Welcome aboard! Whether you’re here to celebrate a teammate’s birthday or launch a global swag storefront, this guide will get you moving in minutes.
1️⃣ Step 1: Set Up Your Account
Before you send a gift, let’s make sure the "plumbing" is ready.
Add a Payment Method: Head to the Billing tab to add a credit card or set up a prepay balance. Learn how to add a billing method here.
Invite Your Team: If you need colleagues to help manage gifts, invite them as Admins. How to manage user access.
2️⃣ Step 2: Choose Your Gifting Style
How do you want to delight your recipients?
Send a Single Gift: Perfect for one-off celebrations or "thank yous." How to send a gift.
Branded Swag: Design custom, printed-on-demand swag, or order bulk/kit swag. Get started with Swag.
Automate Birthdays, Anniversaries, & New Hire gifts: Set it and forget it! Let Snappy handle the milestones for you. Setting up automations.
3️⃣ Step 3: Send Your First Campaign
Ready to go live? Follow our foolproof campaign checklist:
Select a Collection: Choose from our curated gift sets based on your budget.
Personalize the Experience: Pick a digital "wrapping paper" and write a custom note.
Upload Recipients: Drop in a CSV or type in names and emails.
Review & Launch: Double-check your budget and hit send!
📚 Essential Resources for New Admins
I want to... | Read this Guide |
Learn about Collections | |
Connect HRIS, Slack, or Teams (Elevated & Enterprise) | |
Read Case Studies | |
Learn about the impacts of systemic gifting |
💡 Three Pro-Tips for Success
Picking the Right Collection: Not sure what gift to choose? Our AI-powered collections automatically show recipients the trending items they are most likely to love.
Spread the Word: Let your recipients know that you've partnered with Snappy to recognize their efforts and explain how to claim a Snappy gift.
Loop in Your Org: Make sure Snappy emails get delivered by sending our Approved List to your IT team (aka Whitelist), add Snappy as an Approved Vendor with Finance, and share your Gratitude Wall with leadership after sending your first campaign!