GolfNow Central. Marketing User Guide. February 2018

Transcription

1 Marketing User Guide

2 Table of Contents Course management Player Rules Booking Engine settings Connecting to your Social Media accounts How to send and schedule a one-time campaign How to send and schedule a recurring campaign Accessing the course specific image library Utilizing SpamAssassin Creating promo codes Enhanced statistics Detailed Activity view

3 To access GolfNow Central (GNC) Marketing, your marketing command center, for your course, navigate to manage.golfnowcentral.com. Course management To change settings, navigate to the Course Management section of GNC Marketing. This will include four (4) main areas: Customers, Social Media, Rates and Course Settings. Customers 1. Click the Menu button in the top right corner of the page. Choose Management. 2. Click View under the Customers section to add, edit or remove a customer. Creating a new customer 1. Click the Create a New Customer button. 2. Fill in the appropriate fields. 3. Toggle to either Opt-In or Opt-Out a customer to receive or text marketing messages. 4. Click Create Customer at the bottom of the page. Editing a customer 1. Click the View button on teh customer s line. 2. Edit in the appropriate fields. 3. Toggle to either Opt-In or Opt-Out a customer to receive or text marketing messages. 4. Click Save Changes at the bottom of the page. Social media 1. Click the Menu button in the top right corner of the page. Choose Management. 2. Click View under the Social Media section to connect your golf course account to Facebook and Twitter. This gives you the ability to post marketing messages to Social Media. 3. Click Connect to Golf Course s Social Page and authorize the use of the account by entering the username and password for the associated account. Rates 1. Click the Menu button in the top right corner of the page. Choose Management. 2. Click View under the Rates section to control which tee times will be atatched to your campaign. 3. Click Show on the rate sets that you want tee times to be pulled from in your campaign. 4. The tab labeled Inactive will show your inactive rate sets. If you would like to use one of these, please make it active under Configure Rate Sets first. Additionally, you will configure Player Rules within the Rates section, if you d like to utilize Player Rules. Please see that section (page 4) for more information. 3

4 Player Rules Within GolfNow Central (GNC) Marketing, navigate to the Rates Management screen. From the top right menu, select Management. Click View under Rates. The next screen that loads is the Rate Management screen. Within the Rate Management screen you will see tabs for the following: Current Rates: Active rate sets that can be displayed on the course booking engine Inactive: Inactive rate sets that cannot be shown on the course booking engine until made active again NEW! Rules: This new tab is specifically to set up Player Rules How do I enable a Player Rule? Once you have created rules, please reach out to the GolfNow Cares team at GOLF to enable player rules for your GolfNow Booking Engine 4.0. Creating a rule By default, every course has one (1) rule already created, titled Default. The default rule is automatically generated and will allow all rates to continue to display on the booking engine. You can edit the rule to update settings, as needed. Currently, only Days In, Days Out, and Credit Card Required are the only fields you can update. Please note, you cannot add tags to this rule, as this rule is for people who have not logged into the booking engine yet. This means they do not have a GNC Marketing Profile or Customer Record, which is needed to apply a tag to a customer. To create a new Rule: Click the green Create a new rule button on the right side of the Rules tab. You will be navigated to the General tab. Fill in the following information: Rule Name: Choose a name for the rule you want to create. Ex: If you are setting up a rule for what inventory your members can see, you might title this Member. Days In: Number of days IN from the start of the booking window when this rule should be applied. Ex: If your members can book starting 3 days from today, but not sooner, you would put a 3 in this section. Days Out: Number of days OUT from the current day that this rule should be applied. Ex: If your members can book up to 14 days from today, then you would put a 14 in this section. Credit Card Required: There are 3 options here: Use Course Default, Required, Not Required. Ex: If your members have zero-dollar tee times and you don t want them to have to enter their credit card information, you would put Not Required. Priority: This dictates which rules will be applied to the booking engine first. Ex: If your member rule is your most important, you want to set that priority as 1. Rules are handled in numerical order. Tags: This defines who each rule is applied too. Remember, rules only apply to someone once they have logged into the booking engine, which means they have a GNC Marketing Customer Record. That record needs to be tagged to match the rule they fall under. Please note, tags are inclusive. This means that a customer will need to meet all customer tag conditions in order for the rule to apply. Ex: You would check off Member for the member rule you are creating. Next, navigate to the Restrictions tab. This is where all of your ACTIVE rate sets are displayed. If you are missing a rate set, please make sure it is marked as ACTIVE in GNC Admin. For each rate set there is a day of the week, then a drop down menu. The drop down has 3 options: Not Allowed, All Day and Custom. Details are on the following page. 4

