There are many different ways to integrate landing pages and online forms with a user's email and data into Iterable. One such way is to use Zapier as an intermediary.
Zapier is helpful because it lets you clean and manipulate the data you pass into Iterable without any coding. Doing this on your own would require you to write a script and host it somewhere. If you are not that technical, or want to set up something quickly, doing it via Zapier is the way to go.
For this specific integration example, you need:
There are three high-level things you will do in this integration:
Set up Unbounce to send your form data to a Zapier webhook.
Set up Zapier to catch that data, optionally manipulate it in some way, and send it to an Iterable webhook.
(Optional) Set up a workflow in Iterable to do something with the user's data once it is in your project.
Follow these instruction to integrate Unbounce and Iterable with Zapier:
In Zapier, start a new Zap.
Make it a Webhook (Catch Hook) to Webhook (POST) Zap.
Copy the custom webhook URL Zapier generates.
Do not share this custom URL. It should be private to your project.
Leave this Zapier browser tab; you will come back to it in a minute.
In Unbounce, activate the Webhook: POST to URL integration.
Paste the custom webhook URL from Zapier into the field in the window that comes up.
Press Save and Continue.
In Unbounce, map your form data.
Map the information you collect in the form to the data you want to send to Zapier:
In the case above, we mapped the email we are collecting in the form (
Work email) to a field called
unbounce_signup) that will come in handy later.
This step is what determines what form data you send and what it is called. This is important for later in the integration.
Once you are done mapping, click Done. This will set up the webhook in Unbounce.
At this point, you should fill in and submit your Unbounce form a couple of times with test data. This will send some data up to Zapier, which uses it to gather information on your fields.
(Optional) In Zapier, set up data filters as necessary.
You can filter the data you will receive from Unbounce. This is useful if you don't want to process every single form entry (e.g., those that did not opt-in to a newsletter). If you don't need to filter, skip this step.
Zapier lets you choose the field you want to filter on and then the type of filter (e.g., matches an exact string, as in the screenshot below).
Filtering is a good reason to send initial test data from Unbounce to the Zapier webhook. Zapier needs to see example data in order to know what fields to expect and potentially filter on.
In this example, we are filtering on the
Newsletterfield and only letting through entries where that field exactly matches the string
Sign up for the Iterable newsletter.
In Iterable, get your API key.
Navigate to Integrations > API Keys.
Click on Create New API Key.
Select a Standard key type.
Copy the API key.
Do not share this API key; it is private to your project.
Construct the Iterable webhook URL.
For the purposes of this integration, you will use Iterable's
/events/trackAPI endpoint to ingest data. There are other options, but this one is very flexible.
Paste your Iterable API key on the end of this string:
The resulting string (the URL above with the actual key appended to it) is the Iterable URL that Zapier will call.
In Zapier, enter the data destination and final mapping.
For URL, paste the Iterable webhook URL you created in step 6.
For Payload Type, select JSON.
For Unflatten, select Yes.
Finally, tell Zapier what data to send to Iterable and with what field names. The Iterable
/events/trackexpects the following fields:
- This can be an arbitrary string like
unbounce_signupor whatever else you choose from what you are sending from your form. The best way to address this may be to create a custom field back in Unbounce, as discussed in step 3.
- This can be an arbitrary string like
- Your user's email address
dataFieldsto contain multiple values (or key-value pairs). These correspond to any of the other fields you are collecting in your Unbounce form beyond email. To tell Zapier to nest multiple key-value pairs under
dataFieldsin Iterable, do what is shown in the screenshot above:
For example, to pass both
In Zapier, in the text fields on the left, enter:
Using a field name of
dataFields, followed by two underscores, followed by the field name nests, those fields under
For the fields on the right, press the Insert fields button to select which fields to assign.
Scroll down in the Zapier page and press Turn Zap On. At this point you are set up to send data from Unbounce to Zapier, and from Zapier to Iterable. Since you are using your private Iterable API key, Iterable will see that Zapier is sending data via a webhook, will catch the data and will add it to your project.
Since this example uses the
/events/trackAPI, a custom event will be recorded in Iterable. However, this will not create a user profile that can be used in segmentation.
You will be able to find the user through the user lookup tool, but the user will not be found in any segmentation queries until you create the user profile through an add list action,
/users/updateAPI call, send message action, or update subscriptions action.
The next step describes how to futher use the incoming data in Iterable.
In Iterable, create a workflow:
Review the Workflow overview guide.
Navigate to Messaging > Workflows and click Create New Workflow.
Create a workflow similar to the following:
The green node is the trigger. If you double-click it, you will see that it is triggered on a custom event. In this case, the custom event is
unbounce_signup. You may recall this is the
eventNamefield we included in the Zapier webhook call. You can call it any name you like, you just have to be consistent. When Iterable sees that event name, it will trigger this workflow.
The next step is a simple action node. In this case, it adds the user to the
Email newsletter signupslist.
Finally, this example updates the user's profile with
marketingsource. This is just an example; you could skip this node entirely, or use it to update with any info relevant to your project.
And that's it. You have taken data from your Unbounce landing page/form, sent it up to Zapier and then on to Iterable, where you can manipulate it as necessary with our workflows.