Zapier is an excellent tool that can connect web applications together. With such powerful functionality, Zapier provides endless opportunities to receive, analyze, and follow up on your Qualaroo feedback. This article will carefully detail how to create a Zap. Let's get started!
Preparing the Trigger
A trigger is an action that initiates your Zap. With Qualaroo, we have prepared four triggers for you to choose from: New Survey, New Response, Survey Deactivated, and Survey Activated. You will be prompted to select one of these options later on.
Begin by selecting Qualaroo within the app section. A simple search will bring Qualaroo to the top of your list.
Next, determine to which account you would like to connect.
Connecting your Qualaroo Account requires you to enter your Qualaroo API Key and Secret. You can find both your Qualaroo API Key and Secret on your Qualaroo Account page under the Reporting API section.
Once you have entered in your API Key and Secret, you can continue by selecting the previously linked account during future visits. You will be required to select the appropriate Qualaroo Account later in this process.
Click the ellipsis button to the right of the Qualaroo logo and text, and select “Make A Zap”
Select Qualaroo as the Trigger App.
Select the intended Qualaroo Trigger. For this demonstration, we will be using the New Response Trigger.
Select your Qualaroo Account
Select which survey you’d like to connect to the Zap
Before you continue, please ensure that you have at least one response, and that the survey matches the trigger options. If you don't already have a response and are worried about setting the survey live on-site, don't worry! Please see this help article covering How to Test Your Survey on a Live Site.
Once everything is set up correctly, you will see “Test Successful!”
Preparing the Action
Once you have prepared the Trigger specifications, your next step is to Choose an Action App. An Action is considered a specified event completed in a second app. For this demonstration, we will be selecting SMS as our second app, and will send a text every time this survey receives a response!
Once you have selected this app’s Trigger, select the account associated with the app. The required information will vary from app to app. For this instance, we will be selecting a phone number as the account (and don’t worry, you can’t receive any unwanted Zap messages unless you have entered a Confirmation PIN).
After selecting Save and Continue, you will be prompted to format the message that accompanies each response.
Next, you will have the option to test your Zap and add another Step or Filter. If you do not want to include another step or filter, you are ready to turn on your Zap! Name your Zap, select a folder, and turn it on when you are ready!
Adding a Filter (optional)
Adding a Filter can be a great way to segment your responses to different endpoints. Here is a brief preview of how Filters can help you manage feedback on a per-team basis:
Negative feedback - Escalate directly to Customer Success Team (Zapier integration)
Neutral feedback - Funnel data to your Product Team for feature discovery
Positive feedback - Send feedback to your Marketing Team to create Case Studies
To begin, select the ‘+’ button in between the Trigger and Action, and choose Filter.
Select the Filter and Save + Continue
Your next step is to select the condition(s) your data must meet in order to continue. The three available components are Key, Condition, and Value. The Key determines which specific place from the app in your previous step(s) to check for data to filter against. The Condition determines the logic employed by your filter. The Value determines which value your filter checks against the logic. You can include multiple filters by selecting “+ AND” or “+ OR”.
For example, you can create a filter that is set to Only continue if the answer to your NPS question is above 8, indicating that they are a Promoter:
You will have an option to test if the filter is valid. Once this is complete, save and continue.
Congratulations, you have created a new Zap!
Please note that in cases where the respondent takes longer than a minute to finish the entire survey, responses recorded after the minute has elapsed may not populate within the Action App. However, this information is still recorded and can be viewed within your Reporting Dashboard or CSV export! This is something we are actively working to improve, and will provide updates when available!
We hope this information has been helpful. For any questions or additional needs, please reach out to us at [email protected]!