Alloy Automation is a powerful platform for creating versatile automations and impromptu integrations without needing any code.
You can use this guide as an example of how to set up a basic Alloy recipe.
💡 What you'll learn
An example of setting up a recipe in Alloy Automation, and tips to keep in mind.
💡 Prerequisites
An Alloy Automation account as well as an account in Omnisend or Mailchimp are required for this guide.
Setting up a recipe in Alloy
Head over to the Marketplace.
Search for the recipe you'd like to use.
Click on Use Workflow.
Add your account credentials
Select your account from the target platform.
Recipes in Alloy are automated flows that have already been built for you to take advantage of without having to set one up from scratch and can be found in Alloy's Marketplace.
This allows you to set up and start using useful automations like updating customer information or sending quiz data to platforms like Mailchimp or Omnisend in just a few simple steps.
Your account credentials will differ from app to app. For a quick look at your Octane AI credentials, including your API key, you can refer to your account's Settings page.
What are custom properties?
Custom properties are automatically added to any quiz you create and can be found under the Actions tab in the Shop Quiz editor for any multiple choice question answer or results page that you add.
When looking at custom properties in Alloy, they're indicated with a Name and Value just like they are in Octane AI. However, the value of a property isn't directly visible in Alloy and can only be viewed in Octane AI or in the target platform.
Because this data exists as custom properties, they can easily be sent into other platforms like Klaviyo or Omnisend.
Setting up an Omnisend recipe
When setting up a recipe that sends custom properties into Omnisend, you should first add the pre-built recipe When customers are created in Octane, create customers in Omnisend from Alloy's marketplace.
For the recipe trigger, select Update a Contact.
Add an Iterate block that loops through the OctaneAi Trigger: Custom Properties list.
Add an Omnisend Legacy block that finds a user by email for its Action.
Add another Omnisend Legacy block that updates a contact.
Setting up a Mailchimp recipe
Alloy includes a pre-built recipe for syncing custom properties into Mailchimp. Once this recipe is added to your workflow, you'll just need to add the Name and Value variables to the recipe, otherwise you'll receive an error indicating that the recipe is incomplete.
Just like the Omnisend recipe, you'll just need to make sure you add the variables from the Iterate block.
Custom properties you send to Mailchimp will display as tags as well and can be used to segment contacts or even directly target with campaigns.