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How Do I Send Recurring Emails With Zapier?

Set up your API Key

First, you’ll need to create an API key to use with Zapier. You can refer to this article for instructions on setting it up.

Copy the API key that was generated as you’ll be needing it soon. 

 

Create the Zap

Next, open Zapier and create a new Zap. 

Select Schedule by Zapier as your Trigger (use the search bar to find the option) and choose how frequently you want the Zap to occur.

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Next, choose the days and times you want the email reminders sent on.

Note: Make sure the timezone is set in your Zapier account settings.

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Click Continue and then on Test Trigger. Confirm that the data shown here corresponds to the current time.

Next, create the action by choosing Webhooks by Zapier (use the search bar again) and select Get. Click Continue.mceclip2.png

 

 

In the URL section, enter: https://api.skyprep.io/admin/api/get_course_progresses?acct_key=acme.skyprepapp.com&api_key=XXXXXXXXXXXX&course_id=XXXXX&status=in-progress,not-started&active_courses_only=true&enrolled=true

Note: Replace acme.skyprepapp.com with your own SkyPrep URL and paste the API key you copied earlier in place of the X’s after api_key

For the X’s after course_id, you need to enter the Course ID of the course you are creating the email for. The Course ID can be found by clicking on the course in SkyPrep and taking the number that appears at the end of the URL, such as https://acme.skyprepapp.com/admin/courses/edit/12345

Note: If you want the emails sent out for all courses, simply omit the course_id portion: https://api.skyprep.io/admin/api/get_course_progresses?acct_key=acme.skyprepapp.com&api_key=XXXXXXXXXXXX&status=in-progress,not-started&active_courses_only=true&enrolled=true

You can also add any of these additional parameters: course_id, course_ids, user_id, user_ids, active_courses_only (boolean), enrolled (boolean), user_login_status, status, days_until_deadline_greater_than, days_until_deadline_less_than, completion_date_greater_than, completion_date_less_than

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Leave the remainder of the fields in this area unchanged, then click Continue

Under Send Data, click Retest and Review and verify that the sample data shown looks accurate.

Note: If no data is found, make sure that there is a user that meets the requirements for the email to be sent. 

 

Next, set the Action by selecting your email server, such as Gmail or Microsoft Outlook (use the search function again). Select Send Email or an equivalent action.
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The following steps may differ slightly based on the app you chose, but they should all be similar.

Under Choose Account, you will need to enter the login credentials of the email address you want the email reminders sent from.

Under Customize Email, fill in the Subject and Body with the text you want included in the email.

You can use placeholders (taken from the sample data you chose earlier) for any dynamic content, such as the recipient’s name, the name of the course, and the deadline date. 

To insert placeholders, just click on the button beside each of the fields. Let’s use the Body field as an example. 

When entering text within this field, you will notice an Insert Data dropdown menu.

Select GET, and Show all Options to view all the different placeholders you can use.

For example, to show the date that the course is due, select the Formatted Computed Deadline Date placeholder.
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When you’re done setting up the recurring email, click Continue.

You can now Test the finished Zap (this will send the email to the email address specified in the previous step). If everything looks correct, all that’s left is to turn on your Zap! 

 

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