Overview
Geofencing allows you to send location-based push messages to your guests who have downloaded your app and enabled location services, encouraging them to stop in while they’re right in the area.
It’s a great way to:
Target guests with reward balances that are expiring
Notify your guests of events being held at the location, such as sports games being watched, karaoke night etc.
Remind guests during their morning travels as they pass by to plan lunch or dinner at the location
What do I need to know before I begin?
Before you can use geofencing, you’ll need to make sure the following criteria are met:
Store locations must have their correct coordinates listed
Your guest(s) will need to have selected their ‘favorite’ location in their profile
NOTE: Geofencing will work at their ‘favorite’ location as well as the nine closest stores.
Your guest(s) will need to be opted into Push messages
Guest(s) must have set tracking to Always in the app.
Note: ‘Allow while using’ will not work for geofencing
Make sure you have Messaging activated as a feature. Please contact [email protected] to confirm if this is configured.
How do I set up geofencing?
Go to the main menu in the PXS and click More.
Go to Marketing Tools>Geofencing Center.
When you open the Geofencing Center, you’ll see three tabs for Campaigns, Reporting and Settings. If this is your first time using the Geofencing Center, begin by going to the Settings tab. Here you’ll adjust the default settings that will carry for all future campaigns.
The default settings are:
Enabled: Dictates whether or not the geofence message feature is enabled or disabled across the entire merchant. To enable the feature, set the radio button to "YES."
Minimum Hours Between Messages: This sets the minimum hours that need to pass between geofencing messages. For example, if you input "2 Hours," 2 hours must pass between the first message sent to your member and the second. It is best practice to only send messages 1-2 times per week (at most) to provide the best guest experience.
Maximum Messages Per Day: The system will limit the number of messages based on this selection. We recommend you do not send more than one message per day to a customer so that they do not opt-out.
Geofence Radius: This setting sets the length of the radius from the central store location to the outer edge of the geofencing region. This radius is measured in miles. Note: If a recipient is inside of the radius while the campaign is activated, they will need to leave the radius and reenter in order to receive the message.
How do I create a new geofencing campaign?
To create a new campaign, in the Geofencing Center, go to Campaigns>Create New.
You’ll now need to complete the sections, explained below.
GENERAL
Title: Insert a title here. This is for your use only and is not guest-facing.
Message: Insert a message. We recommend keeping your messages to around 150 characters. You can also include substitution parameters for the cardholder or transaction. Click on ? Template Help for the full list of available card templates.
Order After: Where should this campaign be placed in the prioritized list of campaigns?
NOTE: It’s important to note that higher priority campaigns should be at the top of the list of campaigns, with the lower priority ones near the bottom. The order of the campaign impacts the priority of which campaigns go out first if your guests are eligible for multiple geofencing campaigns.
WHERE
Store: Is this campaign specific to a single store? If so, select the "store" radio button and select the individual store.
Store Group: Is this campaign specific to a store group? If so, select the "store group" radio button and select the store group you would like to target. For example, you could target the "Favorite Store" group.
WHEN
Begin and End Date: Select calendar dates that you would like the campaign to run on. For example, a holiday promotion might start on 11/15 and end on 1/2. Fill in these dates wisely to enhance the relevancy of the message.
Day of the Week: Which days of the week should this message surface on? If you're notifying app users about double points Tuesdays, make sure you ONLY select Tuesday.
Start and End Time: This will dictate what time the message will surface on the days of the week you selected above. This should absolutely be filled in to increase the message's relevancy and to avoid blasting messages out when the (1) store is closed (2) the message does not match the daypart, etc. (For example, would you want a happy hour message delivered to your phone at 8 AM?)
WHO
Use Account Filters: Click on Create New Filter to create a brand new account filter. You an also search through a list of available filters by using the dropdown. You can then choose to Copy & Edit an existing filter or click Use This Filter to chose the filter from the drop down to use in your campaign.
NOTE: The filter criteria and conditions are analyzed for each guest as they cross the threshold into the defined radius of the location.
How do I report on my geofencing campaigns?
Select the Reporting tab in the Geofencing Center. You’ll see the following information, that you can filter based on date and/or number of top or bottom stores:
Messages Sent
Results (Visits, Dollars Spent, Visits per Spend by guest)
Top Stores
Bottom Stores
For assistance, please contact your solutions consultant or customer success manager, or email [email protected].