[2.0] bucket - Zapier - MailerLite
This article provides instructions to pull data out of bucket.io and push it to a Group inside MailerLite
IMPORTANT:
- Please note that Zapier can only add leads to a single MailerLite Group. Therefore, if you have multiple buckets, you won't be able to subscribe to multiple groups.
- Even though leads are added the same group (regardless of their segment), each lead is accompanied by a Custom field indicating their unique bucket name.
- The data in the custom field will serve to trigger automations that are unique to the value inside the field.
Information: Click to expand images
Step #1: Inside MailerLite
Prepare the space where all leads are going to land, to do this, you’ll need to create a Group and a Custom field (the custom field is to bring the bucket name along with their email)
- Create a Group: This group is to place all leads coming from your quiz in bucket.io
- Create a Custom Field: This custom field is used to put the bucket name of each lead that comes in
- Create automations: when setting up the automation, make sure the trigger is set to Updated Field
- Important: this Automation should be used to trigger the email report for each person, here some suggestions:
- it is important that custom fields contain the exact bucket name
- You will need one automation for each bucket, so that each one can trigger based on a specific bucket name
Step #2: Create a two steps zap
The zap will consist of two steps, one to pull data out of bucket.io and the second one to send data to MailerLite
First step Zap
- Log into your Zapier Account
- Click Make a new Zap
- Find Bucket.io 2.0 in the App Search
- Select New Lead as the trigger
Note: If you have connected bucket.io to Zapier before, skip straight to item #2 below
- Click Sign in to bucket.io 2.0 to add your account, it will open a pop-up asking you to enter your bucket API key
- This API can be found accessed by going to your bucket.io account under
- My account
- Add new integration
- Click the Zapier icon
- Copy the API key
- Paste this API Key in the Zapier pop-up and click “Yes, Continue”
- Click the blue Continue button and it will ask to choose an account, select it from the drop-down menu, and click the blue continue button again
- It should display a Customize Lead field asking to enter a Verification Token code. Leave this open and switch back to bucket.io to find the unique funnel verification code.
- If you are inside your funnel, click Settings, which will display the settings menu of your funnel
- Click Integrations, which will display all of the available apps to integrate with
- Click the Zapier icon, and this will automatically open a screen with a Verification Token code, copy the code and paste it into the Zapier pop-up
- This will open the Find Data section asking to test your trigger to confirm connectivity, click the Test Trigger button to bring a sample lead (most likely it’s under a dummy name such as “fake browser”). Click the Continue button to conclude the first step of the Zap
Second step Zap
- From the Choose App & Event search box type MailerLite, make sure you don’t select “classic”
- Choose the action event “Create/Update Contact” and click the continue button
- If MailerLite was previously linked to Zapier you’ll be asked to select an account, if not, you’ll be asked to connect by putting your user name and password from MailerLite
- Under the Set up action area, choose a subscriber group (created in Step #1 of this tutorial)
- In the Email field, click to expand the menu, and choose the email provided by zapier
Important, due to requirement from MailerLite, the “resubscribe” field should be marked as “true”, if not, Mailerlite will block leads coming from zapier
- Scrolls down to find the Custom field created in Step#1 of this tutorial
- Click to expand the drop-down menu and select the “outcome” name provided by zapier
- Click Continue
- You should see sample data to test the connection, click “test & review”
- Then you will get a confirmation message saying that a test lead was sent to MailerLite
- Click publish zap
- Name the zap from the top-left corner
Mon thru Fri, from 8:00 to 17:00
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