Lessons

Lesson Info

Creating a Connection to Google Sheets (12.2)

howdy chatbots, fans and welcome back in this lecture, I'm going to teach you step by step how to create a connection in mobile monkey that sends form submission data to a google sheet. Very, very powerful connection. Very commonly used. Once you have data in google sheets, you can do all sorts of things with it, it might be connected up with other systems, it might be used to log daily performance, it might be used to figure out marketing costs from other channels, whatever it may be. A lot of times you want to get that information into google sheets and I'm gonna show you how to do that with mobile monkey. So let's go jump in into the mobile monkey dashboard and we'll walk through this step by step. So first things first, what data am I sending to google sheets. So I went to my page builder and I created a connections group which is just a test. And I just and I just labeled this page the e book form for google sheets, for the sake of illustration. So for example, let's say we have a...

chat bot flow that is getting people to download an e book and we want to collect information through a form. So we have a very simple text widget um that asked that prompts the user to answer a few questions and then we have a form widget keep in mind you don't have to have a form to send data to google sheets, you could send any attributes, any characteristics from any audience to google sheets. I'm just using the form widget to illustrate this to show you how it might look in the real world. So I have a form widget that asks for email, I have a and then the next question asks for job title and the next question asks for a company name and we're just going to assume that those are the important metrics that we want to get into google sheet along with first name and last name. So I need to first. So the next step is to go ahead and actually create a google sheet that we're going to use with the proper column setup. So I'm gonna go over to google sheets. So I'm going to go over to a blank google sheet that I have set up and I'm gonna title this sheet and I'm gonna call it mobile monkey connections, e book data. Okay. And obviously you would name your sheet. Something different. So I'm gonna set up some columns. I'm gonna have first name, last name, email, job title and company name. Is that the last one we had in the double check the data. I want company name. Okay, so first name, last name, email, job title, company name. And again remember we could have any other custom attributes be sent over that we've been collecting through mobile monkey. As long as it's in the contacts database. As long as an attribute in the contacts database, we could send that to google sheets through a connection. The next thing we're gonna do is create a zap. Your account or you're going to log into your zap your account if you already have one. I'm just gonna continue and Isaac and I'm just gonna log into my zap your account here and I'm gonna go ahead and click make a zap and now I am in my zap zap setup, workflow zap here works through choosing a trigger app and choosing an action app. Most of the time people use app to send data from let's say hubspot to google sheets or whatever. But we're gonna be using a custom web hook which is what we're gonna be using to send data through from mobile monkey into a google sheet. So our trigger app is going to be a custom web hook. So first I'm gonna name this app just so I can remember what this app is for. And I'm gonna call this mobile monkey e book form to google sheets. Let's say I'm gonna click search hundreds of apps. I'm just gonna search for web hook. Okay And I'm gonna click web hooks by zap here. We want to choose a catch hook. Okay because we're sending information to this web hook as opposed to the web hook, sending information to us. So it's gonna be called a catch hook, Save and continue this. Next step. We could skip we don't need to pick off a child key. Just ignore that completely click continue. And now we could pull in some samples and they give us a U. R. L. To copy to clipboard. So copy this U. R. L. To our clipboard. And now let's go back into mobile monkey. Now we're back in mobile monkey and we want to go to our connections dashboard under our marketing automation tools. And click the yellow button in the upper right hand corner to add a new connection and select web hook which is the only option. I'm gonna toggle it, I'm gonna name this, send e book form to google sheets or send data to google sheets. I could add a description if I need to but I don't want to and I have the option to continuously send contact data from an audience or send contact data whenever a widget is reached. These are two distinct options and you should figure out which one is best in which scenario. So in this specific scenario that we're talking about. So if you only wanted to send data to google sheets or to whatever program you're sending that data to For a specific thing like a specific bot flow, then you might want to choose send contact data whenever a specific widget is reached. In our example case and what I do, 99% of the time as I continuously send contact data from an audience. I love basing things off audiences. It just makes more sense to me and it's more easy to organize and to remember what connections are doing what. So I could create an audience of people who fill out this form, right? And just use that, I could choose any of my pre built audiences or any of your pre built audiences. I'm just gonna choose all contacts. And what that will do is whenever somebody is added to the all contacts audience, if the web hook is set up properly, that information will be pushed into google sheets automatically behind the scenes without us having to do anything to make that happen. And then we can let our google sheet act as a central database for all of our contacts being generated through our messenger marketing efforts. We're gonna pace the U R. L. We have in our clipboard into the U. R. L. Field and we're gonna keep the request type as post because we're posting this data to the web hook that is catching the data and then sending into google sheets. Now we need to add the attributes and the values that we need to send into google sheets and this is based on how we had our google sheets set up over here. So I'd like to send first name and the value is going to be the attribute first name, I'm going to add an attribute called last name and the value is going to be last name, I'm going to add an attribute called email and the value is going to be email and this is a list of values that are available through mobile monkey and I can search for it. And I'm going to add an attribute called job title and the value is going to be job title, which is that custom attribute I have in that form and I'm going to add a value called company name and that value is going to be company name, which is another custom attribute which I created in that form. All right, okay. I'm gonna leave safe response at the contact attributes unchecked. And we're going to click test connection and we're gonna click test connection and send a test connection by just putting in some sample stuff here so we can do Isaac Radinsky email is Isaac job title is Ceo company names, Adventure Media Group. And I'm gonna send the test Alright, As