Configuring a Sample Journey

For the purposes of this example, we will be working with the following test Journey built in AutoPilot.


This is a simple journey setup with delay timers of only one minute so that we can test how it all works quickly.

Zapier will be triggered (and then Tall Bob) by the ‘Add to List’ event.

Each time the ‘Add to List’ event fires, we will Add/Find a contact, add them to a group, and send them a SMS campaign with a Landing Page.


Now that we have our sample journey setup, we want to do some setup in the Tall Bob platform.

Setup in Tall Bob

Create 2 Groups to assign the contacts to so that they can easily be sent to later

https://app-2-test.tallbob.com/contacts/contact


Create 2 ‘Landing Pages’ that will be sent to the contacts


Create a ‘Message Template’ which will contain all of the SMS content and link



Now we have AutoPilot and the Tall Bob system ready to be linked together by Zapier.

Click here to see the instructions for setting up a zap


API Status Option:

  • If you want each message to be its own campaign in the analytics, select ‘One-Off’

  • If you want all of the messages for this template to be combined into a single campaign, select ‘Rolling’

Now we have AutoPilot and the Tall Bob system ready to be linked together by Zapier.