Springbig + Barnet

Barnet Integration Guide

Welcome to the Springbig + Barnet Integration Guide! 

In this course you will learn about: 

 

  • The Barnet installation process
  • Configuring loyalty
  • Creating members
  • Processing visits and refunds

 

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.

Please reach out to your onboarding specialist/customer success manager regarding issuing auth token(s).

Barnet Integration Guide

part 1: Installation

Step 1. Direct to the Barnet admin

Step 2. Click the Setup tab to open the dropdown list and then click Store/Location Info

Step 3. On the left-hand side of the page, fill in the store location name via the City field

Step 4. Direct to the top middle-right of the page and click Integrations

Step 5. Scroll to the bottom under the Springbig section

Step 6. Click Active

Step 7. Insert the auth token via the Token field

Note: Ensure there are no edits such as spaces before or after.

Step 8. On the bottom-left, click Save changes

Part 2: Loyalty

Rewards Setup

*Rewards are only created in Springbig which will automatically sync to Barnet via the checkout

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. Reward name

  2. POS reward value

  3. POS reward type (% or $).

  4. POS discount amount

Step 3. Click the active checkbox

Step 4. Click update

Offers Setup

*Offers are only created in Springbig which will automatically sync to Barnet via the checkout

These 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

Offers Setup:

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 $)

    1. (Note: Cannot be blank otherwise the offer won’t show)

  3. Discount value

  4. Expiration date

    1. (Note: only member and autoconnect offers can be left as zero/omitted)

  5. Offers per customer

 

Step 3. Ensure the offer is saved/completed:

  1. Member offer:

    1. Click active

    2. Click update

  2. Campaign offer:

    1. Click done

  3. Autoconnect offer:

    1. Click done on the bottom

Part 3: Member Creation

Step 1. Direct to the Barnet admin

Step 2. Click the Customers tab and then the Customers Group sub-tab

Step 3. Select the designated customer group. In this case it’d the be Points Customers customer group.

Step 4. Under the reward type dropdown select Points and then click Save changes.

Note: This step is required for the customer creation process.

Step 5. Direct to the Barnet POS

Step 6. Click on the Customer tab>Add Customer

Step 7. Steps:

    1. Click the Customer Group dropdown

    2. Ensure to specifically select the customer group that has the Points reward type which in this case would be Points Customers

    3. Click Continue

Step 8. Fill in desired customer information.

Note: Barnet only requires the first name field but ensure to always require at least either a phone number and/or email since Springbig relies on those as customer main identifiers) 

Step 9. To collect explicit consent if the merchant setting, force signature, is enabled, check the With Customer Email/Text Consent box. This will include a signature in the form of an image showing the box was checked upon Springbig receiving the profile.

Note: Ensure opt outs come from the Springbig platform only

Step 10. Once the customer profile is complete, click Save Changes on the bottom-left

Note: Springbig will immediately receive the profile upon customer creation without first having to process a visit. Updates are also sent upon save.

 

Step 11. Member attributes Barnet sends to Springbig (creation & updates):

  1. First name

  2. Last name

  3. Address1

  4. Address2

  5. City

  6. Zip code

  7. Phone number

  8. Email

  9. Birthday

  10. Signature

  11. POS user

Part 4: Visit & Redemption Process

Step 1. Direct to the POS portal

Step 2. Click the Customer tab and search for the desired customer

Step 3. Once located, click on the customer name to check them into the cart

Note: Ensure to only check in customers from the Points Customer group

Step 4. Navigate to the Product tab to add item(s) to the cart

Step 5. To finalize the transaction, click the Functions tab and click then the Payment button

Step 6. Then, click Yes to confirm the age

Step 7. Next, enter the transaction amount and select the payment method

Step 8. Visit attributes Barnet sends to Springbig:

  1. Brand

  2. Category

  3. SKU

  4. Name

  5. Price

  6. Total price

  7. Quantity

  8. Sold weight

  9. Unit of weight

  10. Final total

  11. Subtotal

  12. Total discount

  13. Location

  14. POS user

  15. Transaction date

  16. Transaction total Note: pre-taxes by default but can request Barnet to change it to post taxes)

  17. Total taxes

  18. Order source

  19. Payment method

  20. Payment amount

Step 9. To process a redemption, click the Functions tab and then click the Payment button

Step 10. Then, click Yes to confirm the age

Step 11. The Springbig loyalty will then pop up and show eligible rewards/offers

Step 12. Redemption notes:

  1. No stacking. i.e., only one redemption at a time

  2. Redemption only applies to the cart level, not the line item

  3. Redemption applies to the subtotal, not the final total

Step 13. To cancel a redemption before processing a transaction, direct to the Functions tab and select Void Payments, then enter the code.

Note: Refunds/voids (this includes redemption refunds/voids) do not send and would have to be applied manually within the Springbig platform.