Create a Flow and add a Trigger Rewards

Creating a Flow in Salesforce for Xoxoday Plum Reward Automation

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Before you get into creating your flows, you need to Create a Campaign and automation in Xoxoday Plum, Add the Xoxoday Refresh widget, and refresh it, to have all your old and new automation synced in.

Getting Started with Xoxoday Plum

​How to Add the Widget to the Homepage​

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Step 0: Once you have added the widget click on "Refresh".

Step 1: On the homepage, Go to Navbar->Select Setup and Click on "Setup"

Step 2: On the Setup Dashboard, Search for "Flows" under Process Automation and Click on "New Flow".

Step 3: Now select the template type and Configure the Start Trigger Settings, Under Object: Select Lead/Contact and Click "done".

Step 4: Now next step would be to add a new element: from options select "Create records".

Step 5: Edit the Create Records settings and under object look for "XoxodayRewardFlowAutomations" and then Click "Done". (refer to above image)

Step 6: Now add another element and Select "Get Records".

Step 7: Edit the Get Records settings and under object look for "XoxodayRewardFlowAutomations" Once done, "Filter XoxodayRewardFlowAutomations Records" has to be updated. - In fields select "id" - In Values look for "Record (single) variables" ->Select your Xoxoday automation->Select "ID"

Step 8: Now the element that has to be added is "Action": Add element->Select Action->Uncategorised-> Action name: Xoxoday Plum Reward API.

Step 9: Update Input fields as per your flow (refer below image)

Step 10: Now "Save" your flow and Activate it.