Data Management Through Webhook

What is a Webhook

Webhooks are typically used to connect two different applications. When an event happens on the trigger application, it serializes data about that event and sends it to a webhook URL from the action application—the one you want to do something based on the data from the first application. The action application can then send a callback message.

Putting it in other words, when using a Webhook, all data provided by the first application will be sent automatically to a second application. Once the data reaches the second application, you can define how much of that data will be used, how and where the data will be placed, creating a fully customized data management.

In this solution, we will use a case where we want to collect data related to an Ad-Delivered event. From all data collected from that event, we will be using only Time Stamp, Domain, Campaign ID, and Ad ID, once we get that data, we will then create an action to send it to a Google Sheet.

The main reason for collecting that specific data is that we want to know the exact domain the user is receiving our banners and check if these domains are relevant to our campaign's target.

Requirements

Event Pipe or another feature that uses Webhook
Zapier or any tool that has a Webhook feature
Google Sheets
Active Campaign

Follow the steps below to successfully manage your data through a webhook.

Creating an Event Pipe

To use a webhook, we will be using the Event Pipe feature to gather data from a running campaign.

When using Zapier's Webhook, move to the trigger step first in order to get the Webhook link to finish your event pipe configuration.

Go to our Monitoring tab and click on Event Pipes.

There, we will be creating an event pipe by clicking on , in this case, we will be creating an ADS - Delivered event, so select the Sample event Template, our ADS - Delivered template.

Then click on to add a filter to collect data from ad-delivered events, by searching events that contain ad-delivered on their Type field.

Move to the Targets tab, there is where we configure our webhook link, click on and then select Call Webhook.

Insert the URL provided by Zapier or your data management tool, and then save your Target and Event Pipe.

In some tools you might already have the webhook link available, if you are using Zapier, you will need to start configuring your webhook first in order to get the link.

Make sure to have your Event Pipe enabled and an Active campaign to collect data and send it to your webhook tool.

Configuring your Webhook Tool

For this solution we will be using Zapier as an example, but feel free to use your favorite data management tool, the only requirement is having a Webhook feature.

Zapier is a tool that presents multiple integrations that can promote automation to your daily tasks, it is a paid tool that has a trial in which you can check if this tool is useful, you will need to create an account to start using, even during trial.

If you will be using Zapier as well, this is the link to access: Zapier.

On Zapier, click on , then Zaps.

We will then configure our trigger and action, based on Webhook + Event Pipe + Google Sheets.

Trigger

This is the most important step, since here you will be getting the Webhook URL to start collecting data from BMS.

To configure our trigger, click on Trigger and then Search for Webhooks by Zapier.

Then move to the App & Event Tab on your right, there you will configure your event to a Catch Hook event.

Move to the Test Tab and get your Webhook URL.

This URL will be used on your Event Pipe configuration here.

After configuring the webhook URL to your Event Pipe, click on Test Trigger to collect a data sample and use it to configure your Google Sheet.

Attention! Make sure to have an Active Campaign and have your Event Pipe enabled, in order to have data available for that test, note that the test is necessary so there is data available for further configuration on the Action step.

The data might take a while to be available, once your event pipe sends information to your tool, this is the data you will get from that event.

Click on and then we will move to configure the Action that will be taken after collecting the data.

If every step has been correctly followed, your Trigger will have a informing that it is working as intended.

Action

We will use Google Sheets to manage the data collected.

Create a Google sheet on your preferred account, and then have the Columns ready to be configured.

In this example, we will be collecting the following data: Time Stamp, Domain, Campaign ID, and Ad ID.

Note that you can name your columns according to your needs, feel free to set any identification that feels better for you.

We will be using the Create Spreadsheet Row Event on our Google sheet action configuration.

After Configuring your account in the Account Tab, move to the Action tab.

There we will configure our Spreadsheet, worksheet and which data will be sent to each column.

To better search each value, type on the search tab the value you want to collect.

After configuring all data fields with the collected sample from the Trigger test, you will be ready to start testing.

Click on and confirm that the data has been sent to your spreadsheet.

If every step has been followed successfully, your events will have a .

Click on to enable your webhook and every data that is sent from our Event Pipe feature, will be available on your Google Sheets!

Start Collecting Data!

Once you have an Active Campaign, Event Pipe and Webhook, this is how your Google Sheet will be updated.

If you are interested in more information about Webhooks through Zapier, here you can find more detailed information: Zapier Webhook Guide

There are many tools that can be used to set up a Webhook, so find the tool that fits your needs. Zapier is just one of many options.

Last updated 6 months ago