# Tutorials Table of contents | Scenario | | ---------------------------------------------------------------------- | | [Example 1: New Participant Reward](#example-1-new-participant-reward) | | [Example 2: New Participant](#example-2-new-participant) | | [Example 3: Campaign Ended](#example-3-campaign-ended) | | [Example 4: Trigger Referral](#example-4-trigger-referral) | ## Example 1: New Participant Reward In this example, we'll connect GrowSurf to Coupon Carrier, which will let us send a unique coupon to a participant when they reach a referral goal. ### [Step 1: Click to get access to GrowSurf on Zapier](https://docs.growsurf.com/integrations/zapier/..#getting-started) Once logged into Zapier, click the **+ Create** button in the top-left corner. {% hint style="warning" %} **Note:** * Only the GrowSurf team owner's campaigns will show up when you connect to Zapier. If you are setting the Zap up as a team member, you will need to connect to Zapier using the team owner's GrowSurf account. * If you used Google to sign up for GrowSurf, you'll need to set a password before connecting to Zapier. Go to the [Sign In](https://app.growsurf.com/signin) page and click "Forgot password" to create one. {% endhint %} ### Step 2: Set up the Zap trigger For the **Trigger** step, search for and select **GrowSurf** from the app list.

In the **Trigger Event** field, choose **New Participant Reward**. Then, in the **Account** field, select your connected GrowSurf account, or click **Connect a new account** to link a new one. Next, click **Continue**.

Then select your campaign from the **Campaign** field. After that, click **Continue**, and click the **Test Trigger** button.

{% hint style="warning" %} **Note:** In case you are unable to find your campaign(s) in the dropdown menu, please bear in mind that only the campaigns that you own will be visible. If you are configuring the Zap as a member of a team, then you must return to step #1 and link Zapier to your team owner's GrowSurf account. {% endhint %} Click **Continue with selected record**, or click **Find a record**, select the record, and then click the continue button.

{% hint style="warning" %} Kindly be advised that the test data may not accurately represent your campaign data. The sole purpose of the test data is to configure the Zap. Upon the Zap's activation for a live campaign, genuine data will be supplied. {% endhint %} After clicking on **Continue**, you'll be directed to the Action step, where you can configure the action of transmitting a coupon code to the winner. ### Step 2.5: Set up Zap Filters Prior to proceeding, it is crucial to determine whether a [Zap Filter](https://docs.growsurf.com/automate-rewards/zapier/using-filters) is required. Please review the following two questions, and follow the instructions provided if your response is yes. In case your answer is no to both questions, you may skip this step and proceed to [Step 3](#step-3-set-up-the-zap-action-s), which involves configuring the Zap action(s). #### **Question 1: Is there at least one double-sided reward for your campaign?** When creating automated workflows using Zapier, it is important to note that if you have a double-sided reward, two separate trigger events will occur for both the referrer and the referred person. Therefore, you will need to create two distinct Zaps, each with its own triggers, to account for both events. Alternatively, instead of using a [Zapier Filter](https://zapier.com/learn/getting-started-guide/filters/), you can use [Zap Paths](https://help.zapier.com/hc/en-us/articles/8496288555917-Add-branching-logic-to-Zaps-with-Paths) to create a single Zap that handles both trigger events. \ \ Here's how you can discern between the two Zaps by using a [Zapier Filter](https://zapier.com/learn/getting-started-guide/filters/) and the `Participant Is Referrer` property: **Step A:** Once you have set up your Zap trigger, the next step is to add a **Zapier Filter** before proceeding to the Action step. Search for and select **Filter** from the app list.

**Step B:** Select `Participant Is Referrer` from the first dropdown.

**Step C:** Set the next field to `(Text) Exactly matches`*.*

**Step D:** For the last field, type `true` or `false`, depending on what you are trying to achieve. Referrers will have `Participant Is Referrer` as `true` and the referred person will have `Participant Is Referrer` as `false`.

**Step E:** Click **Continue** to test the conditions.\ \ Here's how you can use [Zap Paths](https://help.zapier.com/hc/en-us/articles/8496288555917-Add-branching-logic-to-Zaps-with-Paths) to create a single Zap that handles both trigger events:\ \ **Step A:** Once you have set up your Zap trigger, the next step is to add a **Path** before proceeding to the Action step. Search for and select **Path** from the app list.

