Connect with Snappy to fulfill agent rewards.

The Agent Connect and Snappy integration associates agent rewards with Snappy campaigns. As agents earn rewards for providing outstanding customer experiences and managers mark those rewards as fulfilled, Agent Connect will prompt Snappy to send the agent a reward.

Follow the steps below to integrate your Agent Connect organization with a Snappy account:

1. Open the Areas of Excellent or Rewards page (Settings > Rewards/Areas of Excellence).

2. Open the Rewards tab.

3. In the modal window that appears, click Connect to my Snappy account.

   

4. Enter your Snappy API key into the provided field, then click Connect.

   

5. Configure each reward level individually:

   1. First, select a level (small, medium, or large).

   2. Choose a Snappy campaign via the Select Snappy Campaign dropdown menu.

   3. Select a reward to associate with the selected level and campaign.

   4. Repeat the process for the remaining reward levels.

   

   We recommend using campaigns specific to each reward level, because agents will be able to select any gift in the campaign of the reward level they earn. If you decide to use a campaign that already exists in your Snappy account, and that campaign contains gifts of a higher budget than you intend, you will not be able to limit the agent from selecting those items.​​

6. Configure reward thresholds for each level to determine how many votes an agent needs before earning a reward.

   

   Typically, clients use ~25 votes for small reward, ~50 for medium, and ~75-100 for a large reward. The more expensive the reward items in your Snappy campaigns, the higher you may want to make your rewards thresholds to balance spending on your rewards program.

   Note: Reward thresholds are required when using the Snappy integration.

7. Select a star count that must be met before presenting the rewards option to survey respondents.

   

8. Click Save when finished.

Now that the rewards program is configured, Agent Connect will track customer votes automatically. Once an agent has received enough votes to earn a reward, a manager or administrator can open the Unfulfilled Rewards report in Agent Connect and click Fulfill when they are ready to fulfill the reward.

Clicking Fulfill will mark the earned reward as fulfilled (setting the count back to zero for that agent and reward level) and Agent Connect will advise Snappy to send the reward. Snappy will send an email to the agent with the option to choose a reward from the appropriate campaign. Snappy will then ship the reward to the agent.