Onboarding Set-Up Options

for Resellers

TABLE OF CONTENTS

• Set-Up Types
• Turnaround Times
• Request Process & Form
• Optional & Default Settings
  • Mobile Campaign
  • Loyalty Programs
  • Mobile Coupons & Widget
  • Digital Kiosk
  • Auto-Engagement
  • Birthday Club
  • Database Set-Up
  • Webforms
  • Target Lists
  • Trigger Messages
  • Random Winner Selector

Save valuable time onboarding a new client by requesting that the iVision Mobile support team execute the account setup.

From mobile campaigns to target lists and trigger messages, our team will take their combined 20 years of knowledge to activate, configure and build the features necessary for the client's account. 

TIP: Do you need to sign in to the knowledge base to see this information and access the Onboarding request form every time? Absolutely not. Click HERE and enter your mobile # to receive a text with a mobile version of this information and save it to your phone's home screen. 

SET-UP TYPES

TURNAROUND TIME

- All set-up requests are approved and scheduled on a first-come, first-serve basis.

- To avoid request monopolies, each reseller license is limited to a maximum of 5 requests per week.

- Each request received will be evaluated and scheduled for completion according to iVision Mobile's support team availability.

- Once a request is received a support rep will generate a ticket and provide the requester with an Estimated Turnaround time.  

REQUEST PROCESS

The Steps to place a request for Onboarding are easy!

1) Before placing the Onboarding Request, the Reseller must:

• Register the Account
  
  
• Provision / Port the desired Messaging Code
  
  
• Submit Verification Form/LOA
  
  
• Prepare/Secure a Logo and Images to be used with the account set-up 

2) Click the button below and fill out the Onboarding Request Form.

Suggestion - Bookmark the request form URL for easy access with future requests. 

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MOBILE CAMPAIGN

Whether Basic or Advanced, every account requires a mobile campaign. This is the vehicle for contacts to join the program and it is the primary vehicle that delivers text messages.

Certain features of the mobile campaign will be set up by default using the information used to register the account and when completing the request form (ex: Campaign name, 001 bouncebacks, Opt-In Filter). Other options are defined below:

• Keyword - Identify the desired keyword or one that will be selected for the account.    
  • Keywords should be short and relevant to the company and take auto-correct into consideration
  • Good Keywords (single words ex: BOUTIQUE, WASH or abbreviations ex: IVM, LATS)
  • Bad Keywords (2+ words ex: LosAngelesBoutique, DowntownWash)

• Introductory Offer - Incentivize opt-ins by including an initial offer for joining (ex: 10% discount with initial purchase). If activated, please indicate the offer to be issued, when it should be available for redemption (immediately or the following day), and when it should expire.

• Loyalty Program - The mobile campaign is where loyalty programs are configured. If this account desires to reward people after X # of visits or X $ Spent, please see the following section on Loyalty Rewards.

SAMPLE 001 WITH OFFER MESSAGES 

• Welcome to COMPANY NAME's Mobile Club! Your 1st reward, get 10% OFF this purch. Info: ~redeem~ Reply STOP to cancel. msg&data rates may apply

• Thanks for joining the COMPANY NAME Mobile Club, here's 10% OFF Today's purchase. Info: ~redeem~ Reply STOP to cancel msg&data rates may apply 

SAMPLE 001 WITHOUT OFFER MESSAGES 

• Thanks for joining our COMPANY NAME Mobile Club. Stay tuned for upcoming products and exclusive offers. Reply STOP to cancel msg&data rates may apply 

• You're in! You've subscribed to COMPANY NAME Mobile Club. We'll text you about store updates and exclusive offers. Reply STOP to cancel msg&data rates may apply 

• Welcome to COMPANY NAME's Mobile Club! Earn loyalty points, get our latest updates, and receive exclusive offers. Reply STOP to cancel msg&data rates may apply 

SAMPLE LOYALTY REWARD MESSAGES 

• Congrats! For being a loyal COMPANY NAME VIP, you've earned a reward. Get 25% OFF your Next Purchase! Click ~redeem~ for details. 

• You did it! You've earned a COMPANY NAME Reward. Get a FREE Side Entree on your Next Visit. Click ~redeem~ for details. See you soon! 

