Xoxoday
  • 📓User Resources
    • 👨‍💼For Admins
      • 📌Getting Started
        • ⚙️Settings
          • Manage Super Admin/Admins
            • Hierarchy vs Non-Hierarchy
            • Threshold
            • Delete an Admin
            • Redemption APIs
              • Generic Redemption APIs
              • Oauth 2.0 Implementation for Stores Redemption
          • Platform Preferences
          • Account Verification
        • Types of Companies
      • 🚀Plum Launch Communication Kit
        • 🌉Pre-Launch Templates
        • 🤝Introduction to Plum Templates
        • 📺How to Sign up on Plum’s reward storefront Template
        • 📑How to Bookmark Plum’s reward storefront for easy access Template
        • 🎉How to Redeem the Rewards on Plum’s Reward Storefront?
      • Xoxo Points
        • 📌Getting Started
        • 🚚Distribution of Xoxo-points
        • 📩Email/SMS Customization
        • FAQs
      • Xoxo Codes
        • 📌Getting Started
        • 🚚Distribution of Xoxo-codes
        • 📩Email, SMS, and Xoxo Code Campaign Customization
        • FAQs
      • Points vs Codes
      • Xoxo Links
        • 📌Getting Started
        • 🚚Distribution of Xoxo-links
        • FAQs
      • Domain Authentication Guide
        • Troubleshooting Domain Authentication
      • 💰Add Funds
        • Base Currency
      • Campaigns
        • Getting Started
        • Editing a campaign?
        • Delete/disabling a Xoxo Campaign?
      • 🏬Reports
      • 💳Prepaid Card User Guide
        • Virtual Paypal International
          • 📌Getting Started
          • 📭How to Redeem?
        • Virtual Visa Card
          • 📌Getting Started
          • 💳How to Redeem?
      • 🔐Security and Compliance
        • Cryptography & Encryption
        • Email Whitelisting
        • Governance, Risk, & Data Compliance
        • Application,Dev & Security
        • Cloud Security
        • HR Compliance
        • Identity & Access Management
        • Solution Development
        • Security Operations
        • Training and Awareness
        • Vulnerability and Threat Management
        • Security Operations & Technical Capabilities and Support
        • Data Management
        • Policies & Procedures
        • Tax Compliance
        • Privacy Compliance
        • Cloud Security Alliance
        • Others
        • Documents
          • Data Security
          • Information Security
          • Admin/Business
          • Others
          • Finance Compliance
    • 🧑‍🤝‍🧑For End-Users
      • 📌Getting Started
      • 🧑‍💻Signing up/Logging in
      • 🪙How to redeem?
      • 💳Gift Vouchers
      • 🎁Gift Box Queries
      • 🚚Delivery Related Issues
      • 🛑Cancelation/Refunds
    • 🔗Pre-Built Integrations
      • Qualtrics Integration Guide
        • Using Qualtrics Workflow Extension to Send Rewards
        • Public Survey Rewarding
        • Anonymous Survey Rewarding
      • HubSpot + Plum
        • 1-1 Reward Widget in HubSpot
        • Workflow Based Reward Automation
        • 1-Many Link for Xoxolink’s Reward Automation
        • Email based Reward Automation
      • Darwinbox + Plum
      • SurveyMonkey + Plum
        • Public Survey Automation
        • Anonymous Survey Automation
      • Zapier + Plum
      • ActiveCampaign + Plum
        • Creating Automation
      • Salesforce + Plum
        • Getting Started with Xoxoday Plum
        • Getting Started and Setting up Salesforce Integration
        • Sending 1-1 Reward
        • Steps to create a Flow and add a Trigger
        • Redemption Journey for your Recipients
      • Typeform + Plum by Xoxoday
      • Zoho People + Plum
      • SAP Successfactors + Plum
        • SAP Client Registration with Xoxoday for Stores Redemption
      • Decipher - Forsta Integration
      • Zoho CRM
        • Send 1-1 rewards
        • Automation : Workflow Rules
      • Connect Plum to thousands of apps using Zapier
      • Other Integrations
    • 🛣️Product Roadmap
      • 2022
      • 2021
  • 👨‍💻Developer Resources
    • Rewards API
      • Getting started
      • API Endpoints
        • Authentication
          • Client ID, Secret ID, and Token Creation
          • Token Management
        • Catalog
          • GetVouchers API
          • GetFilters API
        • Orders
          • PlaceOrder API
          • GetOrderDetails API
          • GetOrderHistory API
        • Account Balance
          • GetBalance API
        • Postman Collection URL
      • Concepts
        • Staging Environment
        • Catalog
        • Error Handling
          • Standard HTTP status code summary
          • Errors related to API
        • Exchange Rates
      • Guides
        • Funding the Account
        • Reporting and Analytics
      • Webhooks
        • Test Webhooks
        • How to implement webhooks?
        • How to secure your webhooks?
      • Forex
      • Best Practices
      • Frequently Asked Questions
    • StoreFront Integration
      • Getting started
      • API Endpoints
        • Authorization
        • Token Creation & Token Management
        • SSO Redirection
        • End Points
      • Concepts
        • Points
      • Guides
        • Funding Account
        • Reports and Analytics
    • Xoxo Link API
    • Roadmap for 2021
  • 📅Release Notes
    • Release April 2023
    • Release March 2023
    • Release February 2023
    • Release December 2022
    • Release October 2022
    • Release September 2022
    • Release July 2022
    • Release May 2022
    • Release March 2022
    • Release February 2022
    • Release December 2021
    • Release November 2021
    • Release October 2021
    • Release September 2021
    • Release July 2021
    • Release May 2021
    • Release March 2021
    • Release December 2020
    • Release October 2020
    • Release September 2020
    • Release August 2020
    • Release June 2020
    • Release May 2020
    • Release April 2020
    • Release March 2020
Powered by GitBook
On this page
  • Section I: Sync up your HubSpot with plum
  • Step 1: Connect your Xoxoday plum to HubSpot.
  • Step 2: Go to App Marketplace and search for Xoxoday plum.
  • Step 3: Click on the Install app
  • Step 4: Signup or Sign In on Plum
  • Section II: Create Reward Automation in Plum
  • Step 1: Setting up the Reward Automation.
  • Step 2: Choose to Automate your first reward.
  • Step 3: Enter Reward Automation Name and Choose Contact list.
  • Step 4: Create or select the Xoxolink campaign.
  • Step 5: Let the contact enrichment complete on plum.

