With Beekeeper’s Xoxoday integration, you can automatically send employees gift cards to celebrate work anniversaries or other special events. This tutorial will overview a process where an employee will be rewarded with a gift card upon the anniversary of their starting date.
- An 'Everyone' viewable date profile field that you wish to commemorate
- Email addresses for employees in Beekeeper to deliver the E-gift card to
- Free Zapier account (minimum)
1.) Initiate a Zap from Beekeeper with the action Anniversary that connects with the Xoxoday Plum app with the action Send Gift Card.
2.) Select Use Zap and select or connect a Beekeeper Account and move though to the following page.
3.) Be sure to identify the correct Date Field you would like to drive the Zap off. Here you can see I'm going to be using a First Day field.
Do note that this field does need to be type date and visibility Everyone.
4.) In Zapier, note the selection fields and decide on the Time you wish to have the email delivered, the Timezone you wish to send, and the Profile Field you noted in the previous step.
5.) Click continue and make sure that there is a user in your Beekeeper tenant that has a date that qualifies on the day that you are setting up this Zap. Click Test and see that the user you wish to acknowledge is pulled through correctly.
6.) Continue to the second task in Zapier (the Send Gift Card in Xoxoday Plum step) and click Continue.
7.) This should continue you to a page that will prompt you to connect an account. Follow the flow to connect a company account to Xoxoday.
8.) Once connected click through and fill out the required Xoxoday zap fields.
9.) For Recipient Email, make sure that you use the dropdown and select the Email field from the user whom you're trying to recognize.
10.) Once all of the fields you wish to include on the Xoxoday step are filled out, click Continue, test the Zap and take it live with the toggle on the bottom.
Congratulations, you have established a fully automated Anniversary Recognition Zap for your employees! If you have any questions or comments please use the link below to submit your request.