Easily send tracking emails to recipients via Zapier in under 2 minutes
A question we get a lot is how to send recipients of swag an alert that their package is on it's way, along with tracking information
By default, through the SwagUp platform we do not send tracking to recipients. We did this because many times these packages are a surprise and we didn't want to default to sending tracking and ruining that experience.
However, with the help of our Zapier app, it's incredibly easy to set up your own recipient notifications, giving you full control of the messaging and look and feel.
Here's how it works:
Pro-tip: Before doing this, make sure you have a SwagUp account already
Step 1: Create a Zapier Account (if you do not have one already.
Zapier accounts are free to setup and can be made by going to www.zapier.com
Step 2: Once logged in, selected "Make a Zap" by clicking the button on the top left of the page
Step 3: Setup your Zap's Trigger
Your trigger is the action that happens inside of SwagUp that will trigger something to happen somewhere else (i.e. Send en email via gmail)
Once you select that button you will be brought to the Zap configurator, it should look like this:
Next you will search for and add the SwagUp app
Once added, now it's time to build the workflow. The Trigger Event we will be using is "New or Updated Order Tracking" this means that the Zap will trigger once a new tracking number is added to a shipment.
Next up you'll connect your SwagUp account by logging in via Zapier and authorizing your account. Once you set up your account, test your trigger to populate some sample data.
Step 4: Set up your Zap's Action
Your action is what will happen once your trigger takes place
For the action of automatically sending an email, you have some options based on what email platform you use. For example you could use Gmail if you want to keep it simple or Mailchimp if you would like something more stylized and add recipients to a cadence.
For the purposes of this guide, we will use Gmail.
The action event we will use is "Send Email"
From there, you will authorize/sign in via the gmail account you with to send the email from
Last up, you will configure your email...Who you want it to come for, the reply-to email, the messaging, etc.
For the "To" Field, you will want to use the SwagUp Field "Employee Email" that is the email of the recipient. Whichever email was used for the recipients shipment is what will show here.
You can control basically all elements of the email, but the basic things you should cover would be adding the recipients first name and tracking link to the body of the email, like below
Step 5: Turn on your Zap
Once you get to the final steps of setting up the Zap, press "Test and Continue"
From there you can then Turn on Your Zap
That's it! Once shipments start sending out, your recipients will receive an email that looks something like this (depending on how you set it up).
Zapier is an incredibly powerful tool, once you understand it's capabilities, you can begin to imagine all of the different ways you can utilize our app to automate your swag management process.
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