Get Real-time SMS Notification When a Campaign Goal is completed by a visitor

One of the most powerful features of Brave is that it sends you real-time notifications when a visitor completes a goal. This is very useful when you are selling high price items and get in touch with the lead as soon as they are interested.

To get real-time sms notification with Zapier when a visitor completes a goal, you need to first create a Popup, then set its goal and then set the Zapier Notification settings. After setting up the Popup’s goal, you can setup real-time sms notification with Zapier following these steps:

Step 1: Login to Zapier.

Step 2: On Zapier’s Dashboard you will see the “What do you want to Automate Today” box.

Step 3: In the “Connect This App…” field, write “webhook” and then select newly appeared “Webhook by Zapier” option.

Step 4: In the “with this one!” field, write down “sms by zapier” and then select the “SMS by Zapier” option.

Step 5: From the “When this happens…” field, select “Catch Hook” option.

Step 6: Then from the “then do this!” filed, select “Select SMS” option.

Step 7: Finally, click the “Use Zap” button

Step 8: You will redirected to the Zap builder page.

Step 9:  Click the “Sing in to SMS by Zapier” button.

Step 10: A New window will open up. Fill up the required Information and the click “Yes, Continue” button.

Step 11: Now go back to Zapier zap builder screen and click the “Turn On Zap” button.

Step 12: You will see the Zap Creation Success Message.

Step 13: Now click “My Zaps” from the top menu of Zapier Dashboard and click the “Arrow” key beside the newly created zap and click “Edit”.

Step 14: Once you are in zap editor page, Click the “Customize Hook” and Click the “Copy” button next to the “Custom Webhook URL” field to copy the webhook url.

Step 15: Now in new tab/window from your WordPress website, go to your selected Popup’s Edit screen and click the “Goal” menu from top and then click Notification > Zapier option.

Step 16: Enable “Send Goal Completion Data to Zapier” option.

Step 17: In the “Zapier Webhook URL” field paste the webhook url you just copied from the Zapier and then click “Send Sample Data” button and click “Okay”.

Step 18: Go back to Zapier and then click the “Continue” button and the “Find Data” section will open up.

Step 19: Click the “Test & Review” button. You will see the Sample data we just sent from Brave as “Hook A”. If it doesn’t appear, you will need to go back to Brave and click the “Send Sample Data” button again.

Step 20: Click the “Done Editing” Button

 Step 21: Then click the “2.Send SMS” tab and open the “Customize Sms” tab.

Step 22: No we need to create a sms template that will be sent to you with the data sent by brave whenever a Popup Goal is completed by the visitor.

Step 23: Click the “+” icon inside the “Message” field and click and insert the data that you wish to receive by selecting the specific fields that are sent by brave. Brave Sends 7 data points on each successful Popup Goal Completion:

1. Popup Name: The Popup Name.
2. Popup ID: The ID of the Popup.
3. User Type: Registered User or Visitor.
4. User City: Visitor’s City.
5. User Country: Visitor’s Country.
6. Action Type: Type of action: Click, Form Submit or View.
7. Action Time: Exact Goal completion time in UTC date format.eg: Thu, 14 Nov 2019 08:42:53 GMT

Step 24: After selecting the data fields, Click “Continue” to go to the SMS test section, where you can send a test SMS to your phone number.

Step 25: Click the “Done Editing” button to complete the Setup Process. Then go to your “My Zaps” page and turn on the Zap to activate the zap.

Now whenever someone completes the Popup’s Goal, you will get a real-time SMS notification.

You can use this zap to get notification from all your Popups. To enable the sms notification for other Popups, Copy the Webhook URL and then paste it in each Popup’s Zapier Goal Notification settings section.

Apart from email notification, you can also get email notification whenever a Popup’s goal is completed by a visitor.