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Step by Step: Holiday Shopping Guides and Small Business Saturday

Written by Melinda Haughey

This article is about the Proxi admin app at app.proxi.co.

A Holiday Shopping Guide, Shop Local Map, Shop Small Trail, Holiday Gift Guide, Small Business Saturday map, or Holiday Open House guide — whatever you call it, the goal is the same: turn "I should shop local this year" into actual feet in actual stores. Here's the build for a downtown of 40 shops, from the season-long guide to the Small Business Saturday one-day push.

1. Start With Your Business Listings

Your members are (or should be) listings in your workspace. Add missing ones on the Listings page with Add Item or Import CSV, and use Get data to fill in hours, photos, and websites. Then build the collection: New Collection → From my listings, named "Holiday Shopping Guide 2026." (See Listings vs. Collections: What's the Difference?)

2. Organize by Gift, Not by Industry

Here's the shift that makes a shopping guide useful: shoppers don't think "retail — apparel," they think "something for Dad." Set the Category options accordingly — "Gifts for Foodies, Gifts for Kids, Cozy & Handmade, Stocking Stuffers, Gift Cards & Experiences" — and give each a festive marker. Then add two fields with Add a field:

  • "Holiday Deal" — the special-offer field for each shop's promotion, with dates that match the season.

  • "Extended Hours" — so late-night shopping events show right on the card.

Turn the Category and deal fields on as filters, and pick the Holiday map style in Display → Map style.

3. Let the Shops Keep Their Own Info Fresh

December hours change weekly — don't chase them. Give every shop its own portal login:

  1. Open the shop's listing and add the owner as a contact (name + email). Give them the Manager role so they can edit.

  2. Click the invite button next to their name. You'll confirm — "Email them a link to sign in and manage this listing" — then Send invite. They get a branded email with a Manage your listing button.

  3. They sign in with their email and a 6-digit code — no password to set or forget.

  4. Once in, they can edit their name, photos, and everything under Details — including your "Holiday Deal" and "Extended Hours" fields. Those changes apply immediately, everywhere the listing appears. (The address stays admin-only, so nobody accidentally moves their own pin.)

  5. For info that lives on the shopping-guide collection specifically, their portal page shows an Edit button that opens a pre-filled form — "Edit your listing in Holiday Shopping Guide 2026." You choose whether those edits publish instantly or wait for your review (it follows the collection form's approval setting).

Two admin tips: the listing profile has a View as link that shows you exactly what that owner sees in their portal — perfect for support calls — and the Listings page shows "Invited" and "Last signed in" dates so you know who needs a nudge. The ask to each shop is one sentence: "Click the link and tell us your holiday deal and hours."

3½. Style It Like a Gift Guide

  • In Branding → Header: the guide's name as the Title, "Shop small this season" as the Subtitle, and nudge the Header size slider up if your logo deserves the room.

  • Brand colors: deep green primary with warm white text reads holiday without being loud — and we'll warn you if the pair is hard to read. Set the Featured color to gold; you'll use it for featured shops below.

  • Upload a festive Cover image — it doubles as your link preview when no share image is set — and pick a Custom font or inherit your workspace's.

  • One viewer feature earns its keep here: in Point Card → Actions, turn on Save and rename it "Add to My List" — shoppers build a gift list as they browse, and their saves land on their personal My Places page. That's a shopping guide people come back to.

4. The Small Business Saturday Play

Layer a one-day Passport on top (New Passport → Use existing collection):

  • Code Check-in with a code card at each register — shoppers check in as they buy.

  • An award like "Shopped Small at 5 Stores" with a Completion Message for a prize-drawing entry, and Receipt Check-in if you want purchases (not just visits) to count.

  • Set the Schedule to the day, share the registration QR in every shop window the week before, and reset your tester before launch.

Prefer a season-long game? Same passport, longer schedule — a "Festive Pass" that runs Thanksgiving through New Year's with weekly prize drawings from the check-in list.

5. Promote It Like a Gift Guide

  • Set a warm link preview image (Sharing section) — this link lives in Facebook groups and email newsletters all season.

  • Post category-by-category: "Gifts for Foodies — 8 downtown stops" with the map link filtered to that category by sharing after picking the filter.

  • Print the guide (Print & Export, list grouped by Category) for hotel lobbies and the visitor center, QR included.

  • Window clings with the map QR — "We're on the Shop Local Map" — make every storefront a distribution point.

6. Show the Impact

In January, pull Analytics: guide views, per-shop views and directions taps, and passport check-ins per store. "The holiday guide drove 4,100 views and 312 verified check-ins" is the sentence that renews memberships and sponsors.

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