If you want to send out a discovery journey in a personal newsletter or on a page where the user is already logged in with an email, you can add an email parameter. This avoids the user having to enter their name and email on the info or end card, which increases the likelihood of data collection.
This guide will show you how.
Step 1
Log in to your favorite email and marketing automation platform. In this example, we are using MailChimp. Then, create your newsletter as usual.
Step 2
Then log in to your Roccai profile and click the share icon in the menu top left corner. Create a new link and copy the module by clicking the link icon.
Step 3
Add the link to your newsletter. It could be in a button like this:
Step 4
Then open User Specific Parameters in Roccai:
Step 5
Then, add a URL Parameter. It could be name, email, etc., but in this case, it is the email. Make sure that the parameter and type are identical. Then press COPY.
Step 6
Add the parameter to the end of the module URL like this. Add & and the parameter, equal to and *|EMAIL|*Here is an example:
This guide will walk you through the steps to export your data from Roccai to your chosen dashboard platform. You can either use Roccai’s API directly or set up a scenario with Zapier or Make, depending on your platform.
Since we do not automatically send data, Zapier needs to request it at scheduled intervals. To achieve this, you can use the Schedule by Zapier app, which allows you to define when Zapier should retrieve data from our API.
For example, you can set up Zapier to request data every hour instead of waiting for an automatic push. This ensures that the latest data is always available when needed.
Go to company settings https://app.roccai.com/company-settings
Select API, press Generate Token, and copy the token.
Find Your Company Name In this field, you can fill out your company name or something that you use to identify which account you are signed in to.
Action
Important: Handling Multiple Zapier Integrations
If you set Get Newest Data to True and have multiple Zapier integrations connected to the same module, you will need to create a separate Token for each Zap. This ensures that each Zap retrieves the correct and most recent data independently.
Locate the Module ID and Campaign ID:
The Module ID can be found here:
The Campaign ID is obtained by clicking the Share Icon in the menu, selecting the desired campaign, and clicking copy.
Test
Finally, test your trigger.
Step 4: Filter by Zapier
To handle if the Result returns an empty list, add the app Filter By Zapier. This will stop the zap from entering the loop with an empty list.
App & Event
Configure & test
The zap should only continue if the Result Exists.
Step 4: Loop through results
The list of user journeys is available within Result, therefore we need to loop through them in order to create a separate line for each journey.
App & Event
Add a new connection called Looping by Zapier and choose Create Loop From Line Items
Action
Under Action define the values you want to loop through.
Here is an example:
Test
Your data will come out like this
Step 5: Choose Your Connection
Select the desired connection for your data export. For example, to send data to Google Sheets:
Choose the Google Sheets zap.
Create a Google Sheet with the desired headers.
App & Event
Choose the Google Sheets event, for instance:
Account
Connect the sheet to Zapier.
Action
Test
Test the step to ensure the data is correctly imported into the sheet.
Step 6: Need More Help?
If you need further assistance exporting your data from Roccai, please contact us via chat support.
This guide shows how to export your data from Roccai into your dashboard platform. Depending on your platform, you can either use the API from Roccai and do it directly or set up a scenario with Zapier or Make.
Step 1
Please create a profile with Make (cheaper than Zapier) or login here. Then, you press the button, Create a new scenario.
Step 2
Select the tool HTTP
And then select Make a Basic Auth Request.
Step 3
Log in to your Roccai profile.
Go to company settings https://app.roccai.com/company-settings
Select API, press Generate Token, and copy the token.
Step 4
In the HTTP Scenario in Make, you should then fill out the following:
Step 5
Then, add a URL Parameter. The next steps shown how to get the URL Parameter.
Step 6
Obtain a valid token to access the Roccai API. You can get your token under Settings and API: Here you also find the API Documentation with the different data you can extract.
Step 7
Locate the endpoint that provides the desired information. For instance the userInfo
The Module ID is found here:
The Campaign ID is found by clicking the Share Icon in the menu. Then click the row on the campaign you want to get the ID from and click copy to get the campaign ID
Fill in the details in the API documentation:
Authorization: doesn’t need to be filled out
ModuleId: Specify the required Module Id.
CampaignId: Specify the Campaign Id (CampaignId should only be used for some, such as decisions. It should not be used for products.)
Press the ‘Execute’ button to get a response.
Copy the generated Request URL from the response and add it to Make.
Step 8
If you need more help to export your data from Roccai, write to us in the chat.
1.1. Obtain a valid token to access the Roccai API. You can get your token under CompanySettings and API:
Log in to your Roccai profile.
Go to company settings https://app.roccai.com/company-settings
Select API, press Generate Token, and copy the token.
Step 2 – Retrieve Data
2.1 Locate the endpoint that provides the desired information.
The Module ID is found here:
The Campaign ID is found by clicking the Share Icon in the menu. Then click the row on the campaign you want to get the ID from and click copy to get the campaign ID
2.2. Fill in the details in the API documentation:
Authorization: doesn’t need to be filled out
ModuleId: Specify the required Module Id.
CampaignId: Specify the Campaign Id (CampaignId should only be used for some, such as decisions. It should not be used for products.)
2.3. Press the ‘Execute’ button to get a response.
Step 3 – Copy the generated Request URL from the response.
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