Skip to main content

Connecting UE Advocacy to a Gifting Platform

Zapier Integration — End-to-End Setup Guide. Works with Sendoso, Reachdesk, Goody, Printfection, and more

T
Written by Tom Aristone

Overview

This guide explains how to connect UE Advocacy to any gifting platform via Zapier so that when a user redeems a reward, a gift order is automatically sent — no manual steps required.

TIP: How many Zaps you need depends on your platform. Some platforms accept the reward's Unique Identifier as a mapped field, so one Zap covers your whole catalog. Others — Sendoso included — require you to select a specific campaign in the action step, which means one Zap per campaign. Check your platform's section below before you start building.

Before You Start

Make sure you have:

  • A UE Advocacy account with rewards configured

  • A Zapier account (free tier works)

  • An account with your gifting platform (Sendoso, Reachdesk, Goody, etc.)

  • Admin access to both UE Advocacy and your gifting platform

Step 1 — Get the Item ID from Your Gifting Platform

Every item in your gifting platform has a unique identifier. You'll need this to map it to the right reward in UE Advocacy.

How to find it:

  • Sendoso: You need a Campaign ID. To get the Campaign ID: build and activate the campaign in Sendoso first, then open the Campaign ID dropdown in the Zapier action step (Step 5) and select it — Zapier reads the list live from your Sendoso account, so it is the authoritative source. Switch the field to a custom value to reveal the number it resolved to. Here is Sendoso's own article on how to create a campaign.

  • Reachdesk: Go to Catalog → select an item → copy the Campaign ID or Variant ID

  • Goody: Go to your gift catalog → select a gift → copy the Gift ID

  • Other platforms: Look for Item ID, Product ID, SKU, or Campaign ID in the item settings

TIP: Write down the ID for every item you plan to offer as a reward in UE Advocacy. You'll need these in Step 2.

Step 2 — Add UIDs to Your Rewards in UE Advocacy

Now you'll paste each gifting platform ID into the corresponding reward inside UE Advocacy. This is the key mapping that makes one Zap work for your whole catalog.

  1. Log into UE Advocacy and go to Rewards

  2. Select a reward from your catalog

  3. Open Reward Settings

  4. Find the Unique Identifier (UID) field

  5. Paste in the identifier your platform's Zapier action requires (see Step 1). For Sendoso this is a drop down menu of the Campaign ID of an activated campaign.

  6. Save the reward

  7. Repeat for every reward in your catalog

TIP: Each reward must have the correct UID matching the exact item in your gifting platform. If the UID is wrong or missing, the Zap will fail or send the wrong gift.

Step 3 — Connect UE Advocacy to Zapier

Before building the Zap, you need to authorize Zapier to access your UE Advocacy account.

  1. Log into Zapier and click Create Zap

  2. Search for UserEvidence Advocacy as the app

  3. Click Sign In when prompted and enter your UE Advocacy API key or credentials

  4. Once connected, your account will appear — Zapier will call it whatever name you set (e.g., Zealot or your company name)

Step 4 — Set Up the Trigger

The trigger fires every time a user redeems a reward in UE Advocacy.

  1. In the trigger step, select UserEvidence Advocacy as the app

  2. Set the Trigger Event to Reward Redeemed

  3. Select your connected account

  4. Click Continue

  5. Click Test Trigger — Zapier will pull a recent redemption event as sample data

TIP: If no test data appears, do a test redemption yourself in UE Advocacy first, then come back and test the trigger again.


Once you see sample data, confirm that the following fields are present:

  • User name and email

  • Reward name

  • Reward UID — this is the key field that will route to the right gift

  • Shipping address (if collected)


Step 5 — Set Up the Action

The action step sends the gift order to your gifting platform.

  1. Click + Add Action

  2. Search for your gifting platform (e.g., Sendoso, Reachdesk, Goody)

  3. Select the action event — typically:

    • Sendoso: Select the Send With Recipient Choice action. This is a campaign with one or more items the recipient picks from.

    • Reachdesk: Send Gift / Create Send

    • Goody: Send a Gift

  4. Sign in to your gifting platform account when prompted

  5. Map the fields from UE Advocacy to your gifting platform (Sendoso example below):

For Sendoso, the only required fields are Campaign ID, Recipient first & last name, Recipient Email address, Recipient Choice via (asking if they want us to send an email on their behalf or generate a gift link they can send) and Expiry Duration (number of days they want to give recipients to claim the offer before it expires. 2-30 days is the range they can select here)

Other platforms:

Gifting Platform Field

Map to UE Advocacy Field

Notes

Item ID / Gift ID

Reward UID

The key mapping field

Recipient Name

User Full Name

Recipient Email

User Email

Shipping Address

Address fields

If collected in UE

Message / Note

Custom text

Optional

Step 6 — Test and Activate

  1. Click Test Action — Zapier will send a real test order to your gifting platform

  2. Log into your gifting platform and confirm the order appeared correctly

  3. Check that the right item was selected (matching the UID you set)

If everything looks good, click Publish Zap

TIP: Once your Zap is live, every reward redemption in UE Advocacy will automatically trigger a gift order — no manual processing needed.

Important Notes

No approval queue when automation is active

When the Zap is live, redemptions are fulfilled automatically with no manual review. If you need to limit how many times a user can redeem, set those restrictions in UE Advocacy's reward settings before publishing.

One Zap per gifting platform, not per reward

If you use Sendoso and Reachdesk, you need two Zaps total — one for each platform. The UID handles routing within each platform automatically.

Shipping address collection

If your gifting platform requires a shipping address and UE Advocacy isn't collecting it, add an address field to your reward redemption form before activating the Zap.

Zap errors

If a redemption fails, Zapier emails you. In order of how often we actually see them:

  1. The wrong type of ID is in the Unique Identifier field — a catalog item or product ID where the action wants a campaign ID. The error usually reads like a missing or not-found campaign.

  2. The campaign is not visible to the action you chose — not activated, no funding source, archived, or the wrong campaign type for that action.

  3. The Campaign ID mapping resolved to blank at run time. If the error says a required field is missing rather than invalid, the mapping is pointing at a trigger field that came through empty. Open the failed run's Data in tab to confirm.

  4. An expired connection to Zapier or the gifting platform.

Did this answer your question?