By Andrew Davidson - Founder of Luhhu
I run an automation agency called Luhhu. We help our clients save time and money using a tool called Zapier. They come to us with various problems and we recommend the best tools to work with, keeping in mind which ones integrate with Zapier.
There are some common themes in the work we do. Typically our clients are collecting customer data from a webform, and need to sync that between their CRM and various other apps. Zapier is great for that sort of thing. Likewise, keeping in touch with customers is another area - for example sending messages at various stages of a project.
When it comes to sending emails to customers, we’ve been seriously impressed with Palabra which avoids a lot of the complexity of other email services and lets you set up funnels in minutes, using a simple UI.
To show you exactly what’s possible, we’re going to guide you through the automation we built recently for our client Get Self Employed. They act as a referral service for freelancers and digital nomads looking to register officially as self-employed and pay the correct taxes.
Their website is built on Landen chosen because it has a Zapier integration, making it easy to connect with other apps. When deciding which app we wanted to use to handle followup comms, we settled on Palabra for a few reasons. Its Zapier integration was one. We also wanted something lightweight so the client could easily edit their emails funnels going forward, and chose it over Zapier’s built-in email app so that we’d have better control over deliverability.
Assuming you already have a Zapier account, login and create a new zap. Inside the zap editor, go ahead and select “Landen” as the trigger app and “Contact Form Submission” as the trigger type.
Click “Continue” then test the trigger step, and you’ll get back some sample data from Landen - in this case - a name, email address and message.
Landen allows you to build quite complex forms with multiple fields, which can all be sent to Palabra for use in your emails - enabling to engage in some pretty detailed followup with your customers.
Head over to Palabra and on your dashboard, via the left-hand menu, create a new trigger - selecting “Zapier” as your condition.
Palabra’s Zapier integration is in invite-only mode, so you’ll need to click this link to add it to your Zapier account.
Once done, add an action step to your zap, selecting “Palabra” as the app and “Send email” as the action type.
On the next tab, you’ll need to select the Palabra trigger you set up in the first dropdown, then map the email and name from the Landen form. We’ve used a ‘Formatter->Text->Split’ step in Zapier to get the first and last name fields separately.
If you have other fields on your form, use the “More Fields” section to add them.
Test your action step and you’ll see success messages, both in Zapier and back over in Palabra.
With data now flowing successfully from our client’s Landen site to Palabra via Zapier, the ‘hard’ part is done. You’ll see the various fields we now have to work with.
Next, we need to build the steps in our email funnel. One of the great things about Palabra is that it gives us loads of pre-written templates to work with - plus the ability to add delay steps.
We’ll start with the obvious - a welcome message to the customer, customised with their first name to make it more personal. We’re using the Palabra template for this, but they make it super easy to customise the subject, body, and add the variable fields that we got from Zapier.
Get Self Employed matches freelancers up with an expert in their country to help them. To action that, another step in our Palabra funnel forwards the person’s details to email@example.com - this triggers another zap that picks a local expert based on a round-robin and forwards the details.
Finally, we want to get back in contact 3 days later for some feedback. As a first step, we need to add a delay.
Then follow that up with another email, again using one of the templates provided.
At this point, we’ll call our funnel done - for now at least. Palabra makes it simple to come back in and add more steps later or edit existing ones.
Congrats - you’re ready to go. Just toggle the workflow on via the switch in the top right and wait for some customers to come in. When they do, you’ll be able to access stats for each email step. Very useful!
Hope you enjoyed this post! If you are curious about what you can do with Palabra or would just like to try it go ahead and create an account here.