Tutorials
We'll walk you through creating Zapier Zaps.
Table of contents
Scenario |
Example 1: Trigger Loyalty Action
In this example, we'll trigger a loyalty action when there is a new response in Google Forms.
Once logged into Zapier, click the Create Zap button on the sidebar menu.
Note: Only the LoyaltySurf team owner's campaigns will show up when you connect to Zapier. If you are setting the Zap up as a team member, you will need to connect to Zapier using the team owner's LoyaltySurf account.
Step 2: Set up the Zap trigger
For the Trigger step, type Google Forms and select Google Form from the dropdown menu. Then in the Event field, select New Form Response from the dropdown menu.
Your screen should now look like this:
Press Continue, then select Connect a new account. In the appearing window, choose an account or sign in to continue to Zapier. Press Continue again, pick your form from the dropdown menu under the Form field, click Continue, and finally, click the Test trigger button.
You've now successfully set up the Zap to trigger when there is a new response in Google Forms. Now it's time to create the action for triggering a loyalty action using LoyaltySurf.
Step 3: Set up the Zap action(s)
For the Action step, type LoyaltySurf and select LoyaltySurf from the dropdown menu. Then in the Event field, select Trigger Loyalty Action from the dropdown menu.
Your screen should now look like this:
Press Continue, then select Connect a new account. In the appearing window, enter your LoyaltySurf login credentials. Press Continue, pick your LoyaltySurf campaign from the dropdown menu under the Choose field, then click Continue.
Here's what your screen should look like:
Fill in all the required fields, click Continue and then click Test action. You should see the expected message: "Successfully awarded loyalty reward."
Loyalty Action trigger not working?
Double-check that the above information in the screenshot(s) matches what you set up in your Zap.
You've now successfully set up the Zap action. Click the Publish Zap bottom to finish, then click Publish & Turn On. Your Zap is now live and will trigger a loyalty action when there is a new response in Google Forms.
Example 2: New Participant Reward
In this example, we'll connect LoyaltySurf to Coupon Carrier, letting us send a unique coupon to a participant when they reach a loyalty action goal.
Once logged into Zapier, click the Create Zap button on the sidebar menu.
Note: Only the LoyaltySurf team owner's campaigns will show up when you connect to Zapier. If you are setting the Zap up as a team member, you will need to connect to Zapier using the team owner's LoyaltySurf account.
Step 2: Set up the Zap trigger
For the Trigger step, type LoyaltySurf and select LoyaltySurf from the dropdown menu. Then in the Event field, select New Participant Reward from the dropdown menu.
Your screen should now look like this:
Press Continue, then select Connect a new account. In the appearing window, enter your LoyaltySurf login credentials. Press Continue again and pick your LoyaltySurf campaign from the dropdown menu under the Campaign field.
Note: If you don't see your campaign(s) in the dropdown options, please note that only the campaigns you are an owner of will appear here. If you are setting the Zap up as a team member, you will need to go back to step #1 and connect to Zapier using your team owner's LoyaltySurf account.
Click Continue, then click the Test trigger button.
At the "Test your trigger" step, please note that sample data may not accurately reflect your campaign data. Sample data is only used to set up the Zap. When the Zap triggers for a live campaign, real data will be provided in the Zap.
You've now successfully set up the Zap to trigger on a new LoyaltySurf participant reward. Now it's time to create the action of sending the winner a coupon code.
Step 2.5: Set up Zap Filters
Before proceeding, it's important to check if you require a Zap Filter, which acts as a checkpoint for your data flow, halting the process if specific conditions are not met. Answer the following question and follow the instructions if your response is "yes."
Question 1: Is manual reward approval enabled for your campaign?
If manual reward approval is enabled for your campaign, two Zapier trigger events will occur: (1) when the reward is pending approval, and (2) when the reward is approved.
Step A: Set up the Zap trigger, then add the Filter by clicking the + button and selecting Filter from the Built-in Tools section
Step B: Choose Reward Approved from the first dropdown
Step C: Set the next field to Exactly matches (Text)
Step D: In the last field, type
trueorfalse, based on your desired outcome. Rewards that are approved have Reward Approved astrueStep E: Test and continue
Step 3: Set up the Zap action(s)
For the Action step, type Coupon and select Coupon Carrier from the dropdown menu. Then in the Event field, select Send a Code Email from the dropdown menu.
Your screen should now look like this:
Press Continue, then sign in. In the pop-up window, enter your Coupon Carrier API key. Press Continue again, select Participant Email from the drop-down menu under the Email Address field, and pick the preferred Coupon Carrier configuration in the Configuration field.
Click Continue, then click the Test action button.
You've now successfully set up the Zap action. Click the Publish Zap bottom to finish, then click Publish & Turn On. Your Zap is now live and will send a coupon whenever a LoyaltySurf participant reaches a loyalty action goal and unlocks a reward.
Need multiple actions?
