Here you can decide which customers will receive messages and change the criteria for message sending etc. to suit your business needs.
The criteria builder is now active in many different areas of the crowdEngage dashboard. You can use it to change who sees your particular messaging whether it is a text, an FAQ or a even a specific menu.
This means you no longer have to use complex code within your messaging and you can target specific customers
The example below explains how to send a flow step to a particular group of customers.
When you go to edit your flow step, you will see this above the template
This will default to “all customers”. If you’d like to change this so that only some customers will receive the message then you can click the grey “edit” button.
Once you have done this, you are presented with a list of different rules to choose from. The most commonly used rules are to amend the message depending on the area the customer is sitting in or if they have a specific ticket type.
Once you have clicked on your chosen criteria, you can then change the rule to suit what you want to achieve.
Example 1): You want to only send the message to those sitting in the stalls
Example 2): You want to send your message to everyone except those with student tickets
Please note when you fill in the box, it should match exactly what the field is labelled as within your ticketing system, so that the correct information is pulled.
Once you’ve selected your criteria and saved your flow. You can continue as normal knowing that your message will be sent to the correct customers.
The above examples are less than extensive and we can cover almost any criteria you may want so please get in touch if you are struggling to find what you need - firstname.lastname@example.org
You can also change the criteria in your menus to show them to customers sitting in particular areas or maybe your FAQs to only show for certain events or venues within your company. The possibilities are vast, so get in touch if you want to chat through your particular needs.
If you’d prefer, you can still change who your message is sent to using if/else conditional logic within your text code instead, so you only have to edit one message. However, using the filter templates is a much easier way of doing this. If you want to find out more about conditional logic you can click here