Triggered Campaigns

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Triggered Campaigns is an application that allows the company/venue manager to set up a campaign so messages reach end-users when they perform specific actions (e.g. after an end-user opens the Welcome Portal).

Admin Panel management

To access this application, click on the quick access toolbar on the left, Manage → Apps → Marketing → Triggered Campaigns. Here you can create new/edit/view a list of available campaigns.

SMTP settings

It is not mandatory to configure a SMTP server. If you leave this at default settings, then the sender of your campaign will be Volare. If you want to add a custom email server, then you need to click on the Settings button, found in the main view. Configure a source email address that will be used as the sender of the message.

If your account belongs to Google, Yahoo, Hotmail, or Outlook, you have to select the proper domain in the Well-known SMTP drop-down menu. Then the system will fill the SMTP Host, Port and Type of encrypted connection inputs.

Otherwise, select "Custom" for this input, and manually fill in the data.

  • SMTP host
  • SMTP port
  • whether authentication is required or not.

If SMTP authentication is required, then the following information must be provided:

  • Email: the username for SMTP authentication.
  • Password: the password for SMTP authentication.
  • Type of encrypted connection: this indicates whether you intend to encrypt the message, or not. You can select:
    • None (no encryption)
    • SSL
    • TLS

You can check if your configuration is working by clicking the Send button. If SMTP data is correct, the system will prompt a message stating it has been successfully sent. 

Creating a new triggered campaign

By clicking on the Add button, you can create a new campaign through a step-by-step procedure:

  • Trigger
  • Location (active only if the "Segment" application has been enabled)
  • Channel
  • Audience
  • Content
  • Options (active only if the "Segment" application has been enabled)
  • Review

Trigger

By setting up a campaign, you can send messages to end-users. This first step defines what this event may be.

Choose from the following events:

  • Beacon Proximity: if the "Beacon" application is enabled, you can use your beacons to send your campaign to end-users through mobile push notification.
  • Connect: when the end-user opens the Welcome Portal for the first time.
  • Log in: when the end-user tries to log in or register on the Welcome Portal.
  • Log out: when the end-user tries to log out from the Welcome Portal

If the "Segment" application is not enabled on your company account, then it is possible to set a "delay" in this step. More precisely, if you enter a number in the input field called Delay the campaign after the action, then once the end-user performs the selected action, and after the set amount of delay time passes, then he or she receive will receive the message. If no value is specified in this field, then no delay is applied.

Example
If you choose Log in as the trigger and set a 5-minute delay, then the campaign will be sent 5 minutes after the end-user connects to the Internet.

If the "Segment" application is enabled on your company account, then you will find this input in the step called Options.

Channel

This step determines how the message reaches the end-user. The available options are:

If Trigger is: Beacons

If you selected Beacon Proximity during the Trigger step, then you can select the following channels:

  • Push notification: by configuring this option, it is possible to set a beacon that is compliant and configured on the platform, to send a push notification to a mobile device with a specific app installed (the app must use the Cloud4Wi Mobile SDK for iBeacon).
    • Light Box: the notification is displayed as small window in your client
    • Full Screen: the notification is displayed full screen in your client

If Trigger is: Connect, Log in or Log out

If you selected Connect, Log in or Log out during the Trigger step, then you can select the following channels:

  • Text message: if the end-user has a phone number specified and has agreed to receive marketing communications, then the message is sent to that mobile phone (if text messages are available on the venue).
  • Email: if the end-user has an email address specified and has agreed to receive marketing communications, then the message is sent to that email address.

Audience

Set the conditions that need to be satisfied before delivering the message. The available options are:

If Trigger is: Beacons

If you selected Beacon during the step called Trigger, then you will find two field sets:

  • Define the scenario
  • Select beacon

In Define the scenario you can choose between the following scenarios:

  • Immediate range: sends a mobile notification when the client is very close to the nearest beacon.
  • Near range: sends a mobile notification when the client is approximately 1-3 meters from the nearest beacon.
  • Far range: sends a mobile notification when the client is farther than the Near range of the beacon.
  • Enter range: sends a mobile notification when Immediate rangeNear range or Far range are satisfied.

