Want to automatically send gifts through Stadium based on Salesforce campaigns? This article walks you through how to create a Salesforce campaign and connect it to Stadium for automated gifting.

 

This article includes sections:

• Creating a Campaign in Salesforce
• Enabling Campaign History Tracking
• Integrate the Salesforce Campaign with Stadium
• Automated Gifting Creation With Salesforce Campaign
• How Campaign Triggering Works
  
  
  

Step-by-Step Instructions on How to Create a Salesforce Campaign and Connect It to Stadium for Automated Gifting

Creating a Campaign in Salesforce

 

Log in To Your Salesforce Account

• Go to https://login.salesforce.com/?locale=ap and log in to your Salesforce account.

 

 

Go to Campaigns

• From the top menu, click on Campaigns

 

 

 

Create New Campaign

• Click New to create a campaign.

 

 

 

Fill out Campaign Details
 

On the pop-up window, enter your campaign details

•  
  • Name: e.g., Salesforce Gift Campaign
     
  • Status: Set to Planned initially
     
  • Mark Active: check this box
     
  • Event Type: (Optional)
     
  • Start date & end date

Once done, click the Save button.

 

 

 

Add Contacts to Campaign

• Use existing contacts or add new ones to your campaign.
   
• From the campaign page, select Add Contacts to add members to the campaign.

 

• Select the contacts from your list and click NEXT to proceed.

 

 

 

 

Enabling Campaign History Tracking (Mandatory)

 

⚠️ Important: This step is mandatory. Stadium relies on campaign status updates to trigger gifting automations correctly.

 

Open Salesforce Setup

• Click the gear icon in the top-right corner of your Salesforce dashboard.

• Select Setup from the dropdown.

 

 

Go to Object Manager

• In the Quick Find search bar (top-left of the Setup page), type Object Manager.
• Click Object Manager from the results.

 

 

Select the Campaign Object

• From the list of objects, locate and click Campaign

 

Open Fields & Relationships

• In the Campaign object page, click on Fields & Relationships from the left-hand menu.
• Click the Set History Tracking button located in the top-right corner.

 

 

Enable Field History Tracking
 

• ✅ Check the box for Enable Campaign Field History.

• ✅ Select the Status field to track changes.

• Click Save to apply the settings.
   

 

 

Integrate the Salesforce Campaign with Stadium

 

Requirements:

Before proceeding, ensure that your Salesforce account is already connected to Stadium.

Follow this guide if you haven't integrated yet: 👉  How to Integrate Salesforce in Your Stadium Account

 

Automated Gifting Creation With Salesforce Campaign

 

Navigate to the Automated Gifting Page

• Expand the Sidebar Menu (if collapsed)

  • Click on the left-facing arrow ( ˂ ) at the top-left corner of the sidebar to expand the navigation menu.
    (If the menu is already expanded, you can skip this step.)
    
    

• Navigate to the Automated Gifting Page

  • In the sidebar menu, locate and click on "Automated Gifting" to go to your automated gifting page.

 

 

Create New Automation

• Click on the CREATE NEW AUTOMATION button

 

 

 

Fill Out the Automation Form

• Complete the automation form with details:

 

 

In the form:

• Enter your automation name
  
  

• Choose Salesforce Campaign as the automation type
  
  

• Select your integrated CRM platform
  
  

• Pick the Salesforce campaign name you created earlier
  
  

• Select the Trigger State (e.g., Completed)
  
  

• Select Recipients Type:
  
  • New only – gifts sent only to members added after the automated gifting creation
  • New & Existing – gifts sent to all members of the automated gifting
    
    

 

 

 

Choose a Gift Type

 

Select how you want to send gifts:

• Shop Link – let recipients choose their own gifts

• Kit Items – send curated swag or custom bundles

In this example, we will choose the shop link.

 

 

 

 

• You can either choose from your existing shops 

• Or select from one of our premade templates.

• After selecting your shop or template, click the "Use Template" button.

 

Set Treat Budget and Customize Message

• Set your treat budget, then click "NEXT."
• Note that $1 is equal to 50 points.

• Customize your automated gift's message by entering your desired text.
• Then click "NEXT" to continue.

 

 

 

Select A Payment Method

• Choose or add your preferred payment method from the options provided.
• Click CONTINUE to proceed.

 

 

Add Billing Information

• Add the BILLING COUNTRY and BILLING ZIP/PIN CODE.
• Click CONTINUE to proceed.

 

 

 

Review Conditions and Finalize Your Automation

• Read the conditions and terms carefully.
• Click "SUBMIT" to finalize the automation.

 

Confirmation

 

Congratulations! Your automation has been created!

 

 

How Automated Gifting Triggering Works

Automated Gifting Triggering Logic

• The automation only runs when the campaign status matches the selected trigger state in Stadium (e.g., Completed).
  
  
• Add contacts before or after based on the recipient type.
  Note: Gifts will be sent to contacts only and not leads.
  
  
• Add a start and end date to limit automation duration.
  
  

Track Gift Orders

Once triggered:

• Orders are created automatically and shown in your Automation Dashboard

 

 

 

 

 

 

Access the Automated Gifting Feature with our paid Stadium Packages.

Visit our Pricing Page to explore the details of each package and choose the one that best suits your needs.

 

 

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