What is an Automated Campaign?
A Automated Campaign is a type of gifting campaign on Giftsenda that includes pre-defined gifts or gift collections, personalized messages, branding elements, and email designs. These campaigns can be initiated by third-party apps or specific conditions within Giftsenda.
Currently, there are three ways to trigger a send within a Automated Campaign:
- Through the Giftsenda Zapier App
- As a "Send a Gift" action in HubSpot Workflows
- As a "Send a Gift" action in Salesforce Flows
- Automate Gift Sending Based on BambooHR data
- Custom API integration
How It Works
Gifts are sent to your recipients each time the trigger condition is met. An automatic gift order is created in Giftsenda, which can either:
- Be automatically charged from your balance and processed immediately.
- Be pending manual approval and payment before processing.
How to Create a Triggered Campaign in Giftsenda
Choose the Gift Creation Method:
Generate Gift Invite Link: Choose this option if you want Giftsenda to create a Gift Invite landing page. You will receive a link to share, providing all details and instructions regarding the gift.
Email Gift Invite: Select this option if you want Giftsenda to send a Gift Invite Email to your recipient, containing all necessary information about the gift.
Direct Send: Opt for this option if you want Giftsenda to physically deliver the gift to the provided address immediately upon trigger activation. Ensure the address is accurate for successful delivery.
Select a Gift or Gift Collection: Choose the gift or collection that will be sent out when the trigger is activated. If you are unsure of your recipients' countries, selecting a gift collection allows recipients to choose their country on the gift redeeming page.
Design the Gift Landing Page:
- Add your logo and signature.
- Use personalization tokens to create a heartfelt message.
- Incorporate your brand's colors to maintain consistency with your brand identity. (This step appears only if you selected Email Gift Invite or Generate Gift Invite Link.)
Design the Gift Invitation Email:
Customize the email’s background, redeem button color, and text. (This step appears only if you selected Email Gift Invite.)
Review and Save
Simply save your campaign.
How can I include my Triggered Campaign in Zapier, Hubspot Workflows or Salesforce Flows?
After saving a Triggered Campaign, it will automatically appear in the list of possible campaigns in Zapier, HubSpot Workflows, and other integrations.
Here is an example how Automated campaign is shown in a list of campaigns in HubSpot Workflow action: