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Zapier Integration

Do you want to connect Nudgify to a tool we do not integrate with directly? Our Zapier integration allows you to connect to 500+ tools! With Zapier, you can turn the data you want into powerful Social Proof.

Show data from the apps you are using in your Recent Activity Nudges, such as Kajabi purchases, Hubspot form submissions, Paypal payments and much, much more.

Note that Zapier has a free plan, although limited in features and integrations. They offer a 14-day free trial if you wish to try out all they offer to see whether they suit your needs.

Zapier allows you to connect two tools by creating ‘Zaps’. Each ‘Zap’ consists of a ‘Trigger’ and an ‘Action’. It works as follows: when X happens (Trigger), do Y (Action).

This allows you to use the app you want as the Trigger to create a Nudge (Action).

Choose one of our Zap Templates

For the most popular Triggers, we have already created the Zaps for you! This saves you setting up your own Zap and makes it even easier to connect the app of your choice to your Nudges.

To use one of our Zap templates, follow the steps below:

  • Go to the integrations page via the left side menu
  • Scroll down to “Zapier”
  • Instead of clicking “Connect”, choose a Template and click “Use this Zap”

zap templates

Create your own Zap

Instead of using one of our pre-made Zap templates, you can also create your own Zap. This gives you the freedom to set up your Trigger exactly as you want it. To create your own Zap, follow the steps below.

Step 1: Connect our Zapier integration

  • In your Nudgify account, navigate to “Integrations” in the left side menu.
  • Go to Zapier and click “Connect”.
  • You can now see an API Key and Site Key that you will need in Zapier. Click “Setup on Zapier”.

connect zapier social proof

  • You are now being taken to Zapier. Login to your Zapier account, or create a new one.

Step 2: Select the app you want to connect

Once logged in, find and select the app you want to connect to Nudgify.

Step 3: Select your Trigger and Action

Choose an App and Event for the Trigger you want for your Nudge.

For example, a Trigger for a Kajabi order or a new ActiveCampaign contact. In the example we use, the Trigger is a New Enrollment in Teachable.

For the Action, you can choose between two options:

  • Create Sign-up Nudge: choose this option for Triggers that do not involve a payment, e.g. a newsletter subscription or a free trial sign-up.
  • Create Purchase Nudge: choose this option for Triggers that involve a payment, such as a purchase or paid subscription.

Step 4: Set up your Trigger

In order to set up the Trigger you picked, you need to connect the account of the app your chose. In the example here, you connect your Teachable account.

You click “Find Data” to check if you have New Enrollments in your Teachable account to show in your Nudges.

teachable social proof

Step 5: Set up your Action

Choose App & Event: Purchase Nudge or Sign-up Nudge?

This is were you choose or change the App and Event you want to use for your Action. You have already selected Nudgify and chosen between the two options:

  • Create Purchase Nudge:
    The “Create Purchase Nudge” Event in Zapier allows you to use data from your Trigger app for your Purchase Nudges in Nudgify. You should choose this Zap Event when you are sending data that involves a payment, such as a product purchase or a paid subscription.
  • Create Sign-up Nudge:
    The “Create Sign-up Nudge” Event in Zapier allows you to use data from your Trigger app for your Sign-up Nudges in Nudgify. You should choose this Zap Event when you are sending data that does not involve a payment, such as a newsletter subscription or a free trial sign-up.

If you want to change your Action Event, you can choose another option in the Choose App & Event step.

Choose Account: Connect your Nudgify Account

To connect your Nudgify account, click “Sign in to Nudgify”

connect zapier
In Nudgify, copy the API Key and Site Key from your Zapier integration page in your Nudgify account. Go back to Zapier and paste them to connect your Nudgify account.

allow zapier access

Click “Yes, Continue” to grant Zapier access.

Customize your Nudge

In this step, you select which Trigger data you send to Nudgify. This is data such as the email address, name, date and product name. Some of this information will be displayed in the Nudge, other information, such as the order ID, we use to identify that a new event has taken place.

The data fields to fill out are slightly different for the Purchase Nudge and the Sign-up Nudge. For the Purchase Nudge, there are some extra fields related to the product that was purchased, such as product name and product ID.

To send the relevant Trigger data to Nudgify, you need to fill out all, or at least the required, fields. Rather than just typing things in the fields, you should click on each field. When you click on a field, a drop down menu pops up with the data from the test Trigger you did in the Trigger step.

