Marketing Automation Overview

Automate EVERYTHING with your Social Wi-Fi Platform.  Watch this video to learn more:

How To Setup An Automation

  1. Click on the Wi-Fi Automation Tool on the left menu

  2. Click on Add New Automation
  3. 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

  4. Choose your desired Integration Action

    This can be:

    • Email
    • SMS
    • Active Campaign
    • Get Response
    • iContact
    • MailChimp
    • Webhook
    • Infusionsoft
    • Ontraport
    • PunchCards (MobiPunch)
    • Zapier
    • Square -- NEW Integration
    NOTE: You must add an Integration prior to selecting it as an Action.

  5. Once you select your Integration and set the appropriate Account/List, click SAVE and you're good to go. 

  6. You can then view all activity, including any send errors, in the Automation History Report.

That's it!  

From now on every time a user connects to your Wi-Fi network as defined in the automation steps above, the automation will run using your rules.
If you have any questions about this, please contact our support team by clicking the support icon in the bottom right-hand corner of this page.

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