Sending Rewards using Zapier to add to a Promotion

This guide will show you how to send a reward with Promotion Vault using Zapier by adding to a Promotion.

Step 1: Create a New Zap

• Log in to your Zapier account and click on the “Create Zap” button.
• Choose the app you want to use as the trigger. This could be an email marketing tool, a CRM system, an e-commerce platform, or any other app that supports Zapier integrations. 
• Configure the trigger based on the specific app you selected. This will involve authorizing your account and selecting the event that will trigger the Zap.
• For this example, we’ll use Mailchimp. You can use any app you want.

Step 2: Add to Promotion

• Search for Promotion Vault to use as the Action step of your Zap.
• Select “Add to Promotion”.

• Connect your Promotion Vault account by entering your Promotion Vault API token during the authentication process.

Step 4: Customize Reward Settings

• Input the Email Address of the reward recipient.
• Select your Team.
• Select your Promotion.
• Enter or select a name for the recipient. This is optional.

When inputting tags, you’ll only put one in at a time, like the screenshot below.

Step 4: Test and Enable Your Zap

• Once you’ve mapped all of the data fields, Zapier will prompt you to test your Zap.

• Push “Test Action” to test the Zap. If successful, you’ll get a success message.
• Verify that the reward is sent successfully in your Promotion Vault dashboard.
• If the test is successful, enable your Zap to start automatically sending rewards using the chosen trigger app.