This guide provides an end-to-end process to automate rewarding survey participants with personalized InviteLinks using BeeLiked, Zapier, and APIs.
Introduction
By leveraging automation tools like Zapier or the BeeLiked API, you can automatically send personalized InviteLinks for your promotions to your survey respondents.
1. Prerequisites
To set up this workflow, ensure you have:
- A BeeLiked Account: Ensure you are on a Premium plan and have a Private Promotion setup
- A survey tool such as Typeform, Jot Form, or SurveyMonkey.
- API keys for:
- BeeLiked
- Transactional email platforms like SendGrid, Postmark, or Mailchimp
- SMS/Omni-send platforms like Twilio or respond.io
- Access to Zapier (optional) for no-code automation or familiarity with APIs for custom solutions using the BeeLiked API.
2. Setting Up Your Promotion in BeeLiked
Step 1: Create a Private Promotion
- Log into your BeeLiked account.
- Select "Create New Promotion," and on the Launch Control page, set it to be a private promotion.
- Configure the promotion settings:
- Eligibility Rules: Define who can participate and add appropriate T&Cs.
- Branding: Add logos, colors, and custom messaging.
- Promotion Parameters: Set the start and end dates, sub-domain for the microsite, and any tracking you may want
Step 2: Configure Coupons for Rewards (Optional)
- Set Up a Coupon Collection:
- Go to the Rewards Center from the main left-hand menu
- Create new Coupon Collection(s) to manage the rewards.
- Add coupons to your collection(s)
- Assign the Coupon Collection to Your Promotion:
- In your promotion result message(s), add the coupon collection to the promotion using the appropriate Shortcode
Step 3: Use ShortCodes for Personalization
ShortCodes dynamically insert personalized details, such as unique rewards or participant information, into messages.
3. Automating InviteLink Creation and Delivery
Option 1: Automate with Zapier
Zapier connects BeeLiked to over 7,000 apps and marketplaces, allowing you to create custom integrations tailored to your needs.
General Workflow
- Trigger: Survey response submission.
- Action 1: Use BeeLiked's Zapier integration to create an InviteLink.
- Action 2: Send the InviteLink via email (SendGrid, Mailchimp, respond.io, Postmark, etc.) or SMS/WhatsApp (Twilio, Respond.io, etc.).
Below are examples of prebuilt workflows for SMS and email delivery:
Ready-to-use Survey Tool-Specific Workflows
3. 1 SurveyMonkey
SMS Delivery Options:
Email Delivery Options:
3.2 Typeform
SMS Delivery Options:
Email Delivery Options:
3.3 Jotform
SMS Delivery Options:
Email Delivery Options:
Option 2: Automate with BeeLiked API
For users who want more control and flexibility, the BeeLiked API allows you to generate InviteLinks programmatically and deliver them to survey participants via the medium of your choice. This option is perfect for businesses with advanced needs or those integrating with custom systems.
General Workflow
- Trigger: Survey submission triggers a webhook or server-side event.
- Action 1: Use the BeeLiked API to create an InviteLink.
- Action 2: Use APIs like SendGrid, Twilio, Postmark, Mailchimp, Respond.io, etc, to send the InviteLink.
4. Test and Optimize
Once you have set up the automation, it’s important to test the entire workflow to ensure everything is functioning as expected. Here’s what you should do:
- Test Your Triggers: Simulate a survey/form submission to verify InviteLinks, shortcodes, and coupon collections are working correctly.
- Check Link Delivery: Ensure customers receive their InviteLink via email or SMS.
- Monitor Coupon Availability: Keep an eye on your coupon collections to ensure there are enough codes available for all winners.
- Analyze Results: Use BeeLiked’s analytics to track engagement and conversion rates to refine future campaigns.
Best Practices
- Create Separate Coupon Collections: To avoid confusion, ensure each reward type (e.g., 10%, 20%, etc.) has its own coupon collection.
- Use Personalization: Personalize emails and SMS messages to make them more engaging.
- Time the Delivery: Ensure InviteLinks are sent promptly after the order is confirmed to maintain customer excitement.
- Integrate with Other Platforms: Remember that Zapier can connect BeeLiked with over 7,000 apps and marketplaces.