Integration with Mailchimp: Difference between revisions

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:2. Create an account at [https://zapier.com/ Zapier.com], it only takes 1 minute.

:3. ~~As well make sure you have~~ ~~[[Zapier_Connector_custom_feature|~~Zapier ~~Connector]]~~ custom feature ~~turned~~ on in your SimplyBook.me ~~account~~.

:3. Enable Zapier connector custom feature on your Custom features page on SimplyBook.me side.

[[File:Zapier enable path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]

:4. ~~After logging into~~ Zapier ~~select to create a new ZAP by clicking on Make a Zap button at~~ the ~~top.~~

:4. Connect to your Zapier account using the ‘’’Quick connect’’’ option

[[File:~~Add new zap in~~ zapier ~~path upd~~.png|border|center]]

[[File:Quick connect zapier.png|1200px|border | center|link=https://help.simplybook.me/images/8/84/Quick_connect_zapier.png]]

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:5. ~~Next choose a trigger app<~~/~~span> - put SimplyBook in the searchbox to find and select it~~.

:5. Click on '''+ Create Zap''' button.

[[File:Create zap path.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Create_zap_path.png]]

[[File:~~Select simpybook~~ as trigger.png|border|center]]

:6. In the popup that appears find SimplyBook.me in the list of apps to connect to.

[[File:Zapier new sb as trigger.png|1200px|border | center|link=https://help.simplybook.me/images/1/13/Zapier_new_sb_as_trigger.png]]

[[File:~~Select~~ trigger ~~sbm~~.png |border|center]]

:7. Choose the desired trigger and the account that you have previously connected. Click "Continue".

[[File:Zapier new choose trigger event.png|1200px|border | center|link=https://help.simplybook.me/images/4/45/Zapier_new_choose_trigger_event.png]]

:6. ~~Now you need to connect~~ your ~~SimplyBook.me account. ~~

:8. Test your trigger, select the sample record and proceed to the action step.

~~[[File:Connect~~ to ~~simplybook~~.~~png |border|center]]~~

:7. Make sure to have your login information to your SimplyBook.me account and insert it to the relevant boxes. Confirm the selections.

:9. Now select MailChimp as an action app and select the action that will take place when the trigger works.

~~[[File:Sbm credentials to zapier.png|border|center]]~~

~~ ~~

:8. Now select MailChimp as an action app and select the action that will take place when the trigger works.

[[File:Select mailchimp.png|border|center]]

[[File:Select action on mailchimp side.png|border|center]]

:9. Connect your MailChimp account.

:10. Connect your MailChimp account.

[[File:Log in to mailchimp.png|border|center]]

:10. Set the required fields depending on the action you have selected.

:11. Set the required fields depending on the action you have selected.

[[File:Mailchimp template.png|border|center]]

:11. Confirm your choices and turn the Zap on.

:12. Confirm your choices and turn the Zap on.

</translate>

@@ Line 18: / Line 18: @@
 :2. Create an account at <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://zapier.com/ Zapier.com],</span> it only takes 1 minute.
 <br><br>
-:3. As well make sure you have <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Zapier_Connector_custom_feature|Zapier Connector]]</span> custom feature turned on in your SimplyBook.me account.
+:3. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Zapier connector</span> custom feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page on SimplyBook.me side.
+[[File:Zapier enable path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/b/b9/Zapier_enable_path_redesigned.png]]
 <br><br>
-:4. After logging into Zapier select to create a new ZAP by clicking on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make a Zap</span> button at the top.
+:4. Connect to your Zapier account using the ‘’’Quick connect’’’ option
-[[File:Add new zap in zapier path upd.png|border|center]]
+[[File:Quick connect zapier.png|1200px|border | center|link=https://help.simplybook.me/images/8/84/Quick_connect_zapier.png]]
 <br><br></translate>
 <translate>
-:5. Next <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">choose a trigger app</span> - put SimplyBook in the searchbox to find and select it.
+<!--T:3-->
+:5. Click on '''+ Create Zap''' button.
+[[File:Create zap path.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Create_zap_path.png]]
 <br><br>
-[[File:Select simpybook as trigger.png|border|center]]
+:6. In the popup that appears find SimplyBook.me in the list of apps to connect to.
+[[File:Zapier new sb as trigger.png|1200px|border | center|link=https://help.simplybook.me/images/1/13/Zapier_new_sb_as_trigger.png]]
 <br><br>
-[[File:Select trigger sbm.png |border|center]]
+:7. Choose the desired trigger and the account that you have previously connected. Click "Continue".
+[[File:Zapier new choose trigger event.png|1200px|border | center|link=https://help.simplybook.me/images/4/45/Zapier_new_choose_trigger_event.png]]
 <br><br>
-:6. Now you need to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">connect your SimplyBook.me account.</span><br>
+:8. Test your trigger, select the sample record and proceed to the action step.
-[[File:Connect to simplybook.png |border|center]]
 <br><br>
-:7. Make sure to have your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">login information to your SimplyBook.me account</span> and insert it to the relevant boxes. Confirm the selections.
+:9. Now <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">select MailChimp as an action app</span> and select the action that will take place when the trigger works.
-[[File:Sbm credentials to zapier.png|border|center]]
-<br><br>
-:8. Now <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">select MailChimp as an action app</span> and select the action that will take place when the trigger works.
 [[File:Select mailchimp.png|border|center]]
 <br><br>
 [[File:Select action on mailchimp side.png|border|center]]
 <br><br>
-:9. Connect <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">your MailChimp account.</span>
+:10. Connect <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">your MailChimp account.</span>
 [[File:Log in to mailchimp.png|border|center]]
 <br><br>
-:10. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Set the required fields</span> depending on the action you have selected.
+:11. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Set the required fields</span> depending on the action you have selected.
 [[File:Mailchimp template.png|border|center]]
 <br><br>
-:11. Confirm your choices and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">turn the Zap on.</span>
+:12. Confirm your choices and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">turn the Zap on.</span>
 <br><br><br><br>
 </translate>