Learn how to create Flodesk subscribers in different segments based on BigCommerce orders using Pabbly Connect. Step-by-step tutorial included. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.
Watch Step By Step Video Tutorial Below
Accessing Pabbly Connect for Integration
To create Flodesk subscribers in different segments based on BigCommerce orders, you need to access Pabbly Connect. First, open your browser and search for Pabbly Connect to reach the landing page.
Once on the landing page, you will see options to sign in or sign up. If you do not have an account, click on the ‘Sign Up for Free’ button. This process takes about two minutes, and you will receive 100 free tasks each month. If you already have an account, simply sign in to proceed.
Creating a Workflow in Pabbly Connect
After signing in, you will be directed to the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button to start building your automation. Name your workflow as ‘Create Flodesk Subscriber in Different Segments based on BigCommerce Order’ to reflect its purpose. using Pabbly Connect
Next, select the folder where you want to save your workflow. Click on the folder tab to view available folders and select the one relevant to your Flodesk integration. Finally, click on the ‘Create’ button to initiate your workflow.
Setting Up the Trigger in Pabbly Connect
The first step in your workflow is to set up the trigger. For this integration, the trigger application is BigCommerce. Search for BigCommerce and select it as your trigger application.
Next, choose the trigger event. The appropriate trigger event here is ‘New Order Created’. After selecting this, click on the ‘Connect’ button to establish a connection between BigCommerce and Pabbly Connect. You will need to provide a Client ID, Access Token, and Store Hash Key to complete this connection.
- Open your BigCommerce account settings.
- Navigate to Advanced Settings and select API.
- Create a new API account and fill in the required scopes.
Once you have filled in all details, click on ‘Save’ to finalize the connection. This step ensures that when a new order is placed in BigCommerce, it will trigger the workflow in Pabbly Connect.
Adding Action Steps in Pabbly Connect
After setting up the trigger, you will need to add action steps to your workflow. The first action step is to retrieve the order details from BigCommerce. Select BigCommerce again as your action application and choose the action event ‘Get Order by ID’. using Pabbly Connect
Connect BigCommerce using the existing connection you created earlier, and map the Order ID from the trigger response. This mapping allows you to pull specific details from the order that was just created.
- Select the action event ‘Get Product by Order ID’ to retrieve product details.
- Map the relevant details from the previous responses to ensure accurate data retrieval.
- Click on ‘Save and Send Test Request’ to verify the connection.
This process will ensure that you have all the necessary order details to create a subscriber in Flodesk.
Creating a Subscriber in Flodesk
Now that you have the order details, the next step is to create a subscriber in Flodesk. Select Flodesk as your action application and choose the action event ‘Create/Update Subscriber’.
Connect Flodesk with Pabbly Connect by clicking on ‘Add New Connection’. Grant the necessary permissions by clicking on ‘Allow’. Once connected, map the customer details such as email, first name, and last name from the previous BigCommerce response.
Select the option to send a confirmation email if desired. Click on ‘Save and Send Test Request’ to confirm that the subscriber is created successfully. Check Flodesk to ensure the new subscriber appears in your list.
This step finalizes the subscriber creation process, allowing you to effectively segment your audience based on their orders.
Segmenting Subscribers in Flodesk
The final step is to segment the newly created subscriber based on the order they placed. In Pabbly Connect, add another action step and select the ‘Lookup Table’ action event. This will allow you to define which segment the subscriber belongs to based on the product they ordered.
Fill in the lookup table with product names and their corresponding segment IDs from Flodesk. Map the product name received from the BigCommerce order to the lookup key. This enables you to identify the correct segment for each subscriber automatically.
Finally, add one last action step to add the subscriber to the identified segment in Flodesk. Use the action event ‘Add Existing Subscriber to Segment’ and map the segment ID from the lookup table. This ensures that subscribers are grouped correctly based on their orders, allowing for targeted email campaigns.
Conclusion
In this tutorial, we explored how to create Flodesk subscribers in different segments based on BigCommerce orders using Pabbly Connect. By following the steps outlined, you can automate the process of adding subscribers based on their purchase behavior, enhancing your email marketing strategy.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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Using Pabbly Connect simplifies the integration of BigCommerce and Flodesk, enabling personalized communication with your customers. This automation not only saves time but also increases engagement with tailored email campaigns.