• Way to go, ~firstname~! You've unlocked a FREE Accessory w/ your next purchase at COMPANY NAME. Details @ ~redeem~ Only # of points left to reach the next one. 

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LOYALTY PROGRAMS

Used in tandem with the Digital Kiosk, a mobile campaign can be configured for visit-based or spend-based loyalty rewards that issue automatically once a contact meets the specified check-in criteria.  

Loyalty Programs can be set up to issue Visit-Based or Spend-Based rewards.

• Visit-Based Rewards - Regardless of $ spent, every contact's kiosk entry counts as 1 check-in.
• Spend-Based Rewards - The number of check-ins entered into the kiosk during a contact's visit is equal to the amount of their purchase.

Loyalty Structure can be configured as single-tier or multi-tier.

• Single-Tier - Every contact earns the same reward every time they accrue the specified number of check-ins or dollar amount.
• Multi-Tier - Contacts earn different rewards after accruing the specified number of check-ins or dollar amount. (3 Reward Tier Maximum)

Click Here to see Suggested Initial Offers & Loyalty Rewards

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MOBILE COUPONS & WIDGET

When selecting an Introductory Offer, Loyalty Rewards, Birthday Club, Auto-Engagement, or Weekly/Monthly Trigger Offers, our team will build out both the mobile coupons and the default widget they will be displayed on. Up to 8 Coupons per account with Advanced set-up. Here are the most common optional and default settings.

Coupon Titles - Following Best Practice, titles are visible and used to clarify the purpose.

• Introductory offers are titled "Welcome" 
• Rewards are titled "Reward - {applicable % or $ OFF or FREE ITEM}" 
• Birthday Offers are titled "Happy Birthday"
• Auto-Engagements are titled "We Miss You - {applicable % or $ OFF or FREE ITEM}" 
• Weekly/Monthly Trigger Offers are titled "{applicable % or $ OFF or FREE ITEM} | {Abbreviated Month}"

Expiration Dates - Are optional and indicated on the request form. We strongly advise using EXP dates to create a sense of urgency.

Suggestion: Re-engage with contacts holding unredeemed coupons that are about to expire. With an Advanced Set-Up, Target Lists will be used to create an automated Trigger Message that sends a text to any contact that has an initial offer or reward that will expire in 3 days. 

Coupon Descriptions - Following Best Practice, and allowing for the greatest amount of flexibility, all 3 coupon description fields are used.

• Contacts that view and redeem a coupon through the redeem widget will see the Optional Redeem Widget Description.
• Contacts that use the kiosk to redeem the coupon will see the Optional Kiosk Description on the Coupon Page and the kiosk will display the Coupon Description to confirm the redemption.

Coupon Widget - Our team will use all information provided to customize the Default Widget of the account with the company's brand. This includes:

• Background coloring and Client logo.
• Stacked image layout with unique coupon images.
• The header bar and the Redeem button will be hidden.
• Applicable Social Media icons will be activated.
• Applicable Footers will be activated.     
  • Contact & Location - Displays click-to-call location phone number, location address, map, and directions button.
  • Optional buttons 2 and 3 - Will be configured to direct to the website, ordering site, booking link, or google reviews when applicable.
• Sharing Options will be activated on the widget.     
  • A coupon's actual ability to be shared is activated by the reseller or client.
• My Coupons Page will be activated and will display applicable loyalty progress.

Click the images below to see full sample coupon and widget set-ups:

INITIAL OFFER

REWARDS

BIRTHDAY CLUB

AUTO-ENGAGEMENT

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DIGITAL KIOSK

Whether the account uses a campaign that is Mobile Opt-In Only (no loyalty) or a campaign that provides Loyalty Rewards, the Digital Kiosk is a powerful tool to collect opt-ins at events and at the point of sale.

Layout & Functionality - Our team will configure the necessary buttons and use the most compatible kiosk template for the account, or the reseller can indicate the template to be used.

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AUTO-ENGAGEMENT

Automating messages that reengage contacts based on their kiosk activity is an effective component of any marketing strategy. When selected, our team will activate and configure the Auto-Engagement function of the account's Digital Kiosk and configure it to automatically send messages to contacts based on how many days have passed since they last touched the kiosk. 

