You can now automate the selection of your Happy Customers, i.e. Promoters – with a quick zap (Thanks to Zapier) between Wootric & GrowthScore.
This one time setup will ensure that every time a Promoter is encountered on your Wootric initiated NPS survey, the contact details (along with their NPS score & text) would be forwarded to GrowthScore automatically.
GrowthScore will thereafter take care of the review or testimonial request as per the campaigns defined on your dashboard.
Sweet, right! Let’s get started…
GrowthScore Zaps are still in Beta on Zapier!
So, follow the below Invitation Link to set up a GrowthScore Zap…
You will encounter a page similar to one shown below.
Login to Zapier with your credentials to accept the Invite & Start using it.
If you do not have a Zapier account, we recommend you sign up with them & create one. You can only proceed if you have an active Zapier account.
Once you’ve logged in, you may only have to
Your Zap editor page will look something like this:
Click on Create this Zap to proceed.
Now, your zap editor will feature GrowthScore as the 1st step in the Zap.
However, we’ll be needing you to import data from Wootric & set up an action on GrowthScore. So, go ahead and change the App in the 1st step to Wootric, as shown in below GIF image.
Prepare Wootric for the Zap Trigger
The NPS data for Promoters shall be imported from Wootric. This will requires us to:
- Choose Wootric as the Trigger app (which we’ve already done!)
- Define the Trigger as a Promoter response
- Connect your Wootric account with Zapier
- Test the connection & lock it in.
Choose Trigger as Promoter Response
Select Promoter Response as the trigger for data exchange between Wootric & GrowthScore. Once selected, Save & Continue.
Connect your Wootric Account
Follow the instruction given in the following link to connect your Wootric Account with Zapier:
Zapier will implore you to test the trigger you just setup, by fetching an existing promoter.
Click on Fetch & Continue to do the same.
On success, you can proceed to connect GrowthScore next. Click on Continue.
Set up GrowthScore for Zap Action
Now that we’ve configured Wootric’s trigger, we will proceed to set up your GrowthScore with Zapier.
This will involve:
- Connect your GrowthScore account with Zapier
- Choose the Action to be taken by GrowthScore
- Set up the Template for passing data to GrowthScore
- Test the Step & Lock-in the Zap
Connect GrowthScore with Zapier
To connect GrowthScore with Zapier:
Search for GrowthScore in the search bar, and click on the suggested app as shown.
Select GrowthScore Action as Save Contact, followed by Save + Continue
Now you will be asked to Connect an Account with Zapier for your GrowthScore action.
Click on the button and you will encounter a pop-up asking for your GrowthScore API Key.
Add your GrowthScore API key here to connect and proceed.
To find your GrowthScore Account API Key, follow the steps mentioned in the below tutorial:
Map Data between Wootric & GrowthScore
Now the most important step is to map the relevant data between Wootric & GrowthScore.
Here you will encounter a template for the parameters GrowthScore would accept from external sources, as shown.
We will handle this in steps. Note that email ID is a mandatory parameter in this connection.
Each field has a dropdown that will let you map incoming data from Wootric.
From the drop down select End User Email (Wootric param) as the value to be mapped to Email ID (GrowthScore param), as shown.
Similarly as above, First Name (GrowthScore param) will be mapped with End User Properties Name (Wootric param)
NPS will be mapped with Score (Wootric param)
There a few other fields you may choose to map additionally. You can feel free to use the Attributes param to map any desired field from Wootric that is of relevance to you, as shown below.
Once done, click Continue to proceed.
Test & Lock-in Zap
Now you can test the connection by allowing the zap to create a contact, for the Wootric data received, on GrowthScore.
Once done, you can click on Finish to lock-in the zap.
Do not forget to Turn ON the Zap before you start using it.
Happy GrowthScoring 😉