We have created a zap template that will quickly create the desired workflow in zapier for you. Click below and use the template mentioned. Using the template will prefill most of the information for you saving time and reducing errors.
You can also follow below mentioned detailed steps to create a zap.
1. Click the + button.
2. Click "Zaps"
3. Click "Trigger"
4. Select 'Rival' .
5. Click 'choose an event' to select your trigger event.
6. Select "New Chat Response for Qualified Participant" and press "continue"
7. A pop-up window will open up. Now we need to connect Rival with Zapier.
8. On the Rival Platform, navigate to your domain and go to settings tab
9. Click on 'Applications'
10. Click "CREATE NEW".
11. Enter in your contact details and press "create".
12. Click "CREATE NEW" under API Keys.
13. Enter a name
14. Double-click this text field.
15. Going back to the Zapier page (step 7) x-application = Application ID
16. Copy the API Key from Rival Platform
17. Enter the number copied into the "API Key" field.
18. Click "Yes, Continue to Rival"
19. Now your Zapier account is connected to Rival! Press "continue".
20. Click "Choose value…" and select the Research Domain you just connected.
21. Leave the chat value empty as we want to award all chats
22. Head over to Rival Platform and create a new chat in the Research Domain that you just connected to via Zapier
23. Create a chat with an email card added and publish
24. Click "HIDDEN VARIABLES"
25. Click "_RewardPoints"
26. Enter a value and press save
27. Click "PROCEED"
28. Click "DISTRIBUTE" and create an external so you can take the chat
29. Take the chat and enter in an email.
Note: an email address is required, as this is how the record will be identified on BHN.
30. When you run the test on Zapier, you should see the test record.
31. You can see here that it located the email entered, and the reward points are 5, which means the test was successful!
Press "continue with selected record"
Note: If you use the chat complete events in Zapier, please make sure you are collecting the email address before the chat complete participation marker in your chat. This will ensure the email address gets passed over to Zapier.
32. Now press "add step" and let's add in a filter
33.Click 'Filter'
34. Click "Choose field…"
35. Select "Date Values Reward Points"
36. Click "(Number) Greater than"
37. Type "0"
38. We want to add this filter so that zaps won't run if no reward points are available.
Press Continue.
39. Confirmation that this worked
40. Now let's connect BHN. Press add step and click "BHN Rewards"
41. Click the "*EventRequired" field.
42. Select "Updates Points", press "continue and let's connect the BHN account
43. On BHN, click "Settings"
44. Click "Integrations"
45. Click here.
46. On Zapier, press add account, and then continue. In the configure page, select your BHN account
47. Now your BHN account is connected to Zapier. Press "continue"
48. Click here.
49. Click "Data Values Reward Points"
50. In the 'Contact email' field select "Data Participant Email"
51. Click "Data Values Reward Points"
52. If you've collected a first name, you can also add that in
53. In the 'Reference ID' field, select Data Participant ID
54. Under Comments, add "Data Chat Name", "Data Chat ID"
55. It should look like this. Press "continue" and test the step.
56. Here's the data received by Zapier from Rival
57. Click "Data out". This is the information pushed from Zapier to BHN
58. Now, on BHN, click "Points"
59. 'Click "Contacts"
60. This is the contact Zapier created
61. You can see 5 points has been added
62. The participant ID has also been added to "Reference ID"
And we are done testing! Now you can turn on your zap.