Marketing Automation Overview
Automate EVERYTHING with your Social Wi-Fi Platform. Watch this video to learn more:
How To Setup An Automation
- Click on the Wi-Fi Automation Tool on the left menu
Click on Add New Automation
Complete your desired Automation Trigger
Automation Name- Enter a name relevant to your setup (Ex: MailChimp Automation)
Trigger - Setting that determines when an automation occurs. Your options to select here are - Connect (when a guest initially connects to the WiFi), Disconnect(when a guest turns 'OFF' their WiFi or their session has expired), Inactivity(when a guest has not reconnected to the WiFi for a number of pre-set days, Birthday(when it is a guest's birthday)
Delay - Setting that determines if there will be any delay enforced once a Trigger is executed. As a default setting, this is set to Real-Time, i.e.- No Delay
Send - Setting that determines the frequency at which your automation occurs. Your options to select here are - Always(automation enforced every time a Trigger is met), Once(automation enforced the first and only time a Trigger is met), By Visits(automation enforced based on a condition of a guest's visit count)
Location - Setting that assigns your automation to a Location. You may set the automation to more than one location
Campaign - Setting that assigns your automation to a Campaign. You may set the automation to more than one Campaign
Choose your desired Integration Action
This can be:
NOTE: You must add an Integration prior to selecting it as an Action.
- Active Campaign
- Get Response
- PunchCards (MobiPunch)
- Square -- NEW Integration
Once you select your Integration and set the appropriate Account/List, click SAVE and you're good to go.
You can then view all activity, including any send errors, in the Automation History Report.