For product management teams, customer communication is key—and if your product is a software-as-a-service (SaaS), it's crucial to be able to send in-app messages to your users.Â
Beamer is a product marketing platform that makes it easy to announce product updates, collect user feedback, and create collaborative roadmaps for new features. In short, the tool is a powerful way to communicate with your customers within your app.
Beamer comes with many native integrations to apps like WordPress, Intercom, and SyncSpider. But by using Zapier to build custom automated workflows (called Zaps), you can connect Beamer to even more of your most-used tools. We've gathered the five most popular ways to automate Beamer. Give these a try to save your team valuable time with more efficient workflows.
Zapier is the leader in workflow automation—integrating with thousands of apps from partners like Google, Salesforce, and Microsoft. Use interfaces, data tables, and logic to build secure, automated systems for your business-critical workflows across your organization's technology stack. Learn more.
Table of contents
To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Send updates in team chat
You already use Beamer to send messages, new feature announcements, and updates directly through your app. But how do you make sure your entire team is informed of what has (and hasn't yet) been shared with users?
When all of your team isn't on the same page, you risk sending duplicates of the same message. But the more redundant notifications your users receive, the more you risk user frustration and eventual churn.
Instead of remembering to send your team a message each time you push a post to Beamer, use one of these Zaps to send a Slack or Discord channel message with details of the new post. That way, the right people on your team will always know when you've sent a new post to your users.
Send Slack channel messages with new Beamer feedback
Send Slack channel messages for new posts in Beamer
Send social media updates
If your product management team is like most others, you're active on social media. Platforms like Twitter and Facebook are great places to announce product updates, solicit feedback, and prompt user engagement—especially since the best way to engage with customers is to meet them where they're already hanging out.
If you're already using Beamer as a changelog to keep users apprised of notifications in-app, you can set up an automated workflow to make announcements on social media at the same time. The Zaps below let you create social posts directly from Beamer.
Send updates in your email marketing campaigns
Some new posts in Beamer are important enough that you want to make sure your users see them. Perhaps there's an important new bug fix, a security update, or a survey for which you want to ensure maximum engagement.
But when your team gets busy, it's hard to remember to create an email campaign for every relevant message. With this Zap, whenever you push a notification from your Beamer account, you can send email follow-ups at the same time.
Create new Mailchimp campaigns for new Beamer posts
Track customer feedback
The best way to improve your product over time is to keep a detailed, accessible log of the most important data.
And what's more important than customer feedback? (After all—you may have heard it somewhere before, but "the customer is always right.")
While Beamer's NPS feature is an excellent tool for in-app surveys, response segmentation, and data analytics, there's nothing like a spreadsheet for tracking long-term trends and granular metrics.Â
Use the template below to send every new NPS response in Beamer to a spreadsheet row in Google Sheets. From there, you can set up customized formulas to track patterns—or export to another tool for detailed data analysis and presentation.
Create a new Google Sheets spreadsheet row for new NPS responses in Beamer
Create Beamer posts from your other apps
Staying organized across departments—and managing everything from projects and tasks to communication and strategy—usually means working in multiple apps at once. Aside from using Beamer for product management, you probably use Slack to collaborate and brainstorm, Asana to assign and manage tasks, and Google Sheets to track important data.
No matter what apps you use to plan and create posts, you can use a Zap to automatically create a post in Beamer at the same time.Â
For instance, say you want to share an important update on Twitter or publish an announcement on your blog. Without an automated workflow, you'll also need to remember to craft a Beamer post to ensure that important announcement is also pushed to your users in-app.Â
Instead, you can create a Zap to do both at once. Whenever you publish a Tweet or blog post, Zapier will create a new Beamer post automatically.
Or maybe your team likes to plan posts ahead of time in a spreadsheet. This system might work better for you if you like to get a birds-eye view of the month or week ahead. In this case, set up a Zap to create a Beamer post from new or updated spreadsheet rows in Google Sheets.
Create posts in Beamer from new or updated rows in Google Sheets
Stay better connected with automation
Communicating with your customers is key—whether it's announcing product updates, collecting feedback, or conducting surveys. But just because it's essential to stay connected, it doesn't mean you have to spend your workday glued to your social, email, and Beamer feeds.
By pairing Beamer with Zapier, you can set up customized workflows that automate communication between apps. Keep your team updated, send social media or email updates, and track customer feedback—all while saving time for your most important tasks.
