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Getting Started

This guide walks you through the initial setup process for your Fanfare account and helps you configure your organization for the first time.

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Account Creation

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Sign Up

1. Navigate to the Fanfare sign-up page
2. Enter your email address and create a password
3. Verify your email address by clicking the confirmation link

Caption: Create your Fanfare account with email and password

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Organization Setup

After verifying your email, you’ll be prompted to set up your organization. This is a one-time setup process. Caption: Complete the organization setup to access the dashboard

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Required Information

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First-Time Dashboard Experience

When you first access the dashboard, you’ll see the quick actions panel instead of analytics data. This is because you haven’t created any experiences yet. Caption: New accounts see quick actions to help get started

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Recommended Setup Order

For the best experience, we recommend completing setup in this order:

1. Configure Organization Settings - Set up your basic organization details
2. Set Up Branding - Customize colors and logos for your experiences
3. Create Products - Add products that consumers will access through experiences
4. Create Audiences - Define consumer segments for targeted access
5. Launch Your First Experience - Create a queue, auction, draw, or appointment

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Step 1: Configure Organization Settings

Navigate to Settings > Organization to configure your basic organization details. Caption: Configure your organization’s basic settings

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Key Settings

• Company Name - Displayed in consumer-facing experiences
• Time Zone - Used as the default for all experience scheduling
• Logo - Your organization’s logo (configured in Brand settings)

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Step 2: Set Up Branding

Navigate to Settings > Brand to customize how your experiences look. Caption: Customize your brand colors and logo

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Brand Customization Options

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Step 3: Create Your First Product

Before creating experiences, add at least one product to your catalog.

1. Navigate to Products in the sidebar
2. Click Create Product
3. Fill in the product details

Caption: Add a product to make available through experiences

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Product Fields

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Step 4: Create Your First Audience

Audiences define who can access your experiences.

1. Navigate to Audiences in the sidebar
2. Click Create Audience
3. Define audience rules or import consumers

Caption: Create an audience to control access to experiences

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Audience Types

• Dynamic Audiences - Membership determined by rules (e.g., loyalty tier, purchase history)
• Static Audiences - Manually added or imported consumers
• Loyalty Tier Audiences - Automatically created based on loyalty levels

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Step 5: Launch Your First Experience

Now you’re ready to create your first experience.

1. Navigate to Experiences in the sidebar
2. Click Create Experience
3. Choose an experience type:
   • Queue - First-come, first-served access
   • Draw - Random selection from entries
   • Auction - Competitive bidding
   • Appointment - Scheduled time slots

Caption: Choose from four experience types based on your use case

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Quick Start: Creating a Queue

1. Select Queue as the experience type
2. Enter a name for your experience
3. Select the product to offer
4. Choose the audience that can access it
5. Set the start and end dates
6. Configure inventory limits
7. Click Create Experience

Caption: Complete the queue creation form to launch your first experience

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Subscription Plans

Fanfare offers multiple subscription tiers based on your needs: Navigate to Billing from the user menu to view plans and upgrade. Caption: Choose a subscription plan based on your expected usage

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Integrations

Fanfare integrates with popular platforms to enhance your workflows:

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Available Integrations

Caption: Connect Fanfare with your existing tools

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Getting Help

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In-App Support

• Click the help icon in the navigation for contextual help
• Toast notifications provide feedback on actions
• Error messages include actionable guidance

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Documentation

• Browse this documentation for detailed guides
• Use the search to find specific topics

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Contact Support

For additional help:

• Email: [email protected]
• Response time: Within 24 hours

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Next Steps

Now that you’ve completed initial setup, explore these guides:

• Experience Configuration - Deep dive into experience settings
• Audience Management - Advanced audience rules and imports
• Analytics Dashboard - Understanding your metrics
• API Integration - Embed experiences in your site