**Step B:** After selecting **Path**, you’ll see **Path A** and **Path B** (you can add more paths if needed).

To configure Path A, click on Path A, select Custom Rules, and choose `Participant Is Referrer` from the first dropdown menu. In the next field, select `(Text) Exactly matches`, and in the last field, input either `true` or `false`, depending on your desired outcome. Participants who referred someone should have `Participant Is Referrer` set to `true`, while those who were referred should have it set to `false`.

**Step C:** Click **Continue** to test the conditions. **Step D:** To exit Path A, click outside of the setup window. To set up Path B for the referred participant, click on **Path B**, select **Custom Rule** and choose `Participant Is Referrer` from the first dropdown menu. In the next field, select `(Text) Exactly matches`, and in the last field, enter `false`.

**Question 2: Is manual reward approval enabled for your campaign?** When manual reward approval is enabled, two Zapier events are triggered: one when the reward is pending approval and another when it is approved. To differentiate between pending and approved rewards, use a [Zapier Filter](https://zapier.com/learn/getting-started-guide/filters/) with the `Reward Approved` property. **Step A:** After setting up your Zap trigger, the next step is to insert a **Filter** before moving on to the Action step. To do this, search for and select **Filter** from the app list.

**Step B:** Select`Reward Approved` from the first dropdown, set the next field to `(Text) Exactly matches`, and enter `true` or `false` in the last field depending on your objective. Rewards that have been approved will have `Reward Approved` set to `true`.

**Step C:** Click **Continue** to test the conditions. ### Step 3: Set up the Zap action(s) For the **Action** step, search for and select **Coupon Carrier** from the app list. In the **Event** field, choose **Send a Code Email** from the dropdown menu. Then, in the **Account** field, select your connected Coupon Carrier account, or click **Connect a new account** to link a new one. Next, click **Continue**.

For the **Email Address** field, choose `Participant Email` from the dropdown menu. In the **Configuration** field, select the coupon email you want to trigger. Then, click **Continue**, followed by **Test step** to confirm it's working correctly.

Then, click **Continue**, followed by **Test step** to confirm it's working correctly.

You’ve now successfully set up your Zap action. To finish, click **Publish**. Your Zap is now live and will automatically send a coupon whenever a GrowSurf participant meets their referral goal and unlocks a reward.

{% hint style="info" %} **Need multiple actions?** A [multi-step Zap](https://help.zapier.com/hc/en-us/articles/8496257774221-Set-up-your-Zap-action) allows you to incorporate multiple action steps into your Zap. For instance, in example 1, you can send a coupon using Coupon Carrier and then add another action, such as receiving a notification in Slack, all in the same Zap. {% endhint %} ## Example 2: New Participant 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. ### [Step 1: Get access to GrowSurf on Zapier](https://docs.growsurf.com/integrations/zapier/..#getting-started) Once logged into Zapier, click the **+ Create** button in the top-left corner. {% hint style="warning" %} **Note:** Only the GrowSurf team owner's campaigns will show up when you connect to Zapier. If you are setting the Zap up as a team member, you will need to connect to Zapier using the team owner's GrowSurf account. {% endhint %} ### Step 2: Set up the Zap trigger For the **Trigger** step, search for and select **GrowSurf** from the app list.

In the **Trigger Event** field, choose **New Participant**. Then, in the **Account** field, select your connected GrowSurf account, or click **Connect a new account** to link a new one. Next, click **Continue**.

Then select your campaign from the **Campaign** field. After that, click **Continue**, and click the **Test Trigger** button.

You've now successfully set up the Zap to trigger whenever a new participant is added to your GrowSurf campaign. Now it's time to create the action of adding/updating the new GrowSurf participant. ### Step 3: Set up the Zap action(s) For the **Action** step, search for and select **HubSpot** from the app list.

Then in the **Event** field, select **Create or Update Contact** from the dropdown menu. Then, in the **Account** field, select your account, or click **Connect a new account** to link a new one. Next, click **Continue**.

Then select **Participant Email** from the dropdown menu in the **Contact Email** field. Once you've filled in all the properties that you want to save to the HubSpot contact, click **Continue.**

Then, click the **Test step** button.

You've now successfully set up the Zap action. To finalize the process, simply click the **Publish** button. Your Zap is now live and will create/update new HubSpot contacts whenever a new GrowSurf participant is added.

