TABLE OF CONTENTS

• Zapier Account & Requirements
• How To Use a Zap Template
• Zap Templates
  • Contact Related Zaps
    • Create a Contact and opt-in to a Mobile Campaign (Mobile # Only)

    • Create a Contact and opt-in to a Mobile Campaign (Mobile + Additional Data)

    • Create / Update a Contact (No Keyword Opt-In)

    • Optout or Delete a Contact

      
      

  • Kiosk Related Zaps

    • Kiosk Mobile Opt-In (Mobile # Only)

    • Kiosk Visit Based Loyalty or Mobile Opt-in (Mobile + 3 Data Fields)

    • Kiosk Visit Based Loyalty Check-In (Mobile # Only)

    • Kiosk Spend Based Loyalty Check-In (Mobile # Only)

      
      

  • Send Message Related Zaps

    • Send SMS (All Available Options Listed)

    • SendMT - Send Individual Message NOW

    • SendMT - Schedule Individual Message

    • SendMT - Schedule Blast to Keyword OptIns

      
      

  • TRS Related Zaps

    • Create a TRS Appointment

      
      

  • General Purpose Zaps

    • Create a Mobile Coupon

    • Issue a Mobile Coupon (Without sending a Text)

    • Create a Short URL

      
      

  • Post Notification Zaps

    • Create a Contact Profile in 3rd Party Account from a Post Notification

The Zap Templates listed below were created with a special use in mind and have been formatted to suit those needs. Each Zap has two links. 1) The TEMPLATE link opens a unique page on Zapier with additional instructions, the Step 1 Trigger, and a Step 2 Action. 2) The API REF link opens a knowledge base article containing a visual reference for configuring the specific Step 2 Action. 

Of course, when in doubt - reach out! The support team is here to help. For additional instruction and guidance on using Zapier, please review the suggested articles below.  

REQUIREMENTS

Using these template requires a Zapier Account (minimum Starter Plan), log-in credentials to the 3rd party application, and an account on the mobile platform with the requisite features to perform the desired action (ex: mobile campaign, kiosk, coupons, etc...). For additional features that improve the flow of data through Zapier (ex: auto-replay, 2 min update time, and custom logic paths), the Professional Plan is preferred for maximum speed and flexibility.

Don't already have a Zapier account? Register for a free account here: Zapier Sign-Up

Note: All Shareable Zaps use Webhooks by Zapier. This is considered a premium app, the use of which requires a Zapier Account with the minimum STARTER Plan.  

HOW TO USE A ZAP TEMPLATE

Step 1.

After creating the account on the mobile platform with the requisite features to perform the desired action (ex: mobile campaign, kiosk, coupons, etc...) log-in to Zapier.

Step 2.

Locate the desired template below and click the TRY IT button. This will open the template page (see image below). 

The template page provides a detailed description, additional instructions, and pertinent notes for each step of the specific Zap. Review these notes carefully before proceeding. 

Step 3.

When ready, click the TRY IT button from the template page to begin working with the Zap itself. 

Step 4.

Rename the Zap and configure the steps to suit the specific account's needs.

For a more in depth guide to using a Zap Template, please view the resources listed below:

ZAP TEMPLATES

The template listed below represent the most common API calls in use today. Though the most common, the following list is only a sample of the APIs available. For a full list of API calls and POST NOTIFICATION APIs (PNAPI), please visit GATEWAY API in the MOBILE MESSAGING menu of the desired account. 

CONTACTS

Use these Zaps to add a contact to the account's database, opt a contact in to a mobile campaign, update an existing contact, and opt-out or delete a contact.

KIOSK

Use these Zaps to perform actions through the mobile kiosk such as opting into a mobile campaign, and visit and spend based loyalty.

SEND MESSAGE

Use these Zaps to send and schedule individual messages and blasts.

TEXT REMINDER SYSTEM (TRS)

Use this Zap to create appointments in the Text Reminder System (TRS) and schedule reminders.

GENERAL PURPOSE ZAPS

Use these Zaps to execute a variety of actions such as issuing a mobile coupon and creating a short URL.

POST NOTIFICATION API (PNAPI)

Use this Zap with enabled Post Notification API (PNAPI) in the desired account to send information from the mobile platform to a 3rd party application.

Step 1.

Click TEMPLATE below, the use the TRY IT button on the Template Page.

Step 2.

Copy the webhook URL from the Zap's Step 1 Trigger.

Step 3.

Log-in to the desired account on the mobile platform then click MESSAGING, then GATEWAY API.

Step 4.

Locate and click the POST NOTIFICATIONS button.

Step 5.

Click the Create A New Event hyperlink.

Step 6.

Use the dropdown menu provided to select the desired action that will trigger the Post Notification (ex: Contact Added, Kiosk Checkin, Incoming SMS Keyword Optin, etc...) and check mark ENABLE.

Step 7.

Choose Delivery type = GET,  Data Type = URL Encoding, and enter the catch hook URL in the field provided. 

Step 8.

Click the SAVE CHANGES button to save the selections.

Step 9.

Each PNAPI delivers a predetermined list of data. Once enabled, use the list provided to deselect unnecessary data.

Ex: Kiosk Check-In Data

Multiple Post Notifications can be enabled within the same account. Repeat the steps 1-8 to enable additional events that need to share information with the desired 3rd party. 

Step 10.

Configure the Zap's Step 1 Action to suit the specific 3rd Party application's needs.