Bulk add Liny tags to friends who match the criteria using a Google Sheets list
Launch this workflow to connect
Liny &
Google Sheets
!
■Overview
Do you manually add tags while checking customer data in Google Sheets to manage segments in Liny? Identifying friends who meet conditions such as the number of purchases and adding tags one by one is time-consuming and prone to errors.
With this workflow, you can automate the process of extracting users who meet specific conditions from a Google Sheets list and bulk-adding tags to their friends in Liny.
With this workflow, you can automate the process of extracting users who meet specific conditions from a Google Sheets list and bulk-adding tags to their friends in Liny.
■Who This Template Is For
- Anyone who manages customer data such as purchase history in Google Sheets and finds it time-consuming to connect it with Liny
- Marketing professionals who want to efficiently tag contacts for segmented messaging based on conditions such as the number of purchases
- Anyone who wants to automate data-matching and tagging tasks to prevent errors in filtering conditions and missed tags
■Benefits of This Template
- Complete condition-based tagging with a single manual trigger, reducing the time spent matching lists and performing manual tasks.
- Process data in sync with Google Sheets to reduce the risk of human error, such as missing eligible contacts or assigning the wrong tags.
■How the Flowbot Works
- First, connect Google Sheets and Liny to Yoom.
- Next, set the trigger to “Manually start the Flowbot.”
- Next, configure the Google Sheets operation to “Retrieve multiple records” and retrieve the list of contacts to tag.
- Next, configure the repeat process (loop) feature to process each item in the retrieved list.
- Finally, configure the Liny operation within the loop to “Bulk add tags to friends.”
※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization Options
- In the Google Sheets settings, specify the spreadsheet ID and sheet name containing the list of friends to tag, along with the conditions for retrieving records.
- In the loop settings, specify the values you want to process repeatedly, such as friend IDs, from the information retrieved from Google Sheets in the previous step.
- In the Liny settings, specify the IDs of the tags you want to add.
■Notes
- Connect both Google Sheets and Liny to Yoom.
- Actions between “Repeat the same process” operations are available only on the Team and Success plans. On the Free and Mini plans, operations and Data Connect configured in the Flowbot will result in errors. Please keep this in mind.
- Paid plans such as the Team and Success plans include a two-week free trial. During the free trial, you can use apps and features (operations) that are subject to plan restrictions.
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About the apps you use
Liny
With Yoom, you can connect with Liny to easily automate your administrative tasks, such as creating friend profiles, adding or removing tags, and setting status marks. For example, you can automatically update Liny contact information using application details received from Google Forms, or gather chat histories and tag lists to automatically compile them in your spreadsheets or chat tools.
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Google Sheets
At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.
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