User Journey, Migration Guide

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In order to improve the efficiency of the Splash Portal, we have introduced a powerful tool called "User journey", which controls the end user experience during the Guest WiFi onboarding process. This applies to particular events completed by users including Connect, Sign up, Sign in and Sign out. The"User journey" enables you to easily trigger the applications in the desired order after each event is completed by the end users.

You can find the configuration page by clicking on Apps in the quick access toolbar, and then clicking on the User Journey button.
This tool allows you to manage all the interactions directly from the Apps section of the Control Panel, without having to visit the management section of each application.

Using this new tool, the Tenant or the Venue Manager are able to configure two applications for each event (Connect, Sign up, Sign in and Sign out). When the event occurs, if configured, the end-user is redirected to the selected applications.
The main advantage of this approach is to improve the functionality of the Splash Portal: in fact the Splash Portal will directly launch the configured applications (if set) without needing to check all the applications, one by one. Furthermore, now it is also possible to set an order of the launched applications, something that was not possible before.

You are able to configure the new system now and changes will be updated immediately after saving. The new triggering system will be totally in place on October 22nd. Starting from this date, the old settings of the application will be removed. So we recommend that you migrate all data before this date.

Below there is a set of guidelines to support you in this process.

Unique configuration, or delegated to the Venue?

First you need to decide if you want to make the configurations directly, or you prefer to delegate this to your Venue .
This depends on your control over your Venues. "Advertising" and "Coupons" are multi-level applications that are configurable in all levels and they use the system of event triggering. Other applications are managed by the Tenant by default, but it is possible to delegate their control to the Venue as well.

You can decide about your settings event by event.
If you want to configure triggers from your level, then you need to set the "gray lock" () for the event you choose. Otherwise, you can let your Venues do this by setting the "green unlock" ().
You can delegate each single event to the Venue. So for instance you may set the configuration for one event (e.g. "Connect") and let Venue Managers handle another event (e.g. "Sign-in").



Configuration for each event

It is possible to configure the "User journey" for each event by clicking on the Select the desired App button. Then you can configure the application to trigger when the event occurs. You are able to configure up to 2 applications that will be triggered according to the order set.

Next step is to set if each application is triggered Everytime or Once every 24 hrs.


Migrating the settings of each single application

In order to maintain the settings of your application after the migration, you should follow a procedure that varies based on the application.

Please find the procedures regarding the following applications, below.

  • Advertising
  • Advertising Lite
  • Coupons
  • Coupons Lite
  • Survey

Advertising

After October 22nd 2015, "Splash ADV" banners will not work if the new system was not configured. To configure the events triggering this application, you need to check if there are active "Splash ADV" banners at the Tenant or Venue Level, with a Trigger configured (can be Connect, Sign up, Sign in and Sign out), then you need to remember these values. When a banner is active, you can find the "Pause" button () among the available options.
After that, you have to click on the Apps button in the quick access toolbar, then click on the User Journey button, and select "Advertising" as the first or second application for the events you intend to display your banners (according to your active banners).

Please keep in mind that "Advertising" is a multi-level application, and your Venues are able to configure "Splash ADV" banners.
For this reason you should also remember to delegate the control to your Venues so that they can autonomously do this task. If you don't do that, and you don't configure "Advertising" for all triggers, they will not be able to bind "Splash ADV" banners to all the events.

Please find more information here: Advertising: set up and manage your advanced advertising campaign.

Note:
As mentioned before, it is necessary to do this configuration before October 22nd in order to ensure that "Splash ADV" banners will work. 
Either way, you are not going to lose any data in this application, so you will able to configure this setting at a later time as well.
Please note that any changes made before October 22nd will be immediately active.


Advertising Lite

After October 22nd 2015, "Splash ADV" banners will not work if the new system was not configured. The system displays these banners during any "Sign-in" event.
You have to check if there are active "Splash ADV" banners at the Tenant or Venue Level. When a banner is active, you can find the "Pause" button () among the available options.
After that, you need to click on the Apps button in the quick access toolbar, then click on the User Journey button, and select "Advertising Lite" as the first or second application for the "Sign-in" event.

You can also delegate the control to your Venues, so they can bind "Splash ADV" banners with the "Sign-in" event.

Please find more information here: Advertising Lite: set up and manage your advertising campaign.

Note:
As mentioned before, it is necessary to do this configuration before October 22nd in order to ensure that "Splash ADV" banners will work. 
Either way, you are not going to lose any data in this application, so you will able to configure this setting at a later time as well.
Please note that any changes made before October 22nd will be immediately active.


Coupons

Starting from now you can configure only the event triggering in the new "User journey" section.

So you need to click on the Apps button in the quick access toolbar, find the "Coupons" application and click on its icon, then click on the Settings menu and check if there is an event configured under the Trigger option. 
The next step is to click on the Apps button in the quick access toolbar again, then click on the User Journey button and select "Coupons" as the first or second application for the event that was configured under the Trigger option.

Please keep in mind that "Coupons" is a multi-level application, and your Venues can also configure the event triggering.
For this reason you should remember to delegate the control to your Venues so they can autonomously do this task. If you don't do that, and if you don't configure "Coupons" for all necessary triggers, they will not be able to bind the opening of the application (on the Splash Portal side) to all the events.

Please find more information here: Coupons: promote coupons in your community.

Note:
As mentioned before, it is necessary to do this configuration before October 22nd in order to ensure that the "Coupons" application will open after an event.
If not configured, you will lose this information and you need to set the event trigger again in the new "User Journey" page.
Please note that any changes made before October 22nd will be immediately active.



Coupons Lite

Starting from now you can configure only the event triggering in the new "User journey" section.

So you need to click on the Apps button in the quick access toolbar, find the "Coupons Lite" application and click on its icon, then click on the Settings menu and check if there is an event configured under the Trigger option. 
The next step is to click on the Apps button in the quick access toolbar again, then click on the User Journey button and select "Coupons Lite" as the first or second application for the event that was configured under the Trigger option.

Please find more information here: Coupons Lite: set up a full coupon campaign.

Note:
As mentioned before, it is necessary to do this configuration before October 22nd in order to ensure that "Coupons Lite" application will open after an event.
If not configured you will lose this information and you need to set the event trigger again in the new "User Journey" page.
Please note that any changes made before October 22nd will be immediately active.


 

Survey

After October 22nd 2015, active surveys set to be displayed after a particular event, will not work if the new system was not configured.

To configure the events triggering in this application, you need to check if there are active surveys at the Tenant or Venue Level, set to be displayed after a particular event (can be Connect, Sign up, Sign in and Sign out). So you have to open each active survey and remember each value of the Show the survey on the following event input field.


The next step is to click on the Apps button in the quick access toolbar, then click on the User Journey button, and select "Survey" as the first or second application for these events.

You can also delegate the control to your Venues, so they can bind surveys with the appropriate end-user event.

Note:
As mentioned before, it is necessary to do this configuration before October 22nd in order to ensure that surveys will be launched.
Either way, you are not going to lose any data in this application, so you will able to configure this setting at a later time as well.
Please note that any changes made before October 22nd will be immediately active.

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