To connect ChurnIQ to Zapier when setting up a segment automation, you only need a custom wehbook url that is generated in Zapier. In this article we will describe the 3 steps you need to take to complete this process.
Step 1 - Set up your schedule in ChurnIQ
The ChurnIQ scheduler can be opened from the Segment Builder page. Here you can define both the segment itself (using filters) and the delivery schedule. To connect the segment and schedule to Zapier, choose Zapier as the destination for the data. This will open the webhook url field. We will get this url in Zapier.
Step 2 - Set up a Zapier webhook to receive your segment
In the Zapier dashboard, choose the apps that you want to connect. The ChurnIQ segment will be sent with Zapier Webhooks, so select that as your first app. The second app will be your marketing tool, eg. Mailchimp or Constant Contact.
Next we need to configure the Webhook. There are only two steps:
- Pick the trigger event
- Set up the trigger
The trigger event is simply 'Catch Hook'.
For the trigger setup, ensure that you have entered 'data' in the child key field. Once that is done, just copy the custom webhook url Zapier has generated for your action.
Step 3 - Test and save your automated connection
Finally, we need to test the automation. Start by pasting the webhook url into Cleeng
Next, test your connection with the 'Send Test' button.
In your Zapier window, test the trigger. At times it may take a few minutes for the trigger to be found by Zapier. You can always resend the test from ChurnIQ if you feel it is taking too long.
When the test is successful, Zapier will find a 'request'. This request contains the customers in your segment. Your connection is ready at this point. All that is left to do is to save your automation schedule in ChurnIQ.