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If you're looking to send a Reachdesk gift upon a new registrant or attendee for your ON24 webinars, you can use the Zapier integration to send these gifts automatically.
Before you get started creating your Zap
1. Create API token
If this is your first time integrating Reachdesk with Zapier, you'll need a Reachdesk admin (any user of yours with admin privileges) to create a new API token. Head into Reachdesk > Organisation > API tokens and create a new token, call it Zapier (or whatever makes sense to you). Copy that token down somewhere, we'll need it later. Note: Once a token has been created, you won't need to create any more to connect Reachdesk to Zapier; you can use one token for the whole organisation (so keep the token value safe for re-use!)
2. Create the Reachdesk Campaign
Create the Reachdesk campaign that you'd like to send new registrants/new attendees - this should be created in the campaigns section, not triggered campaigns. It should follow the same format as all other campaigns.
3. Create yourself as a New Registrant and/or Attendee to test this zap
As you'll want to test the zap, we'd recommend creating a test record to add as a new webinar registrant or attendee, first.
Now you're ready to create your zap.
Set up your Zap
We've created a ready-made Zap for you to set up your integration in a few minutes.
Add your trigger
Choose your app and event trigger > ON24 > New Registrant or New Attendee.
Pick your account, select your trigger and test. You should see the test information you used earlier populate here.
Add Reachdesk Action
Add your final action > Reachdesk > select e-gift.
Choose your account or connect a new Reachdesk account.
To connect a new account you will need to head into Reachdesk > Organisation > API tokens and create a new token, call it Zapier/ON24 (whatever makes sense to you). Copy that token into the below when prompted (you can use one token for the whole organisation).
You’re now connected. Set up your action:
Add your sender email address. This is the Reachdesk user account the gifts will send from. If multiple users want to send the same campaign, they'll each just need to setup a Zap to make sends from their user instance in Reachdesk. The sender email must be a Reachdesk user.
The Zap will show you which Reachdesk fields need to be populated with information from ON24 i.e recipient first name, last name, email, and an optional company name. In each field select the field that corresponds with the Reachdesk field - there will be a dropdown of fields to pick from. Note: if you leave these blank (or ON24 does not push these details into Zapier), then the send will still trigger but be placed in your pending queue for you to fill in the required details ahead of sending.
Select whether you want to auto-approve all sends, or require all sends to be reviewed. If you choose:
Auto-approve, the send will process automatically with no human intervention/review.
If you'd like to review sends before they are processed, choose require all sends to be reviewed. If you select this option, the sender will be notified when there is a new pending send, they'll need to head into the Reachdesk platform to approve or reject that send.
Test your zap, and you're good to go!