Automate gifting based on your CRM’s deal stage is a great way to celebrate milestones and build customer loyalty. With Stadium, you can easily set up an automation that sends gifts when a CRM deal reaches a specific deal stage and optionally includes amount-based conditions. Whether you're rewarding customers or incentivizing high-value deals, this setup ensures a seamless experience with zero manual effort.

🎯Requirements:

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

🛠️ How to Set Up a Deal Stage-Triggered Gifting Automation - Salesforce

Log in to Your Stadium Account

• Go to the Stadium website and log in with your account credentials.
  
   

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 Deal Stage as the automation type.

  • This ensures the automation is only triggered when a CRM deal reaches a specific stage.
    
     

• Select your integrated CRM platform
  
   

• Select the DEAL STAGE trigger conditions.

• Select the AMOUNT THRESHOLD
  
   

  • Example: When Stage = Closed Won and Amount = $1,000.
  • The automation should be set to trigger once.

For Salesforce Integration

Salesforce users will have the ability to "Send gift only to primary contact"(Not applicable to other CRMs)

⚙️Behavior:

• By default, the toggle button is turned off → Gift is sent to all contacts on the qualifying Salesforce deal (existing behavior).
• If the toggle button is enabled, the gift will be sent only to the primary contact on the deal.
   

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 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 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

The automation will trigger once your CRM Opportunities/Deals reach the stage that you set up in your Stadium Automation.

⚙️Note:  Stadium checks CRM data twice daily, so gifts may be sent a few hours after the deal status updates.

Track Gift Orders

• Once the criteria are met, the automation triggers, and gifts are sent automatically to associated CRM contacts.

• 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.