OptinMonster offers a seamless integration with Zapier, a web automation app. This makes it easy to use Zapier’s 500+ apps to customize how you collect, store and transmit your subscriber data. Follow this guide to learn how to use Zapier to send your OptinMonster subscribers an automated email from your Gmail account.
- Configure Webhook Integration
- Create Zapier Action
- Configure Gmail Action
- Setup Gmail Template
- Test Action
- Turn On Your Zap
Create a Webhook Trigger by connecting OptinMonster to Zapier using our integration guide.
Once you’ve configured a Webhook Trigger in Zapier following our Zapier integration guide, you’ll be ready to create an Action for your Zap. Select the Continue button to begin configuring your Action.
From the Choose an Action App screen, select Gmail. Note: you may need to search for this app if you haven’t previously used it in a Zap.
Next you’ll be prompted to specify what Action should happen within Gmail. Choose Send Email from the options, followed by the Continue button.
Zapier will now ask you to choose or connect your specific Gmail account. If you haven’t already connected your Gmail account to Zapier, select the Connect a New Account. If you have already connected a Gmail account to Zapier, you’ll see it listed here and can choose it. Click Save and Continue.
If connecting your Gmail account for the first time, a new window will open prompting you to login to your Google account and confirm Zapier can access your account. Select the Allow button to proceed:
Once connected, click Close and continue to be returned to Action setup.
You’ll see your Gmail account available to select now.
Clicking the pencil icon next to your account’s name will allow you to rename the account. This can be helpful if you need to connect more than one Gmail account to your Zapier account.
Once you select the account you want to connect for this Action, select the Save + Continue button.
On the next screen you’ll be asked to create a template for the email this Action should send to new subscribers.
Clicking the icon will provide options for selecting the lead data from your optin when appropriate.
For To recipient, choose Lead Email from the drop down.
For From Name, type your name or the name associated with the Gmail address you connected to Zapier.
For Body Type, you can choose from plain text or HTML. For this example, we chose plain text because the resulting email will look like a conversational email.
For Body, write the text of your email. We like to include the recipient’s first name in the email because personalized emails convert better.
You can do this by clicking the icon and inserting “Lead First Name” into your email where you’d like the actual name to appear.
If your optin promised a PDF or other lead magnet, you can include it in your email as an attachment. Simply paste in the URL of the file, and Zapier will automatically attach the file.
Review the layout of your email. If you need to make additional changes, you can click the “Edit Template” link in the left sidebar to return to the previous screen. If you’re happy with your email, click Create and Continue to send a test email to yourself.
If your test was successful, you will see a green Test Successful message. Click Finish.
The final step is to turn your new Zap on!
Give your Zap a name which will help you identify it in your Zapier account.
Toggle the switch “Your Zap Is…” to ON.
Congratulations! You’ve now created a Zap which will send an email to visitors who complete your optin!