You will see example data from the test Trigger you did, but the data in the drop down menu is dynamic data. This means that it will be different for each event. It allows you to show the name, location, product name etc. for each purchase or sign-up.

Click on a field and select the relevant data from the drop down menu. Fill out all the fields you can this way, like so:

What if the data for a field is missing?

It can happen that some of the data is not available with the Trigger you chose. Don’t worry, as long as it is not a required field, a Nudge will still be created. The data from that field will then simply not show in your Nudge.

For example, if the name is not available, the Nudge will display ‘Someone from London, UK…..’, instead of ‘John D. from London, UK …..’

Overview of the fields to fill out

  • Order ID REQUIRED (Purchase only)
    We use this to define which order the purchase is part of. This helps us identify if multiple products were purchased in the same order
  • Customer Name
    We use this to show the name of the customer in the Nudge. You can decide in your Nudge Setting how much detail of the name to show (at most, you can show first name + initial, so we never show the full name). If you leave this field empty, we will show “Someone” instead of the name.
  • Email REQUIRED
    We use this to identify if a purchase or sign-up has been made before by the same person
  • Date REQUIRED
    We use this to show how long ago the activity took place
  • IP
    We use this to show the location of the customer. If you prefer to use the City/State/Country fields below to show the location, leave this field empty. If you do not leave this empty, the IP address will overrule the City/State/Country fields.
  • City
    We use this to show the city of the customer
  • State
    We use this to show the state (US only) of the customer. If the state is available, we show the state instead of the country. This allows you to show the state for customers from the US, while showing the country for customers elsewhere in the world.
  • Country
    We use this to show the country of the customer
  • Product ID (Purchase only)
    We use this to link the purchased product to the product page of that product. This allows us to only show recent purchases of that particular product on the product page. If you leave this empty, we show purchases of any product on any product page.
  • Product Variant ID (Purchase only)
    We use this to identify which variant of a product was purchased, for example a certain colour or size
  • Product Name (Purchase only)
    We use this to show the product name in the Nudge
  • Product Link (Purchase only)
    We use this to link to the product page from the product name in the Nudge
  • Image Thumbnail URL (Purchase only)
    We use this to show a product image in your Nudge. If you leave this blank, we will show a map of the location of the customer (if you have filled out the IP address or City/State/Country fields), or an pion icon.

Send test data

Click “Test & Review” or “Test & Continue” to test your Zap.

test nudge zapier

When your Zap is ready, turn it on.

activate zap zapier

Your Zap is now finished and active!

Check if your Zap data is coming through to Nudgify

You can double check whether your Zap data is connected successfully in the Purchase and Sign-up tabs of your Data Feeds. Your Data Feeds is where you can view the data of your integrations that has successfully comes through to Nudgify. If your Zap is connected successfully, you should be able to see your test Trigger, and all new purchases/sign-ups, come through there.

It is not possible to show purchases or sign-ups that were made before you activated your Zap.

Create a Purchase or Sign-up Nudge

You can now use your Zap as data source for Purchase Nudges or Sign-up Nudges in your Nudgify account.

Check carefully which Action Event you used in your Zap and choose the relevant Nudge.

  • Did you choose “Create Purchase Nudge” in your Zap? Choose a Purchase Nudge in your Nudgify account.
  • Did you choose “Create Sign-up Nudge” in your Zap? Choose a Sign-up Nudge in your Nudgify account.

When you set up your Nudge, you can now select “Get activity from Zapier”. Give your activity a description that matches the Trigger you created in Zapier, for example ‘bought this product’ or ‘subscribed to our newsletter’.

zapier sales

Click ‘Continue’. Congratulations! You have now created a Nudge using the Zapier integration. New data that comes in, is now automatically turned into Social Proof!

Create multiple Zaps for one Nudge

If you want to use multiple Triggers for your Recent Activity Nudge, you can simply create a new Zap in Zapier, with a different Trigger, and the same Action. As long as you choose the same Nudgify account when configuring your Action, your Recent Activity Nudge will show data from both Zaps.

This comes in handy if you offer multiple options for payment. You can create, for example, two Zaps to show purchases via Paypal and Stripe in one and the same Nudge.

Updated on April 26, 2021

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