This article guides you through setting up a Zapier integration to connect Whop to Trackdesk, leveraging email attribution to track conversions. This integration allows you to automatically record successful payments from Whop as conversions in Trackdesk.
Prerequisites:
Whop Account: You need a Whop account.
Zapier Account: You need a Zapier account.
Established Email Attribution in Trackdesk: This integration relies on email attribution, so ensure you have this setup in Trackdesk.
Integrating Whop with Trackdesk via Zapier (Email Attribution)
This article guides you through setting up a Zapier integration to connect Whop to Trackdesk, leveraging email attribution to track conversions. This integration allows you to automatically record successful payments from Whop as conversions in Trackdesk.
Prerequisites:
Trackdesk Account: You need an active Trackdesk account with a configured offer and revenue origin ID.
Whop Account: You need an active Whop account with successful payment events.
Zapier Account: You need a Zapier account with access to create Zaps.
Established Email Attribution in Trackdesk: This integration relies on email attribution, so ensure you have this setup in Trackdesk.
Integration Steps:
1. Create a New Zap in Zapier:
Log in to your Zapier account navigate to Zap section and create a new Zap.
2. Set Up the Whop Trigger (Payment Succeeded):
Search for and select the "Whop" app as the trigger.
Choose the "Payment Succeeded" trigger event.
Connect your Whop account to Zapier.
Test the trigger to ensure it's working correctly and fetching sample data.
3. Set Up the Trackdesk Action (Create Conversion):
Click the "+" button to add an action step.
Search for and select the Trackdesk app as the action.
Choose the "Create Conversion" action event.
Connect your Trackdesk account to Zapier.
4. Configure the Trackdesk Action:
Choose type of conversion: Select "externalCid".
External CID: Map this field to the "Payment User Email" field that is provided by the trigger step.
Amount / rate of: Map this field to the "Payment Final Amount" field that is provided by the trigger step.
Conversion type code: Enter "sale".
External ID: Map this field to the "Payment ID" field that is provided by the trigger step.
Revenue origin ID: Enter a fixed value from your settings, you can find this value in the Settings of your affiliate program, at the top of the page, button Your Trackdesk identifiers.
5. Test and Publish the Zap:
Test the Trackdesk action step to ensure data is being sent correctly.
If the test is successful, you will see a conversion occur in the Conversion report, if email of the test record is paired in your Trackdesk account, if not, you will see an error in the Conversion error log, which is for a test purpose also correct outcome
After the test, publish your Zap.
By following these steps, you can successfully integrate Whop with Trackdesk and accurately track conversions using email attribution via Zapier. This integration provides valuable insights into your marketing performance and helps you optimize your campaigns.