![]() We recommend using an HTML formatter to make sure that your email is formatted correctly. Next, write and format your email.Using Zapier to format your email can make it come across a bit funky. Now, choose “Gmail” as your App, and “Send Email in Gmail” as your Trigger Event. Next, Zapier will prompt you to sign into your Google account. Step 2: Connect the Spreadsheet that’s linked to your Google Formįirst, choose “Google Sheets” as your desired app and “New or Updated Spreadsheet Row” as your Trigger event. Create a Zap: Send a personalized welcome email to listeners, addressed to them by first name It’s time to record that information in a spreadsheet. Click “Done Editing.” Now, your listeners will have an easy way to give you their information. Then, click “Test and Review.” If Zapier returns a green success message, you’re all set. Here’s what this email might look like in Zapier: Other things that you can ask for in an onboarding survey might be the listeners’ birthdays (send them a birthday email!). ![]() Make sure your onboarding sample asks for First and Last names in separate fields. Select “Listener email” as the person you want to send the email to, and fill out the rest of the email as you like.ĭraft the email with a welcome message and a link to your onboarding survey (sample survey Choose “Gmail” for your App” and “Send Email” as your Action Event.Ĭhoose the account you want to send the email from and then “Draft email.” Find your “test member:” the member you created using your own email.įirst, choose + to add an action. Next, Zapier will prompt you to sign into your Glow account.Ĭlick “Test and Review.” You should see sample listeners. ![]() To create a Zap, click “Make a Zap” in Zapier.įirst, choose “Glow” for your App and “Listener Added” for your Trigger Event Create a Zap: Welcome new members with a welcome email and your listener onboarding survey If you use a different email, calendar, and survey tool that integrates with Zapier, you can set those up with similar processes. We’ve highlighted GSuite to walk you through the set up. Once you have these four accounts set up, create a two Zaps: one to ask for survey responses and another to send personalized emails Example
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