User guide to connect an emailing system via Zapier
The Yoplanning connection functionality to an emailing system via Zapier allows you to automate the management of email communications. Zapier is an integration platform that makes it easy to connect different apps to automate workflows. Using Zapier with Yoplanning, you can create automations, called "Zaps", that react to various triggers in Yoplanning (like adding a new customer or creating a new order) to send emails or complete tasks. other actions in your communication systems.
Steps to use the feature
Request an access token:
Before you begin, you must obtain an access token. To do this, write to support@yoplanning.com requesting a token for integration with Zapier.
Access Zapier:
Log in to your Zapier account at zapier.com.
Create a new Zap:
Click the “Make a Zap” button to create a new Zap.
Select Yoplanning as trigger:
Find “Yoplanning” in the apps list and select it.
Choose the appropriate trigger, such as "New customer", "New order", or "Modification of a customer file".
Connect your Yoplanning account using the access token you received.
Configure the action in the emailing system:
Choose your email system application (like Mailchimp, SendGrid, or any other service supported by Zapier).
Select the action to perform, for example, "Send email" or "Add to list."
Connect your email account to Zapier by following the instructions to authorize access.
Map data:
Map Yoplanning data (such as customer name, email address, etc.) to the fields of your emailing action.
Test and activate Zap:
Test the Zap to make sure it is working properly.
Enable Zap so that it starts working automatically in the background.
Tips for use and best practices
Email segmentation: Use Yoplanning trigger information to segment your email lists and send targeted messages to your customers.
Confirmation Automation: Set up Zaps to automatically send order confirmations or session reminders.
Analysis and improvement: Monitor your email performance and adjust your strategies based on open and click rates.
Common problems and solutions
Problem: Data is not syncing correctly.
Solution: Verify that all required fields are correctly mapped and that connections between Yoplanning and your emailing system are active and authorized.
Problem: Emails are not being sent.
Solution: Make sure Zap is enabled and your email account has enough credits or capacity to send emails. Also check your email service's spam settings and filters.
Problem: Trigger does not work.
Solution: Verify that the Yoplanning integration with Zapier is correctly configured and that the necessary permissions are granted. You can also check the event logs in Zapier to diagnose the problem.
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