Email Capture with Zapier
Added in version 2.3
Smart Podcast Player offers native support for MailChimp and Convertkit integrations. If you use another email service provider, you may integrate it using a simple webhook you create with Zapier.
Zapier offers integrations with hundreds of email marketing and CRM apps, from Salesforce and Infusionsoft to Rare.io and Pipedrive. Check the official list of integrations here to find your current platform. If your email list or CRM platform is not listed, it is likely that someone else is looking for it too! Zapier accepts app requests, and also lets you build your own, which is a viable option with access to some development.
The purpose of this guide is not to address the Zapier Platform in depth, but to show you how to set up a webhook in just minutes to capture emails from your podcast listeners. We will cover:
1. Setting Up
2. Creating your Webhook
3. Testing your Webhook
4. Connecting to your Email Service
Read on to learn how to integrate a Zaper webhook with your SPP.
How to Set Up Email Capture with Zapier
This step-by-step guide will show you how to create a webhook in Zapier and how to link it with you Smart Podcast Player, so you can begin to collect email list subscribers right from your podcast.
Section 1: Get Started
1.1 Choose Other (Connect with Zapier) from the Email Service drop-down menu in the Email Integration tab of your Smart Podcast Player settings.
Note. This option only supports the built-in styling options for the call to action.
The next step is adding a webhook URL to the Zapier URL field, shown above. To do that, we must first create a webhook with Zapier, and it will create our webhook URL.
Section 2: Create the Webhook
2.1 Zapier Setup
Head to zapier.com and get started by logging in or creating a free account.
Video: Creating your Webhook
The first step to connection your email service to SPP using Zapier is to create a webhook for the podcast player to communicate with your email service. The following video shows how to create the webhook in a few easy steps!
2.2 Make a Zap
After signing or logging in, you will usually find yourself on the dashboard or explore page. From here, you can create a custom webhook URL for your email list: simply hit the "create a Zap" button near the top of the page to begin.
2.3 Choose Trigger App
After choosing to create a Zap, you will be asked to choose the trigger app. This serves to let the integration know when to capture a user's email. Select "WEBHOOKS" from the top row, and if you do not see it right away, simply use the search function.
2.4 Select Webhook Type
With WEBHOOKS selected, the next prompt asks you to specify the type of webhook. Select "CATCH." This is easy to remember, because we are capturing, or catching user emails as they submit them.
2.5 Next, click the "Save and Continue" button.
2.6 Set Up Options—Skip (click continue)
The next step asks if you would specify or select a particular "child key" from the data we send through the webhook. Skip this step by clicking "CONTINUE:" this step is optional, and the SPP will automatically send the correct data through the webhook. Entering data in this field may create errors or incomplete for your email list.
2.7 Get your customer Webhook URL!
Great! You have arrived at a panel that reads "Test Webhooks by Zapier." This page contains your custom webhook URL. Before proceeding from this screen, copy the webhook URL, navigate back to your SPP Settings tab, and paste the webhook URL in the "Zapier URL" field. Press save in the SPP Settings.
At this step, you have successfully created your custom webhook URL. The next step is testing the webhook, to ensure that the communication is properly linked between Zapier and your SPP email capture integration. Read on for the steps on how to do this, and what to do if you run into errors.
Section 3: Test Your Webhook URL
Video: Testing Your Webhook
The following video picks up where we left off: you just pasted your Webhook URL into the SPP Player Email Integration Settings and SAVED. Please note the order of operations in this video, as performing these steps in the wrong order may result in a false negative. Again, each individual step will be outlined below.
3.1 Run test from Zapier
After copying the Zapier webhook URL and saving your SPP settings, scroll to the bottom of the screen in Zapier and click the button that reads: "OK I DID THIS." Zapier will indicate it is looking for a webhook to arrive.
3.2 Send a test webhook from SPP Settings
Back in the SPP settings, click the Test Zap button, as shown below. This sends a sample message to Zapier including the name "Example Name" and email address "email@example.com".
3.3 Confirm Successful Webhook Integration
A successful integration will return a validation message after a few seconds. It may take more or less time depending on your internet connection.
The success validation message means you are all set to proceed with step 4, and it looks like this:
3.4 Troubleshoot Your Webhook if the test fails
The Zapier integration is wonderfully simple, and usually troubleshooting a failed connection test is a breeze. The most common cases to address when the webhook connection test fails are:
i. Make sure the webhook URL you entered in the SPP Zapier URL Field matches the URL that Zapier generated.
ii. Make sure you press SAVE in the SPP settings (at the bottom of the page) before you test the webhook.
If the above integration test cases do not solve your issue, there may be an issue with the manner in which the webhook is configured. Review all the steps in section 2 to ensure the webhook is generated correctly. Specifically, ensure that step 2.6 is completed correctly (i.e. the field is left blank).
Should the above troubleshooting fail to resolve your issue, there may be a technical problem. Use the following resources to ensure all elements are functioning properly:
i. Check Zapier's Status Page here to ensure their technology is running properly.
ii. Check Zapier's Common Problems with Webhooks page, here, for a comprehensive list of common problems and solutions.
iii. Submit a ticket to the SPP support team. While we cannot solve any issues related to Zapier's platform, our team will be able to help determine where the problem lies.
iv. Contact Zapier Support: if your issue persists to this point, it may be a new bug! Zapier's support team is both helpful and responsive.
Section 4: Point the Webhook to your CRM of Choice and Complete the Setup
This section outlines the general steps to completing the integration between the Smart Podcast Player and your email list! All the steps from here on occur between Zapier and your email or CRM service. There are hundreds of possible integrations with Zapier, so this guide will only serve to provide general guidance in completing the setup.
4.1 After you have completed the webhook setup between SPP and Zapier and validated the webhook fires properly, you will connect your email service with the following steps in Zaper.
4.2 Choose your App
In this step, use the search function to find your email service. If it does not exist, see the second paragraph of this document for next steps!
4.3 Choose Action
After selecting your email service, you will now select the operation to perform. In this step, each service may have slightly different language, so select the action that will add a new subscriber to your mailing list.
4.4 Connect You Email Account
This step will likely require entering an API key (or the like) from your email service into Zapier. API keys are generally found in your email service's account settings or information page.
4.5 Complete Integration Setup
This will vary for every email service, and usually entails entering information such as campaign or list ID, configuring specific settings for the subscription action you wish to perform, and more. All the actions can usually be performed within Zapier's setup interface, while certain information such as the campaign or list ID must be found, copied, and pasted from your email service admin/settings.
4.6 Test the Integration Setup
After completion of the integration setup step, you will test the integration to ensure valid setup. With many integrations, Zapier does this automatically!
4.7 Turn on the ZAP
After completing a valid test in Zapier, you will be prompted to save and finish the integration. Once you do this, you will then need to turn on the integration. After enabling the "zap," we recommend testing it yourself through the Smart Podcast Player to ensure everything works in the wild!
We hope you found this guide helpful! We may offer guides for specific email services in the future. Until then, your best resource for troubleshooting a specific email service is with their support team or with Zapier.