How to create a Zap

Once youconnect your Zapier account with Lucky Orange, you can start to create Zaps. Zaps connect another app, such as Google Sheets or Microsoft Outlook, with Lucky Orange to pass information from one app to the other. 

Note:  Anonymous visitors who complete a Zap action don’t automatically become an identified visitor within Lucky Orange. To identify a visitor that you see in the table within Visitors with your visitor from connected Zap, you must first identify the visitor on your website using the Lucky Orange JavaScript API to associate the visitor with a user ID.

How to create a Zap

  • Log into your Zapier account if you have not yet done so
  • Navigate to + button from the left navigation; click on the + Create Zap button that will display when you hover over the navigation. 

Note: You can also go to your Zaps page from the left navigation to create a Zap.

From here you can create a Zap that sends information from Lucky Orange into another app or one that sends information from another app into Lucky Orange.  

To send information from Lucky Orange into another app

Example: You want to add a row in a Google Sheets document for each new visitor who rage clicks. 

  1. Search for Lucky Orange and select it from the dropdown
  2. From the Event dropdown, select New Event
  3. Click the Continue button
  4. Select your Lucky Orange account from the dropdown
  5. Click the Continue button
  6. Select your site from the dropdown. This populates from the sites associated with your Lucky Orange login information.
  7. Select your Event from the Event Name dropdown you want to pass into the connect app. Events can be system-based (e.g., auto fill or rage click), feature-based (e.g., survey responded or conversation rated), internal events-based (e.g., session created or recording started), integration-based (e.g., cart item added or Google Optimize detected) or custom added (e.g., engagement on a certain button or element). 
  8. Click the Continue button
  9. Click the Test trigger button to confirm that the trigger is set up correctly; this should take only a few seconds. 
  10. Click the Continue button or adjust as necessary
  11. Search for the app you wish to connect with Lucky Orange
  12. Use the dropdown to select what happens when the Event you selected on Step 9 is triggered. For example, if you were connecting with Google Sheets, you could create a new spreadsheet row in your desired Google Sheets file.
  13. Click the Continue button 
  14. Select an account for the app you want to connect with Lucky Orange from the dropdown
  15. Click the Continue button 
  16. Set up the action. This will be dependent on the app itself. For example, if connecting with Google Sheets, you would select the desired drive, spreadsheet and worksheet. 
  17. Select the Test & continue button. You can also click on Skip test or Test & review. We recommend testing your action before continuing. 
  18. Click Publish Zap when ready for it to go live

To send information from another app into Lucky Orange

Example: You want to send visitor information from Microsoft Outlook emails into Lucky Orange. 

  1. Search for the app you wish to pass information from and select it from the dropdown

  2. Follow the on-screen instructions

  3. Click the Continue button
  4. When prompted to complete the Zap’s action, search for Lucky Orange and select it from the dropdown
  5. Select Identify Visitor from the Event dropdown
  6. Click the Continue button
  7. Select your Lucky Orange account
  8. Click the Continue button
  9. Select your desired site from the dropdown. This is list of sites you have access to via your Lucky Orange account
  10. To pass in a name, type “name” in the field on the right. Click into the input field on the left to select the name options available (may differ depending on the initial app you selected to pass into Lucky Orange). This is represented by the red solid line in the image above. 
  11. Click into the External User ID field to select the method you want to use to identify the user. This can be an IP address (as shown above), customer ID number, email address, etc. 
  12. Click the Continue button
  13. Select the Test & continue button. You can also click on Skip test or Test & review.
  14. Click Publish Zap when ready for it to go live. We recommend testing your action before continuing.

For additional details,see Zapier’s guide to creating Zaps or check out Lucky Orange’s popular Zap templates that are ready for you to build out to meet your needs. 

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