Hi,
I set up a workflow to MailChimp to Classy. The trigger is a new donation. I want the person’s communication preference to be transferred to MailChimp. So if they subscribe to our newsletter, I would add that. However, if they select the Do Not Send Emails, I would like to add that as well.
Can someone advise on the best way to proceed? Right now, the system is subscribing everyone to our newsletter.
I am new to Zapier, so any insights would be greatly appreciated.
Thank you!
Best answer by DavidLGSBest answer by DavidLGS
With the ‘new transaction’ trigger, is the Supporter ID included? Or is there any kind of supporter identifier included, specifically the email address?
If the Supporter ID or email address is included in the ‘New Transaction’ trigger, I would keep the ‘new transaction’ trigger, add a 5 minute delay just to allow all this electronic data transfer to happen, then add a ‘Find a Supporter’ step using the ID or Email from the trigger, which will then return their ‘Opt Status’, and then you can use the filter and MailChimp steps.
+6It sounds like you’ve already started building this correct? And when the Classy data comes through with the trigger, do you see their yes/no choice?
Assuming “yes” to all the above, you’d simply just need to add a filter right after the trigger. Then set the condition so that only the ‘yes’ answers go through and get added to MailChimp.
Hi, thank you for responding! Yes, I have started building. The trigger is a new payment. The issue is that ‘Opt Status’ is not available with the transaction. If I use the trigger ‘Update Subscriber’, I can see it, however, transaction information is not available. I am wondering if there is something I can us the ‘get data' or what happens if I use 2 triggers. If I do that, then all fields are available when passing information to MailChimp, however, I am not sure if that is the best way to do this. Also, when using ‘Update Subscriber’, I need to pass the Classy ID over before, so I am wondering how to do that too.
Thank you for your help!
+6With the ‘new transaction’ trigger, is the Supporter ID included? Or is there any kind of supporter identifier included, specifically the email address?
If the Supporter ID or email address is included in the ‘New Transaction’ trigger, I would keep the ‘new transaction’ trigger, add a 5 minute delay just to allow all this electronic data transfer to happen, then add a ‘Find a Supporter’ step using the ID or Email from the trigger, which will then return their ‘Opt Status’, and then you can use the filter and MailChimp steps.
Thank you, this is very helpful! I will tackle this on Monday as I am taking time off. I really appreciate you taking the time to guide me on this project!
+6Hi
Keep us posted on this one. So we can help you further if needed. Thank you
Hi, DavidLGS’s feedback was spot on. I was able to get it working and it appears to be doing exactly what we need. Thank you for your help!! Eileen
+6Wow! Thank you for confirming that DavidLGS’s resolution got the Zap running. This will significantly help our Community members to have as a reference for the same issue.
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