How to Integrate Using Zapier

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zapier-evalinator

Evalinator is on Zapier! Your assessments are very easy to integrate. This gives you the ability to connect to a large spectrum of tools and systems in Zapier’s ecosystem. For example, when an assessment is taken you may want to send the data to your email marketing system, capture it in a spreadsheet, and so on.

Once a response to your assessment is received, Evalinator will send information to Zapier that’ll include name, email, overall score, questions, selected responses, question scores, dimensions (if you have configured them), dimension scores, and profile responses (if you have configured them).  You can select which data you would like to send to the destination system. At a minimum, you can choose first name, last name, and email address so you can place the respondents on the desired email sequence in your email marketing system.

Here’s the overall sequence of the process to set up Zapier. It only takes a few minutes if you have your credentials on hand.

  1. Get your Evalinator API Key to use on Zapier
  2. Create a new Zap on Zapier
  3. Select Evalinator as the “Trigger” system, authenticate using your API Key.
  4. Select your target system for the “Action” (e.g. Constant Contact, gmail, FloDesk etc).
  5. Authenticate yourself on the target system
  6. Map the data from Evalinator that you would like to send to the target system.
  7. Turn your Zap on!

Let’s go!

First, Get your Evalinator API Key For Zapier

Log into your Evalinator account, and go to the “Integration” section of your assesssment. Select Zapier from the drop down of available systems, and then click, “Set as Provider”.

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Next, click on “Show Settings”, which should show you the API Key that has been generated for you.

  1. Copy the API Key and keep it safe somewhere
  2. Click on “Save” to map the key to your account. Now it can be used for Zapier.

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After you click “Save”, you’re all set on Evalinator. Now you have to go to Zapier and set up your integration.

Setting up Zapier

Log in to your Zapier account, and click on “Create Zap“. Then search for Evalinator in the list of systems. Also name your Zap such as “Evalinator-FloDesk”.

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You’ll come to the following Zap setup screen. The Evalinator trigger is called as “New Response”. Evalinator instantly sends your responses to Zapier so it’s marked as “Instant”. You don’t have to do anything here yet so just make sure it looks right.

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Click “Continue” and then click “Connect”. you’ll be asked for your user name and your password.

  1. For username, type in the email address for your Evalinator account.
  2. For the password, paste the API key your copied from Evalinator.

If you enter these credentials correctly, you should see a successfully connected message. This means that your Evalinator account is now connected and sending responses to Zapier. Next step is to send that data to your marketing automation system or any other system that is connected to Zapier. That step is called setting up an “Action”.

Set up your Zapier Action

An “action” tells Zapier what do when it receives a “trigger” from Evalinator. A trigger is nothing but a message to Zapier from Evalinator that a “New Response” has been received for your assessment on Evalinator.

As an example, let’s send the response we received to Constant Contact.

Click on the “+” icon on the Zap setup screen and search for Constant Contact in the list of apps.

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You’ll be asked to log into to your account at Constant Contact. Once you’ve done that, you’ll come back to Zapier and map the data from Evalinator to the fields in Constant Contact. And you’ll also select the contact list you want to use in Constant Contact. We recommend you set up a new list in Constant Contact, such as “Assessment Responses”.

Evalinator-zapier-setup-8  Once you’ve this, you’re done!

Click “Continue” and you may be prompted to test the trigger and integration. Remember this is only test data so what you see does not reflect your actual assessment and questions.

You’ll then be prompted to turn your Zap on and you’ll see something like the screen below. You see the gmail icon below because we tested our Zap by sending the test data to gmail.

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Once you’ve done this, any new responses from Evalinator will come in to Zapier, and then will be sent to the system you have set up as the destination.

At this point, open the live link to your assessment, and take your assessment as a new user. You should see that record in the target system of your choice within a couple of minutes. The Zap integration with Evalinator is instantaneous.

Happy Zapping!