When clients purchase different coaching packages through Delenta, you may want to send each of them a tailored email message. With Zapier’s integration and its built-in Lookup Table feature, you can automate this process efficiently. This guide will walk you through how to set up a Zap that sends customized emails based on the specific package purchased — ensuring your clients receive the right communication, every time.
Step 1: Set Up the Trigger in Zapier
Log into your Zapier account.
Click on “Create Zap.”
Choose Delenta as the trigger app.
Select the trigger event that fires when a package is purchased (e.g., "New Package Purchase").
Connect your Delenta account.
Test the trigger to ensure Zapier pulls in sample data correctly.
Step 2: Add a Lookup Table to Customize the Email Content
To send different emails for each package, you’ll use a Lookup Table that maps the package name to specific email content or templates.
Click to add a new step.
Select Formatter by Zapier as the app.
Choose the “Utilities” option.
Select “Lookup Table.”
In the Lookup Key, select the package name field from the Delenta trigger.
Populate the Lookup Table with each package name and the corresponding email message, subject, or template ID.
Example Lookup Table:
Package Name | Email Message |
Starter Package | Welcome to the Starter Package! |
🔗 Helpful resource: Zapier Help – Create Lookup Tables in Zaps
Step 3: Send the Email Based on the Lookup Result
Add another action step.
Choose your preferred email app (e.g., Gmail, Outlook, or Zapier’s built-in “Email” app).
In the Subject, Body, or Template ID fields, insert the output from the Lookup Table step.
Customize the email fields as needed (e.g., recipient email, from name, etc.).
Final Step: Test and Publish the Zap
Run a test to ensure the correct email content is sent for a sample package.
If everything looks correct, publish your Zap.
Your automation is now live! Whenever a client purchases a package on Delenta, they will automatically receive a personalized email based on the package selected.