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Automations - Automate Your Marketing

Learn how to use the new Automation tool and send your Social Wi-Fi user data to hundreds of 3rd party SaaS tools.

It’s now possible to automate EVERYTHING with your HAPPY WIFI Platform.

How To Setup An Automation

1. Click on the Automation Tool on the left menu

2. Click on Add New Automation

3. Complete your desired Automation Trigger 

Automation Name- Enter a name relevant to your setup (Ex: MailChimp Automation)

Trigger- Setting that determines when an automation occurs. Your options to select here are – Connect (when a guest initially connects to HAPPY WIFI), Disconnect(when a guest turns ‘OFF’ their WiFi or their session has expired), Inactivity(when a guest has not reconnected to HAPPY WIFI for a number of pre-set days, Birthday(when it is a guest’s birthday)

Delay- Setting that determines if there will be any delay enforced once a Trigger is executed. As a default setting, this is set to Real-Time, i.e.- No Delay

Send- Setting that determines the frequency at which your automation occurs. Your options to select here are – Always(automation enforced every time a Trigger is met), Once(automation enforced the first and only time a Trigger is met), By Visits(automation enforced based on a condition of a guest’s visit count)

Location- Setting that assigns your automation to a Location. You may set the automation to more than one location

Campaign- Setting that assigns your automation to a Campaign. You may set the automation to more than one Campaign

4. Choose your desired Integration Action

This can be:

  • Email
  • SMS
  • Active Campaign
  • Get Response
  • iContact
  • MailChimp
  • Webhook
  • Infusionsoft
  • Ontraport
  • PunchCards (MobiPunch)
  • Zapier
  • Square — NEW Integration

NOTE: You must add an Integration prior to selecting it as an Action.

5. Once you select your Integration and set the appropriate Account/List, click SAVE and you’re good to go. 

6. You can then view all activity in the Automation History Report.

That’s it!  

From now on every time a user connects to your HAPPY WIFI networ as defined in the automation steps above, the automation will run using your rules.


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