Zapier + Plum

How to integrate Zapier with Plum?

SurveyMonkey + Zapier + Xoxoday Plum

Integrate SurveyMonkey with Xoxoday Plum to send a gift card to respondents on SurveyMonkey.
Benefits of this integration
    Saves time – Seamless and automated workflow triggered by just a few clicks.
    No human intervention or Technical support needed - No code workflow set-up with a step-by-step walkthrough.
    Ease of workflow creation improves Customer Experience.
    Provides a hassle-free method for organizations to reward and recognize people.
    Instant Rewarding/Gratification - Provides a sense of fulfillment for the user on completion of a particular task, leaving behind a good taste of the application or platform used.
To integrate SurveyMonkey with Zapier follow the following steps:
    Create a Zap workflow by first choosing an online app (HubSpot, Salesforce, SurveyMonkey, Slack, Google sheets, SurveySparrow, etc.) and then choose a trigger, such as ‘when a survey submission is completed by the user’. Test the trigger to Find data.
    Next, pick Xoxoday Plum as the "Action" application to send rewards in the form of e-gift cards automatically as a response to the "Trigger".
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    Sign in to the Trigger App. Next, to sign into the Action App, complete the self-serve set-up of Xoxoday Plum. Below are the steps to register:
Register on Xoxoday Plum
Step 1:
    Enter Your Company Name.
    Your company email address.
Enter company details for registration
    Enter company details for registration
Step 2:
    Verify your email by entering the OTP.
Verify your email
Step 3:
    Set a password.
    Create a unique URL for your company stores.
A unique URL is created on Xoxoday Plum Stores, especially for your company. This is unchangeable.
Example: Nreach Online Services' store URL is: stores.xoxoday.com/nreach where the employees of the Nreach company can redeem their points for experiences, gift cards, brand vouchers in their company stores.
Set a password and a unique URL
Step 4:
    Add Billing details for your company.
    Enter your company Tax ID. (GST Number, VAT Reg no., TIN..)
    Enter the currency for the Plum Store to be used for transactions.
    Enter Billing address.
Tax ID is a unique number assigned to a business by the Commercial Tax Department of the state that has received the application. It serves as an identity for a business, which is registered under VAT for the trade of goods and services.
Currency for the Plum Stores is the currency used for the transactions or rewards.
Eg:
    1 point = 1 INR
    1 point = 1 USD
You can only choose one currency at the time of registration and is unchangeable.
Enter your Billing details
Step 5: Now authorize your Zapier account with the Plum account for seamless data sync.
Now you are successfully registered with Xoxoday Plum.
Successful registration with Xoxoday Plum

If you are already registered as a Xoxoday customer:

Login to Xoxoday Plum
Sign in using your existing user ID and password.

Note

Use a Xoxoday account that has admin privileges with access to your Xoxoday admin dashboard. If you are not an admin user on Xoxoday, you will not be able to use the Xoxoday app.
Login if you are already a Xoxoday Customer

Login if you are already a Xoxoday Customer

Authorize your account

Authorize your account

Now you are successfully registered with Xoxoday Plum.
    Once signed into Plum, click Continue and start Customising your reward, fill up all the fields depending on the use-case of the Action you have set. Double-check everything. For example, the Recipient Email field is important if the gift card(s) need to be sent to the user via email.
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    Click Continue. You may now test it for review or proceed to the next step.
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    Turn on Zap to complete the workflow.
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Congrats! You have successfully created the Zap.
As a result, whenever a respondent completes the selected Survey on SurveyMonkey, he will instantly receive the customized Gift Card from Xoxoday Plum!
Could this process of workflow creation get any simpler?!

Salesforce + Zapier + Xoxoday Plum

Integrate Salesforce with Xoxoday Plum to send a gift card to new Prospects/leads added to your Salesforce account
To integrate Salesforce account with Zapier follow the following steps:
Step 1: Select Salesforce as the Trigger application, the Trigger, in this case, is “when a new lead(a record) is added”. First, log in to your Salesforce account and Test the trigger to Find data.
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Step 2: Next, pick Xoxoday Plum as the Action application to send rewards in the form of e-gift cards automatically as a response to the Trigger, i.e. to a new record added on Salesforce.
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Step 3: After DIY set-up or log in as a registered user of Xoxoday Plum.
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Step 4: Click Continue and begin Customizing the Reward. Fill up all the fields depending on the use-case of the Action you have set. Double-check everything. For example, the Recipient Email field is important if the gift card(s) need to be sent to the user via email.
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Step 5: Test and Review or Continue.
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Congrats! Your Zap is now ready.
As a result of this integration, whenever a new record is added to Salesforce, the user receives Xoxoday Plum’s customized Gift Card via email.
Last modified 8mo ago