Tutorials

Table of contents

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

Once logged into Zapier, click the + Create button in the top-left corner.

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.

Click Continue with selected record, or click Find a record, select the record, and then click the continue button.

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 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, 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, you can use Zap 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 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 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 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: SelectReward 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.

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

Once logged into Zapier, click the + Create button in the top-left corner.

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.

Click Continue with selected record, or click Find a record, select the record, and then click the continue 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.

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

Click on the link above to view how to access GrowSurf on Zapier.

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.

Click Continue with selected record, or click Find a record, select the record, and then click the continue 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 <Count>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:

• <Campaign Impression Count> The total number of times participants' referral links were visited

• <Campaign Participant Count> The total number of participants in your referral campaign

• <Campaign Referral Count> The total number of referred friends that have performed a qualifying action

• <Campaign Winner Count> 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.

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

Once logged into Zapier, click the + Create button in the top-left corner.

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.