Tutorials
We'll walk you through creating Make Scenarios.
Last updated
We'll walk you through creating Make Scenarios.
Last updated
Scenario |
In this example, we'll connect GrowSurf to Google Sheets, which will let us add a new row when a participant reaches a referral goal and unlocks a reward.
Click on the link above to view how to get access to GrowSurf on Make.
Once logged into Make, click the clear Create a new scenario button.
In the search field, type Growsurf and select GrowSurf. Then clear out the search field. Type Google Sheets and select Google Sheets.
Your screen should now look like this:
Click the top-right Continue button to continue.
Click the GrowSurf module icon. Your screen should now look like this:
Select the Watch New Participant Reward option. Your screen should now look like this:
Click the Add button. Then in the new popup element, click the Add button. Your screen should now look like this:
Then go to https://growsurf.com/settings#api-keys to grab your GrowSurf API key.
Return to Make and paste the API key value into the API Key input field. Once pasted, click the Continue, Save, and OK buttons, respectively.
You've now successfully set up the Make scenario to trigger on a new GrowSurf participant reward. Now it's time to create the action of adding a new Google Sheet row.
Before moving on, it's important to know if you need to use an Make filter. See the two questions below, and please follow the instructions if you answer 'yes'. Otherwise, if you answer 'no' to both these questions, you can skip this step entirely, and move onto Step 4: Set up the action(s).
If you have at least one double-sided reward, then you will need to create two actions because two Make trigger events will happen for both referrer and referee. Here's how you can discern between the two by using a filter and the Reward: Is Referrer property:
Step A: Within Make, click the wrench icon to add a filter (see screenshot)
Step B: Add a descriptive label (e.g, "Is this reward for the referrer?")
Step C: Set the Condition field to Reward: Is Referrer
Step D: Set the Equal to field to true or false, depending on what you are trying to achieve. Referrers will have Reward Is Referrer as true (see screenshot)
Step E: Click OK and save your changes
Question 2: Is manual reward approval enabled for your campaign?
If you have manual reward approval enabled, then two trigger events will happen: (1) when the reward is pending approval and (2) when the reward is approved. Here's how you can discern between unapproved/approved rewards, by using a Make filter and the Reward: Approved property.
Step A: Within Make, click the wrench icon to add a filter (see screenshot)
Step B: Add a descriptive label (e.g, "Is this reward already approved?")
Step C: Set the Condition field to Reward: Approved
Step D: Set the last field to true or false, depending on what you are trying to achieve. Approved rewards will have Reward: Approved as true (see screenshot)
Step E: Click OK and save your changes
Click the Add another module button that appears when you hover over the right-side of the GrowSurf module. Your screen should now look like this:
Click the Google Sheets module, then select the Add a Row action. Your screen should now look like this:
In the new popup element, click the Add button. Your screen should now look like this:
Click the Continue button and authenticate with Google. Once you are authenticated, your screen should look like this:
Then choose the Spreadsheet and Sheet, respectively. Once those values have been selected, set theValues per each column that you want to sync GrowSurf participant reward data with.
You've now successfully set up the Make action. Make sure to click the Save icon to save your changes.
Need multiple actions?
You can add additional modules to create multiple action steps in your Make scenario. For example, with the above scenario you add a new row to a Google Sheet. You could chain an additional action, like 'get a notification in Slack', within the same scenario.
Open up the GrowSurf module within Make. Your screen should now look like this:
Copy the Make webhook URL to your clipboard, then open up your GrowSurf campaign in Campaign Editor > 4. Options > Integrations, open the Webhooks integration card, then paste the webhook URL into the input field. Save your campaign changes.
In the Webhooks integration card, click the Test button, then in the new popup window select New Participant Reward for the Webhook Event. Keep the GrowSurf campaign editor open (we will return to this in a moment).
To make sure that the scenario is working as intended, return to Make and click the bottom-left Run Once button. Then return to the GrowSurf campaign editor and click the Send button to send webhook test data. Make should successfully accept the test data, and you should see a new Google Sheet row added.
