SPRINGBIG + COVA

Cova Integration Guide

Welcome to the Springbig + Cova 2-Way Integration Guide!


In this course you will learn about:

 

  • The Cova onboarding process
  • The installation process
  • Creating members
  • The transactional data ouline
  • Rewards & offers setup
  • The redemption 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.

Part 1: Onboarding

Thanks to the integration with Springbig and Cova, your customer data and transactions will be seamlessly shared with Springbig.

  • Note: Springbig and Cova have a two-way integration. This means that Springbig receives data from Cova, and if a customer is created or updated on Springbig, the data will translate over to Cova.

Regarding loyalty, please reach out to your onboarding specialist/customer success manager regarding issuing auth token(s). It is highly recommended to only enable one loyalty program at a time. Also, reach out to Cova to have the Manage Loyalty permission enabled to access Springbig loyalty.

  1. Direct to the Cova web application

  2. Navigate to the settings page

  3. Scroll down and access the Springbig Loyalty page

     4. Click Set up Integration

     5. Enter auth token

     Note: Do not edit as in no spaces before or after

     6. Toggle which locations have Springbig loyalty enabled/disabled

Cova Integration Guide

Part 2: Installation

  1. Your Springbig client success manager will send you an integration spec sheet. It will include:

    • integration start date

    • member profile retrievals or historical transaction pulls

  2. Springbig will then submit a request to access your API key Credentials from Cova

  3. We will perform a location pull and retrieve all of your active locations.

  4. We will filter to only have your preferred locations requested from your spec sheet.

  5. If requested, we can perform a member pull or a transaction history pull. Otherwise, we will just enable the integration that allows us to retrieve transactions and member profiles organically.

    • Note: the historical transaction sync pulls transactions within a start and end date. The start and end dates are required upon request.

  6. Going forward, Springbig will receive product details. The list of data retrieved for each category will be listed later in the guide. Springbig also receives any refunded or voided transactions.

Springbig Sending Members to Cova

With the new two-way integration, members that were created or updated in Springbig will be sent to their Cova POS. You should reach out to your Springbig client success manager to enable this integration.

  • Members can be created in the Springbig app or using the join form

  • Members can be updated in the Springbig app or the customer’s wallet

  1. Create a customer in Springbig either in the Springbig app or the join form

     2. Click the update button to save the customer profile

     3. The member data will then be created in your Cova POS

    • Member data sent to Cova

      1. First name

      2. Last name

      3. Phone number

      4. Email address

      5. Birthday

      6. Med/Rec

Note: after creating a member, the default setting is that you cannot update members in Springbig so that there is one central place to do member updates. Speak to your Springbig client success manager to allow member updates on Springbig as well.

Part 3: Member Creation

  1. From your Cova dashboard, navigate to Customers.

  2. From there, click on New Customer.

  3. Fill in the fields as indicated.

     4. Click the save button to capture the customer’s profile

    • Member data sent to springbig:

      1. First name

      2. Last name

      3. Phone number

      4. Email address

      5. Birthday

      6. Address

        1. City

        2. Region

        3. Zip code

        4. Country

Add Member to UI

If you do not want to add in a customer through the traditional method, you can also add member directly to the UI

  1. Click Attach Customer to create a new customer at checkout

     2. Click New Customer to begin the creation process

     3. Use the indicated fields to enter the customer’s information

     4. Click Create Customer to complete the creation process

Part 4: Transactional Data

  1. The transactional data that will be sent to Springbig

    1. Transaction date

    2. Item name

    3. SKU number

    4. Quantity sold

    5. Item price

    6. Order total

Product Data:

The product data that will be sent to Springbig

  1. SKU number

  2. Product classification

  3. Product name

  4. Product brand

Part 5: Rewards & Offers Setup

Rewards Setup

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

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

      2. Cova will retrieve the following required attributes:

    1. Reward name

    2. POS reward value

    3. POS reward type (% or $).

    4. POS discount amount

    3. Click the Active

    4. Click Update

Offers Setup

*Rewards are only created in Springbig in which will automatically sync to Cova 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 Continued

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

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

    1. Offer for customer

    2. Discount type (% or $)

    3. Discount value

    4. Expiration date

      1. (NOTE: only member and autoconnect offers can be left as zero/omitted. Also, this value does not display at the Cova checkout)

    5. Offers per customer

      1. (NOTE: this value does not display at the Cova checkout)

     3. Ensure offer is saved/completed:

Member offer:

  1. Click active

  2. Click update

Campaign offer:

  1. Click done

Autoconnect offer:

  1. Click done on the bottom

Part 6: Redemption Process

     1. Proceed to the cart, attach customer, add items, and click Take Payment

NOTE: Customer automatically syncs once clicking Take Payment if the Cova profile does not yet exist in Springbig.

Customer attributes sent to Springbig:

    • First name

    • Last name

    • Email

    • Phone number

    • Pos user

     2. Click on the box displaying the points balance and number of available rewards

     3. Click USE to select reward or offer

NOTES:

  1. Non stackable

  2. Rewards are indicated if points are required while offers do not

  3. A discount’s value cannot surpass Purchases Eligible for a Reward

     4. To cancel a reward, scroll down the invoice summary via the payment screen, click the X icon.

     5. Then click Yes, remove to complete the reward cancellation.

Notes:

  • Redemption refunds/voids are not supported.

  • Offers cannot be canceled upon redeeming, only rewards.

  • Redemption is calculated on the post taxes cart total