5 Player Rules, continued Not Allowed: For the rule you are creating and the customer type you selected this tag for, those customers would not be able to see this rate set. Ex: If you are setting up your member rate set and the first rate displayed is your general Online Rate, you would select Not Allowed. This is because Members have a special rate set. All Day: For the rule you are creating and the customer type you selected this tag for, those customers can see this rate for the entire day. Ex: If you are setting up your member rate set, you would select All Day from the drop downs that are located next to your member rate set. Custom: For the rule you are creating and the customer type you selected this tag for, those customers can see this rate for a specific time of day. Ex: If you are setting up a member rate set and you only want them to see member rates for Saturday and Sunday afternoon, then you would update the custom times to the afternoon for Saturday and Sunday on the drop down menu. Here is an example of two (2) different rules set up for two (2) types of members. Gold Members This is the most important member type I have, so my priority is 1. They pay $0 for their rates and do not have to enter their credit card information. Additionally, their customer tag is Gold Member. Anyone with that tag who logs into the booking engine will see ONLY these rates (images below). Bronze Members This is the third type of member level I have, so my priority is 5. My silver members have a priority of 3. They pay a reduced rate, but still need to enter their credit card information. Additionally, their customer tag is Bronze Member. Anyone with that tag who logs into the booking engine will see ONLY these rates. (images below). 5

6 Booking Engine settings General tab 1. Click the Menu button in the top right corner of the page. Choose Management. 2. Click on the Settings tab, then View under the Booking Engine Settings section. 3. You will find the following information under the General tab: Max Days Out: How many days in the future you would like to allow reservations Tee times per hour: How may tee times per hour that will show on the booking engine Same day reservation window: How far out from present time we should block reservations for tee times booked today Hide side banner: Selecting YES will ALWAYS hide the sale banner Enable Profiles: Enables the ability for a user to book with a profile Enable Rules: Enables applying rules to inventory on the booking engine Allow singles: Select if you allow singles to book online Transportation: Select if you allow walking for online reservations and if you want to default to walking 4. Additionally, you can select the following: Mobile header image Booking window Automatically tag customers who book online Google analytics setup 5. Select Save changes once complete. Home page tab 1. You will find the following information under the Home page tab: Welcome Message: This message appears on the first page of your booking engine 2. Select Save changes once complete. Checkout page tab 1. You will find the following information under the Checkout page tab: Marketing opt-in: This section allows users to select the opt-in status for and mobile/sms. Required fields: Select the required fields for the checkout page on the booking engine Tee time policy: This appears when a customer clicks the link on the check out screen. 2. Select Save changes once complete. 6

7 Connecting to your Social Media accounts Facebook 1. From the menu in the top right, click Management. 2. Click View under Social Media. 3. The next screen defaults to the Facebook tab. 4. Click the button that says Connect to Course Partners Facebook Page. 5. Two (2) dialog boxes will appear: The first dialog box appears within GNC Marketing titled Social Network: Facebook. It will show the progress of the connection to Facebook. The second dialog box is a new browser window that opens Facebook. 6. On the Facebook browser window, you will be prompted to log in (if you are not already). 7. Once you have logged in, a message will appear asking you to give GolfNow permission to manage your pages and publish to them. You must click OK in order for GNC Marketing to post to your Facebook page. Please note: GolfNow will post only to the Facebook page you specify within GNC Marketing. 8. Once you click OK on the browser window, you will be brought back into GNC Marketing with the available pages populated halfway down the page. 9. Please carefully select the available page that associates with your golf course, as there are various pages on your Facebook Profile that GolfNow can potentially post to. In the example (below left), Inniscrone is the selected golf course. 10. You will see the following (below right), if you have connected your Facebook Profile properly. Selecting Available Golf Course Page Screen to Confirm Facebook Profile Connection 7

