Your core company information dictates how your brand is presented to recipients and how your invoices are billed.
Who can edit this? Only Dashboard Owners have access to company-level settings.
How to access: Click your initials in the top right-hand corner of the Dashboard and select General.
What you can update here:
Company Name: Your legal entity name, which will be reflected on your billing invoices.
Display Name: The forward-facing name recipients will see. This populates automatically when you use the
@companynamemerge tag in gift emails.Logo: Your primary company logo.
Note: Any changes made in the "General" tab apply globally across all sub-accounts under your company Dashboard.
Managing Sub-Accounts
Snappy allows you to create multiple sub-accounts under your main company Dashboard. This is perfect for separating budgets, teams, or departments (e.g., Sales vs. HR).
Owner vs. Manager Access
Dashboard Owners have full visibility and control over all company-wide settings, billing, and all sub-accounts.
Dashboard Managers only have visibility and editing access for the specific sub-account(s) they are assigned to.
Account Actions
Create a New Account (Owners only): Click your initials > Accounts > + Create Account. Note: Because accounts act independently, you must assign a specific billing method to each new account you create.
Deactivate an Account: Click the three dots next to an active account and select Deactivate. (Any pending gifts sent from this account can still be claimed by recipients unless they expire).
Edit an Account Name: Hover over the account and click Edit. (Managers can do this via the Account Settings tab on the left-hand navigation menu).
Setting Up Default Gift Customizations
To save time and ensure brand consistency, you can set "Default Settings." Whenever you build a new campaign, these settings will apply automatically (though you can always override them on a per-campaign basis).
Note: Changing default settings only applies to new campaigns created going forward; it will not retroactively alter live campaigns.
Where to set defaults:
Company-Level (Owners only): Click initials > General > Default Settings. (Applies to all accounts).
Account-Level (Owners & Managers): Click Account Settings on the left menu > Default Settings. (Applies only to that specific sub-account).
What you can customize:
Gift Branding: Set your default email subject lines, body copy, digital unwrapping animations, and greeting card messages.
Advanced Settings: * Expiration: Set a standard timeframe for how long gift links remain valid (e.g., 60 days).
Checkout Disclaimer: Add custom legal or tax disclaimers that appear when recipients check out.
Redirect URL: Specify a webpage where recipients are sent immediately after claiming their gift.
Reminders: Automatically enable or disable the automated gift reminder emails.
Display Name & Logo Overrides: If a specific department wants to use their own logo instead of the main company logo, you can set an Account Display Name & Logo. When building campaigns for that account, use the
@accountnamemerge tag instead of the company tag!
Personal Profile
To update your own Name, Login Email, or Password:
Click your Initials in the top right corner.
Select Profile.
Make changes as necessary.