How to attach a person to an email flow using Zapier

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What is covered in this article? 

• Why is this important?
• Prerequisite
• Adding a Person to an Email Flow

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Why is this important?

If you are using Zapier to connect 3rd party products such as Unbounce or Gravity Forms to SchoolMint Connect, you may also want to add the contacts to an email sequence. 

With the Add Person to Email Flow action step you can do exactly that

Prerequisite

Firstly, you need to have the SchoolMint Connect Zapier app set up with you instance of Connect.  See Getting Started with Zapier for more information

Adding a Person to an Email Flow

In order to make the emails work, you will need to make sure you add the Email Flow Action correctly.

Steps to follow:

• Make sure you already have the event Create/Update Inquiry set up, as you must already have a contacts added.  This will come from your landing page or form.
• Once you test the Create/Update Inquiry, you will find the field Contact ID in the output if the record is successfully created in SchoolMint Connect.
• Add another action step and select SchoolMint Connect app.

• Now from the events dropdown, select Add Person to Email Flow

• Select Person field in which you can either select the Contact available from the dropdown or you can map the Contact ID field in the custom section from the previous section (see prerequisite)
• Move the Email Flow field
• Select one of the two available email flows and continue

• Click Continue
• Test & Publish your Zap