Springbig + Marijuana Software

Springbig + Marijuana Software Integration Guide

Welcome to the Springbig + Marijuana Software Integration Guide!

In this course you will learn about:

  • Installing the Marijuana Software integration
  • Configuring loyalty in Marijuana Software
  • Creating new customers in the Marijuana Software system
  • Completing visits in Marijuana Software

 

Let’s get started!

Springbig + Marijuana Software Integration Guide

User interface is subject to change at the discretion of your POS provider. For the most accurate and up-to-date information, please consult your POS provider directly.

Part 1: Installation

Please reach out to your onboarding specialist / Client Success Manager regarding issuing auth token(s)

Step 1: Navigate to the Main Menu tab and click Edit Account

Step 2:

  1. Direct to the Integrations tab

  2. Click Edit

  3. Direct to the Springbig Settings

  4. Input the Springbig Auth Token

  5. Click Update Store Account to save

Note: Ensure there are no edits such as spaces before or after the auth token. If there are multiple Springbig accounts being used, do not use the same auth token from the other account.

Part 2: Loyalty

Note: Rewards are only created in the Springbig platform

Step 1: Navigate to the Springbig main menu, and click on settings and then rewards/offers

Step 2: Fill in the required fields on the offer setup:

  1. Reward name

  2. POS reward value

  3. POS reward type (%)
    Note: Only percent off is respected, not dollar off. This must be filled out, if left blank the reward will not show.

  4. POS discount amount

Note: Do not fill in the discount id/ pos string field

Step 3: Click the Active checkbox

Step 4: Click Update

Part 3: Customers

Step 1: Navigate to the Sales tab

Step 2: Click New Customer

Step 3: Under the Customer Profile page fill out the following:

  1. Fill in the members full name, phone number, email address

  2. Set Marketing Contact to true
    Note:     If Marketing Contact is set to false, then the customer will not be enrolled into Springbig loyalty. Additionally, their profile and visit history will not be sent over to Springbig.

  3. Fill in remaining required fields
    Note: Springbig uses phone number or email address as the profiles main identifier, if you omit adding one or the other, there could be a potential merge issue or duplicated profiles with different point balances.

  4. Click Save

Step 4: Customer attributes that are sent to Springbig are:

  1. First name

  2. Last name

  3. Phone number

  4. Email address

  5. Address1

  6. Address2

  7. City

  8. Region

  9. Zip

  10. Birthday

  11. Med/Rec status

Note: Customer profile updates are sent after a processed transaction

Part 4: Visits

Step 1: Navigate to the Sales tab

Step 2: Search for the customer

Step 3: Click New Order on intended customer

Step 4: Add item(s)

Step 5: Click Springbig Discount Available to view rewards/offers before the checkout

Step 6: Click Close Sale to checkout:

  1. Select payment method

  2. Enter amount

  3. Click reward

    1. Discount is applied to the final total

    2. Not stackable i.e., one redemption per transaction

    3. Discounts are cart level, not by line item

    4. Cannot cancel a redemption

  4. Once completed, click Finish

  5. If the customer wants to cancel a redemption before processing a transaction, either click Cancel or click the X button on the checkout popup.