Zapier
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To connect to Zapier, go to Integrations > Connect on the Zapier card.
You'll need to create a free Zapier account prior to connecting if you do not already have one.
On the Settings page, click the link "You can connect Tourial to Zapier here" to be taken to the App Invitation page.
Click Accept Invite and Build a Zap to continue
Select Create a Zap
Click the Step 1 Trigger to create a new trigger and search for Tourial
Under Event, you'll see three options for triggers -
Tourial View - triggers when a known visitor views any Tour
Tourial Content View - triggers when a known visitor views a TourPlayer or other Tourial content
Tourial Form Submission - triggers when a form is submitted on your Tour
Under the Account tab, click Sign in.
A window will pop up for the API key. Copy and paste the API key from the integrations page in Tourial. Then click Continue.
Under Test, click Test trigger. Fake data will populate.
Click Continue with selected record.
Now you can add an Action for your third-party app.
For this, we'll use Slack as an example and show you how to add the Tourial data points.
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.
Once you've selected Tourial Data, you can finish the action step and test.
After the test is complete, Publish the step and your Zap!
At step 6, select Tourial Form Submission.
Under the Account tab, click Sign in.
A window will pop up for the API key. Copy and paste the API key from the integrations page in Tourial. Then click Continue.
Under the Trigger tab, you'll see a field for Form ID.
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.
Under Test, click Test trigger. Fake data will populate.
Click Continue with selected record.
Now you'll select add your Action by selecting the app you wish to send form submission data to.
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
To create a Zap based on a Tourial Form Submission, first ensure you've completed setup with the section at the top.
