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Customer Center

Sending Rewards using Zapier and Quick Send

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

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.

Note: Promotion Vault requires an email address to send a reward, so your Trigger app should produce records with an email address.

Step 2: Set Up the Action with Quick Send

  • Search for Promotion Vault to use as the Action step of your Zap.
  • Select “Send a Quick Send“.
  • Connect your Promotion Vault account by entering your Promotion Vault API token during the authentication process.

Step 3: Customize Reward Settings

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.