As your subscribers grow you may want to automatically add their details into a Google sheet so you can easily access your subscriber list without having to visit your Routinr dashboard and download the list. This is especially important if you have an offline reward, gift or are running a workshop and you want a super easy way to collate your users and their details in real time.
With Routinr’s Zapier integration you can setup a connection between Routinr and your Google sheet in just minutes. Follow the steps below and be set up in now time.
Step 1: Ensure you have access to Routinr’s Zapier integration. If you havn’t done this already, instructions on how to do this are here:
Step 2: Setup your Google sheet. A Google sheet is the perfect way to introduce real time and dynamic spreadsheets into your business. It’s free to use and super easy to get started.
Start a blank sheet and call is something like “My Routinr Subscribers”
If you have many memberships you can either add into the 1 sheet separated by tabs or you can have a new sheet per membership, the choice is yours.
Step 3: Label your first row as well as your Sheet ‘tab’ name which by default will be Sheet 1. In the example below you will see I changed the sheet name to Membership 1 and I’ve also added column headers into the first row of the spreadsheet.
Step 4: Connecting with Routinr and selecting your trigger
Now you have your sheet ready you want to head to Zapier and build your integration!
Once you have logged into Zapier you will see an orange button to ‘Make a Zap’. Once you have clicked that you will be taken to a page like this:
Search for “Routinr” (note if you can’t see Routinr please see instructions on adding Routinr to your Zapier account here).
You will be asked to select a trigger event. A trigger event is simply an event or an action that ‘triggers’ data to be pushed into another app (in this case Google Sheets). In Routinr a trigger is when someone purchases a routine, becomes a subscriber to one of your memberships or unsubscribes from a membership. This is what you will see in the dropdown:
In this example we will be selecting the “New Membership Subscriber” trigger. Once you have selected a trigger hit ‘Continue’ and you will then need to Sign in to Routinr. Click the “Sign in to Routinr” button and login using your Routinr logins.
Step 5: Customise your trigger
We have now chosen to use ‘New Membership subscribers’ as a trigger and signed in. You will be shown a list of all your Memberships (if you chose the New Routine Purchaser trigger you will be shown a list of all your created routines). See below the example membership options I can see
Next to each membership you can see how many subscribers there are already in that membership. These will be downloaded into your Google Sheet as well as any new subscribers.
Once you have selected your membership hit ‘Continue’.
From here you will be prompted to Test and Review or Test and Continue. I suggest you click Test and Review and check that the data is pulling in correctly. I hit test and Review and this is what I see:
You can click the section for each subscriber to get the extracted details from the samples:
When you are happy data is coming across successfully, click ‘Done Editing’ and you can now adding your data extracted data into Google Sheets.
Step 6 – Connecting with Google Sheets
So we have a ‘Trigger’ which gets the data and we want to do something with it… which in our case is add into a Google Sheet.
Naturally our next step is to
In many cases you will see Google Sheets in your quick options however you can also use the search bar to search for it.
Like the Routinr integration, after selecting “Google Sheets” you want to select from a list of Action events. Remember we did the triggers before.. we trigger data from Routinr to then do an ‘Action’. Our action today is going to be create a spreadsheet row:
What we will be doing is adding a new row for each membership subscriber. Hit continue once you have selected the Create Spreadsheet Row dropdown.
After selecting the Action you will need to authorise access to Google Sheets by hitting the Sign in button you can see below:
(note you should authorise with the Google account where you created the spreadsheet in Step 2)
After authorising you will be given a few things you need to select regarding your Google Drive details, The spreadsheet you want to use and the worksheet with in that (See Step 2).
If you used the same details I mentioned in Step 2 the first section will look like this:
Once you have filled out the Spreadsheet and Worksheet name, additional fields will show. This is where you headings come into play, (ie Name | Email | Sign-up Date | Address).
From here it’s super simple, for each Heading name there is a simple ‘Insert field’ button on the right. When you click this you will see the info you want to assign for each heading.
Mine filled out ends up looking like this as I work through each available field
Step 7: Test and Review
After allocating data to all the fields in your spreadsheet you can now test it. When you hit test and review you should see your spreadsheet start to populate. Done! Its all working!
Step 8: Turn on your zap!
Now to ensure you get a cotinuous stream of data flowing through you will need to turn on your Zap. There will be multiple prompts with what looks like a toggle switch. Turn it on and you are good to go!
When you turn it on it will turn green.. Green is good.. you are away!