{% hint style="info" %} **Need multiple actions?** A [multi-step Zap](https://help.zapier.com/hc/en-us/articles/8496257774221-Set-up-your-Zap-action) allows you to incorporate multiple action steps into your Zap. For instance, in example 2, the Zap adds/updates GrowSurf participants to HubSpot, but you could add another action, such as receiving a notification in Slack, all in the same Zap.
{% endhint %} ## Example 3: Campaign Ended In this example, we'll email the results of the referral campaign to your company CEO when the GrowSurf campaign ends. ### [Step 1: Get access to GrowSurf on Zapier](https://docs.growsurf.com/integrations/zapier/..#getting-started) Click on the link above to view how to access GrowSurf on Zapier. {% hint style="warning" %} **Note:** Only the GrowSurf team owner's campaigns will show up when you connect to Zapier. If you are setting the Zap up as a team member, you will need to connect to Zapier using the team owner's GrowSurf account. {% endhint %} Once logged into Zapier, click the **Create Zap** button on the sidebar menu. ### Step 2: Set up the Zap trigger For the **Trigger** step, search for and select **GrowSurf** from the app list.

In the **Trigger Event** field, choose **Campaign Ended**. Then, in the **Account** field, select your connected GrowSurf account, or click **Connect a new account** to link a new one. Next, click **Continue**.

Then, select your campaign and click the **Continue** button. Next, click the **Test trigger** button.

You have successfully configured the Zap to trigger once your GrowSurf campaign ends. The next step is to create the action of sending out an email. ### Step 3: Set up the Zap action(s) For the **Action** step, search for and select **Email** from the app list.

Then, in the **Action event** field, select **Send Outbound Email** from the dropdown menu. Next, click **Continue**.

Type in the CEO's email in the **To** field. Then, in the **Subject** field, type **Referral Campaign Results**. In the **Body** field, enter the custom message below. To insert the appropriate ``s, click the **+** button, then select the desired option from the dropdown menu. When you're done, click **Continue**. > Hi Gavin, > > We just wrapped up your referral campaign. Here are the results: > > * `` The total number of times participants' referral links were visited > * `` The total number of participants in your referral campaign > * `` The total number of referred friends that have performed a qualifying action > * `` The total number of participants who qualified for a reward Here's what your screen should look like:

Then, click the **Test step** button.

You've now successfully set up the Zap action. To finalize the process, simply click the **Publish** button. Your Zap is now live and will send out an email report when your GrowSurf campaign ends.

{% hint style="info" %} **Need multiple actions?** A [multi-step Zap](https://help.zapier.com/hc/en-us/articles/8496257774221-Set-up-your-Zap-action) allows you to incorporate multiple action steps into your Zap. For instance, in example 3, you can send out an email report with Email by Zapier and then add another action, such as receiving a notification in Slack, all in the same Zap. {% endhint %} ## Example 4: Trigger Referral In this example, we'll use Zapier to trigger a referral in GrowSurf whenever a new payment is recorded in Stripe. ### [Step 1: Get access to GrowSurf on Zapier](https://docs.growsurf.com/integrations/zapier/..#getting-started) Once logged into Zapier, click the **+ Create** button in the top-left corner. {% hint style="warning" %} **Note:** Only the GrowSurf team owner's campaigns will show up when you connect to Zapier. If you are setting the Zap up as a team member, you will need to connect to Zapier using the team owner's GrowSurf account. {% endhint %} ### Step 2: Set up the Zap trigger For the **Trigger** step, search for and select **Stripe** from the app list. Then, in the **Trigger Event** field, choose **New Payment**. Click the **Account** field and select your Stripe account, or click **Connect a new account** to link a new one. Next, click **Continue**.

\ Then, click **Test trigger** to ensure the connection is working correctly.

You’ve now successfully set up the Zap to trigger when a new payment occurs in Stripe. Now it’s time to set up the action to trigger a referral using GrowSurf. ### Step 3: Set up the Zap action(s) For the **Action** step, search for and select **GrowSurf**. Then, in the **Event** field, choose **Trigger referral**. Click the **Account** field and select your GrowSurf account, or click **Connect a new account** to link a new one. When you're done, click **Continue**.

Select your campaign from the **Campaign** field. In the **Participant Email** field, insert the customer’s email (e.g., the Stripe Customer Email). After that, click **Continue.**

Then, click the **Test step** button.

You've now successfully set up the Zap action. To finalize the process, simply click the **Publish** button. Your Zap is now live and will trigger a referral anytime you get a new payment in Stripe.

--- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.growsurf.com/integrations/zapier/tutorials.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.