SETUP REQUIRED: If this is your first zap in Coworks, please stop and make sure you've completed the necessary setup steps here. Once you get to section 2, please skip those steps and start here.
Example Zap: Send Custom Email when members are added to Coworks.
In this example, we're going to send add a subscriber to Mailchimp every time a member is created in Coworks. You can automatically tag the subscriber, using the same tag that triggers your Welcome Email within Mailchimp. This way, the user is automatically send your Welcome Email through Mailchimp when they're added to Coworks.
Breakdown of the Zap
App 1: Coworks
Trigger: New Member Created
App 2: Mailchimp
Action: Add/Update Subscriber
Summary: When X (New Member Created) in Coworks, do Y (Add Subscriber) in Mailchimp
How to set up the Zap
Log in to Zapier
Click on "+ Create Zap" to make a new Zap.
Click on the "Trigger" step. In the modal that appears, select "Coworks" as the app, and then set the "Event" to "New Member."
Choose your Coworks account and select your campus (the context in which the member was created).
You can test the trigger at this point if desired.
Select Mailchimp as the second app, and set the event as "Add/Update Subscriber."
Select or connect your Mailchimp account to Zapier.
With Mailchimp as the "2nd step" in this Zap, we're going to instruct Mailchimp to add this member from Coworks as a new subscriber. In this step, you actually can use the information on the member in Coworks to populate the fields in Mailchimp (like email, first name, last name, etc.). Simply build a new subscriber in Mailchimp by populating the corresponding fields from the member.
Be sure to tag the subscriber using the tag that triggers your Welcome Email in Mailchimp!
After you're finished customizing the new Mailchimp user, go ahead and save the Zap and give it a test.
Once successful, turn on your zap and watch your Mailchimp get populated every time you've added a new member.
Happy Coworking!