Zapier

Step 1: Install the Springbig App in Zapier

1. Log in to your Zapier account.
2. Navigate to the Zapier App Marketplace.
3. Search for Springbig and install the app.

Step 2: Choose a Springbig Action

After installing the app, select the Springbig action you want to use.

Step 3: Connect Your Springbig Account

• Select an existing Springbig account, or
• Click Connect a new account and authenticate with Springbig.

Step 4: Enter Your API Credentials

When prompted, provide the following:

API Key

• Retrieve your API key from the Springbig platform (as described in the Springbig dashboard documentation).

Environment

Choose one of the following:

• Production (Live) – for real member data and messaging
• Gamma (Testing) – for testing and validation

Step 5: Map Member Fields

Map the fields from your source application (e.g., form, POS, CRM) to the Springbig member fields.

⚠️ Required Fields

The following fields are mandatory for creating or updating a member:

• pos_user – Your unique identifier for the member
• pos_type – The platform or source creating the member (e.g., POS name, website, app)

ℹ️

Note
Field mappings may vary depending on the application you are syncing members from.

Step 6: Test and Publish the Zap

1. Use Zapier’s Test feature to verify the connection.
2. A successful test will create or update the member in your Springbig account.
3. Once validated, publish the Zap to activate it.

Step 7: Send a Message Configuration

If you choose the Send a Message action, configure the following fields:

Message Template ID

• Select the notification message you want to send.
• The dropdown list displays the message titles saved in Springbig.

Template Image ID

• Choose the image that will be sent with the MMS message.
• You can preview images by opening the URLs shown in the dropdown.

Phone Number

• The member’s mobile phone number.

Redirect URL

• The URL the member will be taken to after clicking the link in the message.

Label (Campaign Name)

• A human-readable name for the campaign.
• This label is used for reporting, so choose clear and descriptive names.