This article explains how to update your Flodesk list with new customers who join your Marvelous site.

Prerequisites

  • Marvelous Pro Plan or higher

  • Free account from Zapier.

  • Existing connection between Flodesk and Zapier. Please read Zapier ⚡ Flodesk Integration if you need help with this.

  • Create a Segment created in Flodesk. To create a Segment in Flodesk, go to Audience > Segments and then click on + New segment

Create a Zap between Marvelous and Flodesk
1. Log into your Zapier account and then click on "Create Zap" on the left.

2. Search for Marvelous in the search bar and click on the Marvelous icon when it appears.

3. Choose an event from the Trigger Event drop-down menu. In the example below, we selected "Product Purchase". You should select the Trigger Event that is appropriate for you. Next, click “Continue".

4. If you already have your Marvelous account connected, click on the search bar and choose your account. If not click on "+ Connect a new account".

If you selected "+ Connect a new account" please read our article on how to connect your Marvelous account with Zapier, this will help you find your Marvelous API key.

5. After clicking on “Yes, Continue", click "Test trigger”. When the trigger displays as successful, click “Continue".

6. In Flodesk click on Audience on top then Segment and then View on the segment where you would like to add the students who purchased a particular product.

7. In the URL copy the numbers that come after segments.

For example the URL on top is https://app.flodesk.com/segment/613a4d70663152d761a679f6?backTo=L3NlZ21lbnRz

Only copy 613a4d70663152d761a679f6

8. Paste this in your product's Product Code box and click Save product on top.

9. Go back to Zapier and click on Filters on the right.

10. Click on the first box that says Choose field... then Show All Options and select Custom Field 1.

Then select (Text) Exactly matches on the 2nd box and then paste the segment value that you copied from Flodesk previously in the 3rd box. Click on Continue then Close.

11. In the Action step, search for Flodesk in the "App Event" search bar and click on the Flodesk icon.

12. In the Action Event drop-down menu choose "Create/Update Subscriber". Then click "Continue".

13. In the Choose app & event section, click on "Sign in to Flodesk" if you're asked to sign in and click on “Continue".

14. Choose the Segment from the Marvelous Customers drop-down to add the student to the appropriate Segment

15. Next, choose the desired data to be added into the corresponding segment(s) and click “Continue".

16. Click "Test & Continue” to check if your Zap works.

18. When the Zap states the test was successful, you can turn on your Zap by clicking "Turn on Zap". This is an important step - don't forget to turn on your Zap!

Contact Us 🧡

For any questions reach out to us in our live chat or send us an email at team@heymarvelous.com 🙂

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