Updated by Callum
Set up the SupaPass Trigger
- Choose app and event: After connecting the SupaPass Zapier integration to your SupaPass account you can select the Trigger Event from the dropdown underneath in the Zapier “Zap Editor” window. Select “New User” and press Continue.
- Choose account: select the account you want to use. If you only have one SupaPass app there’ll only be one to choose from in the dropdown menu. For clients with multiple accounts, if you repeat the connection steps for each of your SupaPass accounts, you may select the one you wish to use in this Zap from the list.
- Set up trigger: Under the Zap Name field give your Zap a name - make it descriptive so you can find it easily in the logs inside your SupaPass account dashboard e.g. “New User”(Tip: we recommend using the Trigger Names - it’s what we do for our own apps!).
- Test Trigger: Click continue, just to check everything is working. If not, check all the previous steps carefully, and if the problem persists contact us at email@example.com
Set Up The Action To Your CRM of Choice
If an Action is not already present, click the Blue “plus” button beneath the trigger (directly underneath where it says “Close” in the screenshots above). Search for your CRM, in this example we’ll be connecting to Mailchimp. Typing “Mailchimp” into the search box brings up our Zap.
- Click on the Mailchimp icon. This will add the Mailchimp Action to our Zap flow diagram. Now we just need to configure it to match the output of the SupaPass New User Trigger - this is easy!
- Choose app & event: The app selected should already be Mailchimp, but you could change it to something else here if you made a selection mistake (rather than deleting the Action and going back to search for the correct App again).
The important bit: Where it says “Action Event” select “Add/Update Subscriber”. There are lots of other Actions Mailchimp can do and advanced users could select these to play with, but we only guarantee the New User Trigger will work as expected with the “Add/Update Subscriber” action. Click continue.
- Choose account: here you’ll be prompted to login and connect to your CRM account. Follow the instructions to connect, then select the account (you may have multiple accounts connected if you wish - but only one can be selected per Action).
- Set up action: The really important bit! Here is where you tell Zapier what info you want to be transferred into your CRM. The exact fields may differ from those shown in the Mailchimp example between different CRM apps - contact support if you are not sure of any mapping between this example and your preferred crm’s Action fields.
The instructions in the Mailchimp Action are excellent so follow them and you can select the options you desire, but here are the key one’s we recommend:
- Audience: There can be only one! Don’t change it - use the same audience for all your SupaPass Zaps or else it will not work as expected!
- Subscriber Email: The primary key for all CRMs, this field is mandatory. Click on the field and a drop down of the available fields in the SupaPass New User Trigger will appear. Select “Email Address”.Top Tip: If your desired field isn’t shown click “Show All Options”). It will show you some exemplar data.
- Update Existing: set to “yes”.
- Tags: You can use this to add labels to your users in your CRM, allowing you to target/analyze them as you wish. Each SupaPass Trigger has different fields that you can use (some are more useful than others!). For New User we recommend selecting the tag “Opted In To Marketing” to identify those users who have given permission for you to send marketing emails to.
Click on the tags field (you can join tags together in the same field but this is messy - we recommend one tag per field - unless you know what you are doing). You can add as many new tag fields as you like. It’s easier to see the available tags by clicking on the “Custom” tab in the drop down. Select “Opted In To Marketing” as shown.
- First Name: We find that most users don’t tend to enter their first/last names on registration - but most will set a Username (they have to if they want to enable commenting in your app). So, you could set this to be the First Name field if you wish, so that your emails can sound a little more personal. Click on the First Name field in the Action and select UserName from the trigger data.
You can leave the rest of the Action fields blank.
Your completed Mailchimp Action for the New User Zap should now look like this:
- Click 'Continue' and you will be invited to Test and review your Zap. Do so if you wish and if all is good, a test user will have been added to your (Mailchimp) CRM with some tags and a username set set as the firstName.
- Turn your Zap On!!
Congratulations, you are now receiving email addresses and some bits of useful information every time a new user registers in your app.
The set up for the other important Triggers is mostly similar so we’ll just highlight the key settings for you to check off for the remaining Zaps. The “Delete User” trigger is a bit different, and because fo GDPR regulations requires a little more care, so we’ll cover that separately after the others.