Welcome aboard! Whether you’re here to celebrate a teammate’s birthday or launch a global swag storefront, Snappy's got you covered.
1. Set Up Your Account
Before launching your first campaign, ensure your administrative settings are configured:
Add a Billing Method: Click on the ⚙️ icon > Billing to add a credit card or prepay balance. ([Link: How to manage billing methods])
Invite Team Members: Add colleagues as Admins to help manage gifts and campaigns. ([Link: How to manage user access])
2. Choose Your Gifting Style
Select the approach that best fits your immediate goal:
One-Off / Spot Rewards: Send instant individual gifts or scheduled team rewards. ([Link: How to send a gift])
Automate Milestones: Set up automated campaigns for birthdays, work anniversaries, or new hires. ([Link: Setting up automations])
Branded Swag: Design print-on-demand items, bulk kits, or launch a company store. ([Link: Get started with Swag])
3. Launch Your First Campaign
Ready to send? Follow these four quick steps:
Select a Collection: Choose a curated, budget-friendly gift collection.
Personalize: Pick a digital wrapping paper theme and write a custom message.
Add Recipients: Upload a CSV file or enter email addresses directly.
Review & Send: Verify your budget and launch your campaign.
3 Quick Tips for Success
Let AI Help: Unsure which gifts to feature? Choose our AI-powered collections to display trending, highly-rated items.
Prep Your IT & Finance Teams: Share our Approved List ([Link: IT Approved List]) with your IT team to ensure email delivery, and set up Snappy as an approved vendor with Finance.
Notify Your Team: Share our guide on How to Claim a Snappy Gift ([Link: Recipient Guide]) so your recipients know what to expect.
Quick Links
Collections: [All About Collections]
Integrations: [Connect HRIS, Slack, or Teams]
Case Studies: [See How Other Companies Use Snappy]
Strategy: [From Moments to Momentum: Year-Round Recognition]