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Help CenterIntegrationsMakeHow to export template submissions to your software stack via Make?

How to export template submissions to your software stack via Make?

Last updated November 18, 2023

Overview

    Make     (formerly known as Integromat) is a no code workflow automation tool, with which you can connect Mailmodo to 1000+ apps. You can integrate Make with Mailmodo to implement the following use cases:

Actions

1.     Send campaigns    

2.     Trigger journey    

3.     Add contact to list    

Triggers

1. Export submissions 

How to install the Mailmodo app to your Make workspace

Step 1Visit this     URL     to install the Mailmodo app to your Make workspace.  

How to export template submissions to your software stack via Make?

Step 2Sign in to your Make account. If you don't have an account, you can create one. Select the organisation to which you would like to install the app. Click on Install.

How to export template submissions to your software stack via Make?

Step 3Once installed, click on Finish wizard.

How to export template submissions to your software stack via Make?

You would be redirected to the Make dashboard. Go to Organisation>Installed apps. You would be able to see Mailmodo here.

How to export template submissions to your software stack via Make?

 How to configure the template and get the API key in Mailmodo

Step 1Go to templates from the vertical menu on the left. Create a new template or use a pre existing template as per your requirements. Open the template in the editor.

How to export template submissions to your software stack via Make?

Step 2Click on form submission to external apps. 

Note: This button would only be enabled once you have inserted at least one form in your template. 

How to export template submissions to your software stack via Make?

Step 3This modal will open. Click on Add app against the form for which you want to export submissions.

How to export template submissions to your software stack via Make?

Step 4You would be able to see Make under Available for connection. Click on the authentication CTA. If you have integrated Make with Mailmodo before, then you will see Make as Activated. In that case, click on See details. A modal will open. Copy the API key. We will use this in Make setup.

How to export template submissions to your software stack via Make?
How to export template submissions to your software stack via Make?

To access the API key later, go to the integrations tab from the vertical menu on the left. Locate Make> Authentication CTA/See details>Copy API key

How to create a scenario in Make

Step 1Login to your Make account and Create a new scenario.

How to export template submissions to your software stack via Make?

Step 2New scenario builder will open. Add Mailmodo as a module. Select export submissions as the trigger event. 

Note- You need to install the Mailmodo app for it to be visible here. 
How to export template submissions to your software stack via Make?

Step 3: Connect your Mailmodo account. Click on Add (under Webhook). Paste the API key copied from Mailmodo.

How to export template submissions to your software stack via Make?
How to export template submissions to your software stack via Make?

Step 4: Select the template for which you want to export submissions. 

How to export template submissions to your software stack via Make?

Select the form (in the template) whose responses you would like to export. 

How to export template submissions to your software stack via Make?

Click on Save.

Step 5Add the module to which you would like to export data. For the purpose of this tutorial, we are going to export form submissions to Google sheets. 

The steps mentioned below are for Google sheet. They can vary depending on the module you use.

Select Add row as the Action.

How to export template submissions to your software stack via Make?

Step 6: Connect your Google account. Select the spreadsheet to which you want to export form submissions.

How to export template submissions to your software stack via Make?

Step 7Map the form questions to sheet columns. For eg. Responses for the question "Please enter your name" will be recorded in column A.

How to export template submissions to your software stack via Make?
How to export template submissions to your software stack via Make?

Step 8Once done, click on Ok. You can test your scenario by creating a sample campaign (using the selected template) in Mailmodo. Once the campaign is enabled, click on Run once. Template submissions will be exported to Google sheet. 

How to export template submissions to your software stack via Make?

If there are any errors, you would be able to see them by clicking on the bubbles present at the top of the modules.

How to export template submissions to your software stack via Make?
How to export template submissions to your software stack via Make?

Step 9 Create and send a campaign using the selected template in Mailmodo. Once the campaign is enabled, configure and run the scenario as per your requirements. All form submissions will be recorded in the Google sheet.

How to export template submissions to your software stack via Make?
To stop exporting submissions, you have to turn the scenario off from Make.

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