8 Connecting to your Social Media accounts Twitter 1. From the menu in the top right, click Management. 2. Click View under Social Media. 3. Navigate to the Twitter tab. 4. Click the button that says Connect to Course Partners Twitter Page. If you are already logged into your Twitter account, you will be automatically connected. The page will reload, and show you have successfully connected. If you are NOT already logged into your twitter account, a window will appear prompting you to login (pictured, right). 5. Once you have filled in your information, click Sign In. The window will reload and show a successful message. 6. The window will close once the process is finished, and the GNC Marketing page will reload showing you have been successfully connected. 8

9 How to send and schedule a one-time campaign 1. From the top right menu, select Marketing. 2. Next, select View under Campaigns. You will be taken to the Campaign Management screen. 3. Click the green Create a new campaign button in the top right. 4. You will then be taken to the Campaign Editor screen. 5. Give your campaign a name. This can be the subject line of the campaign, or a reference so you can easily identify the campaign at a later date. 6. There are six (6) tabs to complete while creating and editing a campaign, highlighted in sections A-F (below). A B C D E F Campaign tabs A. B. C. D. E. F. Customers tab: Define the customers who should receive this message. Selecting None will send the message to everyone opted-in to receive marketing messages from the course. The Standard Conditions options are predefined system-wide queries, designating a specific group to receive your marketing message (i.e. birthday). Course Tags are the course specific tags that have been assigned to the customers in their database. Promotion tab: To include a promotion with the campaign, choose or create it from this screen. tab: To include an with the campaign, choose and customize your template from this screen. If you do not want to include an with the campaign, please remember to toggle it to Off. Text Message tab: To include a text message with the campaign, select Yes for sending a text on this screen, and customize your text message. Social Media tab: To send the campaign to your social media platform, link your Facebook and/or Twitter accounts and customize your message on this screen. Schedule and Review tab: This is where you can opt to send the campaign immediately, or schedule out when to send your campaign. 7. Once you have built out your schedule, reviewed the , and passed the SpamAssassin score, the button at the bottom left will appear green and clickable. Click the button to schedule the campaign. 8. To review your scheduled campaign, click the Scheduled tab within Campaign Management. You will see a blue line that says Notice and displays the next send time. 9

10 How to send and schedule a recurring campaign Please note, sending a recurring campaign is only available for GolfNow PLUS clients and courses who are utilize GolfNow tee sheet technology. If you are interested in this feature, please reach out to your MSM. 1. From the top right menu, select Marketing. 2. Next, select View under Campaigns. You will be taken to the Campaign Management screen. 3. Click the green Create a new campaign button in the top right 4. Select Recurring from the drop down menu. 5. You will then be taken to the Campaign Editor screen. 6. Give your campaign a name. This can be the subject line of the campaign, or a reference so you can easily identify the campaign at a later date. 7. There are six (6) tabs to complete while creating and editing a campaign, highlighted in sections A-F (below). A B C D E F Campaign tabs A. B. C. D. E. F. Customers tab: Define the customers who should receive this message. Selecting None will send the message to everyone opted-in to receive marketing messages from the course. The Standard Conditions options are predefined system-wide queries, designating a specific group to receive your marketing message (i.e. birthday). Course Tags are the course specific tags that have been assigned to the customers in their database. Promotion tab: To include a promotion with the campaign, choose or create it from this screen. tab: To include an with the campaign, choose and customize your template from this screen. If you do not want to include an with the campaign, please remember to toggle it to Off. Text Message tab: To include a text message with the campaign, select Yes for sending a text on this screen, and customize your text message. Social Media tab: To send the campaign to your social media platform, link your Facebook and/or Twitter accounts and customize your message on this screen. Please note, sending a recurring social media campaigns is only available for GolfNow PLUS clients. If you are interested in this feature, please reach out to your MSM. Schedule and Review tab: This is where you can opt to send the campaign immediately, or schedule out when to send your campaign. 8. Within the last tab of the Campaign Editor, Schedule and Review, you will set up the recurring schedule for the campaign. 10

