCORE database.
When creating the action, copy down the Zap ID to a file or note that's easily accessible.
Zap ID - This is an automatically generated ID that you will use in Zapier as a filter, to ensure the Zap only runs for the contacts in this campaign. Copy this Zap ID to use when creating your Zapier campaign action.
Name - Give this Zap action a name.
Connection - Describe the app that you're intending this Zap to connect to and/or what you intend it to do.
Run Immediately (toggle) - Activate the Zap as soon as the campaign is assigned to a contact.
Time Unit - Select the amount of time to wait before the Zap is activated in terms of hours, minutes, or days.
Time Value - Select the amount of Time Unit to wait before the Zap is activated.
Creating The Zap
Now that you have your action created, and your ID copied and ready, you can create a new Zap.
In Zapier, create a new Zap, and choose kvCORE as the starting point. You will choose the 'Campaign Action' trigger.
After clicking 'Continue', connect your kvCORE account. You'll need your Zapier API Key from your lead dropbox. Click 'Continue' again.
Next, paste the Zap ID that you copied from the campaign action you created. Click 'Continue'.
You can then test your trigger before finishing it. Click 'Test Trigger'.
On the following screen, Zapier will pull contacts from three different smart campaigns (they can be found in the dropdown menu). Pick a contact that has the kind of info in it that you want to use (such as a full seller address). Once you've found a contact with the necessary information select 'Continue'.
Even though this campaign that was found is NOT the campaign that you created an action for, you can select it anyway. This is why the Zap ID is going to be used as a filter.
At this stage, your trigger is set up. Zapier has connected to a campaign to use as an example, and now you have to tell Zapier what you want to do with the contact that is on this campaign.
Select 'Filter' from the right-hand side of the next screen.
Next, you only want this Zap to fire if the specific campaign action you added to the Smart Campaign is triggered. Therefore, for the filter, start by selecting the Zap ID as the starting point in the far left dropdown menu.
In the middle menu, select '(Text) Exactly matches.'
In the final field to the right, paste in your Zap ID from your campaign action once again.
After filling in the 3 sections click 'Continue' on the bottom left.
With this step configured, you can add the next step. Here you can connect the app that you want to perform the next task with. For example, sending a postcard using thanks.io.
Select the action even that you'd like to take place. In this case 'Send Postcard'.
Next, connect your thanks.io account and click 'Continue'.
In order for thanks.io to send postcards, it requires contact info. The Smart Campaign was connected in the first step of setting up this Zap using the API key & choosing the correct campaign example. Now using that example info you can connect the rest of the fields.
Once your data is matched to the required fields (some are optional in this case), select 'Continue. Then you will see a summary to test. Click 'Test & Continue' on the bottom right.
If you test successfully you can save and enable this zap. Now, your Smart Campaign can send postcards from an outside system using a Zap! Or, if not postcards, anything else that connects to Zapier!
Please Note: In the case of thanks.io, in the above example 'Full Address' was selected to input the seller's address for simplicity's sake. In reality, you must set the Street Address, City, State, etc separately.
If you have any questions or need further assistance, please reach out to Customer Support via the blue chat bubble to the right or by emailing firstname.lastname@example.org!
(Keywords: smart campaign, zapier, thanks.io, smartcampaign, zap)