long as we have a response success, that means our test worked. But that doesn't mean that this information is going to be in google sheets yet. That's not gonna happen. All we did was test the U. R. L. Of that zap, your web hook that they gave us. Now we need to go back into zap here and configure our google sheets part of the zap. So back in zap here, we're gonna click OK. I did this to move to the next step and zap here is looking for the hook and telling us that it might take a second. So nothing's gonna happen yet we need to go ahead and and set up the action part of this app. So we're gonna click set up this step and we're gonna choose an app, click choose app. And we're gonna look for google sheets, select google sheets. And we're going to create a spreadsheet row, that's the action. We're gonna want save and continue and we have to connect to an account. Isaac school sheets account, select that save and continue. And we're gonna have to find our spreadsheet. So we have the name of our spreadsheet which is mobile monkey connections, e book data And it's right here, 2nd 1 down. And the worksheet. Okay, so the worksheet is what this is called sheet one. So we're gonna select sheet one which is right over here and google sheets, pulls in the names of our columns for attributes. So now that we've established a connection to google sheets, we want to go back into pulling samples of the trigger part of this app. And we're gonna go ahead and test this web hook. What we need to do first is click Ok, I did this and now go back into mobile monkey while they're searching for new information to be sent through this web hooks. We're gonna go to mobile monkey. We can go back to our pages, we're going to test our e book, download and you could test any page that collects the variables that you're sending. But this is the only page on my mobile monkey account that's collecting company name and job title which is an attribute that I want to send. So I'm gonna go and click just bear in mind if you yourself are a contact or if the person who's doing this test is a contact in the mobile in the mobile monkey database. You should first go delete yourself and then test this page just to make sure there are no bugs or glitches. So before I test this page and messenger I want to go back and make sure that I toggled my connection to be active. If it's not active, mobile monkey will not send that data to the web book and zap here will not be able to find the test submission. So we're gonna go back to connections. I'm gonna edit this connection which is in draft bone. I'm gonna toggle it too active and wait until it saves. Great. It saves and now I can go back to my pages. Go back to this google sheets e book form. Now I could test this page and open it up a messenger and to see if this connection is working. Please have your email to get my free book. I'm gonna tap my email asked me what's your job title Ceo hit enter what's your company name? Adventure Media group. It enter and it should say thanks Isaac here's your e book and of course this is not a live chat bot flow so it's not gonna send me the book right now. But the point is we want to see if all this is working. If the web book is working. So let's go back to my zap and see what's happening. So I'm gonna open up happier. Fantastic test was successful so everything is in place right now with regards to the web hook, Mobile monkey is collecting the data properly through the chatbot flow. That contact is being added to my all contacts audience and my connection in Mobile monkey is working to push that data to the U. R. L. Now we need to complete our setup where we're going to send that data through the web hook into google sheets. I'm gonna go back to the edit template part of the action set up. I'm now going to be able to configure these custom fields so I'm going to I'm gonna so I'm gonna click into each one of these custom fields and find the right variable from the test. So first name was Isaac Last name was Radinsky, email was email, job title what's ceo beautiful and company name was Adventure Media Group. Everything is in perfect working order. I'm gonna click continue and I'm getting a warning that there's an unfinished step in the zap. Please finish or delete before completing this step. Step one needs attention edit here let's see what this is. Catch hook that should be working, pick that, skip that, continue pulling samples, okay lets see edit template. That's all good. Test this step. We're gonna send this test now to google sheets. So I just had to run through that one more time to make sure everything was fine and it looked like everything was okay. Um and when I click this blue button, if and when I click this blue button, send text to google sheets. If everything has worked and configured properly, we should get this information from superior into google sheets. So let's see what happens. Send test to google sheets. A test spreadsheet row was sent to google seats just now. Let's take a look and look at that guys. Absolutely amazing. I really love this stuff because it's so complex and so simplified through the use of these software tools. So I'm gonna delete or let's say let's leave this row here. And let's do an actual test not through zap here. So now I'm gonna click finish, we're gonna keep this zap, make sure to toggle the zap on. If you don't tackle that. If you do not toggle the zap on the zap won't work. All we just did was a test. Okay, my zap is on. I can now go back to my dashboard, I could leave zap here and I could try this again. So I'm gonna just delete this conversation and Messenger. I am going to go to contacts in mobile monkey. Delete myself as a contact. So this works well, I'm gonna go back to my page, I'm gonna go to the google sheets, e book form. And I'm going to test this page again in Messenger and I'll put in some different data to make sure that this zap is working. So let's see what happens here. It's gonna be the same email of course because that's the email my job title I'm gonna do I'm gonna write president or let's say vice president because I'm in the mood to write vice president. It was my company name is Microsoft. Okay. Actually no I don't like me and I'm gonna write and for company name I'm gonna write Nikon camera company L. T. D. Enter thanks Isaac here's your e book. Okay now let's go and see how this zap is working in the real world. If I go now for Messenger to google sheets, look at that, I have a second row Isaac Jablonski. Vice President. Nikon camera L. T. D. Instantaneously right. That happened within seconds so that zap is working beautifully and every single time somebody gets added to this all contacts audience. Mobile Monkey's gonna push that data through the web hook into zap zap here will take that information and push it into google sheets. It's a beautiful thing and it all happens behind the scenes. I hope this was a helpful step by step instruction on how to set up connections using zap here. And as you set up more zaps and more connections. This whole process will become much, much easier for you. In the next lecture, I'm gonna show you how to sign up seminar attendees through mobile monkey messenger marketing and send that information through a connection through zap here into go to Webinar. I look forward to seeing you guys very soon in the next lecture chat for now.