This presentation is a step-by-step guide showing you how to integrate CampaignTrackly with Gmail. The purpose of this integration is for an email alert to be triggered every time someone in your team creates a new tagging campaign.

1. BUILD A GMAIL-CAMPAIGN
TRACKLY ALERT ZAP IN 3
MINUTES OR LESS
CampaignTrackly IntegrationToolsTraining
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CampaignTrackly.All rights reserved. Visit us at https://app.campaigntrackly.com

2. CampaignTrackly.All rights reserved. Visit us at https://app.campaigntrackly.com
4 REASONS WHYYOU
SHOULD CREATE A ZAP
• It’s very useful - you can instantly automate the transfer of data and
updates, saving time and putting a stop to menial unexciting tasks
• It’s fast and easy, and does not require any coding
• You can share relevant data with key stakeholders without missing
deadlines - the zap does the scheduling for you
• You can easily integrate data across multiple apps enabling
transparency and effective information sharing

3. CampaignTrackly.All rights reserved. Visit us at https://app.campaigntrackly.com
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You could go with Google Sheets, Trello and many others as
well. But let’s started with this simple Gmail alert sent to
stakeholders every time a new campaign gets created.
WHY GMAIL?

4. STEP 1
Create a Zapier account. Login and from the home page,
click the red button to “Make a ZAP!”

5. STEP II
You will be taken to a zap making dashboard, where, in the
search bar, you need to type "Webhooks by Zapier".

6. STEP III-A
You will then be asked what webhook type you want. Select
'Catch Hook" and click the blue button to "Save+Continue".

7. STEP III-B
The next page asks you to “Pick off a Child Key”. It’s OK
to ignore and just click “Continue”.

8. STEP IV
Zapier will give you a URL, which you need to paste in
your CampaignTrackly app. Copy it and press “Continue”.

9. STEPV
You need to login to CampaignTrackly and go to Settings >
Integrations to paste the hook’s url. Please hit “Save”.

10. STEPVI
While you are on CampaignTrackly, create a test campaign
with at least one tagged link, then head back to Zapier.

11. STEPVII
Your connection should be a success.You can always
retest right away if you hit a snag. Press “Continue”.

12. STEPVIII
Now let’s connect our hook with Gmail.We want an alert to
be send out every time a new campaign is created in our app.

13. STEP IX
First, we tell Gmail that a new email needs to be created
every time.Then we move on to select a valid email address.

14. STEP X
Gmail should connect to your valid email instantly. Now
it’s time to add your stakeholders’ emails (if needed).

15. STEP XI
Let’s select an appropriate subject line and access the Campaign
Trackly data through the icon at the top-right of the Body.

16. STEP XII
Click the plus on the icon to view your data elements and
grab-and-drag each one of them in the body of the email.

17. STEP XIII
You can always come back to add, delete or edit data and
text. Now hit “Continue” and test the email connection.

18. STEP XIV
You should receive an email like the one below. If you did, all
you need now is to confirm your zap is ready to get activated.

19. STEP XV
Head back to Zapier and activate your Zap.That’s all! Now
you can happily make a new one on your own!

20. CampaignTrackly.All rights reserved. Visit us at https://app.campaigntrackly.com
Thank you! Questions?
Visit: www.campaigntrackly.com
or Email us at:
support@campaign-trackly.com
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