Want to automatically send gifts through Stadium based on Salesforce campaigns? This article walks you through how to create a Salesforce campaign and connect it to Stadium for automated gifting.
This article includes sections:
Step-by-Step Instructions on How to Create a Salesforce Campaign and Connect It to Stadium for Automated Gifting
Creating a Campaign in Salesforce
Log in To Your Salesforce Account
Go to https://login.salesforce.com/?locale=ap and log in to your Salesforce account.
Go to Campaigns
From the top menu, click on Campaigns
Create New Campaign
Click New to create a campaign.
Fill out Campaign Details
On the pop-up window, enter your campaign details
Name: e.g., Salesforce Gift Campaign
Status: Set to Planned initially
Mark Active: check this box
Event Type: (Optional)
Start date & end date
Once done, click the Save button.
Add Contacts to Campaign
Use existing contacts or add new ones to your campaign.
From the campaign page, select Add Contacts to add members to the campaign.
Select the contacts from your list and click NEXT to proceed.
Enabling Campaign History Tracking (Mandatory)
⚠️ Important: This step is mandatory. Stadium relies on campaign status updates to trigger gifting automations correctly.
Open Salesforce Setup
Click the gear icon in the top-right corner of your Salesforce dashboard.
Select Setup from the dropdown.
Go to Object Manager
In the Quick Find search bar (top-left of the Setup page), type Object Manager.
Click Object Manager from the results.
Select the Campaign Object
From the list of objects, locate and click Campaign.
Open Fields & Relationships
In the Campaign object page, click on Fields & Relationships from the left-hand menu.
Click the Set History Tracking button located in the top-right corner.
Enable Field History Tracking
✅ Check the box for Enable Campaign Field History.
✅ Select the Status field to track changes.
Click Save to apply the settings.
Integrate the Salesforce Campaign with Stadium
Requirements:
Before proceeding, ensure that your Salesforce account is already connected to Stadium.
Follow this guide if you haven't integrated yet: 👉 How to Integrate Salesforce in Your Stadium Account
Automated Gifting Creation With Salesforce Campaign
Navigate to the Automated Gifting Page
Expand the Sidebar Menu (if collapsed)
Click on the left-facing arrow ( ˂ ) at the top-left corner of the sidebar to expand the navigation menu.
(If the menu is already expanded, you can skip this step.)
Navigate to the Automated Gifting Page
In the sidebar menu, locate and click on "Automated Gifting" to go to your automated gifting page.
Create New Automation
Click on the CREATE NEW AUTOMATION button.
Fill Out the Automation Form
Complete the automation form with details:
In the form:
Enter your automation name
Choose Salesforce Campaign as the automation type
Select your integrated CRM platform
Pick the Salesforce campaign name you created earlier
Select the Trigger State (e.g., Completed)
Select Recipients Type:
New only – gifts sent only to members added after the automated gifting creation
New & Existing – gifts sent to all members of the automated gifting
Choose a Gift Type
Select how you want to send gifts:
Send Budget/Points – Let recipients choose their own gifts
Send Kit/Items – Send curated swag or custom bundles
In this example, we will select the "Send Budget/Points" option.
Select A Shop
On the pop-up window, select a template for your shop. You can use the search bar or template categories to look for your desired template quickly.
Select your shop template and click on the SELECT SHOP button to proceed.
Set Treat Budget and Customize Message
Set your treat budget, then click "NEXT."
Note that $1 is equal to 50 points.
Write A Message For Recipients
Customize your automated gift's message by entering your desired text.
Then click "NEXT" to continue.
Select A Payment Method
Choose or add your preferred payment method from the options provided.
Click CONTINUE to proceed.
Add Billing Information
Add the BILLING COUNTRY and BILLING ZIP/PIN CODE.
Click CONTINUE to proceed.
Review Conditions and Finalize Your Automation
Read the conditions and terms carefully.
Click "SUBMIT" to finalize the automation.
Confirmation
Congratulations! Your automation has been created!
How Automated Gifting Triggering Works
Automated Gifting Triggering Logic
The automation only runs when the campaign status matches the selected trigger state in Stadium (e.g., Completed).
Add contacts before or after based on the recipient type.
Note: Gifts will be sent to contacts only and not leads.
Add a start and end date to limit automation duration.
Track Gift Orders
Once triggered:
Orders are created automatically and shown in your Automation Dashboard
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