Simplify your rewards management with our easy-to-follow guide on automating loyalty point transfers from Salesforce to Stadium using Zapier. With this step-by-step process, you can ensure seamless and accurate delivery of rewards to your customers, saving you time and enhancing their experience.

 

Below is a Zapier template and step-by-step guide for setting up an automation that sends loyalty points from Salesforce Loyalty Cloud to Stadium using Zapier.

 

Please note that this instruction assumes that you already have a Salesforce loyalty program set up.

 

 

Here is the step-by-step guide

Before you begin setting up your Zap, it’s essential to ensure your Salesforce and Stadium accounts are correctly connected to Zapier. 

 

Navigate to the Apps Section:

• In Zapier, go to the "Apps" section from the sidebar.

 

 

Add Connections:

• If your Salesforce and Stadium accounts are not connected, click the + Add Connection button. 

 

 

Please follow the prompts to authenticate your Salesforce and Stadium accounts with Zapier. You may need to log in and allow access.

Once your accounts are connected, you can create the Zap to send loyalty points from Salesforce Loyalty to Stadium.

 

Create a New Zap and Name It

• Now, Let's create a new Zap and add an appropriate name. 

 

Step 1:

The first step is to monitor new transactions in the loyalty ledger within Salesforce. This step is crucial as it triggers the entire automation whenever a new record is created in the loyalty ledger, ensuring that all relevant point-related activities are captured.

• App & Event: Choose "New Record" as the event that starts the Zap.

• Trigger: Select "Loyalty Ledger" as the object you want to monitor. This ensures that the Zap triggers whenever a new transaction is logged in the loyalty ledger.
  
  

 

Step 2: Filter Debit Transactions

In the next step, we'll add a filter to ensure that only transactions where points are being redeemed (debit transactions) are processed. This helps narrow the data down to only relevant transactions involving the deduction of loyalty points we need to transfer to the Stadium.

 

Choose Filter by Zapier: Select "Filter by Zapier" from the list of popular built-in tools.

 

 

Set Up Filter:

Condition: Add a condition where Event Type contains "Debit."

 

 

NOTE: You don’t want to send points for all redemptions—only those created explicitly for Stadium through a designated currency and promotion. If you are running multiple loyalty programs, you may need to identify the correct Loyalty Program before sending points

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  Add conditions in the same filter using fields like Currency ID and Promotion ID based on how your loyalty program is configured. This ensures that only the correct debit transactions are sent to Stadium.

  
  
  

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In steps 3 and 4, we'll find the email address of the person to whom the points need to be transferred. Stadium requires the email and the points for the transfer to be completed successfully.

 

Step 3: Look for Loyalty Program Member Contact ID

In this step, you will search for the Contact ID associated with the Loyalty Program Member ID. The Contact ID is essential for retrieving the email address to transfer points to Stadium.

1. App & Event: Select "Find Record" as the event type. This tells Zapier to search for a specific record within Salesforce.

2. Salesforce Object: Choose "Loyalty Program Member" as the object to search. This is where the member information is stored.

3. In the field to search by, select "Loyalty Program Member ID." This is the unique identifier for the member whose points are being transferred.

4. Search Value: Use the Loyalty Program Member ID obtained from the previous steps to ensure you’re looking up the correct member.

5. Result: This search retrieves the Contact ID associated with the Loyalty Program Member, which will be used to find the corresponding email address in the next step.

Step 4: Look for the Email of the User from the Contact ID

In this step, you'll need to use the Contact ID obtained in Step 3 to find the email address associated with the user. The email is essential for transferring the points to the correct recipient in Stadium.

1. App & Event: Select "Find Record" as the event type. This prompts Zapier to search for a specific record within Salesforce.

2. Salesforce Object: Choose "Contact" as the object to search. The user’s contact information, including the email address, is stored here.

3. Field to Search By: Select "Contact ID" as the field to search by. The Contact ID uniquely identifies the contact record.

4. Search Value: Use the Contact ID obtained from Step 3 to retrieve the loyalty program member's correct email address.

5. Result: This search retrieves the email address associated with the Contact ID, which will be used in the final step to transfer the points to Stadium.

 

 

Step 5: Send Points to Stadium

In this final step, you'll configure the action to send loyalty points from Salesforce to Stadium. This action uses the data gathered in the previous steps to complete the points transfer.

 

Select "Send points" in the App & Event tab.

If you need clarification on the value of the following Stadium-specific fields, contact your organization's Stadium admin or email hi@bystadium.com for prompt assistance.

 

1. Select Shop (required):

   • Choose the specific shop within Stadium where the points will be sent. This shop is linked to the promotion or program associated with the points transfer. 

2. Sender Details (required):

   • Select the name of the sender. This is typically the person or entity sending the points on behalf of the organization.
     
     

3. Points (required):

   • Specify the number of points to be transferred to the recipient. This value should be numeric and reflect the points filtered and calculated in the previous steps. Points were retrieved in step 1 of this Zap.
     
     

4. Recipient Email (required):

   • Enter the email address of the recipient who will receive the points. This email is crucial as it identifies the user within Stadium who will receive the points. The email was retrieved in step 4 of this Zap.

5. Payment Methods:

   •  Choose the payment method associated with the points. 

 

 

Step 6: Test your Zap to verify that points are being sent accurately.

 

Following these steps, and you’ll have a fully functional Zap that automates sending loyalty points from Salesforce Loyalty Cloud to Stadium. This automation saves time and ensures your customers receive their rewards efficiently.