Articles on: Integrations

How To Use Message Me As A Trigger For Simplebooklet on Zapier

How To Use Message Me As A Trigger For Simplebooklet on Zapier



Introduction



This help file explains how to use Simplebooklet's Message Me trigger to allow customers to message you directly from your Simplebooklet. By setting up this trigger in Zapier, you can improve your customer support and engagement, allowing customers to communicate with you in a simple and convenient way, and ensuring that their inquiries and feedback are addressed promptly.

Available on all plans with a Zapier account

Benefits



With the Message Me trigger, you can enable customers to message you directly from your Simplebooklet, improving your customer support and engagement, and helping you to build stronger relationships with your customers.

By integrating the Message Me trigger with other tools and services in Zapier, you can automate tasks such as sending personalized responses, creating support tickets, or updating your CRM, allowing you to streamline your communication workflow and improve your overall customer experience.

Walkthrough



[Here is a 4 minute video showing you how to use Message Me as a trigger for Simplebooklet on Zapier.




Step-by-Step



Below is a walkthrough showing you how to use Message Me as a trigger for Simplebooklet on Zapier..

Login to Simplebooklet.

Search for your Simplebooklet from the dashboard and click on the Design Tab.

On the left panel, click on Navbar.

Under More Customization, toggle on Message Me from the list of options.

Click Edit button to the right of the Message Me option to write a message to your customers.

Click SAVE.

Login to Zapier and on the top left click Create Zap.

Search for Simplebooklet.

For the Event, under App & event, select Simplebooklet Activity Notification from the dropdown menu.

Click Continue.

Under Account, Click Sign in to login into your Simplebooklet account if you haven't already.
Note: Click Allow when prompted to the message that Zapier wants to access your Simplebooklet Account.

Under Trigger, select the Simplebooklet Event dropdown menu and choose Message Me to get notified when customers message you directly from your Simplebooklet.

Under Trigger, select the Simplebooklet dropdown menu to choose your Simplebooklet.

Click Test Trigger to test.

Continue to the bottom and choose an Action to add the platform you would like to receive these Actions to.
Note: This is after you Test your Trigger.

Choose your Event and Sign in to your account for a platform you've chosen.

Fill out the Action.

Click the Publish button and the bottom of the page.

Click Publish & Turn On.

You have successfully created a zap that will allow you to receive a notification when customers message you directly from your Simplebooklet!

Updated on: 31/01/2024

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