Was this helpful?

  1. User Resources
  2. Pre-Built Integrations
  3. HubSpot + Plum

Email based Reward Automation

Previous1-Many Link for Xoxolink’s Reward AutomationNextDarwinbox + Plum

Last updated 2 years ago

Was this helpful?

Now you can reward your prospects, contacts, and leads directly via email marketing campaigns (without any workflow-based triggers in HubSpot). Just select the contact 'List' from HubSpot.

In a few simple clicks, you can set up a reward automation campaign in plum and use the reward-enriched contacts to send emails with your own template from HubSpot. Not just that, the email recipient (contacts, prospects, or leads) can choose gift cards of their choice from Xoxoday’s extensive global catalog.

You can also restrict the number of rewards sent out based on criteria like - campaign time range, Maximum Reward count as well as repeated rewards, etc.

Follow the step to step guide to make your first rewarding automation for email recipients.

Skip Section 1 if you have already integrated Xoxoday Plum with HubSpot

Section I: Sync up your HubSpot with plum

Step 1: Connect your Xoxoday plum to HubSpot.

Log in to your HubSpot account using your credentials.

Step 2: Go to App Marketplace and search for Xoxoday plum.

Now, click on the app marketplace by clicking on the shop icon on the right top corner of your dashboard.

Step 3: Click on the Install app

Search for Xoxoday Plum in the app marketplace, and click on the “Install” button.

Step 4: Signup or Sign In on Plum

If you are an existing user, use your xoxoday credentials to log in to the admin dashboard.

Congrats, you have successfully installed the application.

Section II: Create Reward Automation in Plum

Step 1: Setting up the Reward Automation.

Once the Xoxoday Plum Rewards App is downloaded, follow the steps given below and hook Xoxoday Plum up to your Hubspot CRM.

These are for the Admins operating the HubSpot CRM dashboard.

Please ensure that you follow the steps on the dashboard to create the reward automation and recharge your account.

Step 2: Choose to Automate your first reward.

Once you choose ‘automate your first reward’ from the dashboard you will be shown a pop-up with the option to choose a type of reward automation. You need to choose “email-based reward automation” Existing plum admins can go to their HubSpot integration and click on ‘create new automation’ and they will also be presented with the same automation selection pop-up.

Step 3: Enter Reward Automation Name and Choose Contact list.

On the automation first step enter the reward automation name which you will be using during the email template creation to embed the reward link in HubSpot. Choose the contact list from HubSpot which will be fetched to enrich the contacts with reward links.

Once selected, you can click on proceed to move to the next step

Step 4: Create or select the Xoxolink campaign.

As a first-time user, you have to create a Xoxolink campaign from where the rewards will actually flow.

Perform the following actions to set up your Xoxolink campaign: Enter Campaign Name, Set Link expiry date, Select the country and denomination as per your choice. For existing users, you can select the existing Xoxolink campaign or choose to create a new one.

Step 5: Let the contact enrichment complete on plum.

Once you launch the reward automation, then you will be redirected to the reward report page where you could see how the contact enrichment is progressing. (The time taken to complete the enrichment is relative to the number of contacts you have in the contact list). Once the enrichment is complete, follow the below-mentioned steps in HubSpot to generate and send emails with a reward link embedded into them.

If you are new to Xoxoday Plum, click on the “Signup” button. You can learn how to set up a Plum account. It's recommended that you use the email registered with HubSpot to signup with Plum as well.

📓
🔗
here