Activate the Make scenario by clicking the bottom-left Scheduling toggle. When the popup element appears, keep Immediately selected for the Run scenario dropdown field value, then click Activate.
Your Make scenario is now live and will add a new Google Sheet row whenever a GrowSurf participant reaches a referral goal and unlocks a reward.
In this example, we'll connect GrowSurf to HubSpot. Whenever a new participant is added to your GrowSurf referral campaign, we'll add/update them as a HubSpot contact.
Click on the link above to view how to get access to GrowSurf on Make.
Once logged into Make, click the clear Create a new scenario button.
In the search field, type Growsurf and select GrowSurf. Then clear out the search field. Type HubSpot CRM and select HubSpot CRM.
Your screen should now look like this:
Click the top-right Continue button to continue.
Click the GrowSurf module icon. Your screen should now look like this:
Select the Watch New Participant option. Your screen should now look like this:
Click the Add button. Then in the new popup element, click the Add button. Your screen should now look like this:
Then go to https://growsurf.com/settings#api-keys to grab your GrowSurf API key.
Return to Make and paste the API key value into the API Key input field. Once pasted, click the Continue, Save, and OK buttons, respectively.
You've now successfully set up the Make scenario to trigger on a new GrowSurf participant. Now it's time to create the action of adding/updating the new GrowSurf participant.
Click the Add another module button that appears when you hover over the right-side of the GrowSurf module. Your screen should now look like this:
Click the HubSpot CRM module, then select the Create/Update a Contact action. Your screen should now look like this:
In the new popup element, click the Add button. Your screen should now look like this:
Click the Continue button and authenticate with HubSpot. Once you are authenticated, your screen should look like this:
Set contact property fields that you want to sync GrowSurf participant data with.
You've now successfully set up the Make action. Make sure to click the Save icon to save your changes.
Need multiple actions?
You can add additional modules to create multiple action steps in your Make scenario. For example, with the above scenario you added/updated a HubSpot contact. You could chain an additional action, like 'get a notification in Slack', within the same scenario.
Open up the GrowSurf module within Make. Your screen should now look like this:
Copy the Make webhook URL to your clipboard, then open up your GrowSurf campaign in Campaign Editor > 4. Options > Integrations, open the Webhooks integration card, then paste the webhook URL into the input field. Save your campaign changes.
In the Webhooks integration card, click the Test button, then in the new popup window select New Participant for the Webhook Event. Keep the GrowSurf campaign editor open (we will return to this in a moment).
To make sure that the scenario is working as intended, return to Make and click the bottom-left Run Once button. Then return to the GrowSurf campaign editor and click the Send button to send webhook test data. Make should successfully accept the test data, and you should see the HubSpot contact updated or added.
Activate the Make scenario by clicking the bottom-left Scheduling toggle. When the popup element appears, keep Immediately selected for the Run scenario dropdown field value, then click Activate.
Your Make scenario is now live and will create/update new HubSpot contacts whenever a new GrowSurf participant is added.
In this example, we'll email the results of the referral campaign to your company CEO when the GrowSurf campaign ends.
Click on the link above to view how to get access to GrowSurf on Make.
Once logged into Make, click the clear Create a new scenario button.
In the search field, type Email and select Email. Then clear out the search field. Type GrowSurf and select GrowSurf.
Your screen should now look like this:
Click the top-right Continue button to continue.
Click the GrowSurf module icon. Your screen should now look like this:
Select the Watch Campaign Ended option. Your screen should now look like this:
Click the Add button. Then in the new popup element, click the Add button. Your screen should now look like this:
Then go to https://growsurf.com/settings#api-keys to grab your GrowSurf API key.
Return to Make and paste the API key value into the API Key input field. Once pasted, click the Continue, Save, and OK buttons, respectively.
You've now successfully set up the Make scenario to trigger when your GrowSurf campaign ends. Now it's time to create the action of sending out an email.
