BayEngage can be used both as a trigger or as an action, based on your requirement.
After you’ve decided how you wish to use BayEngage, continue with the following steps.
(But before that, there are some prerequisites. You will need to have an active BayEngage account and an active Zapier account to continue.)
BayEngage as a trigger:
Click on ‘Create zap’ to start with.
Search for ‘BayEngage’ when Zapier prompts you to select a trigger.
Now that you have selected BayEngage, go ahead and select the ‘Event’.
BayEngage allows you to create zaps for Customer creation event.
Then click on ‘Continue’ to setup your account.
Now click ‘Choose an account’ => ‘Connect a new account’ (If it is the first time/ You wish to use a different account) or choose your account that you’ve already connected.
On clicking ‘Connect a new account’, Zapier opens up a new tab in your browser.
You are required to input two values, ‘Client ID’ and ‘Client secret key’ to connect your BayEngage account.
You can find them by logging into your BayEngage account and navigating to ‘Apps’ from your main menu.
Find Zapier and click on ‘Install’
Click on ‘Settings’ to know your ‘Client ID’ and ‘Client secret key’
Copy the Client ID by clicking on the ‘Copy icon’ and paste it in the first input field on the Zapier ‘Connect an Account’ tab.
Click on ‘Generate client secret key’ CTA on the ‘Zapier setup’ page in BayEngage and copy the key by clicking on ‘Copy client secret key’.
Paste the same in the second input field on the Zapier ‘Connect an Account’ tab.
Now click on ‘Yes, continue’ once you’ve input both the values to finish setting up your BayEngage account in Zapier.
Click on ‘Continue’ to proceed.
You can test your setup by clicking on ‘Test trigger’. Zapier will pull a sample data to test the connection.
Once Zapier verifies your connection, click on ‘Continue’ to proceed to the next step and set up your Action.
BayEngage as an action:
Once you have setup your trigger, click on the action to set it up.
Search for ‘BayEngage’ using the search bar and select the app to use it as your action.
Now that you have selected BayEngage, go ahead and select an ‘Event’.
BayEngage allows you to create zaps for 2 different events.
Customer subscribed
Customer unsubscribed
Click on ‘Continue’ to setup your account.
Now click ‘Choose an account’ => ‘Connect a new account’ (If it is the first time/ You wish to use a different account) or choose your account that you’ve already connected.
On clicking ‘Connect a new account’, Zapier opens up a new tab in your browser.
You are required to input two values, ‘Client ID’ and ‘Client secret key’ to connect your BayEngage account.
You can find them by logging into your BayEngage account and navigating to ‘Apps’ from your main menu.
Find Zapier and click on ‘Install’
Click on ‘Settings’ to know your ‘Client ID’ and ‘Client secret key’
Copy the Client ID by clicking on the ‘Copy icon’ and paste it in the first input field on the Zapier ‘Connect an Account’ tab.
Click on ‘Generate client secret key’ CTA on the ‘Zapier setup’ page in BayEngage and copy the key by clicking on ‘Copy client secret key’.
Paste the same in the second input field on the Zapier ‘Connect an Account’ tab.
Now click on ‘Yes, continue’ once you’ve input both the values to finish setting up your BayEngage account in Zapier.
Click on ‘Continue’ to proceed.
On the next step, you will be asked to map the necessary fields that you need for the action.
Note that some of the fields are required and some are optional. Make sure you map all the fields that you wish to fetch.
Click on ‘Continue’ to test your action.
Zapier tests your connection with BayEngage by sending the sample data.
Once it is complete, you can publish the Zap by clicking on ‘Publish zap’
Give yourself a pat on the back. We've successfully created a zap with BayEngage.