Pro Tip: Use the menu on the right to jump to a specific section
Adding New Recipients
To grant users access to your Swag Store, you must first add them to your recipient list. We require basic information (First Name, Last Name, and Email Address) to create their profile, but you can also include optional details like Department, Birthdate, and Start Date for future automations.
Navigate to the Points tab in your Store Dashboard.
Choose your preferred method for adding users:
Add Manually: Ideal for a small handful of users. Simply click Add Recipient and type their information directly into the dashboard fields.
Import CSV: The fastest method for large teams. Click Import, download our standard CSV template, fill in your employee data, and upload the file.
Automating Your Roster with HRIS (BambooHR)
Instead of manually adding and removing employees as your company grows, you can sync your Swag Store directly with your Human Resources Information System (HRIS).
Currently, Snappy Stores supports a direct integration with BambooHR.
How it works: Once connected, your Swag Store will automatically sync with your BambooHR employee directory. When a new hire is added to BambooHR, they are automatically added to your Swag Store. When an employee leaves the company, their Swag Store access is automatically revoked.
How to set it up: (Insert the specific steps/hyperlink to your BambooHR API key setup here).
💡 Don't use BambooHR? > Please reach out to our support team to see if your specific HR platform is compatible with our other syncing methods!
Editing Recipient Information
If an employee changes their name, switches departments, or updates their email address, you can easily update their profile to ensure they don't miss any reward notifications.
Navigate to the Points tab in your Store Dashboard.
Use the search bar to locate the specific recipient.
Click the 3-dots icon (or Edit button) next to their name.
Update the necessary fields in their profile and click Save.
Removing Recipient Entries
If an employee leaves the company or no longer needs access to the Swag Store, you should remove them from your active recipient list.
Navigate to the Points tab in your Store Dashboard.
Locate the recipient you wish to remove.
Click the 3-dots icon next to their name and select Remove or Delete.
What happens to their unspent points? When a recipient is removed from your store, their account access is immediately revoked. Any unspent points remaining in their wallet will be automatically withdrawn and returned to your overarching store budget to be used for future rewards.