- 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).
- Get access to our AskNicely app here: AskNicely Zapier App
- Create a new Zap - you will now see AskNicely in the list of services you have access to.
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.
Create a Survey
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. You can also manually configure the survey delay time just in case you don't want the survey to go out for, say, 7 days.
Adding Additional Data Fields
Use this section if you want to send more data than the default options provided
To send extra data to AskNicely in a structured manner, you need to indicate you are sending YAML data in the "Zapier Extra Info" field.
- Make sure the first line starts with "YAML" - see screenshot below!
- From there, each line should contain the field name you want displayed in AskNicely, then a colon, then the correlating dynamic field value, like "Phone" or "Contacts Phone ID", as shown below.
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.
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 witha platform called "Flowdock." Happy Zapping!
Please reach out to our Support Team (Support@asknice.ly) if you need further assistance.