Zapier

Zapier is an easy do-it-yourself automation tool for connecting the apps you already use every day. No need for a developer, no code required. With the simple fill-in-the-blank setup you can choose from over 2,000 apps to link together and create your own custom reward system!

Our Zap will either let you blast out instant rewards or add recipients into a promotion.
Each Zap has one app as the **Trigger**, where your information comes from and which causes one or more **Actions** in other apps, where your data gets sent automatically.

Promotion Vault is currently available as an action.
First, you’ll want to create a Zap and set up your trigger or start out with one of our popular pre-made Zaps below.
Click HERE if you need to know more about Zapier in general.
If you would like to know if a particular app is available within Zapier, use the search in their header. Each app has a great page where you can learn about all its available triggers, or get more integration help and ideas.
Follow these steps to set up the Promotion Vault Action:

Step 1

Click on the Action Box.

Step 2

Enter ‘Promotion Vault’ into the ‘Search apps…’ bar and click on the app when it appears.

Step 3

Click on ‘Choose an event’.

There are 2 options for your Promotion Vault Action. Click on your choice below for the next steps:

Send Reward Blaster

Use this to send out rewards instantly

Add To Promotion

Add eligible recipients to a promotion.

Send Reward Blaster

Step 4

Click on ‘Sign in to Promotion Vault’.

If this is not the first time you’ve used Promotion Vault in Zapier, proceed to Step 5
Enter your Promotion Vault Account login details in the pop-up box and click ‘Yes, Continue’.

Step 5

Click on ‘Choose an account…’ and select your Promotion Vault account.

Hit ‘Save & Continue’.

Step 6

Fill out the ‘Set up action’ section

For each field, you can set up a permanent response or add data dynamically from a previous step.

For fields that require a selection from preset values within PV, there is an icon. Either choose a permanent selection from those available or search for the previous data that will make each selection. You’ll need to make sure dynamic entries match the available options.

The other fields can be set with any permanent value you enter or be set dynamically with data you select from a previous step.

Account:

The Promotion Vault account from which the reward will be sent

First Name:

Recipient’s first name

Last Name:

Recipient’s last name

Email Address:

Recipient’s Email Address

Gift Value:

The value of the reward the recipient will receive. The amount must be one of the available card denominations

Recipient Message:

Can be used to add a message to the Reward Activation Email

Internal note:

Add a note for your own records

Require Activation:

Yes or No

Currency:

Select the currency of the reward

Add To Promotion

Step 4

Click on ‘Sign in to Promotion Vault’.

If this is not the first time you’ve used Promotion Vault in Zapier, proceed to Step 5
Enter your Promotion Vault Account login details in the pop-up box and click ‘Yes, Continue’.

Step 5

Click on ‘Choose an account…’ and select your Promotion Vault account.

Hit ‘Save & Continue’.

Step 6

Fill out the ‘Set up action’ section

For each field, you can set up a permanent response or add data dynamically from a previous step.

For fields that require a selection from preset values within PV, there is an icon. Either choose a permanent selection from those available or search for the previous data that will make each selection. You’ll need to make sure dynamic entries match the available options.

The other fields can be set with any permanent value you enter or be set dynamically with data you select from a previous step.

First Name:

Recipient’s first name

Last Name:

Recipient’s last name

Email Address:

Recipient’s Email Address

Account:

The Promotion Vault account from which the reward will be sent

Promotion:

Select the promotion to add recipients to

Custom Message:

Can be used to add a message to the Reward Activation Email