Please follow the steps below on how to set up your Snappy gift send via Zapier. We recommend downloading the PDF guide below to reference while setting up your Zap!
​
​Step 1) Create a Zap in the top left-hand corner of your Zapier Dashboard

Step 2) Choose the app you’d like to ‘Trigger’ a Snappy gift from - this could be one of the 2000+ apps on the Zapier store. For example, you could choose Typeform if you wanted to trigger a gift to everyone who completed a survey.
​Step 3) Click on the “+” sign and Search for Snappy Gifts
​Step 4) You’ll be asked to select an Action, we only have 1 option so go ahead and select “Send Gifts”

Step 5) Next, you’ll be asked to Connect your Snappy account. A pop-up window will open where you can login using the same credentials you use to access your Dashboard.
​Step 6) Use the dropdown to select the campaign you’d like to send your gift from.

Step 7) Choose a delivery method.
Mail- means an email coming from the Snappy system **recommended

Link- means a link will be generated in Zapier that you can use in subsequent actions. We recommend Snappy App for Slack, MS Teams, or your own email provider.
​Step 8) Fill in the Gift Recipient data. You’ll most likely want to use data from a previous step. Use the dropdowns to select what data you want to use.
​Step 9) Once confirmed, Zapier will test your Zap to make sure it’s working. Just click “Test & Continue”
​Step 10) If the test was successful, all that’s left to do is “Turn on Zap”
​
​

​