11 How to send and schedule a recurring campaign, continued 9. There are four (4) main areas to complete when scheduling out your Recurring campaign. The example (below) highlights sending a Recurring campaign on a weekly basis. Weekly basis scheduling of a Recurring campaign Red Box Weekly and Monthly Toggle Change this toggle based on how often you want to send your Recurring campaign. The example (above) is set to send weekly. Blue Box Select how often you want to send the campaign and on what day of the week. The example (above) is set to send every week on a Sunday. If you wanted to send your campaign every other Sunday, place a two (2) in the text box. If you wanted to send your campaign on a Thursday instead of a Sunday, uncheck the box next to Sunday and check the box next to Thursday. Green Box Select the start and end date for the campaign and what time of day you d like the campaign to send. The example (above) is set to start on and end on Additionally, the campaign will send at 12:00am. Please note, the time of day is when the campaign will be queued. If it s a high-traffic time of day (for instance, Friday at 2:00pm), the might not send exactly at 2:00pm but within 30 minutes of the designated time. Purple Box This is where you can see all of the send times based on the schedule you have built out. 11

12 How to send and schedule a recurring campaign, continued 10. The example (below) highlights sending a Recurring campaign on a monthly basis. Monthly basis scheduling of a Recurring campaign Red Box Weekly and Monthly Toggle Change this toggle based on how often you want to send your Recurring campaign. The example (above) is set to send monthly. Blue Box Select how often you want to send the campaign and on what day of the month. The example (above) is set to send every month, on the first day of the month. If you wanted to send your campaign on the 15th of every month, type a 15 in the first text box. If you wanted to send your campaign every two (2) months instead of every month, change the number in the second text box to a 2. Green Box Select the start and end date for the campaign and what time of day you d like the campaign to send. The example (above) is set to start on and end on Additionally, the campaign will send at 12:00am. Please note, the time of day is when the campaign will be queued. If it s a high-traffic time of day (for instance, Friday at 2:00pm), the might not send exactly at 2:00pm but within 30 minutes of the designated time. Purple Box This is where you can see all of the send times based on the schedule you have built out. 11. Once you have built out your schedule, reviewed the , and passed the SpamAssassin score, the button at the bottom left will appear green and clickable. Click the button to schedule the campaign. 12. To review your scheduled campaign, click the Scheduled tab within Campaign Management. You will see a blue line that says Notice and displays the next send time. 12

13 Accessing the course specific image library 1. Click the menu icon in the top left, choose Marketing. 2. Next, click View from within the Campaigns box. 3. At the top right, click the Create a New Campaign. 4. Set your Campaigns up as you normally would, until you get to the tab. 5. In the area where you can edit your message, you will notice a new icon in the Menu Toolbar. This icon is called Image Manager. 6. Once you click on the icon, a dialog box will appear. This is your course specific library. NOTE: If you have previously uploaded images used in past campaigns, you will see those images here. Otherwise, your image library will be empty (see below). 7. To upload an image, click the Upload button from the Image Manager dialog box. A window will open so you may locate your image on your computer s files. Once you select the image you wish to upload, click the Open button in the bottom right of the dialog box. 8. The system will automatically resize your image, based on best practices for marketing. Once you click Open, a progress screen will appear tracking the success of uploading the image. 9. Once the image is successfully uploaded, it will appear as a thumbnail within your Image Manager. The image is now available for any future campaign. 10. Now that your image has been uploaded to your Image Manager, you can use the image to finish building your campaign. You can either (a) click on an image already in the template and replace it with one from your library, or (b) insert the image into a blank part of the campaign message. Original Message Updated Message 13

