SPRINGBIG + LIGHTSPEED SERIES X

Springbig + Lightspeed X Series Integration Guide

Welcome to the Springbig + Lightspeed Integration Guide!

Springbig has partnered with Lightspeed offering a 360 integration in which customer data is seamlessly synced between both systems along with receiving transaction and redemption data powering all of your marketing and loyalty needs.

In this course you will learn about:

  • The Lightspeed Installation process
  • Configuring loyalty
  • The member process in Lightspeed
  • The visit process in Lightspeed
  • Processing refunds in Lightspeed

 

Let’s get started!

Springbig + Lightspeed X Series 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/customer success manager regarding integration as we need to complete the set-up for you.

Step 1. Log in to your Springbig Platform

  • Click on Settings 

  • Click Account

  • Click Basic Settings
  • Click “Connect with Lightspeed X”

Step 2. Follow the onscreen prompts to login to your Lightspeed Account

Note: Currently, only one Lightspeed Domain can be supported per Springbig plaform via OAuth connection.

Step 3. Springbig will complete the setup and enable your integration. You will receive automated email updates along the way

Part 2: Loyalty

Please coordinate with your account manager/onboarding specialist when creating
rewards/offers

Rewards Setup

Note: 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

Offers Setup

*Offers are only created in Springbig

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:

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

    1. (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

Lightspeed Promotions

Rewards and offers will automatically send to Lightspeed

Step 1. Direct to the Lightspeed left-hand menu

  1. Click on the Catalog tab (the tag icon)

  2. Click the Promotions subtab

Note: The Lightspeed Loyalty page has no interaction with Springbig loyalty

Part 3: Members

Step 1. Direct to the Lightspeed left-hand menu

  1. Click on the Member tab (the people icon)

  2. Click the Customers subtab

Step 2. Click Add Customer

Step 3. Fill in the member information:

  1. Fill in first name, last name, and phone number/email.

    1. The phone number/email acts as the main customer identifier in regard to Springbig’s merge logic, otherwise, not providing either will create duplicates and separate customer point balances.

    2. Lightspeed allows duplicate profiles with the same phone number, but not email.

  2. Fill in other desired fields

Step 4. Once complete, click Create new customer

Step 5. Upon completion, Springbig will receive the customer

Step 6. Springbig also receives member updates upon save

Step 7. Member attributes Springbig receives:

  1. First name

  2. Last name

  3. Phone number

  4. Email

  5. Email enrollment

  6. Address1

  7. Address2

  8. City

  9. Region

  10. Zip code

  11. Birthday

  12. Gender

  13. Location

  14. Customer group

Note: Lightspeed does not provide SMS enrollments to Springbig.

Customer Groups

Create a customer group and tag customers to send catered Springbig offers/vouchers

Step 1. Navigate to the Customers tab on the left-hand menu and then click the Groups sub tab.

Step 2. Click Add Group, enter name and click Add Group to finish.

Step 3. Direct to the Customers sub tab, edit/create a customer, select Customer group and click Save changes.

Note: If a customer group is already selected and the customer group is changed to a different one, the customer group that was already selected is still saved/tagged in Springbig.

Step 4. Customer groups in Springbig will be tagged under the Discounts segment.

Member 2-Way

Please reach out to your Onboarding Specialist / Client Success Manager to enable the member 2-way which Springbig pushes member creations and updates to Lightspeed

For the Springbig member to send to Lightspeed, the first and last names need to be filled

Lightspeed receives the following attributes from Springbig:

  1. First name

  2. Last name

  3. Phone number

  4. Email

  5. Email enrollment

  6. Address1

  7. Address2

  8. City

  9. Region

  10. Zip code

  11. Birthday

  12. Gender

Part 4: Visits

Step 1. Direct to the Lightspeed online portal:

  1. Click on the Sell tab (the cart icon)

  2. Click the Sell subtab

Step 2. Add item(s) to cart

Step 3. To use Springbig loyalty, click Promo Code

Step 4. Direct to the Springbig wallet

Step 5. Redeem offer/reward

Step 6. Click redeem in store

  • Note: Do NOT click redeem online

Step 7. Copy and paste code into the Promo Code field and click Add

Step 8. To remove the Springbig discount, click Promotions and then click the trash icon

Note: Springbig discounts are non-stackable i.e., only one discount per sale. 
Discount applies to the subtotal

Step 9. When ready, click Pay

Step 10. Select payment method

Step 11. Enter payment amount

Step 12. Click Complete Sale

Screen Shot 2024-11-01 at 11.14.13 AM

Part 4: Refunds

Step 1. Direct to the Lightspeed online portal:

  1. Click on the Sell tab (the cart icon)

  2. Click Sales History subtab

Step 2. Select the intended process transaction to refund

Step 3. Click Return items

Step 4. Follow the same steps similarly to completing a sale

Note: Voids are not supported

  • Redemption refunds are not supported