Send Promotional Products Automatically With Zapier and Marketing Automation

The process of implementing digital marketing automation tools into your online business efforts can be a daunting task. Luckily, there are tools out there that make automating marketing processes easy and effective.

In this blog post, we will go over how you can use Zapier alongside marketing automation tools to send promotional products out automatically.

What Is Zapier And How Can It Boost Your Marketing Automation Strategy?

Zapier is a web automation tool that allows you to connect apps and interchangeably communicate (send and receive data) between multiple apps, many of which suit a variety of use cases.

When a connected app or website sends out data, Zapier will be able to pick it up without any extra manual work on your end. As a result, marketing automation tools save you time and energy, which in the long run allows you to focus on other important tasks and projects.

With marketing automation software, you can automate routine tasks without any work on your part. This tool’s presence is incredibly helpful when it comes to sending promotional products to prospects and customers.

Why Use Marketing Automation For Your Business?

Marketing automation tools offer many benefits, including easing the pressure of running business operations for both you and your sales team.

Some of the main benefits include:

• Automate repetitive tasks that you have to do manually
• Increase productivity by freeing up time for more critical tasks
• More consistent branding and messaging across all platforms
• Greater customer engagement and interaction with automated messages

Marketing automation tools can help you save time and effort while achieving more optimal results than you would manually.

How Does The Integration Work Between Marketing Automation And Zapier

Now that we have a general understanding of Zapier and marketing automation, let’s examine how we can use Zapier integration to achieve greater results.

To use marketing automation with Zapier, you will need to create a Zap. A Zap is an automated process that occurs when certain conditions are met.

You can create a Zap with as many processes as you need, and they will all happen automatically without any work on your end.

Key Features of Zapier

Paths: Create Conditional Logic for Workflows

Zapier’s Paths feature allows you to create conditional logic for your workflows, enabling you to automate complex tasks easily. With Paths, you can set up if/then logic to determine which actions to take based on specific conditions. This feature is particularly useful for marketing automation, enabling you to personalize and tailor your marketing efforts to specific audience segments.

For example, you can use Paths to create a workflow that sends specific promotional products for different customer segments. By automating these tasks, you can save time and improve the efficiency of your marketing team.

Filters: Refine Workflows with Specific Criteria

Zapier’s Filters feature allows you to refine your workflows with specific criteria, ensuring that only the most relevant data is processed. With filters, you can set up conditions to determine which data to include or exclude from your workflows. This feature is particularly useful for marketing automation, enabling you to target specific audience segments and personalize your marketing efforts.

For example, you can use Filters to create a workflow that only sends promotional products to contacts who have made a purchase in the last 30 days. By refining your workflows with specific criteria, you can improve the effectiveness of your marketing efforts and reduce waste.

Formatter: Automate Data Formatting and Processing

Zapier’s Formatter feature automates data formatting and processing, saving you time and improving the accuracy of your workflows. With Formatter, you can transform dates, currency, text, and more into your preferred format. This feature is particularly useful for marketing automation, as it enables you to standardize your data and improve the efficiency of your workflows.

For example, you can use Formatter to convert dates from one format to another or to format phone numbers in a specific way. By automating data formatting and processing, you can improve the accuracy of your workflows and reduce errors.

Webhooks: Receive and Send Data Between Apps

Zapier’s Webhooks feature allows you to receive and send data between apps, enabling you to automate complex workflows and integrate your marketing tools. With Webhooks, you can receive data from any service or send requests to URLs without writing code or running servers. This feature is particularly useful for marketing automation, enabling you to integrate your marketing tools and automate data exchange.

For example, you can use Webhooks to receive data from a CRM and use this data in Zapier for other processes. By automating data exchange between apps, you can improve the efficiency of your marketing team and reduce manual data entry.

Schedule: Automate Tasks at Specific Times or Intervals

Zapier’s Schedule feature allows you to automate tasks at specific times or intervals, enabling you to streamline your workflows and improve productivity. With Schedule, you can set up workflows to run at specific times of the day, week, or month or at specific intervals. This feature is particularly useful for marketing automation, as it enables you to automate repetitive tasks and improve the efficiency of your marketing team.

By automating tasks at specific times or intervals, you can improve the consistency of your marketing efforts and reduce manual labor.

How Can Zapier and Marketing Automation Help With Promotional Product Delivery?

Now that we know more about Zapier and how it can help with marketing automation, let's examine how it can be used to send promotional products automatically.

Zapier can be connected to multiple channels, includingCRM and marketing automation platforms.