In Select beacon, you can associate the campaign to your beacons by moving them from Available to Selected. When a client approaches the range of a selected beacon, the campaign will be triggered and the message will be delivered. Filter by allows you to filter your results by tag or by venue (if you are at company level).

If "Segment" has never been enabled and Trigger is: Connect, Log in or Log out

If the "Segment" application has never been enabled and you select Connect to Wi-Fi, Sign-in or Logout during the Trigger step, then you can set up maximum two rules to match the users that will be the target of your campaign. The campaign is sent when at least one of your conditions are satisfied ("OR" logic).
For each rule, all the conditions must be simultaneously satisfied ("AND" logic).

You can add the following rules:

  • Audience: Enable a campaign to be sent when it matches the details of the end-user who performs the action on the Welcome Portal. Conditions are:
    • Gender: male, female, or unknown.
    • Age: less than a specified age, more than a specified age, a specified age range, or an unknown age.
    • Content type: depends on how the end-user performed the authentication on the Welcome Portal (Social login, or traditional login).
    • Retention: the minimum number of visits (successful authentications) to the Welcome Portal.
  • Time: it is possible to enable a campaign to be sent in a particular time. Conditions include:
    • Frequency: Just once, once a day, once a week or once a month.
    • Time slot: a particular range of time.
  • Place: it is possible to enable a campaign to be sent when the end-user is in a particular place. Conditions are:
    • Network: a particular set of venues or access points.
    • Location: a city and its neighbors (it is possible to specify a maximum radius where the campaign is enabled to be sent).
  • Device: it is possible to enable a campaign to be sent when the end-user opens a Welcome Portal with a particular device. Conditions include:
    • Browser: if the end-user is opening the Welcome Portal with a particular browser.
    • OS: if the end-user is opening the Welcome Portal with a particular Operating System.

Please note that the application automatically sets Frequency = "Once a day" if you choose Connect during the first step. This is only a suggestion that the application gives you in order to avoid sending too many messages to your end-users, but you are free to remove or modify this condition at any time during the creation or modification of your campaign.

If "Segment" has been enabled and Trigger is: Connect, Log in or Log out

The "Segment" application allows itself to define groups of end-users according to the conditions set. These groups are called "segments". If this application is enabled on your company, then you can use the segments defined in the applications in order to choose the target for your marketing campaign.

Content

In this section, you can create the content of the message. The available options are:

If Trigger is: Beacons

If you selected Beacon during the Trigger step, then you can choose between the following content types:

  • Coupon: in the mobile notification you can send the content of any coupon campaign defined by using the "Coupon" application. You have to specify the URL of the campaign generated by the application and a notification text displayed in the application.

Please note that you can organize these messages for each language supported, or define content per language.

If "Segment" has never been enabled and Trigger is: Connect, Log in or Log out

You can specify the following content types:

  • Rich text: in SMS text messages you need to specify the text of the message. In emails, you need to specify the subject and the content of the message, and you can specify the sender if valid data has been specified in SMTP settings.
  • Email template: it is possible to use the templates and the text created in the  "Emails" application.

When setting up your message. please consider that you should define content for each supported language.

 

Summary

In this last step you must confirm the choices in the previous three steps, and add the following data:

  • Campaign name: the name of the campaign that you are going to create.
  • Valid from: the time period during which the campaign is valid.

Once all the data has been entered, you can save the campaign by clicking on the Save button.


The campaign is then saved and displayed in the main list.

Modifying or deleting an existing campaign

You can modify the details of a campaign at a later time. To do this, click on the Edit button for the specific campaign. To delete an existing campaign, click on the Delete button for that campaign. You can also select the desired campaign using the appropriate checkbox and then click on the Bulk Actions drop-down menu and select Delete.

Displaying global statistics for your company or venue

By clicking on the Statistics button on the main page, you can get a report about the messages sent from the system to your end-users.

Filter the data by:

  • Campaign
  • Venue
  • Access point

It is also possible to view a line chart displaying the number of sent messages during a specific time. You can see the list of last messages sent to end-users as well.

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