How to send rewards in HubSpot

Note: these steps are for HubSpot specifically, but this process can be adjusted for other CRMs. Reach out to the team for assistance.

1. Create the reward template in Giftbit

This is the information that your recipients will see when they click the link from your HubSpot-delivered email or SMS.

2. Download the file of Giftbit links

• Click New Order
• Choose your Template
• Select Order Gift Links
• Type the number of links
• Provide payment
• Submit your order

3. Create a custom property in HubSpot

• In Hubspot navigate to Contacts
• In the Actions dropdown select Edit Properties
• Click on Create property
• Choose Contact as the object type
• Select the group of properties
• Label the property (we used Gift Link in our example)
• Choose the field type and click next
• Skip the field requirement and finish the setup
  

4. Download the list of contacts to merge with Giftbit links

• Add your contacts to an active or static list in HubSpot
• Export the contacts as a .csv file
• Add a column for your Giftbit links and populate the cells so each contact is associated with a link
• Import the combined list of contacts and links and map your Giftbit links to your new custom property created in Step 3
• After the upload finishes, navigate to a contact record and check that the Giftbit Link property has been populated

5. Customize and deliver!

• If delivering via email, customize your email with a personalization token with the new custom property created in Step 3
• When you’re done editing the email, select your contact list, schedule delivery, and you’re done!