Zapier is helpful because it lets you pass data 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:
- Set up your survey to send your form data to a Zapier web hook when you get a new survey response.
- 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.
Here are the step-by-step instructions:
-Indicate that a new response will trigger the Zap:
For the purposes of this integration, you will use Iterable's events/track API to "catch" the data on the Iterable side. There are other options, but this one is very flexible (click here to see more information on all Iterable APIs).
Take the key you just copied and paste it to the end of this string:
Further down the screen, you will tell Zapier what URL to post the information to (on the Iterable server) and what data to send.
- Paste the URL you just created (with the Iterable key) into the URL field.
- Make sure the Payload Type is JSON.
- eventName - this can be an arbitrary string like “surveymonkey_response" or 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 SurveyMonkey that contains this arbitrary string (this was mentioned in step 3).
- email - this is your user's email address
- NOTE: Make sure you ask your users for their email address in the survey so that Iterable can match it to the correct profile when they update. Iterable keys by email, so this step is necessary for Iterable to receive the data and attach it to a profile.
- dataFields__response1 - add this for each response from the survey that you want to use to enter the workflow.
- NOTE: we're adding a "dataFields__" (followed by 2 underscores) to nest the payload under a dataFields key. The 2 underscores creates a nested structure explained below.
The above setup is replicating this event API payload:
"email": "<Email From The Survey>",
"response1": "<Actual Response From Survey Monkey>"
Once you have finished this step, scroll down in the Zapier page and press "Turn Zap On".
If that's all you need to do, you are finished!
You can accomplish this last step with a Workflow (you may want to review our Workflow Overview guide). Go to the "Workflows" side tab and click on "New Workflow".