If you would like to use Zapier with your the Rockstar Learning Platform platform, click the link below to get access to our Zap. The the Rockstar Learning Platform Zap is private so you will not be able to access it with out clicking on the link below.
So what is Zapier and how does it work? Zapier allows you to integrate the Rockstar Learning Platform with thousands of other web applications out there such as Slack, Gmail, Mailchimp, Google sheets, Trello, Salesforce and many others to help tie your user data into your business workflow.
We've created triggers for different types of events in the Rockstar Learning Platform that will allow you to send specific data to other applications THROUGH Zapier. For instance, one of these events we've created is adding a new user to the Rockstar Learning Platform. Basically, anytime a user is added to the Rockstar Learning Platform, it triggers an event and can send the data where you want it.
Let's say you send out a monthly newsletter using Mailchimp and want all new users to be added to this list. With this new Zapier integration, it's a breeze. Let's walk through it:
For this example, we're going to assume you already have a Mailchimp account set up. In this case we've set up a new list that we're going to send all new users to. We’ll call it "Zapier List." Next, you'll want to go to the Zapier site and create an account, if you don't already have one. It's free for 14 days and lets you try it out. On the opening screen, you can see the sheer number of applications that are integrated through Zapier. So how you use it, is completely up to you and your business model.
First we'll click "MAKE A ZAP" to create a new connection between the Rockstar Learning Platform and Mailchimp. You can see there are two components of a Zap - one is the trigger (on the the Rockstar Learning Platform side), and the other is the action (in our case, the Mailchimp side). So let's set up the Trigger first: Type the Rockstar Learning Platform into the search field and you'll see the Rockstar Learning PlatformTV come up. Select it to pull up a list of available of application triggers.
There are 5 available right now:
- The first allows you to use the completion of a module as a trigger. (This is great for alerting admins to module completions)
- The second one allows you to use the creation of a new user as a trigger. (This is the one we're going to use in our example.)
- The third, fires when one of your users doesn't login in after a preset number of days. (This is helpful for monitoring adoption)
- The fourth is a trigger that gets fired when a newly created user has NOT logged in after a preset number of days. (This is also good for monitoring adoption)
- The last one is a trigger sent from another web application to create a new user in the Rockstar Learning Platform.
Select the trigger you want and click SAVE + CONTINUE.
Now we're going to connect it to your the Rockstar Learning Platform account. You'll need your login credentials for this step. Click CONNECT AN ACCOUNT.
A new window will open up asking you to enter your the Rockstar Learning Platform community URL, username and password. You will need to create a new user full admin user in the Rockstar Learning Platform for the Zapier integration. Enter these credentials and click CONTINUE. It will add it as a new connection. Click test to be sure it's able to communicate. Then click Save + Continue.
Next, Zapier is going to want to test to make sure it's able to pull some sample data from the Rockstar Learning Platform. Since this is a trigger around adding users, make sure you have a recently added user in the system. It's going to attempt to pull the data as a test to confirm the connection is working correctly. Click Fetch + Continue to verify. Once you get the TEST SUCCESSFUL message, you're finished setting up the Trigger.
So what we've done here is configured your the Rockstar Learning Platform Community to send data over to Zapier every time a new user is added to the system.
Now we have to tell what ACTION we want to do with that data. In this case, we're going to want to send the data to Mailchimp and add a new newsletter subscriber.
Notice we're in the ACTION step now. So we'll search for the app we want to connect the Rockstar Learning Platform with (in this case, Mailchimp).
Just like we have set up certain triggers, Mailchimp has set up certain ACTIONS to preform on the data. In this case, we're going to want to choose Add/Update Subscriber. Similarly, we're going to want to connect Zapier to our Mailchimp account using our credentials. Once connected, it will add it as a listed connection. Click SAVE + CONTINUE to move to the next step.
Now comes the Crucial part of the setup - What you want to do with the data. These screens will vary by application, so you'll have modify your steps here for the tasks involved. Here we're going to select the list we want to add the subscriber to. At the beginning we had created a list called ZAPIER LIST. So we'll select that from the dropdown.
Next, it's asking for the email address of the subscriber. So we'll pull down this list which will show the available data that the Rockstar Learning Platform has sent over. You can select any field, but be sure to pick the one that is appropriate. In this case, we'll select the email address.
Depending on the task you're performing, there may be other fields you want to store on the application. In this case, it's the only one. The rest of the selections are Mailchimp specific in terms of the handling of this new subscriber. Click CONTINUE once complete.
Zapier will then test the integration with the Action Application (in this case Mailchimp) to make sure it's communication properly. In this case, it will actually create the subscriber to Mailchimp to test it out. Click Create & Continue.
Now, if you hop over to the app you're integrating with, you should see the sample user you just created.
Go back to Zapier and click Finish to Save the setup. Name your zap so you'll be able to edit it later if need be. You might be creating lots of zaps, so it's good to be specific.
Finally turn your Zap ON, if you're ready.
You can also go back to Zapier to see the task history for this zap which is super helpful if you want to diagnose any issues that might occur.