How to obtain participant data from a promotion Follow
In all promotions created with Easypromos, the administrator can obtain the data of the registered users and their entries.
Depending on how you need to work with this data, Easypromos offers different options: you can manually download the data in a CSV file, synchronize it with a CRM or Email Marketing tool, connect it with other applications through Zapier, or use the Easypromos API and Webhooks to develop a custom integration.
This article explains the different available options so you can choose the one that best suits your needs.
These are the available options:
Export data in a CSV file.
Synchronize data through a native integration.
Send data to other applications through Zapier.
Extract or send data via API and Webhooks.
1. Export data in a CSV file
The simplest option to obtain participant data from a promotion is to use the export system available in the User Manager.
From this tool, you can generate and download Excel/CSV files with the data registered in the promotion. Depending on the type of information you need, there are different export options available:
- Users: allows you to download the complete list of registered users or, in Multi-stage promotions, the users from a specific stage.
- Winners: allows you to obtain the list of all winners, filter them by dates, or download only the winners of a specific prize.
- Ranking: in promotions with a participant ranking, this option allows you to download the overall ranking or the ranking from a specific stage.
- Entries: allows you to export all entries, entries from a specific stage, or those registered within a certain date range.
This option is especially useful when you need a one-time data extraction to later work with it in Excel, Google Sheets, a database, or another external tool.
Check the following tutorial to learn about the different export options available in detail:
2. Synchronize data through a native integration
If you need to automatically send participant data to your CRM or Email Marketing platform, Easypromos has native integrations with various platforms.
Native integrations allow you to directly synchronize the users registered in the promotion with the external platform, without the need to manually export and import data.
Available platforms include HubSpot, Mailchimp, ActiveCampaign, Brevo, Campaign Monitor, Constant Contact, GetResponse, Klaviyo, among others.
This option is recommended if Easypromos has a direct integration with the platform you regularly use.
Check all available integrations and access the specific setup tutorial for each platform:
3. Send data to other applications through Zapier
If the tool you use does not have a native integration with Easypromos, another option is to use Zapier.
The integration with Zapier allows you to connect Easypromos with the applications available on this platform and automate data transfer based on different events that occur in a promotion.
For example, you can set up an automation to:
- Save each new registered user in a Google Sheets document.
- Add new leads to a CRM.
- Add participants as subscribers in an Email Marketing tool.
- Receive a notification when a new entry is registered.
- Automatically execute other actions when a user wins or claims a prize.
This way, you can automate data transfer without having to develop your own integration.
Check the following tutorial to learn all the possibilities and how to configure the integration:
Note: The integration with Zapier is only available for promotions created with the Easypromos White Label version.
4. Extract or send data via API and Webhooks
For projects requiring a custom integration with proprietary systems or external applications, Easypromos offers two options for developers: the REST API and Webhooks.
Both options require programming knowledge but address different needs.
REST API
The Easypromos REST API allows an external system to connect with Easypromos to programmatically query and obtain data from a promotion.
Through the API, it's possible to access different types of information, such as registered users, their entries, prizes and winners, rankings, participation stages, or virtual coin transactions.
You can, for example, use the API to:
- Import registered users from promotions into your own database or user management system.
- Obtain the list of winners and prizes to process from an external system.
- Query the entries made by users.
- Get the ranking from a promotion to display it on an external website.
This option is suitable when you need your own system to automatically query Easypromos data or want to develop a fully customized integration.
Note: The REST API is available for clients with a White Label or Corporate plan and does not allow obtaining data from Premium or Basic promotions.
Webhooks
Webhooks allow sending information generated in a promotion to an external system in real time.
Unlike the REST API, where the external system must make a request to query information, with Webhooks, Easypromos automatically sends data when a specific event occurs.
You can configure Webhooks to receive information when:
- A new user registers.
- A new entry is registered.
- A user wins a prize.
- A user completes the prize claim form.
- A virtual coin transaction takes place.
For example, you can configure a Webhook so that each time a new user registers in the promotion, their data is automatically sent to your CRM or user management system.
This option is especially useful when you need to receive and process data in real time, without having to periodically query the API to check for new information.
Note: Integration with Webhooks is only available for promotions created with the White Label version of the platform and requires advanced programming knowledge or the help from a developer.
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