We’re happy that you’ve chosen
to work with us!
In order to use the Covver HubSpot app you need to have a store in the Covver platform.
If you still don't have a store, please contact us directly.
Once the store is ready, an admin user will be created for you. Then, you will be able to enter the Covver dashboard.
You're in? Great! please follow the instructions below to connect your store to HubSpot!
Installing the Covver app
1.
1.
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Installing the Covver app.
Note: the person installing the app in HubSpot must be the admin in the store.-
Enter the Covver dashboard, click on “Stores” on the left side of the screen
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Hover over the HS store, click on the “CRM” button
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Choose your account
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Click on “Connect app”
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You will be redirected to an informational page, just go back to your HubSpot account
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To check if the installation was successful, click on the house icon in the top right corner
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You will see your Covver app connected
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Rewarding and withdrawing gifts
2.
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Rewarding\ withdrawing gifts for a contact.
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Go to contacts
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On the right side of the screen, you can see contact cards. Scroll down until you see the “Covver reward” card
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You can see some details for this contact - current balance, last reward date, and the Covver store link
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Click on “actions”
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Choose “reward a gift”, or “withdraw all gifts”
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Adding a Covver action to your workflows
3.
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Adding a Covver action to your workflows.
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Go to workflows
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Add new action
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On the right side of the screen, scroll down to Covver and choose the action
you want (add or withdraw gift) -
Don’t forget to add an action that notifies the contact about your action
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