SETTING UP YOUR SPRINGBIG PLATFORM

SET UP FOR SUCCESS

This is your first look at your Springbig platform home page and settings. This page will cover the Springbig Home Page and the Settings tab on the platform and show you how to set up your platform and locate important links / invoices.

Start this course to learn more and feel free to login at springbig.io to follow along in your own platform.
Tip: Use Chrome or similar browsers for the best experience.

HOMEPAGE SETTINGS

TRACK YOUR PERFORMANCE AT A GLANCE

Log in to your home page dashboard to begin your onboarding experience. 

In this section, we will cover:

  • Home page navigation
  • Reporting and KPIs
  • Shortcuts available from the home page

Get here by navigating to the home button on the left side navigation

HOMEPAGE SETTINGS

CUSTOMER SETTINGS

MANAGE AND GROW YOUR CUSTOMER BASE

The Customer Settings page is your central hub for managing and growing your member base. Learn how to search for and edit customer profiles, add new members to your platform, and ensure your customer list stays up-to-date. This section also covers the check-in process, providing step-by-step guidance to streamline customer sign-ins and ensure a seamless experience for both your staff and your members.

CUSTOMER SETTINGS

ACCOUNT SETTINGS

MANAGE YOUR ACCOUNT WITH EASE

View the plan you are currently signed up for, your join date, monthly credits, when you’ll get billed and more. 

Navigate to settings – account

ACCOUNT SETTINGS TUTORIALS

BASIC SETTINGS

MANAGE YOUR ACCOUNT WITH EASE

From within Basic Settings, you’ll be able to set your profile details, update your address, email and other contact details. You’ll also be able to add your logo, and create a wallet homescreen icon for your customers/members. You’ll also add your privacy policy link and terms & conditions to your join form.

Navigate to settings – account – basic settings

BASIC SETTINGS TRAININGS

BRANDS SETTINGS

MANAGE YOUR ACCOUNT WITH EASE

The Brands Settings page is tied to our Brand sponsorship program. Before you add your preferences, reach out to your Client Success Manager. 

Brands by Springbig is a co-marketing sponsorship program that connects cannabis brands with retailers. To learn more, click Brands Marketplace on the Springbig platform and check out our Brands Marketplace course.

Navigate to settings – account – brands settings

BRANDS SETTINGS TRAININGS

PROGRAM SETTINGS

FINE-TUNE YOUR LOYALTY PROGRAM

Program Settings is where you will:

  • Enable your loyalty program
  • Set your loyalty points
  • Enable bonus points based on specific parameters
  • Expire your points.

If you are running loyalty with us, this is where you set the point value and accrual rate for your loyalty program. You can decide between points per dollar (PPD) or points per visit (PPV), and set an expiration date for your customer’s loyalty points. 

If you are not running loyalty, no worries, this setting can be disabled.

Navigate to settings – account – program settings

PROGRAM SETTINGS TRAINING

FILE EXCHANGE

SECURELY SHARE AND RECEIVE FILES WITH EASE

The File Exchange is our document sharing module. 

This is where your integration guides, API information and reference documents will be hosted, as well as any data sensitive documents that the Springbig team shares with you and your staff.

Navigate to settings – account – file exchange

FILE EXCHANGE TRAINING

STASHBOARD SETTINGS

TAILOR YOUR STASHBOARD TO FIT YOUR BRAND

From this page, you can make customer facing changes that will appear in your campaign Stashboard. 

Edits can be made to:

  • Static Stashboard Header – Add links that your customers can click to get to your website, social, or menu.
  • Theme – Change the color for buttons that will appear in your customer’s wallet / stashboard.

 

Navigate to settings – account – stashboard settings

STASHBOARD SETTINGS TRAINING

BILLING INFO

MANAGE YOUR BILLING WITH EASE

This is where your invoices live each month. This will also host the last five months of invoices for you to reference, and even download and print. You can also add a credit card to keep on file or choose ACH.

Navigate to settings – account – billing info

Billing Info Training

SHARING LINKS

SEAMLESS WAYS TO GROW YOUR MEMBERSHIP

From the Sharing Links section, you have various options to get your customers/members to join your program. We will review each option in the next page, but this section requires special attention as it is one of the most important aspects of your platform. By offering these options to your customers, you are giving them an easy way to join and give you permission to reach out via text, email, etc. 

Navigate to settings – account – sharing links

Sharing Links Trainings

MANAGE USERS

MANAGE USER ACCESS AND PERMISSIONS

From this section, you can add users to your Springbig platform. These are users that will be working with you on your platform, and NOT your customers/members. Examples of users can be your business partner, Budtenders, marketing team, etc.

Navigate to settings – account – manage users

Manage Users Trainings

TABLET SETTINGS

STREAMLINE CUSTOMER ENGAGEMENT WITH TABLETS

Utilize this section to create tablets that connect to our Springbig tablet apps for your stores / events. The Tablet section is also used to set up integrations (no need to view / edit integration specific tablets).

After this section, you should be able to:

  • Understand the main functions of the tablets section
  • Know how to setup a Springbig tablet if needed
  • Recognize that your integration may be set up in the tablets section

This video shows how to navigate to the Tablets page.

Tablet Settings Training

GROUP SETTINGS

SEGMENT YOUR CUSTOMERS

Group settings allow you to view all and edit some of the segments and filters you can utilize when creating campaigns, autoconnects, member offers, etc.

This section on groups settings will define the available group settings and how to utilize this page. After completing this section, you should be able to:

  • Know which groups need to be built and how to set them up
  • Know which groups are automatic, and how to edit / add new parameters to existing segments.
Group Settings Training

REWARDS AND OFFERS

CREATE AND MANAGE YOUR REWARDS & OFFERS

Rewards and Offers allow you to set up your reward tiers, and view offers that you can send to your member’s wallets.

After completing this section, you should be able to:

  • Set various reward tiers and levels
  • Add images to your rewards
  • Create member offers

Rewards and Offers Training

MOBILE APP HUB GUIDE

CUSTOMIZE AND MANAGE YOUR MOBILE APP EXPERIENCE

Mobile App Hub gives you the tools to design, customize, and manage your branded mobile app or web wallet — all within the Springbig platform. From colors and icons to rewards, menus, and in-app content, create an experience that keeps your customers engaged and coming back.

After completing this section, you should be able to:

  • Customize your app’s branding and visual theme

  • Update your app’s navigation, modules, and content

  • Manage in-app features like rewards, offers, and messaging

Mobile App Hub Guide