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Zapier

Jomar
  • Updated

Getting Started

Adding Additional Data Fields

Example: MailChimp > Zapier > AskNicely

Pushing a new response from AskNicely > Zapier > Your CRM

 

Zapier is a fantastic tool for connecting different systems without complex API calls or tricky webhook configurations. Our Zapier app does two things: it sends surveys, and it pushes survey responses into Zapier, allowing you to share those responses in dashboards, CRMs, or messaging systems like FlowDock, HipChat or other Zapier apps.

This article walks through the process of sending surveys first, then gets to pushing survey responses to other systems at the end.

 

Getting Started

  1. Create a Zapier account. The free account offers 100 tasks, some apps are not available on the free account like Salesforce (we have a native integration for Salesforce).
  2. Get access to our AskNicely app here: AskNicely Zapier App
  3. Create a new Zap in Zapier - you will now see AskNicely in the list of services you have access to.

 

Sending Surveys with Zapier

When configuring your first AskNicely Zap to actually start sending surveys, you have a choice between either sending a survey immediately after an action in your CRM -or- just adding a contact to AskNicely after an action in your CRM to be surveyed later with a Send Scheduler. 

      • "Add Survey Participant" sends the survey right away.
      • "Add Person" just adds a Contact record to AskNicely.


We find that most people choose the "Add a Survey Participant" to send a survey right away. If you choose this option, make sure both sections of your default Survey Template ("Survey Start" and "Survey") are ready to go before activating your Zap.


When an event happens in your CRM or cloud tool, you can send that event to AskNicely and create a new survey. The most basic information we need is name and email for the survey, but our recommendation is that you include a unique "Segment" value for each individual Zap; this will make it easier to set up Multiple Survey Templates if needed.
 

Adding Additional Data Fields to AskNicely

Zapier requires that we send over "Name", "Email", and "Segment" into AskNicely, but you have the option of including as many fields as Zapier recognizes in your CRM. 

To send extra data to AskNicely correctly, you need to indicate you are sending YAML data in the "Zapier Extra Info" field.

  • Make sure the first line starts with "YAML"
  • From there, each additional line should contain the field name you want displayed in AskNicely (like account_name or region) followed by a colon and space. 
    • ie.
      YAML
      region: New York
For the following AskNicely fields, the format must be exact and in lowercase:
  • firstname
  • lastname
  • name
  • segment
  • Select the correlating dynamic field value from your source

Once you have selected all of your additional fields, click one of the "Test..." buttons to confirm that your Zapier works. You should see confirmation in Zapier that the call was successful - you can then go to your AskNicely account and look at your Contacts page to confirm that the Contact was created on the AskNicely side.

 

Working example: MailChimp > Zapier > AskNicely

This article covers how to add Contacts to AskNicely from MailChimp using Zapier. 

Step 1: Log into Zapier and Make a Zap!
Step 2: Search and Select "MailChimp" as the Trigger
Step 3: Select "New Subscriber in Segment"


Step #4: Connect your MailChimp Account
Step #5: Select the List then the Segment that you are looking to import.
Step #6: Test it out
Step #7: Click on Action and search for AskNicely
Step #8: Select "Add Contact". This will add them without triggering a survey. If you want to trigger a survey right away, click on Add Survey Participant 


Step #9: Connect your AskNicely account
Step #10: Edit your template. Name and Email are required and you can include any additional information along with that. One key piece is the Segment, as this is the name that will be shown as the Segment name for AskNicley. 


Final Step: Test it out and make it active! 

Now when you add anyone to that Segment (either manually or automatically) they will be brought into AskNicely. Example below: 


As you can see it brought over some custom data that I had for that individual as well. 

There you have it! Test it out and enjoy. Give us a buzz via the chat window in the lower right hand corner of AskNicely with any questions you may have - always happy to help! 


Pushing a new response from AskNicely > Zapier > Your CRM


When a customer responds to an AskNicely survey, we can push this response into Zapier and then into your CRM or any other Zapier-compatible platform. The Zap can include the customers name, email, score, comment, and any other information that you'd like to include.

The possibilities are endless here - see the demo below for an example of how to set this up with a platform called "Flowdock." Happy Zapping!


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