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Zapier actions

Learn about Dotdigital Zap actions.

Laura Russell avatar
Written by Laura Russell
Updated over 3 months ago

An action is an event that happens as a result of a trigger.

For example, if you send a text message each time you receive an email, the sending of the text message is the action, and the receiving of an email is the trigger.

An action can be as a result of a trigger from any Zapier app. For example, Zapier has the following pre-built Zaps that you can use:


Available actions

The Dotdigital Zap has the following actions:

Action

Description

Send email campaign

Send an email campaign to a contact. You can provide a date and time to schedule the send, or you can send it immediately.

Send SMS

Send a marketing SMS campaign to a contact. Provide the mobile number to send to and your message content.

Mobile numbers must be prefixed with the international dialling code, for example 447000000001.

Enrol contact in program

Enrol a contact on an active program.

  • You must provide a match identifier for the contact. This is the data point you want to use to identify the specific contact. Select from Email or Mobile Number.
    Mobile numbers must be prefixed with the international dialling code, for example 447000000001.

  • Select the program you want to enrol the contact on.

Create contact data field

Create a new contact data field. You need to:

  • Name the contact data field.

  • Select the data type of the contact data field.

  • Set the data field visibility as public or private.
    Public data fields are displayed on signup forms and preference centres.

Create or update contact

Create a new contact or update an existing one. In addition to adding a new contact to the Contacts master list, you can select a specific list from your account that you wish to add new contacts to.

You need to:

  • Select which match identifier - Email or Mobile number - should be required.
    You must provide a value for the required field.

  • Enter the email address and/or mobile number of the contact.
    Mobile numbers must be prefixed with the international dialling code, for example 447000000001.

  • Optional: Add an email type; HTML or Plain text.

  • Optional: Add an email opt-in type.

  • Optional: Select a list to add the contact to.
    You can search and select from lists in your linked Dotdigital account.

  • Optional: Update existing contact data fields.
    You can search and select from contact data fields in your linked Dotdigital account. Email address or mobile number are included as match identifiers, so do not appear as contact data fields.

Unsubscribe contact

Unsubscribe a contact’s email address or mobile number from your account.

  • You must provide a match identifier for the contact. This is the data point you want to use to identify the specific contact. Select from Email or Mobile Number.
    Mobile numbers must be prefixed with the international dialling code, for example 447000000001.

  • Enter the email address or mobile number of the contact.

Resubscribe contact

Resubscribe an email address to your account.

Mobile numbers cannot be resubscribed through Zapier. SMS resubscribes are only possible through an inbound SMS from the contact. Learn more.

Refresh segment

Refresh a segment that already exists in your account. You just need to select the name of the segment you want to refresh.

Create a list (address book)

This action allows you to create a new list in your account. You need to:

  • Name the new list.
    This name can't match the name of an existing list, including Test, Contacts or Chat contacts.

  • Decide if the list is public or private.
    Public lists are displayed on signup forms and preference centres.

Send transactional email

This action makes use of Dotdigital's transactional email functionality. It allows you to send a transactional email, with the following variables:

  • From address: The custom from address that you want the emails to be sent from.
    If a from address doesn't exist in your Dotdigital account, your account's default from address is used.

  • To address (required): You can enter either a single address or multiple addresses that you want to send the transactional email to.

  • Subject (required): The subject line of the transactional email.

  • HTML content (required): The content of the email you want to send.
    This field accepts full HTML, so you're able to make your emails look exactly as you like.

  • Plain text content (required): The plain text version of your email.

  • Cc addresses: Specify any additional email addresses you want included in cc.

  • Bcc addresses: Specify any additional email addresses you want included in bcc.

Send transactional SMS

Send a non-marketing SMS message.

  • To (required): The mobile number to send the SMS to.
    Mobile numbers must be prefixed with the international dialling code, for example 447000000001.

  • Message (required): The body of your SMS message.

  • From: The sending identity you want to use. Enter a custom from name, or leave blank to use a randomly generated number.

  • Link shortening: Set to On to automatically shorten URLs in your SMS.

  • Allow Unicode characters: Set to Yes to allow Unicode characters. If set to No, any SMS containing Unicode is not sent.
    Including Unicode characters in your SMS can increase the cost. Learn more.

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