Springbig + Alleaves Integration

Alleaves Integration Guide

Welcome to the Springbig + Alleaves Integration Guide!

In this guide you will learn about:

 

    • Installing Alleaves POS
    • Setting up rewards & offers
    • Member creation
    • The visit and redemption processes
    • The refund process

 

Let’s get started!

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.

Alleaves Integration Guide

Part 1: Installation

Please reach out to your Onboarding Specialist or Client Success manager regarding issuing auth token(s).

Step 1. Direct to the Alleaves online portal

  1. Navigate to the top right

  2. Click the gears icons (settings)

Step 2. Click Loyalty

Step 3. Then, click Springbig

Step 4. Ensure Integration Enabled is toggled to ON

Step 5. Insert the auth token(s)

Note: Ensure there are no edits such as spaces before or afterward. Also, ensure each auth token is placed into its respective location. If there is more than one Springbig account being used, do not use the same auth token from one Springbig account for another Springbig account’s location.

Step 6. Click Save

Part 2: Rewards Setup

Rewards are only created in Springbig.

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

Step 2. Fill in these required fields on the reward setup:

  1. Reward name

  2. POS reward value

  3. POS discount value (% or $).

    Note: Cannot be blank, otherwise reward won’t show

  4. POS discount amount

    Note: Do not fill in the discount ID / POS string field

Step 3. Toggle the status at the top to on

Step 4. Click save changes

Part 3: Offer Setup

Offers are only created in Springbig

There are 3 types of Springbig offers:

  1. Member offers:

    1. Direct to the left-hand Springbig menu

    2. Click settings

    3. Click rewards/offers

    4. Scroll down

    5. Click + new offer.

  2. Campaign offers:

    1. Direct to the left-hand Springbig menu

    2. Click campaigns

    3. Click new campaign

    4. Scroll down

    5. Click add extension

    6. Select digital voucher

  3. Autoconnect offers:

    1. Direct to the left-hand Springbig menu

    2. Click autoconnects

    3. Click new autoconnect

    4. Select intended autoconnect

    5. Select track offer

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

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

  1. Offer for customer

  2. Discount type (% or $)

    Note: Cannot be blank, otherwise the offer won’t show

  3. Discount value

  4. Expiration date
    Note: Only member and autoconnect offers can be left as zero/omitted

  5. Offers per customer
    Note: Do not fill in the discount ID / POS string field

Step 3. Ensure the offer is saved/completed:

  1. Member offer:

    1. Toggle the status at the top to on

    2. Click save changes

  2. Campaign offer:

    1. Click done

  3. Autoconnect offer:

    1. Click done on the bottom

Note: The Alleaves Discounts page has no interaction with Springbig loyalty.

Part 4: Member Creation

Step 1. Direct to the Alleaves online portal

  1. Click on the Sale tab

  2. Click Customer Management

Step 2. Click Add Customer

Step 3. Fill in the member information:

  1. Only first name, last name, and date of birth are required for Alleaves member creations, but please fill in the email or phone number since Springbig uses those as unique member identifiers. Otherwise, there might be duplicate profiles with separate point balances

Step 4. When you are finished completing the profile, click Save

Step 5. To send a profile to Springbig directly without the need to complete a visit:

  1. Direct to the SELL tab

  2. Click Point of Sale

  3. Use the customer search bar

  4. Select the intended customer by clicking their name

5. On the POS customer profile, click Loyalty Opt-in on the bottom left-hand of the page

6. Fill in the email and phone number, then enable the consent toggle and click Sign Up

Step 7. Member attributes sent from Alleaves to Springbig:

  1. First name

  2. Last name

  3. Phone number

  4. Email

  5. Address1

  6. Address2

  7. City

  8. Zip code

  9. Medical card expiration

  10. POS user

Note: Alleaves does not send explicit consent other than sending the customer profile

Part 5: Visit and Redemption Process

Visit and Redemption Process

Step 1. To check-in a customer:

  1. Direct to the SELL tab

  2. Click Point of Sale

  3. Use the customer search bar

  4. Select the intended customer by clicking their name

Step 2. Add item(s) to cart

Step 3. Springbig loyalty:

  1. Direct to the left hand of the page and select available offers/rewards

      2. Select Apply

        3. Note:

    1. For rewards, must have sufficient amount of points
    2. Discounts are calculated by the subtotal
    3. Discounts are stackable by default
    4. Discounts can reduce the subtotal to $0
    5. Cannot redeem the same discount twice
    6. Can redeem as many different rewards as long as there is a sufficient amount of points

      4. To remove a discount, direct to the middle-right of the page under Loyalty and click the trash icon

Step 4. To tender:

  1. Click Amount Due on the bottom-right

  2. Confirm age

  3. Enter amount

  4. Click payment method

  5. Click submit

Step 5. Visit attributes sent to Springbig from Alleaves:

  1. Transaction total

  2. Transaction date

  3. Order source

  4. Location

  5. Total price

  6. Unit of weight

  7. Solid weight

  8. SKU

  9. Price

  10. Quantity

  11. Category

  12. Brand

  13. Name

  14. Discount

  15. POS user

  16. POS ID

Part 6: Refund Process

Step 1. After completing a transaction

  1. Click Edit

     2. Click Return

     3. Select the item(s)

     4. Select Return Area

     5. Click Amount Due

     6. Confirm age

     7. Select return method

     8. Click OK

Step 2. OR:

  1. Direct to the SELL tab

  2. Click Customer Management

  3. Search for the intended customer

  4. Click the Order History customer tab

     5. Click Load ot select the order to refund

    6. On the bottom-right of the screen, click Load Order in POS

     7. Repeat the steps as per bullet 1 in the Refunds section

Note: Voids do not give back points for the visit or redemption

  • Refunds only give back points for the visit, but not for the redemption