The document provides an overview of Zapier and how ReviewTrackers will integrate with it. Some key points: - Zapier is an integration platform that connects over 400 web applications and automates tasks without code. It allows triggering actions in one app based on events in another. - ReviewTrackers will offer Zapier integration starting in private beta in mid-August, then fully launching it by the end of August. This will allow customers to automate tasks between ReviewTrackers and other web apps. - The document outlines the process for setting up "Zaps" between apps on Zapier, as well as pricing, limitations, resources for customers, and a timeline for rolling out the integration

1. Zapier Demystified
ReviewTrackers + Zapier

2. Agenda
• Zapier
- What is it?
- Why?
- How does it work?
- Pricing
• ReviewTrackers + Zapier | Self-Service Model
• Timeframes
- Roll out from Private Beta —> Fully Live
- Customer Implementation
• Q&A

3. What Is Zapier?
Zapier is an integration platform that connects 400+ web
applications and services together by automating
mindless, repetitive, and tedious tasks without knowing
anything about code.
“It’s a far more powerful, business-oriented, version of IFTTT
and the solution many of our customers are looking for.”
- Emily Carl, ReviewTrackers Employee

4. 6 Key Terms w/Zapier
Zap
Task
Trigger
Action
Filter
App
The link between
two apps on Zapier.
A single action
performed by Zapier.
The event that
starts a Zap.
The event that
completes a Zap.
An optional feature you
apply to a Zap to only
make it fire when a
certain condition is met.
A web service or
application, such as
Google Docs,
ReviewTrackers or
Salesforce.

5. Why Zapier?
Growing List of 400+
Web Apps
Helps Structure
Conversation w/
Customers
Cost Effective
Learning Tool
“Because Zapier integrates with a growing list
of 400+ web apps and services along with
allowing users to tweak the details of how
exactly an integration works. It was clearly
the platform we had to integrate with.”
- Bart Grabowski, ReviewTrackers Intern

6. How Does It Work?
It works like magic and we
should sell it to everyone!

7. How Does It Work?
It works like magic and we
should sell it to everyone!
It works like magic and we
should sell it to everyone!

8. How Does It Work?
All Zaps are 1-to-1 relationships.
All Zaps travel in one direction.
Here's an example of a Zap:
When I receive a new email in
Gmail, send me an SMS message.
The first part (receiving a new
email) is the trigger.
The second part (sending an SMS
message) is the action.

9. How Does It Work?
All Zaps are 1-to-1 relationships.
All Zaps travel in one direction.
Here's an example of a Zap:
When I receive a new email in
Gmail, send me an SMS message.
The first part (receiving a new
email) is the trigger.
The second part (sending an SMS
message) is the action.

10. How Does It Work?
All Zaps are 1-to-1 relationships.
All Zaps travel in one direction.
Here's an example of a Zap:
When I receive a new email in
Gmail, send me an SMS message.
The first part (receiving a new
email) is the trigger.
The second part (sending an SMS
message) is the action.

11. How Does It Work?
All Zaps are 1-to-1 relationships.
All Zaps travel in one direction.
Here's an example of a Zap:
When I receive a new email in
Gmail, send me an SMS message.
The first part (receiving a new
email) is the trigger.
The second part (sending an SMS
message) is the action.

12. Step 1 of 7
Select the non-ReviewTrackers
web app or service.
Select one of the
appropriate triggers.
Select ReviewTrackers.
Select your action
(Send Request Review Email).

13. Steps 2 & 3 of 7
Link your ReviewTrackers
account using an API key —
Zapier will prompt you to test
the connection.
Link your MailChimp (or other
web app) account using an API
key — Zapier will prompt you
to test the connection.

14. Step 4 of 7
Select the appropriate
corresponding fields.
Apply any optional filters —
these can get tricky! Ideally
these are avoided.
The fields during
this step vary based
on the web app/
service.

15. Step 5 of 7
Select the location within
ReviewTrackers.
Select or type in.
Select or type in.
Select the location within
ReviewTrackers.
Simply delete this — not
needed.
This should always read
“Email.”

16. Steps 6 & 7 of 7
You’re able to test the
Zap to make sure it
works as intended.
Naming correctly and
with some consistent
pattern is important to
keep Zaps in order!
Then switch on Zap.

17. Zapier Pricing

18. RT Capabilities
Only Review Generation Available
Today
Customer Must Be API Customer
CRM + Email Marketing Most
Applicable Categories — Google
Sheets Most Preferred Web App
Dependent On What “Triggers” The
Other Web App/Service Has
Enabled
MUST Carefully Document
Customer’s Specific Use Case
63 Email Marketing58 CRM

19. Zapier Not For Everyone
Possible Reasons:
• Custom CRM System
• CRM System Not On
Zapier
• Specific Use Case —
Zapier Limitations Prohibit
Use As They Would Like
Non-Zapier Solution
API

20. Mid-August
More Help Docs Available
Roll Out Time Frame
2015 2016
Today
Still In Private Beta
End of August
Out of Private Beta - Full
Marketing Push w/Zapier
Some Time Ago
“I want this for
our customers!”
We are FULLY
OPERATIONAL
TODAY!
October
RTX Launch - Opens New
Possibilities w/Zapier
Unset Future
Zapier Re-evaluated
End of September
Use Case(s)
!NOTE!
We are ONLY using Zapier
for Review Generation!

21. Self-Service Model
Customer Set-up Process
Start End
Customer approaches RT
looking to make use of Zapier.
Emily says her
quote from slide 3.
Customer creates Zapier
account and sets up zaps.
Sales and/or Support
explain Zapier integration.
FYI…
This is
Tim.
Support provides
guidance/docs.
Help troubleshoot
any future issues.
Customer
Customer uses
Zapier as they see fit.

22. Resources & Docs
Internal Team Members
Guides/PDFs/Help Docs
Use Case(s) - Sept. 30th
Basecamp
https://basecamp.com/2247570/projects/4507449/todolists/30832627

23. Questions?

25. +