14 Utilizing SpamAssassin The spammyness check happens behind the scenes and rates an with a score between 1 and 5. If your rating is 3.0 or less, your is considered Not Spam and can be scheduled. If your rating is 3.1 or higher, your is considered Spam. You ll see an error alert that the message cannot be scheduled. In order to re-schedule your , you must correct the issue. 1. The SpamAssassin box appears on the Schedule & Review tab during the process of creating a campaign. The box will say Checking spam rating... when you first toggle to that tab. Additionally, the Send button will be grayed out. 2. Once the check is performed and a passing score is received, the Send button will become clickable. 3. If the is found to be spammy, a red box will appear with an error message detailing why the would be marked as spam. In the example there is a problem with the subject line. 4. Below is an example of a spammy where the problem is within the content of the If you receive an error message, toggle back to the tab and correct the issue. Once you toggle back to the Schedule & Review tab, the spam check will be re-initiated and performed again. 14

15 Creating promo codes 1. From the top right menu, select Marketing. 2. Next, select View under Promotions. 3. Click the green Create a new promotion button in the top right. 4. You will then be taken to the Create Promotion screen. 5. Complete the following: Promotion code: This is what customers will type in the booking engine to receive a discount, this can only contain letters and numbers Type: Standard or Unique Standard: All customers will have the same promo code Unique: Each customer will have their own promo code generated for them. The code can ONLY be generated through an campaign Date range: Date range that the promotion in valid Time range: Time range this promotion in valid - All Day or Manual setup Day of the week: Days of the week the promotion is valid Note: This note will be visible to customers when they enter the promotion code (optional) Restrictions: Place limit(s) on the way this promotion can be redeemed Restriction Quota Limits: Control the maximum number of bookings or rounds that this promotion code can be used against Number of players per reservations: Control the player quantities that you would like this promotion code to be valid for Discount: Amount you would like to discount your tee times - Percent or Flat Rate 6. Click Create Promotion. Please note, you can view your expired and deleted promotions respectively under the Expired and Deleted tabs. 15

16 Enhanced statistics Instead of having to click on the View Analytics button, these statistics are visible right on the Sent tab for quick and easy access. Please follow these steps to view the statistics. 1. Click the menu icon in the top left, choose Marketing. 2. Next, click View from within the Campaigns box. 3. There are four (4) tabs to choose from on the next screen. Select Sent. 4. Locate the blast you would like to review. You will notice more boxes showing the additional statistics that used to be under View Analytics. 16

17 Detailed Activity view The Detailed Activity area shows all the recipients of an , whether they received it or not, and, if not, why. Please follow these steps to view Detailed Activity. 1. Click the menu icon in the top left, choose Marketing. 2. Next, click View from within the Campaigns box. 3. There are four (4) tabs to choose from on the next screen. Select Sent. 4. To view statistics, select the blast you d like to review and click on the View Analytics button (far right). 5. There are five (5) tabs to choose from on the next screen. Select Under the tab, there will be three (3) tabs in blue that appear. Click on Detailed Activity. 7. A list will populate showing all the recipients of the There is now a search bar above the first name. If you have a specific user you are looking for, type the address into this box. Additionally, pagination has been added to the bottom right corner, allowing you to page through to more users (below). 9. The status of the recipient is now a clickable field. 10. If you click on a status that says Delivered, a dialog box will appear detailing when the was delivered (below left). 11. If you click on a status that says Error, a dialog box will appear explaining why the was not delivered. Please note, in the example below (right) the reason is due to a bounced . Status: Delivered Status: Error 17

18 Need More Assistance? For a quick refresher on your GolfNow technology system, including how-to documents that walk you step-bystep through various processes, visit the GolfNow Business Support Page at support/golfnow-central/. If you have any questions, or need further assistance, please contact GolfNow Cares at GOLF. 18