Welcome to the third and final installment of our series on how to set up an amazing automated book pre-order campaign!
In our first installment, we used ConvertKit to set up an automation that allowed us to plan our book launch communications, and in our second installment, we used Typeform to collect the names and email addresses of people who pre-ordered our book.
Today, we’ll use a handy piece of software called Zapier to connect these two tools, ConvertKit and Typeform. When you’re done, you’ll have a system that makes it incredibly easy to send automated emails to buyers with their book bonuses.
The great benefit of doing things this way is twofold: it saves you the time of having to manually export information out of Typeform and import it into ConvertKit, and it means your ConvertKit information is always accurate within a few minutes.
First, let’s set the table by reminding you of the pieces you put together in the first two installments.
Here’s the ConvertKit automation from our first blog post. This workflow is still missing some key information: Who pre-ordered your book?
And here’s the Book Pre-Order form from our second post. This form collects the information that tells us who pre-ordered the book.
Today is all about connecting these two workflows so that the ConvertKit automation can take advantage of the information from Typeform about who’s actually bought the book.
Ready? Let’s get started!
What Does Zapier Do?
First, let’s talk about Zapier. Zapier is an incredibly useful tool that acts as a bridge between services. It allows you to take information that was entered into one service and transfer that information into a second service. In our example, we will be taking some of the information entered into a Typeform questionnaire and transferring it into ConvertKit’s subscriber list.
Zapier performs this action on an ongoing basis, meaning that five to fifteen minutes after a user fills out the Typeform questionnaire, that information will automatically be transferred into ConvertKit. This helps you two ways: it saves you the time of having to manually export information out of Typeform and import it into ConvertKit, and it means your ConvertKit information is always accurate within a few minutes. Zapier’s “Free” and “Starter” levels run zaps every fifteen minutes, while accounts at the Professional level and above run every five minutes.
There are two terms you need to know: Zaps and tasks.
- A Zap is the workflow you set up to connect two accounts. We will be setting up a single Zap: connecting Typeform responses to a ConvertKit tag.
- A task happens each time a Zap is triggered. Each time someone fills out your Typeform, that will cause a task to occur.
You can get started with the free account, but that only gives you 100 tasks per month. Unless the audience you expect to pre-order your book is very small, you will need to upgrade to a paid account so that you have enough tasks. You can review the plans here; choose a plan that will give you enough tasks to handle your volume of pre-orders. After your book launches and your pre-order campaign ends, you can downgrade your account to the free level until you need to run another campaign.
How to Connect Your Accounts to Zapier
First, go to zapier.com to create an account. The first task: connect your Typeform and ConvertKit accounts.
Click on Connected Accounts. In the account search bar, enter “Typeform.” When Typeform appears in the list, click on it.
This will open up a new window that requests your Typeform API Key.
In your Typeform account, click on your profile picture in the upper-right and select My Account. Your API Key will be listed on this page.
Copy it, paste it into the Zapier window, and click Yes, Continue. There will be a short pause while the connection completes, and the window will close.
Return to the main browser window. In the Zapier account search bar, enter “ConvertKit.” When ConvertKit appears in the list, click on it.
This will open up a new window, and for ConvertKit, it will request two items: your API Key and your API Secret. You will find both of these under Account Settings in ConvertKit. In your ConvertKit account, click on your profile picture in the upper-right and select Account Settings. Your API Key will be displayed; copy it and paste it into the Zapier window. To access your API Secret, click Show. This will display your Secret; copy it and paste it into the Zapier window.
Click Yes, Continue. There will be a short pause while the connection completes, and the window will close.
Return to the main browser window. You should see both Typeform and ConvertKit in your list of connected accounts.
We are now ready to create your Zap!
How to Create Your Typeform-to-ConvertKit Zap
In the menu underneath the Zapier logo, click on Zaps. This is where all the Zaps you create will be stored. Click on the Make a Zap button to get started.
Setting Up the Trigger: Typeform
This will take you to the Zap builder and will ask you to “Choose a Trigger App.” Your trigger is the thing that will initiate the action. In our case, we want the Zap to trigger when someone fills out our Typeform. This means our trigger is Typeform. You will see your connected accounts on this screen; select Typeform.
For Typeform, you have only one trigger type, New Entry. Because there is only one type, this will be selected for you. Click Save and Continue.
Next, Zapier will ask you to select your account. (It is possible to connect more than one Typeform account to Zapier.) If you have only one account connected, it will be selected for you. Click Save and Continue.
Now Zapier will ask you to select the Typeform that will trigger the Zap. Click on button to the right of the entry bar and it will display all of the forms in your account. Select your Book Pre-Order form, then click Continue.
On the next screen, Typeform will tell you that you must have at least one entry in the form. If you have not tested your Typeform, test it now. After you have at least one entry, click Fetch & Continue.
Typeform will verify that it can access your entry. Once verified, the bar will turn green. If it does not successfully access your entry, do the following:
- Verify that you have the correct Typeform account connected
- Review the above steps, and verify that you have connected the correct form
- Verify that you have at least one recent form entry submitted
After the bar turns green and says Test Successful! then click Continue. Your trigger has been set up.
Setting Up the Action: ConvertKit
Next, you’ll see a screen that reads Choose an Action App. The action is what happens when Zapier receives the trigger. Select ConvertKit from your list of apps.
You will be presented with three options. Based on our ConvertKit automation from the first blog post, we want to add subscribers to the tag “Book Pre-Order List.” Select Add a Subscriber to a Tag and click Continue.
Next, Zapier will ask you to select your account. (It is possible to connect more than one ConvertKit account to Zapier.) If you have only one account connected, it will be selected for you. Click Save and Continue.
Now you will set up the specific action that occurs in ConvertKit. Click the dropdown arrow next to the Tag search bar and select your tag, Book Pre-Order List. Next, under Email, click the button to the right of the entry bar. This will bring up a list of all the Typeform questions. Find What is your email address? Click it. Finally, under First Name, click the button and find the question What is your first name? from the list of questions. Click it. Hit Continue.
Zapier will now show you a test of your Zap. Make sure that the tag, email, and first name it return look correct. Click Send Test to ConvertKit.
Zapier will return a notification letting you know that your test was sent successfully. Click Finish.
Finally, you will be asked to name your Zap. Enter “Book Pre-Order” and click the switch to turn on your Zap.
Your Zap has been created! It’s always a good idea to verify that the test worked. Go to ConvertKit and search for the subscriber that was indicated in the test. Check that subscriber’s list of tags for Book Pre-Order.
You’re all set! Good luck with your pre-order campaign!