RETURN TO "Day 1: Inboxing & Automation"
Dennis Live Zapier Work
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Theory
This is a real-time practical demonstration of how you can automate actions and events between different applications all on Zapier. Watch the video and practice the lessons therein.
How to create an automation with Zapier
Go to zapier.com [2:56]
Register for an account or log in to an existing account [3:01]
Click on “Make a new Zap” [3:07]
Go to your autoresponder and create a main list [3:17]
Create a new sequence [4:00]
Create additional lists for segmentation [4:24]
Add follow up sequence and publish [5:13]
Copy the Webhook URL [8:33]
Paste in the notification URL and mark to receive IPN messages [8:38]
Click on Save [8:44]
Hit Continue [8:53]
Choose autoresponder [9:41]
Chose action an event [10:00]
Click to continue [10:09]
Choose the autoresponder account to use or click to add an account [10:23]
Go to Convertkit account [10:40]
Click to see API secret [10:46]
Copy API secret and paste to connect to Zapier [10:50]
Customize subscribe to sequence [11:15]
Add filter to segment email into the appropriate list [13:45]
Turn it ON [14:18]
Name your Zap [14:26]
Copy the automation and edit the filter for another Segmentation [14:58]
Change to the desired list [15:45]
Rename your new Zap [16:16]
Looking for the handout? Check out this link!
Automation Handout
TOOLBOX & RESOURCE DOWNLOADS
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