This means you can set up a Zap to automatically send a promotional product to someone after your sales team contacts them.

This ensures that the customer journey is followed and leads and potential customers receive the right promotional products.

How To Set Up A Campaign With Zaps And Marketing Automation

Now that you know a bit about how to use Zapier and Marketing Automation together, let’s walk through setting up a campaign by creating efficient marketing workflows. We’ll start with the basics: creating your zaps and setting up your automation rules.

Step #1: Connect Your Marketing Automation Platform

First, you will need to connect your marketing automation platform. You can usually do this by typing in the name of your software provider, but you could also use the Webhooks by Zapier app.

Once connected, you can send data from your platform using the Zapier automation tool.

Step #2: Choose Your Promotional Products App for the Trigger

Once your marketing automation platform is connected, you can configure the trigger.

This is where you select the Promotional Products app. The app will automatically send promotional products to your leads, prospects, and customers, enhancing your lead generation and sales efforts.

Step #3: Set Up Your Automation Rules

Now that you have created your Zap, it’s time to set up the automation rules for managing each new contact. This will tell Zapier what needs to happen for it to work.

You can set up as many rules as you need for your campaign. This will allow you to send promotional products automatically and have complete flexibility over your automation.

You can customize the timing of when these promotional products are sent out based on an action that happens in your CRM and marketing automation software.

After completing these steps, you will have a fully automated campaign that automatically sends promotional products to anyone involved in your sales process.

Why Should You Use This Technique For Customer Engagement?

Using this technique across various marketing channels will allow you to increase your engagement with prospects and customers while saving time and money. This combination also ensures a consistent brand experience across all platforms, which is excellent for creating a stand-out, solidified presence in your brand.

This process can be implemented whether your sales team is present, idle, or just you! By using these practices, you’ll save time and effort.

Ultimately, automation will increase customer engagement thanks to its consistency and accuracy.

Benefits of Sending Promotional Products with Zapier and Marketing Automation

Here are a few of the key benefits that come with implementing marketing automation tools into your work, as previously mentioned above:

• Increase customer engagement - This is done by providing your customers with promotional products as they engage across all platforms, including email and social media accounts.
• Save time and money - Automating the process of sending promotional products eliminates the need for manual input, which saves both time and money.
• Consistent customer experience - By automating the delivery of promotional products, you are ensuring that all customers receive a consistent brand experience no matter what stage of the sales process they are in.
• Increased Return on Investment - Automating the delivery of promotional products allows you to send more relevant and targeted products, which leads to an increased return on investment. 

Zapier makes it easy to automate the delivery of promotional products with its app integration features.

List of Promotional Product Companies You Can Integrate with Zapier

There are several promotional product companies that you can integrate with Zapier. Here are some of the ones we suggest checking out:

• Printfection - Printfection is a great company to use for promotional products. It has a wide range of products to choose from and offers high-quality printing.
• Printful - Printful has a wide range of products and offers high-quality printings and excellent customer service.
• Swagup - Swagup offers a wide range of products and can fulfill large orders.
• Sendoso - Sendoso offers unique promotional products and is great for customized branding.
• Postal.io - Postal.io has a wide range of products to choose from and offers excellent customer service.

All of these companies are excellent options to use with Zapier to automate the delivery of promotional products.

Tips On How To Create Successful Campaigns That Will Increase Conversions

There are a few key things to keep in mind when creating promotional product marketing campaigns to stay ahead in the marketing game:

• Keep your goals in mind - What do you hope to achieve with this campaign? Increased brand awareness, increased customer engagement, or higher conversion rates?
• Make sure your products are relevant - Your products should be relevant to your prospects, customers, and the goals of the campaign.
• Keep your branding consistent - Your brand should be the same across all promotional product campaigns. This helps increase conversion rates and allows you to scale up your business faster.
• Use trigger-based automation - Trigger-based automation is the best way to automate this process so that it runs on its own.

These are just a few tips to keep in mind when creating promotional product campaigns.

Conclusion

These are just a few tips to remember when creating promotional product campaigns.

Zapier is a powerful tool that can help increase the ROI (return on investment) of your promotional product campaigns. By combining marketing automation with Zapier, you can automate processes, save time and money, and increase customer engagement.

Contact us if you need professional assistance with setting up, managing, or understanding these technologies! We’ll work with you one-on-one and show you exactly what it takes to create an automated business plan from scratch. You won’t have to overwhelm yourself with all the required research, as we are an all-in-one resource for your automation needs!