Giftsenda Triggered Campaigns
Giftsenda can automate the gift-sending process to make it even easier! Triggered Campaigns allow you to automate the sending of items through steps, statuses, and stages in your existing CRM, Marketing Automation, and Sales Automation platforms.
Creating a Triggered Campaign allows you to set up automated gift-sending for birthdays and anniversaries using our Bamboo HR integration, trigger sends via Zapier, HubSpot Workflows, or Salesforce Flows.
This article includes:
- What is a Triggered Campaign?
- How it works?
- How do I create a Trigered Campaign?
- How do I include my Triggered Campaign in Zapier, Hubspot Workflows or Salesforce Flows?
What is a Triggered Campaign?
A Triggered Campaign is a type of gifting campaign on Giftsenda that comes with pre-defined gifts or gift collections, gift messages, personalization tokens, branded landing pages, and email designs. These campaigns can be triggered by third-party apps or specific conditions within Giftsenda.
Currently, there are three ways to trigger a send within a Triggered Campaign:
- Through the Giftsenda Zapier app
- As a "Send a Gift" action in HubSpot Workflows
- As a "Send a Gift" action in Salesforce Flows.
How it works?
We send gifts to your recipients each time the trigger condition is met. A gift order is created automatically in Giftsenda, and depending on the campaign settings, it can either:
- Be automatically charged from your balance and processed immediately.
- Be pending manual approval and payment before processing.
How do I create a Triggered Campaign in Giftsenda?
1. Select Triggered Campaign on the New Campaign page:
2. Select the way you want you want a gift to be created after the trigger works:
Email Gift Invite
Choose this option if you want Giftsenda to deliver a Gift Invite Email to your recipient.
This email will contain all the necessary information about the gift.
Generate Gift Invite Link
Select this option if you want Giftsenda to create a Gift Invite landing page.
You will receive a link that you can use in the way you need.
The landing page will provide all the details and instructions regarding the gift.
Direct Send
Opt for this option if you want Giftsenda to physically deliver the gift to the provided address immediately after the trigger works.
Make sure to provide the accurate address for successful delivery.
3. Choose a gift or gift collection that you want to be sent out when the trigger is activated. If you're not sure which country your recipients live in, you can select a gift collection. This allows recipients to choose their country on the gift redeeming page.
3. Design and edit the gift landing page, and add your logo and signature. Use personalization tokens to create a personalized and touching message, and incorporate your brand's colors to maintain consistency with your brand identity. This step will appear only in case Gift Invite Email and Generate Gift Invite Link.
4. Design and edit your gift invitation email. You can customize the email's background, redeem button color, and text. This step will appear only in case Gift Invite Email.
5. If you plan to trigger your campaign via Zapier, HubSpot, or Salesforce - just save your campaign. Otherwise select an existing integration, and define the trigger conditions.
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.