This FAQ Guide will show you the Step by Step process to setup and start using UpViral with Zapier.
As you already know, Zapier works on Triggers and their corresponding actions. You will need to set Triggers and the actions when the trigger is executed.
Step 1 - Setting up UpViral in Zapier
Before you start using Zapier with UpViral, you need to setup and add UpViral in Zapier. To start off you will first need to add UpViral into your Zapier Integrations by following this link.
When you click on this link you will be redirected to a Zapier’s App invite page.
You must accept the invite to proceed using and to add UpViral with Zapier. Once you have accepted it you will be able to use UpViral with Zapier.
Step 2 - Setup a Zap
A Zap is a blueprint for a task you want to do over and over. Zapier supports hundreds of apps. You can mix and match Triggers and Actions to automate just about anything.
To create a Zap from scratch, click the "Make a Zap" button from your dashboard.
All Zaps contains three critical components; Triggers, Actions, and Filters.
A Trigger is something that happens in an app that you want to be the start of a zap's workflow. For example, if you want to push New Leads from UpViral Campaign and add them to a Mailchimp list, New Leads is the Trigger. There can ONLY be one Trigger in a given zap.
An Action is something your Zap does after a Trigger occurs. To continue the above example, if you use a Zap to take UpViral Campaign New Leads and add them to a Mailchimp list, Mailchimp's 'Add Subscriber' would be the Action for that Zap. A Zap can only have one Trigger, but it can have many Actions. There are 2 types of actions:
Filters are a way to ensure actions get performed only on the items you want. Filters let you set a condition (e.g. when the 'email' field contains 'gmail.com') so you can get to the granularity you need. When a triggered item meets the conditions of a filter, it proceeds to the next action. If a filter stops an item, then no further actions or filters are performed against that item.
Step 3 - Create a Zap
Once you click the “Make a Zap” button it will open up the Zap Editor where you will configure your Zap.
Note: We will show a simple example to add New Leads from your UpViral Campaign to an Autoresponder
A - Adding Triggers
The first step starts off with creating Triggers.
Here you will need to add your app from which you want to setup a trigger. Search and select UpViral from the list.
After you have selected the UpViral from the list you will need to setup its trigger. Each app has its own set of Triggers available. For UpViral this is the “New Lead” trigger.
If you are using UpViral for the first time on Zapier you will need to connect it before using it.
Click “Create a New Account” and this will open a popup window, asking you to add the API key from UpViral before you can start using it.
To get your UpViral API Key, Login to your UpViral account; click "My Profile" in the top-right menu, then go to the "API Key" tab. Click "Generate New API Key" to generate your API key.
Add the API Key and when confirmed UpViral account will be added.
Click “Save + Continue” to proceed to the next step of selecting the campaign. Here you will need to add the campaign from UpViral for which you need to setup this Trigger.
Select your campaign and click continue.
The last step of setting up Trigger is a to Test the Trigger. Though it's not a mandatory task but it's recommended that you test it before proceeding further.
Testing it will fetch any existing lead from the selected campaign.
You will see a “Test Successful” message if the Trigger is setup correctly and Zapier will also fetch a lead from UpViral to display.
At this stage, your Trigger is setup completely.
B - Setup Filters
The second step is adding Filters. Filters are an optional part of setting up a zap, but great for making sure Zaps only trigger on certain items. For instance, you can set it so you only capture email addresses that are from a specific domain name such as Gmail.com
To get started adding a filter, click the Add a Step
You will be brought to this page, please click Continue to proceed
When creating a filter, there are 3 pieces that need to be filled out.
The key, which you choose from the leftmost drop-down. This tells your Zap what specific spot in the trigger app to check for data to filter off of.
The condition, which you choose from the centre drop-down. This is the logic applied by your filter.
The value, which you input in the text box on the right. This is the value your filter checks against the logic.
If you want to create an additional filter, use the "+ AND" button to create an AND filter, which means that both filters must apply in order for the Zap to trigger. Use the "+ OR " button to create an OR filter, which means either filter being met will trigger the Zap.
For example, you can use the “Filters” option to filter out email addresses that are from Gmail.com.
C - Setup Actions
The steps for setting up an action are similar for both types of actions. At any time, you can click to create additional actions or filters on the left-hand side. Click the Add a Step + at the bottom left
Choosing the App - Just like with Triggers, you'll pick the app that will have the Action performed on it. Find your Autoresponder (Mailchimp in this case) from the list and select it.
Now you will have to select the Mailchimp action that you need to perform on the Trigger, such as “Add Subscriber”
Once done continue to the next step of adding a Mailchimp Account. If you already haven’t added your Autoresponder (Mailchimp) you will first need to add it. When you click “Connect a New Account” it will open up a popup that will ask you to specify the Username and Password for your Mailchimp account to authenticate it.
Once you have authenticated it, the Mailchimp account will be added to it.
Now the last step in this process is to add a Mailchimp Subscriber profile. This is where you will be selecting your List on Mailchimp, Double Opt-in Selection, Groups, Welcome Email, Custom Fields if any and other subscriber related data.
Once you added all the required data click Continue and proceed to test the Action.
Zapier will now test the Action by sending / adding a subscriber to the selected Mailchimp account / list and will show a success message if its done correctly.
Click “Finish” to complete setting up and creating your Zap.