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How to Stream Custom Data to Virtually

Port custom data from your program's tools right into Virtually

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Written by Brandon Chen
Updated over 2 years ago

Virtually's Student Relationship Manager (SRM) allows you to leverage data to get a clear pulse on student progress.

While Virtually collects certain types of data internally (Virtual Event Manager (VEM) users generate attendance data right from within Virtually and Virtually has a native integration with Slack to pull Slack engagement data directly), users can also connect Virtually to other tools to pull in custom data.

Some common examples of engagement data you might want to send to Virtually:

  • LMS Login

  • Assignment Completed

  • Survey Submitted

  • Message Sent

  • Announcement Opened

The SRM lets you use this data to generate reports and automations based on specific risk criteria that you choose.

However, in order to create reports with custom data, users first need to stream engagement data into Virtually. There are two ways to do so:

  • Via API

  • Via the “Log Event” action within Zapier.

Read on to learn how to set up custom data streaming.

Via API

If your tools have an open API, you can send data directly from that tool to Virtually. Here's how:

Step 1: Obtain your Virtually API Key

Send an email to hello@tryvirtually.com to request your API key.

Step 2: Leverage our REST API

Our REST API allows developers to send engagement data to Virtually. You can access our API docs here.

View our setup guide and usage examples here.

Via Zapier

The Virtually “Log Event” Zapier action allows you to send engagement data to Virtually for tools that aren’t yet natively supported, but have existing Zapier Triggers. Here's how to set that up:

Step 1: Obtain your Virtually API Key

Send an email to hello@tryvirtually.com to request your API key.

Step 2: Set up your Zaps

Set up Zap that will send data to Virtually. Here are a few examples you can consider:

  1. New Post in Circle

  2. New Discord Message

  3. New Typeform Submission

  4. New Slack Message

All of these can act as different Triggers. The Action you'll then need to add to these Zaps is Virtually's "Log Event" Action. (Be sure to use the Virtually 1.1.0 version when selecting your tool in Zapier.)

From there, you'll follow the prompts in Zapier to fill in the necessary information. Here's an example:

Create Reports with Custom Data

Once you’ve streamed custom data to Virtually, you can create reports with your streamed data. You can read a detailed overview about creating reports here.

For example:

  • Flag all students with less than 3 LMS logins in the past 7 days

  • Flag all students with 0 assignments submitted in the last 30 days

You can also use AND logic to pull students that meet multiple risk criteria.

Here's what the reports interface looks like:

Create Automations with Custom Data (coming soon)

Soon, you'll be able to create automations to reach out directly to students that meet specific criteria.

You can send via whatever channel works best (Slack, email, SMS, etc…):

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