Zapier is an automation platform that allows you to build workflows between different apps. For example, if you have a Google spreadsheet that you frequently update with new members - create a zap workflow between your document and MarketHype, and all new members will automatically be imported to your MarketHype.
To benefit from this, you must sign up for an account on Zapiers website. And, since our Zapier is private, we need to send you an invite to connect with MarketHype. Send us a message in the chat, or to success@markethype.io, and we will happily invite you!
Step 1: Create a new Zap
Once you have accepted our invitation, you can create a new Zap! Go to Zapier and click on Create → New Zap.
Step 2: Trigger setup
App & event
First, you select what app and event the workflow will be based on. For example, Google Sheets, where the event is when a new row is added, or a Facebook lead ad, where the event is when a new lead is created.
Account
If you haven't already connected to the chosen app, Zapier will ask you to do so before you continue to the next step.
Trigger
When the connection is in place, you choose the trigger. For example, which Google spreadsheet and worksheet should be used as triggers.
Test your Zap
Testing your Zap is a great idea to ensure everything works properly.
Step 2: Action setup
App & event
This is where you select MarketHype, and the event to be Create/Update contact.
Always choose the latest version of MarketHype (MarketHype latest).
Account
For the Zap to work, you need to connect to MarketHype. This is done by generating an API key.
You can generate the API key yourself in your MarketHype by entering Settings (⚙️) → API keys → Create API key.
ℹ️ Important here, is that you make sure to save the API key if needed in the future. Once the API key has been generated, you won't be able to access it again.
Once you have the API key, return to Zapier and fill in the key as the account.
Action
Just like when you do a manual import in MarketHype, this is where you map the data collected from the trigger, for example, name, email address, etc. You also need to choose what subscription type they should end up in, what legal basis to go for, and their opt-in date.
Subscription type
The subscription type is being filled in manually by adding the subscription type ID. Go to the MarketHype application → Settings (⚙️) → Subscription types, and the ID is visible underneath the subscription type name.
Copy the ID and return to Zapier and paste it under the Subscription type element.
Opt-in date
For MarketHype to fetch the opt-in date, it must be filled in correctly. The right format is year-month-day (2023-01-01).
Test action
Once you have mapped all fields, test your Zap to ensure everything works smoothly!
Step 4: Publish
Happy with the result? Click on Publish to start the Zap, and the workflow will work automatically.