Learn how to set up and use Zapier integration to automate the export trackable links' statistics, providing a centralized overview of your flipbooks’ performance.
You can now gather and manage statistics from various trackable links directly within spreadsheets using Zapier. This way you can have a centralized location for all your trackable link data, making it easier to access and analyze your statistics.
Note: Zapier integration is available starting with the Business plan.
First, follow these steps to set up the Zapier integration with Flipsnack:
Step 1: Create the flipbook and set up the trackable links
Log in to your Flipsnack account and create a flipbook by uploading a PDF or creating it from scratch. Then, you must add a trackable link and publish your flipbook, which can be found in Zapier. This article will guide you on how to add trackable links to your publications.
Step 2: Obtain your API key from Flipsnack
- From the main dashboard, go to Settings, in the lower left corner.
- Click on Integrations.
- Locate the API key for Zapier specific to your workspace, and click on the Copy icon, next to the code, to copy this key as you will need it for the next steps.
Step 3: Create a Zap in Zapier
- Go to Zapier and create or log in to your existing account.
- Once logged in, click on the Create Zap button in the top left corner and select Zaps from the newly opened dropdown menu.
3. A new page in the editor will open. Click on the first step, called Trigger. In the search apps modal, type "Flipsnack" and click on the first result, as in the image below.
4. In the left panel, click on Event input, and a dropdown will appear with all the Flipsnack events. Choose New Trackable Links.Now you click on the Continue button and move to the Account tab.
5. When prompted, log in to your Flipsnack account. In the newly opened window, paste the API key obtained in Step 2 and click Yes, Continue to Flipsnack.
Now click on the Continue button and move on to the Trigger tab.
6. In the Trigger section, select the flipbook where you added the trackable links in Step 1, or choose an existing catalog with trackable links. Scroll down to the Link section to find a list of all your catalogs within your Flipsnack workspace. Locate the catalog by scrolling or using the search function, and then select it.
Note: If you can't find the link by using the search function, scroll down and click on the Load more button.
After selecting the flipbook, go to the Link section and choose the trackable link whose statistics you want to export.
7. Click on Continue to move to the Test tab. Here, test the Zap to verify that everything is set up correctly by clicking the Test trigger button. You'll know the setup is correct when you see a green checkmark next to the Test tab. Once this is confirmed, you can click Continue with selected record to proceed.
Step 4: Choose a destination app - Google Sheets
1. After setting up the trigger, choose an app where you want the trackable link stats to be sent. For instance, you can connect to Google Sheets to centralize the statistics and collect information from your flipbooks in real time.
Note: If you want to export your trackable links statistics to a different app or CRM (such as HubSpot or Salesforce), you can select a destination app from the list of available apps in Zapier.
2. Next, on the App & event tab click on the Events dropdown menu. From all options, choose Update Spreadsheet Rows. This will ensure your spreadsheet is updated in real-time as new data is collected.
3. Before clicking Continue, make sure you have the spreadsheet created and ready in your Google Drive, with the information you want to collect. Name the spreadsheet something easy to find and remember, as you'll need to locate it later.
Important: When formatting your worksheet, create column headers with the desired statistics you want to add, and assign titles such as Link Name, Impressions, Time Spent, and Downloads. Each statistic you want to track should have its own column. This setup helps Zapier map the data correctly, as shown in the image below:
4. After that, click on Continue, go to the Account tab, and log in to your Google account. Once logged in, move to the Action tab. Here, select your Google Drive and the specific spreadsheet and worksheet you want to use.
Step 5: Map the data
In the Action tab, scroll down to the Rows section where you'll map your spreadsheet's column headers to the corresponding data fields from Flipsnack. For example, map "Link Name" to "Tracking Name" and "Impressions" to the "Impressions" field. The column headers will be displayed here to help you map each one easily.
Note: After mapping the data, select the correct row. The first row usually contains column titles, so for the first link, choose the second row where the data begins. Your spreadsheet will then automatically populate with real-time statistics as you gather data in Flipsnack.
Next, in the Test tab, you can click Skip test or Test step. We recommend selecting Test step to ensure everything is functioning correctly. The test is successful if the green checkmark appears. Afterward, click Publish.
This is how you can automate the flow of trackable links' statistics from Flipsnack to your preferred third-party applications, enhancing your workflow efficiency.
More integrations
Additionally, you can set up receiving email notifications for new lead form submissions or automatically centralize all leads in your CRM, such as HubSpot, whenever a new lead is collected from your flipbook.
And we're not stopping here! Would you like to export a particular event from Flipsnack to Zapier? Let us know by filling out this form.
Please contact us via live chat if you have any questions or suggestions.