Set Up Your Zapier Integration – Postscript

Tip: Select any of the images or GIFs in this article for a closer look.

Postscript integrates with Zapier allowing you to share information between the two solutions. You can learn more about Postscript's native integration with Zapier here.

About Zapier

Zapier offers brands an easy-to-use way to automate routine tasks and daily workflows. With Zapier automations, brands get back the time they can use to focus on other tasks.

How a Zapier Integration Benefits You

Create a Postscript subscriber from a variety of ads, lead-gen, or other subscriber collection opportunities.
Update a subscriber with additional tags and/or custom properties such as their opt-in source or Shopify profile details.

Zaps You Can Create

Here are some example zaps you can create using the Postscript and Zapier integration:

Customer record updates in Shopify → Update subscriber profile in Postscript
Subscriber collected using a Google form → Create a subscriber in Postscript
Subscriber opts in through a Facebook lead ad → Create a subscriber in Postscript
Subscriber collected using a Mailchimp form → Create a subscriber in Postscript
Customer record updates in Salesforce Data → Update subscriber profile in Postscript
Subscriber collected using a Hubspot form → Create a subscriber in Postscript
New subscriber opts in → Add new subscriber to Salesforce
Subscriber opts out → Update subscriber SMS status in Hubspot

Create a Postscript API Key

Select your Shop Name in the side menu of your Postscript dashboard, then select API.
Select Create Security Key Pair on the right side of the page, then confirm your action by selecting Yes.
Select Show in the Private Key column to reveal your API key. Copy this key or write it down—you'll need to enter it in Zapier later.

Create a Postscript Zap

Your first step in creating a zap is selecting your app event or trigger. Your app event, or trigger, is what pushes information into Postscript.

Once you select your app event, Zapier walks you through choosing a specific trigger event. In the above example, our trigger is someone entering information, like their phone number, in a Google Form.

Enter Postscript in the App Event field.
Select your Action Event (e.g., create a subscriber, update a subscriber, etc.) and select Continue.
Next, connect your Postscript account. A pop-up will appear and ask you to enter your Postscript Private API Key.
- Note: The API key shown in the above GIF is a test key meant to mimic how your API key will appear. We do not recommend sharing or publishing your API key to any external audiences beyond the team that handles this integration.
Select the Phone Number input from the trigger.
- In the above example, we select the phone number field from our Google Form.
Select a Keyword to assign to subscribers collected from this source.
Enter the Origin. Options include website, social, or other and are case-sensitive.
Enter additional details, as desired.
- Shopify Customer ID. Enter the exact Shopify Customer ID for an existing Shopify customer.
- Email. Enter the email address associated with a subscriber.
- Tags. Enter tags you wish to assign to subscribers. This could be their source (e.g., Google Giveaway, Hubspot Form, etc.) or other information you wish to document.
- Custom Properties. Add any custom properties you wish to add to the subscriber. There is a limit of 20 customer properties per subscriber.
Test Your Zap. After a successful test, you can enable or "turn on" the Zap.

Compliance Language Requirements

When collecting subscribers, the TCPA requires you to include necessary compliance language that informs visitors they are opting into SMS messaging from your store. You'll want to make sure you clearly display this language wherever you collect subscribers.

Here's the TCPA-approved compliance language:

*By providing your phone number, you agree to receive recurring automated marketing text messages (e.g. cart reminders) from this shop and third parties acting on its behalf. Consent is not a condition to obtain goods or services. Msg & data rates may apply. Msg frequency varies. Reply HELP for help and STOP to cancel. You also agree to the Terms of Service and Privacy Policy.

Note: In order to collect subscribers compliantly, your shop's Terms of Service and Privacy Policy need to be hyperlinked in the language shown above. If they cannot be hyperlinked, the full URLs of each need to be included so a viewer may search your terms or privacy policy if needed.

For example, "View our Terms of Service (https:/myshop.com/terms-of-service/) and Privacy Policy (https://myshop.com/privacy-policy/).”

You should be all set to get started with Zapier!

Note: When collecting subscribers using a list growth integration, subscribers will be prompted with a "Reply Y to Subscribe" text to confirm their opt-in. This allows your shop to confirm they are a valid, consenting subscriber. This Reply Y interaction is automatic and cannot be disabled.

Get Support

Have questions? Please feel free to reach out to our wonderful Support team at support@postscript.io or via live chat. You can also submit a support request here!

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