Zapier helps you automate reward sending by connecting Giftbit with other apps you already use. This is a simple, no-code way to streamline repetitive tasks like sending rewards after a survey or form submission.
If you are looking to create integrate directly with Giftbit using our API check this article for more information regarding on how to get started.
What is Zapier and how it works
Zapier lets you connect two apps so they can work together automatically.
One app acts as the Trigger (the event that starts the workflow)
The other app performs the Action (what happens next)
Example
A survey is completed in SurveyMonkey (Trigger)
Giftbit sends a reward email (Action)
Zapier is a great option if you want automation without using the Giftbit API. It works well for repetitive tasks, while bulk sending may be better for large one-time sends inside the application itself.
Zapier Integration and creating a zap
Step 1: Set up the Zapier integration
Log in to Giftbit and create a reward template.
Log in to Zapier.
Once in Zapier you can also click the "+" in the top right and select "Zaps".
You can also use this link to have the trigger and action set automatically, which can be changed as needed.
Step 2: Creating the Zap
Next, we need to set what the trigger is going to be and the action.
Search, select, and configure your trigger app.
This is the app that starts the workflow (e.g., SurveyMonkey)
You will need to log into the application you plan to use to set the connection.
Search for Giftbit as your action app.
Select Send Reward from the Event dropdown.
Click Continue and sign in to your Giftbit account.
Make sure you are logged into Giftbit account when completing this step.
Once connected, your zap should look similar to this:
Lastly, you will need to configure the action and what data it pulls from the trigger to send the reward.
In the action, click Configure
Select the Reward Template that will be used.
For Contact Email, select the field in your action application that contains the recipient's email.
You can do the same for Contact First Name for further personalization, but it is not required.
Set if you want a reward limit or not.
Limiting by email address and template will allow only one email to receive a reward from that template.
Once configured, you can use Zapier to test the setup and make sure everything is set up properly. Once you have a successful test, you can publish your zap, which will make the integration live.
⚠️ When testing Zapier integrations, real rewards will be created in your Giftbit account. We recommend not keeping a balance in your account during testing to avoid sending actual rewards. When done testing, reach out to support@giftbit.com and we can delete those test orders for you.
Example triggers commonly used in Giftbit
Example triggers commonly used in Giftbit
Additional Zapier tips
Other Zapier Tools
Zapier allows for connections to thousands of different applications, but also offers additional internal controls that can be added to your zap as well, which is found under flow controls.
Delay: Delay sending data by a set amount of time.
Filter: Only let a zap happen when specific conditions are met.
Human in the Loop: Have a human approve the trigger to create the action.
These are just some examples of the options Zapier has available.
Account funding and automation
Once an automation is live and rewards are being sent, funds will be required in your account to ensure those rewards go out and are not stuck in pending status.
If you plan to create an integration, it is recommended that you set up a low balance notification. This will send an email when your balance reaches a threshold, so you can fund your account and keep rewards flowing smoothly. Further information on funding can be found here.