5. Building Zaps with conditional filters

Adding a "filter" to your Zap allows you program actions based on event and attendee information, allowing for more sophisticated and/or personalized integrations.

When would you use a filter? 

Let's say you need to send SMS notifications to your Sales team when guests RSVP to an upcoming event, so you use Zapier to connect Splash and Twilio.

By using a filter, you can set conditions so that IF the guest RSVPs with a certain email domain or a certain company name, or belong to a certain List, THEN a certain salesperson would receive a text message.

Nice, right?
And that's just one of endless possibilities.

Whereas if you didn't set a conditional filter, you'd be sending text message to all your sales people regardless of who registered. 


Let's walk through an example!

In the below setup, Splash is connected to Gmail via Zapier; we have a simple Zap setup where when a guest RSVPs, Gmail will send out an email update.

1. In the Zap's settings, just click the little Filter button between your Trigger and your Action apps.

Filter.png

 

2. Next, you'll be prompted to Save + Continue, allowing you to set up rules to specify when this Zap should continue running.

Select_Filter.png

3. This next step is where you can get creative:

In the left-most drop-down, you are able to select the variable you'd like to build your Zap's conditional actions on. Then you can use the middle and right-most drop-down to fine-tune the conditions.

So in the example below we're saying:

If the guest's list name in Splash contains the the word "VIP" AND and the guest's email address is a @splashthat.com domain THEN this Zap will run, sending an email to a Salesperson we'll specify later.

Filter_Setup___Testing.png

 

Pretty amazing, right?

Now you might say "OK, that's great - but isn't it going to take me forever to set up separate Zaps for all my conditions?" 

Introducing: Copying Zaps!

Was this article helpful?
0 out of 0 found this helpful