Automating Customer Lists to Mailchimp through Zapier

The purpose of this article is to show you how you can automate the process of sending RepairQ customers to your Mailchimp account.  While this guide walks through one example, you can build upon it to not only choose which customers you send over, but also which tags they're given when sent to Mailchimp.

In order to complete this you will need:

  • RepairQ Professional
  • Zapier Premium
  • Mailchimp (Requires a standard subscription if you want to automate the email campaigns)

 

Important Note:

Currently, Code Steps are limited to returning 250 items in the output object for Code by Zapier.
This means that any customer list over 250 will not run.

  1. The first step is to log in to your Zapier account and create a new Zap.  You will want to select "Webhooks by Zapier" as the App followed by "Catch Raw Hook" as the trigger event.  Then Click Continue.1.jpg
  2. Zapier will then create a Webhook URL.  Copy it and set it aside.2.jpg
  3. Log in to your RepairQ Instance and navigate to the Analytics section.  Click the 4 squares on the right, then select the Globe tab.  From here, click on the Customer menu and select the "MC Customer" look.
    3.jpg
  4. By default this look pulls closed tickets from the previous month.  Click the cogwheel and select either send or schedule.
    4.jpg
  5. Select the data to go as a Webhook and paste the URL you saved from step 2 into the field that appears.  Then select JSON - Simple as the data.  Don't click send yet.10.jpg
  6. Jump back over to Zapier and hit Continue.  Then click the "Test & Review" button.  Once you click it, jump back to RepairQ and Click send.  Zapier should see the Webhook from RepairQ and load some test data. Hit Continue.6.jpg
  7. Select "Code by Zapier" as the next App, and select "Run Javascript" as the Action Event.3.jpg
  8. In the next section input "rawData" into the Input Data field.  Then select "Raw Body" from the drop down next to it.4.jpg
  9. In the Code section, input the following 
    const elements = JSON.parse(inputData.rawData);
    const attDat = JSON.parse(elements.attachment.data);
    return attDat.map(item => {
    return item;
    });
  10. In the next section, click Test and Continue, then add a third section with the plus button.
  11. Select Mailchimp as the App and Add/Update Subscriber as the Action Event.11.jpg
  12. In the next section link you Mailchimp account with Zapier.12.jpg
  13. In the next section select which Audience you want your RepairQ contacts to go to.  Then select Customer.email from the drop down.13.jpg
  14. Scroll down and click Refresh Fields.
    14.jpg
  15. New fields will appear. Select Customer.first Name and Customer.last Name for their respective sections. 15.jpg
  16. Click the Blue plus to add a fourth Zap
  17. Once again select Mailchimp as the App.  You'll use "Add a Subscriber Tag" as the Action Event this time.16.jpg
  18. Use the same account you linked earlier in the next section.12.jpg
  19. In the next section, select the same Audience you used above.  Input the Tag you want to attribute to customers from RepairQ.  Then use Customer.email for the Email Address.18.jpg
  20. Hit Next and save the Zap.  Then use the Toggle at the bottom to turn the Zap on.

Customers sent over will appear in the Audience you selected showing the source as Zapier and the tag you selected..19.jpg

You can use the Analytics section in RepairQ to create and schedule reports to send customer data for any campaign. 

 

 

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