Click the Add another module button that appears when you hover over the right-side of the GrowSurf module. Your screen should now look like this:
Click the Email module, then select the Send an Email action. Your screen should now look like this:
In the new popup element, next to the Connection dropdown input field, click the Add button. Then, select Google Restricted for the Connection type. Your screen should now look like this:
Click the Continue button and authenticate with Google. Once you are authenticated, your screen should look like this:
Set the To, Subject, and Content fields for the email, then click the OK button.
You've now successfully set up the Make action. Make sure to click the Save icon to save your changes.
Need multiple actions?
You can add additional modules to create multiple action steps in your Make scenario. For example, with the above scenario you sent an email. You could chain an additional action, like 'get a notification in Slack', within the same scenario.
Open up the GrowSurf module within Make. Your screen should now look like this:
Copy the Make webhook URL to your clipboard, then open up your GrowSurf campaign in Campaign Editor > 4. Options > Integrations, open the Webhooks integration card, then paste the webhook URL into the input field. Save your campaign changes.
In the Webhooks integration card, click the Test button, then in the new popup window select Campaign Ended for the Webhook Event. Keep the GrowSurf campaign editor open (we will return to this in a moment).
To make sure that the scenario is working as intended, return to Make and click the bottom-left Run Once button. Then return to the GrowSurf campaign editor and click the Send button to send webhook test data. Make should successfully accept the test data, and you should see the HubSpot contact updated or added.
Activate the Make scenario by clicking the bottom-left Scheduling toggle. When the popup element appears, keep Immediately selected for the Run scenario dropdown field value, then click Activate.
Your Make scenario is now live and will send out an email report when your GrowSurf campaign ends.
In this example, we'll call the GrowSurf REST API to trigger a referral when there is a new charge in Stripe.
Click on the link above to view how to get access to GrowSurf on Make.
Once logged into Make, click the clear Create a new scenario button.
In the search field, type Growsurf and select GrowSurf. Then clear out the search field. Type Stripe and select Stripe.
Your screen should now look like this:
Click the top-right Continue button to continue.
Click the Stripe module icon. Your screen should now look like this:
Select the Watch Events option. Your screen should now look like this:
Click the Add button. Then in the new popup element, click the Add button. Your screen should now look like this:
Then go to https://dashboard.stripe.com/apikeys and follow the instructions below to create and grab your Stripe API key:
Step A: Click the 'Create Secret Key' button
Step B: For Key name, enter Make (for triggering GrowSurf referral) and click the Create button
Step E: Copy the new API key to your clipboard
Return to Make and paste the API key value into the API Key input field. Once pasted, click Continue.
Then for Group, choose Charge from the dropdown. From the Events list, check the box Charge succeeded. Your screen should now look like this:
Click the Save and OK buttons, respectively.
You've now successfully set up the Make scenario to trigger on a new Stripe charge. Now it's time to create the action of triggering a referral using the GrowSurf REST API.
Click the Add another module button that appears when you hover over the right-side of the Stripe module. Your screen should now look like this:
Click the GrowSurf module, then select the Make an API Call action.
At Connection, click the Add button. Then go to https://growsurf.com/settings#api-keys to grab your GrowSurf API key and paste it into the API Key field in the new popup element.
Your screen should now look like this:
We will be calling the GrowSurf API endpoint /POST Trigger Referral By Participant Email.
For the URL field, enter /v2/campaign/:id/participant/:participantEmail/ref and replace the following values in the URL:
Replace :id with your campaign ID (e.g, p9sqjo)
Replace :participantEmail with the Stripe > Object > Receipt Email variable
For the Method, select POST from the dropdown menu.
For the Headers, delete the default Content-Type: application/json header item
Your screen should now look something like this:
You've now successfully set up the Make action. Make sure to click the Save icon to save your changes.
To make sure that the scenario is working as intended, return to Make and click the bottom-left Run Once button. Then return to Stripe and create a new charge so that webhook test data is sent. Make should successfully accept the test data, and you should see the GrowSurf API called.
Activate the Make scenario by clicking the bottom-left Scheduling toggle. When the popup element appears, keep Immediately selected for the Run scenario dropdown field value, then click Activate.
Your Make scenario is now live and will call the GrowSurf REST API to trigger a referral anytime you get a new charge in Stripe.