You can use Multi-Step Zaps to create multiple action steps in your Zap. For example, with the above Zap, you send a coupon via Coupon Carrier. You could chain an additional action, like 'get a notification in Slack', within the same Zap.
Example 3: New Participant
In this example, we'll connect LoyaltySurf to HubSpot. Whenever a new participant is added to your LoyaltySurf campaign, we'll add/update them as a HubSpot contact.
Once logged into Zapier, click the Create Zap button on the sidebar menu.
Note: Only the LoyaltySurf team owner's campaigns will show up when you connect to Zapier. If you are setting the Zap up as a team member, you will need to connect to Zapier using the team owner's LoyaltySurf account.
Step 2: Set up the Zap trigger
For the Trigger step, type LoyaltySurf and select LoyaltySurf from the dropdown menu. Then in the Event field, select New Participant from the dropdown menu.
Your screen should now look like this:
Press Continue, then select Connect a new account. In the appearing window, enter your LoyaltySurf login credentials. Press Continue again and pick your LoyaltySurf campaign from the dropdown menu under the Campaign field.
Note: If you don't see your campaign(s) in the dropdown options, please note that only the campaigns you are an owner of will appear here. If you are setting the Zap up as a team member, you will need to go back to step #1 and connect to Zapier using your team owner's LoyaltySurf account.
Click Continue, then click the Test trigger button.
You've now successfully set up the Zap to trigger on a new LoyaltySurf participant. Now it's time to create the action of adding/updating the new LoyaltySurf participant.
Step 3: Set up the Zap action(s)
For the Action step, type Hubspot and select HubSpot from the dropdown menu. Then in the Event field, select Create or Update Contact from the dropdown menu.
Your screen should now look like this:
Press Continue, log in to your HubSpot account, select an account and click Choose Account and Connect App. Then, click Continue in the Contact Email field and select Participant Email from the insert data dropdown menu.
Then populate any other fields you want to save to the HubSpot contact. Once you've filled in all the properties that you want to save to the HubSpot contact, click Continue, then click the blue Test action button.
You've now successfully set up the Zap action. Click the Publish Zap bottom to finish, then click Publish & Turn On. Your Zap is now live and will create/update new HubSpot contacts whenever a new LoyaltySurf participant is added.
Need multiple actions?
Multi-Step Zaps allow you to include multiple actions in one Zap. For instance, a new LoyaltySurf participant is synced to HubSpot in the example provided. However, an additional action, such as receiving a notification in Slack, can be added to the same Zap.
Example 4: Campaign Ended
In this example, the outcome of the LoyaltySurf action campaign will be sent via email to your company's CEO once the campaign concludes.
Once logged into Zapier, click the Create Zap button on the sidebar menu.
Note: Only the LoyaltySurf team owner's campaigns will show up when you connect to Zapier. If you are setting the Zap up as a team member, you will need to connect to Zapier using the team owner's LoyaltySurf account.
Step 2: Set up the Zap trigger
For the Trigger step, type LoyaltySurf and select LoyaltySurf from the dropdown menu. Then in the Event field, select Campaign Ended from the dropdown menu.
Your screen should now look like this:
Press Continue, then select Connect a new account. In the appearing window, enter your LoyaltySurf login credentials. Press Continue again and pick your LoyaltySurf campaign from the dropdown menu under the Campaign field.
Note: If you don't see your campaign(s) in the dropdown options, please note that only the campaigns you are an owner of will appear here. If you are setting the Zap up as a team member, you will need to go back to step #1 and connect to Zapier using your team owner's LoyaltySurf account.
Click Continue, then click the Test trigger button.
You have successfully set up the Zap to activate upon the conclusion of your LoyaltySurf campaign. The next step is to set up the action of sending an email.
Step 3: Set up the Zap action(s)
For the Action step, type Email by Zapier and select Email by Zapier from the dropdown menu. Then in the Event field, select Send Outbound Email from the dropdown menu.
Your screen should now look like this:
Click Continue and type in the CEO's email in the To field. Then in the Subject field, type Loyalty Action Campaign Results.
In the Body field, add the following custom message with the appropriate <Count>s being added by clicking the insert data field and choosing an option from the dropdown menu.
Hey Wilma,
We just wrapped up our loyalty action campaign. Here are the results:
<Campaign Participant Count>total participants
<Campaign Loyalty Action Count>total loyalty actions
<Campaign Winner Count>total winners
Here's what your screen should look like:
Click Continue, then click the Test action button.
You've now successfully set up the Zap action. Click the Publish Zap bottom to finish, then click Publish & Turn On. Your Zap is now live and will send out an email report when your LoyaltySurf campaign ends.
Need multiple actions?
Multi-Step Zaps allow you to include multiple actions in one Zap. For instance, in the example provided, an email is sent with the results of the LoyaltySurf action campaign to the company's CEO when the campaign ends. An additional action, such as receiving a notification in Slack, can also be added to the same Zap.
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