Welcome aboard! Whether youâre here to celebrate a teammateâs birthday or launch a global swag storefront, Snappy's got you covered.
1. Set Up Your Account
Before launching your first campaign, ensure your administrative settings are configured:
Add a Billing Method: Click on the âď¸ icon > Billing to add a credit card or prepaid account balance. (See: How to manage billing methods)
Invite Team Members: Add colleagues as Admins to help manage gifts and campaigns. (See: How to add a user)
2. Choose Your Gifting Style
Select the approach that best fits your immediate goal:
One-Time / Scheduled Gift Sends: Send instant individual gifts or schedule team rewards. (See: How to send a gift)
Automate Milestones: Set up automated campaigns for birthdays, work anniversaries, or new hires. (See: Setting up automations)
Branded Swag: Design items with your company logo to send instantly, launch a company store, or order bulk/kits. (See: Branded Swag)
3. Launch Your First Campaign
Ready to send? Follow these four quick steps:
Select a Collection: Choose a curated, budget-friendly gift collection, or create your own.
Personalize: Pick a digital wrapping paper theme and write a custom message.
Add Recipients: Upload a CSV file or enter email addresses directly.
Review & Send: Verify your budget and launch your campaign.
3 Quick Tips for Success
Let Snappy Help: Unsure which gifts to feature? Let our Assistant create collections to display trending, highly-rated items.
Prep Your IT & Finance Teams: Share our Approved List (See: IT Approved List) with your IT team to ensure email delivery, and set up Snappy as an approved vendor with Finance.
Notify Your Team: Share our guide on How to Claim a Snappy Gift (See: Recipient Guide) so your recipients know what to expect.
Quick Links
Collections: [All About Collections]
Integrations: [Connect HRIS, Slack, or Teams]
Case Studies: [See How Other Companies Use Snappy]
Strategy: [From Moments to Momentum: Year-Round Recognition]