How to get started with Tillo

We want to help you get set up with Tillo easily and quickly. As soon as you get access to your Tillo account, you can start exploring the hub and completing your profile. At the same time, your technical integration can get underway in your sandbox account, which is your very own testing environment that we create for you.

Here, we explain what to do next if you have just been set up with a Tillo account.

Get logged in

When your Tillo account has been created, you will receive an email inviting you to set a password. You can then login to your hub here: https://app.tillo.io/

Technical setup and API integration

We’ve made integrating our powerful API as straightforward as possible. Your technical team can start integrating and placing test orders straight away in the Tillo sandbox - a safe testing environment that is entirely separate to your main Tillo account. We have set the Technical Contact from your sign-up form up in your sandbox, and they can easily invite additional users to the account if required. If you are the technical user and have received a sandbox login, head here to find out how to start your API integration in sandbox.

Explore the platform

Whilst your technical integration gets underway, you can start exploring your hub. Log in and take a look at the different pages in the hub from the left hand navigation bar.

The hub is where you manage your Tillo account. When you have completed onboarding and are live on the Tillo network, you’ll get instant, transparent access to live sales data, invaluable audience insights and reports from the Dashboard (the first page you see when logging in), and an Order history page. You will also be able to use your hub to manage your brand relationships, fund your floats, and much more.

There are some things you won’t be able to do on the platform until you are live and transacting. So for now, you cannot place any orders or complete any transfer requests in the Monies on Account tab. You are also not yet visible to brands on the network. However, you can start exploring the Brands page: click on the Available tab to browse our full catalogue.

Exploring and adding brands

When it comes to adding brands to your catalogue, some brands have a sign-off process in place, which means they choose to review and approve new partner requests. Other brands do not require any sign-off, and are immediately available to add to your catalogue (and start purchasing when you are live). If you would like to start adding brands to your catalogue, we recommend starting with the brands that will be available immediately. You can view these by using the 'pre-approved' filter on the left hand side of the Available brands page. This guide explains how to add these brands.

For brands that do have a sign-off process in place, our onboarding team will help you kick off these relationship requests as soon as your contract is complete.

Complete your profile

To speed up your onboarding and help you launch quickly, this is a great time to complete your company information. Your company page is how you will appear to brands on the network when they are reviewing which partners to work with, so having a complete profile really helps to set you up for a successful launch.

In your account, head to your Company page and complete the following sections:

To update your details, click on the wrench to edit, the tick to save your changes, or the cross to cancel. This article explains more about editing your information.

From the Company page, you can also update your Contact Information and personalise your settings and emails. Admin users can manage and add new users to the account from the Users tab.

Why do I need to upload a user journey?

Certain brands request to see the journey your customers will take to purchase their gift cards. That’s why we’ve made it really easy to upload the user journey to your profile for brands to access. These can be updated at any time. Read a step-by-step guide on uploading your customer journey here.

What happens next?

When your contract is signed, a member of the onboarding team will be in touch to support you through the next steps. This includes brand requests, taking you through a full demo of the platform, and kicking off plans to launch you onto the network.

How to get support

We are on hand to help and answer any questions you have. Just head to ‘Help’ in your account to access our friendly support team, or you can send an email to onboarding@tillo.io. For any technical questions around your integration, please contact our tech team at techteam@tillo.io.