Zapier is a tool that connects an app (e.g. Facebook) to a second app (e.g. Ometria) to automate actions based on a trigger in the first app. These triggers are called ‘zaps’.
Note: This guide is for using Zapier with Ometria only. If you have questions about apps in Zapier which are not Ometria, please contact Zapier directly.
For example, you can create a zap which connects Facebook Lead Ads with Ometria, so that every time a new lead is picked up by Facebook Lead Ads (the trigger) a new contact is created in Ometria (the action). You can also update existing contacts’ details and add them to static segments.
More help is available from Zapier here.
Zapier offers a free account for basic use, however, Zapier will charge a small fee for more complex use cases. Please see their price plans for further information.
1. Log into your Zapier account and select Make a Zap!
Note: Ometria does not currently offer a trigger app, as you cannot export data from Ometria to any other app through Zapier.
3. Select your trigger event, i.e. the event which will create an action in Ometria. Then click CONTINUE.
4. Test your connection:
- To test your connection, click Test & Continue. If Zapier finds an example item, you'll proceed to set up the rest of your Zap
- If you want to review the data that Zapier pulls from your trigger, click Test & Review.
Zapier finds some sample data from your trigger app (e.g. Facebook) to use in the zap. This sample can be used as test data.
5. In the next step, choose the app (Ometria) and select an action to perform.
Choose your app:
Select your action - in this case, when a new lead is identified in Facebook it will trigger the creation of a new contact in Ometria:
Note: If you do not see the Ometria app in your action options, please use our activation link and try step 5 again.
The ‘Customize Contact’ fields display.
In this step, you can customise the data that you want to send to Ometria.
Most of the fields are optional - use as many or as few as you like.
|Email Address (Required)||The new contact’s email.|
|Subscription Status||Select whether or not to subscribe the new contact.|
If you leave this field blank the contact's subscription status will not change.
|Add to Static||Select a segment to add the new contact to.|
You can select multiple segments.
|Customer ID||The contact's unique ID (if applicable).|
Please see our API documentation for more details.
|Title||The new contact’s title, e.g. Mr, Ms, Dr, etc.|
|First Name||The new contact’s first name.|
|Middle Name||The new contact’s middle name.|
|Last Name||The new contact’s last name/surname.|
|Gender||The new contact’s gender.|
|Phone Number||The new contact’s telephone number.|
|Date of Birth||The new contact’s birth date.|
|Custom Contact Field||Any Ometria custom contact field.|
To use this field you will need to enter the field ID in the first field.
You can request this ID from firstname.lastname@example.org
7. Once you’ve customised your fields, you can perform a quick test:
- To test your connection and move on, click Test & Continue.
- To test your connection and review your information, click Test & Review (as in example below).
If the test is successful, the message below displays (this is the Test & Review option):
It’s also worthwhile checking that the test has been sent to Ometria in the segment explorer.
Your Zap is now ready:
8. If you are happy with your zap, you can turn it on by selecting the switch at the bottom of the screen:
Once your Zap is turned on, Zapier will run your action steps each time your trigger event occurs.
You can view a log of all your Zap activity, including all the data that goes in and out of each of your Zap steps, in your Task History.
If you have questions about apps in Zapier which are not Ometria, please contact Zapier directly.