Zapier
- 1.To connect to Zapier, go to Integrations > Connect on the Zapier card.
- 1.You'll need to create a free Zapier account prior to connecting if you do not already have one.
- 2.On the Settings page, click the link "You can connect Tourial to Zapier here" to be taken to the App Invitation page.
- 3.Click Accept Invite and Build a Zap to continue
- 4.Select Create a Zap
- 5.Click the Step 1 Trigger to create a new trigger and search for Tourial
- 6.Under Event, you'll see three options for triggers -
- 1.Tourial View - triggers when a known visitor views any Tour
- 2.Tourial Content View - triggers when a known visitor views a TourPlayer or other Tourial content
- 3.Tourial Form Submission - triggers when a form is submitted on your Tour
- 1.Under the Account tab, click Sign in.
- 2.A window will pop up for the API key. Copy and paste the API key from the integrations page in Tourial. Then click Continue.
- 3.Under Test, click Test trigger. Fake data will populate.
- 4.Click Continue with selected record.
- 5.Now you can add an Action for your third-party app.
- 1.For this, we'll use Slack as an example and show you how to add the Tourial data points.
- 6.Once you've connected to Slack (or whichever app you've selected), you'll be able to Insert Data from the dropdown of available Tourial data.
- 7.Once you've selected Tourial Data, you can finish the action step and test.
- 8.After the test is complete, Publish the step and your Zap!
To create a Zap based on a Tourial Form Submission, first ensure you've completed setup with the Integrate with Zapier section at the top.
At step 6, select Tourial Form Submission.
- 1.Under the Account tab, click Sign in.
- 2.A window will pop up for the API key. Copy and paste the API key from the integrations page in Tourial. Then click Continue.
- 3.Under the Trigger tab, you'll see a field for Form ID.
- 4.You can find your Form IDs on the Zapier Integration page within the Tourial app. Copy and paste the appropriate Form ID then click Continue.
- 5.Under Test, click Test trigger. Fake data will populate.
- 6.Click Continue with selected record.
- 7.Now you'll select add your Action by selecting the app you wish to send form submission data to.
- 8.Once you've completed your action, test it, and publish your Zap!
- Tourial: All Viewed Tourial Names - String field that can be used to search by Tourial name
- Tourial Last Session: Tourial Name - Name of the Tourial a contact last interacted with as indicated in your Tourial account
- Tourial: Name - Name of the Tourial as indicated in your Tourial account
- Email - Email address of a visitor once submitted
- Session ID - ID of the session from the Tourial database
- Tourial: Date Viewed - Date the Tourial was viewed
- Tourial: First Session Date - Date a contact first interacted with Tourial Content
- Tourial ID - ID of the Tourial from the Tourial database
- Last Session Date - Date a contact last interacted with any Tourial Content
- Tourial Session ID - ID of the session from the Tourial database
- Total Clicks - Count that refers to the total number of clicks throughout the Tourial
- Total CTA Clicks - Count that refers to the number of external link clicks, forms viewed, and schedulers opened throughout the Tourial
- Total Events Scheduled - Total number of events scheduled via scheduler integration
- Total External Link Clicks - Count that refers to the number of external links clicked on across the Tourial
- Total Forms Submitted - Count that refers to the number of forms submitted
- Total Forms Viewed - Count that refers to the number of forms that were viewed across the Tourial
- Total Schedulers Opened - Total number of times a scheduler was clicked on
- Total Seconds - Total time in seconds the contact has spent on a specific Tourial
- Total Seconds on all Tourials - Total time in seconds spent on all Tourials
- Total Sessions - Total number of unique sessions on any Tourial Content
- Total Unique Tourials Viewed - Number of unique Tourials viewed by a contact
- Tourial: URL - The shareable URL for the Tourial
- Tourial Visitor ID - ID of the visitor from the Tourial database
- UTM Campaign
- UTM Medium
- UTM Source
Last modified 19d ago