Management User Guide

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Transcription:

Email Management User Guide

Table of Contents Sign On & Select Facility Management Customers Rates Social Media Course Settings Booking Engine Settings Transaction Message Settings

Sign On & Select Facility Navigate to manage.golfnowcentral.com Log-in using your normal GolfNow Central credentials Forgot your password? Click the Forgot your password link above the sign in button Enter your username and click Send me reset instructions Check your email for instructions on how to reset your password

Sign On & Select Facility If you have access to more than one facility, you can switch into the correct facility by clicking on the facility name in the upper left hand corner of the screen

Management Customers In the upper right hand corner of your screen, click on the menu button and choose Management from the drop down Click View under the Customers heading to add a new customer or edit an existing customer

Management Customers Edit an existing customer by clicking View on their line Unsubscribe a customer from the database by changing their status to Opt-Out You can Opt-Out of both email and text campaigns Click Save Changes

Management Customers Add a new customer by clicking the Create a new customer button Fill in as many fields as you can Change status to Opt- In if you want the customer to receive email or text marketing messages Click Create Customer at the bottom of the page *Allow a few minutes for customer to appear in the customer list.

Management Customers TAGS = how we can target a group within your database - Example tags could include MEMBER, MALE, FEMALE, RESIDENT, etc. You can create a new tag on the individual customer level and add one at a time. If you need a tag applied to a large group (ex. Members) please email that request to your Market Sales Manager.

Management Rates Click View under the Rates heading to control which tee times will be attached to your email campaign. Click Show on the rate sets that you want tee times to be pulled from in your email campaign If you have questions about the rate sets in your facility please contact your Market Sales Manager

Management Social Media Click View under the Social Media heading to connect your golf course account to Facebook and Twitter Gives you the ability to post marketing messages to social media. Click Connect to GOLF COURSE S social page and authorize the use of the social account by entering the username and password associated with that account.

Management Booking Engine Settings Click View under Course Settings to set up a reply email for your marketing campaign. Input a valid reply email where the golf course can receive messages from customers who hit REPLY on an email marketing campaign Input your golf course website

Management Booking Engine Settings Click View under Booking Engine Settings to edit what your customers sees when booking a tee time as part of your marketing campaign. This only reflects the booking engine that customers see when they click Book a Tee Time from an email campaign.

Management Booking Engine Settings Under the General tab scroll down the page and make any necessary adjustments. Click the Booking Engine URL at the top of the page to view a live preview of the booking engine. Click Save at the bottom of the page when you are done.

Management Booking Engine Settings Under the Home Page tab add an optional welcome message that will appear at the top of the booking engine. Under the Checkout Page tab scroll down and make any necessary adjustments including customer requirements and an optional tee time policy. Click Save at the bottom of each page when you are done.

Management Transaction Message Settings Click View under Transaction Message Settings to adjust confirmation and reminder email settings. Under the General tab adjust the email from name and email address for the confirmation emails if desired. Add a custom header image by clicking Upload a new header image.

Management Transaction Message Settings Under the Confirmation tab edit settings related to the confirmation email that a customer receives after booking a tee time. View a sample message under the settings section. Under the Reminder tab edit settings related to the reminder email that alerts a customer of an upcoming tee time. View a sample message under the settings section.