Log into your Zapier Account.

Connect and authorize RegFox and Gmail within Zapier. Please read the following help article where that process is covered: Authorize Software In Zapier

Now that everything is connected, select "Make A Zap" button on the upper left side to start the magic.

Trigger is the software sending the data, type in RegFox and select.

Choose The Trigger Event: RegFox has 4 trigger events, new order, new registrant, new donation, and New Deposit Payment.

- New Order: Lists only the available financial information such as billing details, transaction reference, order number, and check-out total.
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- New Registrant: Lists registration page information that is on the published page. Billing information is available.
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- New Donation: Will list donation information fields, donation amount, date, were fees covered, how much were the fees, is it a recurring donation, and the recurring date. Registration information and billing are also included.
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- New Deposit Payment: Will list deposit payment amount, deposit process date, next processing date, deposit email, deposit ID, deposit payments left, deposit schedule. Registration and billing information is also available.
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Choose Account is where you choose the linked RegFox account. You can also connect a new RegFox Account by clicking the Manage button.
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Set Up Trigger is where you select the RegFox campaign you want to gather the data from to send to Gmail. Multiple campaigns can be selected.
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Test The Trigger will not pull in real data, you can skip this step. If you do test the trigger the system will show pre-filled information.

Action is an event a Zap performs after it starts. RegFox is sending the data to the software you select here, Select Gmail.
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After selecting Gmail, you will now select the Action Event for what is going to be performed. Send or Create Email will be the most common.
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Choose Account is the same as Step 6. If your Gmail account was authorized beforehand it will be in the drop-down menu. If another Gmail account is needed select the Manage button in the right corner. of the window
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Set Up Action is where your creativity can be put on display. Go down the list and fill out the normal email sections: To, CC, BCC, etc. You can select click into the field and choose an option from the RegFox page, such as Billing Email or Registrant Email, for the To section.
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For a field like CC or BCC, this will most likely be a standard admin email that is not collected on the event page. Typed in those email addresses you want to keep in the loop.
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The body section is the part where the email is created. This is where you can add in RegFox fields from your page to fill in parts of the email that you want to be customized based on the submitted information from your customer.
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Test the Zap, again with pre-filled information from us, and turn it on if you are ready for it.