Zapier DemystifiedReviewTrackers + Zapier

Agenda• Zapier

- What is it? - Why? - How does it work? - Pricing

• ReviewTrackers + Zapier | Self-Service Model

• Timeframes - Roll out from Private Beta —> Fully Live - Customer Implementation

• Q&A

What Is Zapier?

Zapier is an integration platform that connects 400+ web applications and services together by automating mindless, repetitive, and tedious tasks without knowing anything about code.

“It’s a far more powerful, business-oriented, version of IFTTT and the solution many of our customers are looking for.” - Emily Carl, ReviewTrackers Employee

6 Key Terms w/Zapier

Zap

Task

Trigger

Action

Filter

App

The link between two apps on Zapier.

A single action performed by Zapier.

The event that starts a Zap.

The event that completes a Zap.

An optional feature you apply to a Zap to only make it fire when a certain condition is met.

A web service or application, such as Google Docs, ReviewTrackers or Salesforce.

Why Zapier?Growing List of 400+ Web Apps

Helps Structure Conversation w/Customers

Cost Effective

Learning Tool

“Because Zapier integrates with a growing list of 400+ web apps and services along with allowing users to tweak the details of how exactly an integration works. It was clearly the platform we had to integrate with.” - Bart Grabowski, ReviewTrackers Intern

How Does It Work?

It works like magic and we should sell it to everyone!

How Does It Work?

It works like magic and we should sell it to everyone!It works like magic and we should sell it to everyone!

How Does It Work?All Zaps are 1-to-1 relationships.

All Zaps travel in one direction.

Here's an example of a Zap: When I receive a new email in Gmail, send me an SMS message.

The first part (receiving a new email) is the trigger. The second part (sending an SMS message) is the action.

How Does It Work?All Zaps are 1-to-1 relationships.

All Zaps travel in one direction.

Here's an example of a Zap: When I receive a new email in Gmail, send me an SMS message.

The first part (receiving a new email) is the trigger. The second part (sending an SMS message) is the action.

How Does It Work?All Zaps are 1-to-1 relationships.

All Zaps travel in one direction.

Here's an example of a Zap: When I receive a new email in Gmail, send me an SMS message.

The first part (receiving a new email) is the trigger. The second part (sending an SMS message) is the action.

How Does It Work?All Zaps are 1-to-1 relationships.

All Zaps travel in one direction.

Here's an example of a Zap: When I receive a new email in Gmail, send me an SMS message.

The first part (receiving a new email) is the trigger. The second part (sending an SMS message) is the action.

Step 1 of 7

Select the non-ReviewTrackers web app or service.

Select one of the appropriate triggers.

Select ReviewTrackers.

Select your action (Send Request Review Email).

Steps 2 & 3 of 7

Link your ReviewTrackers account using an API key — Zapier will prompt you to test the connection.

Link your MailChimp (or other web app) account using an API key — Zapier will prompt you to test the connection.

Step 4 of 7

Select the appropriate corresponding fields.Apply any optional filters — these can get tricky! Ideally these are avoided.

The fields during this step vary based on the web app/service.

Step 5 of 7Select the location within ReviewTrackers.

Select or type in.

Select or type in.

Select the location within ReviewTrackers.

Simply delete this — not needed.

This should always read “Email.”

Steps 6 & 7 of 7

You’re able to test the Zap to make sure it works as intended.

Naming correctly and with some consistent pattern is important to keep Zaps in order!

Then switch on Zap.

Zapier Pricing

RT CapabilitiesOnly Review Generation Available Today

Customer Must Be API Customer

CRM + Email Marketing Most Applicable Categories — Google Sheets Most Preferred Web App

Dependent On What “Triggers” The Other Web App/Service Has Enabled

MUST Carefully Document Customer’s Specific Use Case

63 Email Marketing58 CRM

Zapier Not For EveryonePossible Reasons:

• Custom CRM System

• CRM System Not On Zapier

• Specific Use Case — Zapier Limitations Prohibit Use As They Would Like

Non-Zapier Solution

API

Mid-AugustMore Help Docs Available

Roll Out Time Frame

2015 2016

Today Still In Private Beta

End of AugustOut of Private Beta - Full Marketing Push w/Zapier

Some Time Ago “I want this for our customers!”

We are FULLY OPERATIONAL TODAY!

October RTX Launch - Opens New Possibilities w/Zapier

Unset FutureZapier Re-evaluated

End of September Use Case(s)

!NOTE!We are ONLY using Zapier for Review Generation!

Self-Service Model

Customer Set-up Process

Start End

Customer approaches RT looking to make use of Zapier.

Emily says her quote from slide 3.

Customer creates Zapier account and sets up zaps.

Sales and/or Support explain Zapier integration.

FYI… This is Tim.

Support provides guidance/docs.

Help troubleshoot any future issues.

Customer

Customer uses Zapier as they see fit.

Resources & Docs

Internal Team Members

Guides/PDFs/Help Docs

Use Case(s) - Sept. 30th

Basecamp

https://basecamp.com/2247570/projects/4507449/todolists/30832627

Questions?

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