Type - There are 2 basic types of auto-engagement messages. A reminder and an offer.

• Reminder - A good PR message that simply helps the company stay in the forefront of their contact's minds. See below for suggestions. 
• Offer - A good PR message that includes an incentive in the form of a $ or % discount. See below for suggestions. 

Frequency - We advise sending a REMINDER after 30 days, an OFFER after 45 days, and a final OFFER after 60 days.

SAMPLE REMINDER MESSAGES 

• It's been a while! Stay up-to-date w/ COMPANY NAME on our SOCIALMEDIA: [SOCIALMEDIA_LINK} Reply STOP to cancel.

• COMPANY NAME hasn't seen you in a while. We serve breakfast ALL Day, tasty lunches, and filling dinners! Reply STOP to cancel.

• Hi ~firstname~, we haven't seen you in a while! Visit COMPANY NAME today to check out our latest arrivals. Reply STOP to cancel. 

SAMPLE OFFER MESSAGES

• COMPANY NAME misses you! Come in by ~date7~ & we'll give you 15% OFF any one item! Info: ~redeem~ Reply STOP to cancel.

• COMPANY NAME really misses you! Come in by ~date7~ & we'll give you 20% OFF your next purchase! Info: ~redeem~ Reply STOP to cancel.

• Visit COMPANY NAME today & get 15% OFF your next service! Click ~redeem~ for details. Reply STOP to cancel. 

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BIRTHDAY CLUB

By collecting a contact's birthday the system can be automated to send Birthday Club messages. Good will greetings or offers contacts can use for a celebratory purchase on their special day is a great way to add a personal touch and value to a program.

Use the form to select whether to send a Greeting or an Offer. Our team will activate the Birthday Club feature of the account, draft a compatible message and create the applicable coupon and settings.

Type - Select whether to send a Greeting or an Offer and identify the desired offer and expiration date.

• Greeting - The team will compose a branded message and configure the greeting to be sent out on the contact's actual birthday.
• Offer - The team will compose a branded message and coupon, and configure the offer to be sent out on the desired frequency.

Frequency - Birthday Club messages can be sent X # of days before a contact's birthday or on their birthday. 

• We advise sending GREETINGS on their actual birthday. 
• We advise sending OFFERS 7 days before their birthday with an expiration date of 14 days. In this way, a contact has 7 days prior to and 7 days after their birthday to redeem their gift. 

Data Collection - The method for collecting contact birthdays depends on certain set-up conditions (ex: Basic vs Advanced set-up options, Kiosk vs No Kiosk, Age Filter vs No Age Filter).

The team will evaluate the entire set-up and configure the option that best satisfies simplicity and clarity, these include but are not limited to using: 

• Inbound data capture on the mobile campaign's 001 message (Basic & Advanced) 
• Inbound data capture on a delayed 002 message within the mobile campaign (Basic & Advanced) 
• Kiosk Loyalty + Data Button (Basic & Advanced) 
• Mobile Webform in a 001 or 002 message within the mobile campaign (Advanced Only)

SAMPLE BIRTHDAY CLUB MESSAGES 

• Happy Birthday from COMPANY NAME! Come within the next 7 days and get 10% OFF your Next Purchase. Details: ~redeem~

• Happy Birthday, ~firstname~! Visit COMPANY NAME within the next 7 days to receive your gift. Details: ~redeem~

• A little birdie told us it's your special day. Happy Birthday ~firstname~ from your friends at COMPANY NAME!

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DATABASE SET-UP

Collecting additional data from contacts will allow for personalizations and targeting that increase the effectiveness of messages.

If Data Collection is requested for this setup, our team will prepare the account to collect the most commonly captured data. Ex: Mobile (required), First Name, Email, and Birthdate.

Additional Standard Database fields are pictured below.

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WEBFORMS

Webforms are excellent for collecting additional data from opt-ins and encouraging visitors to online sites to join a mobile program.

Based on the account's database set-up, our team will automatically create the appropriate web form to be used by new opt-ins (See samples below)

Additional Webforms - Additional webforms can be requested for use with Email, Facebook, Instagram, Twitter, Pinterest, TikTok, and others. For each additional form requested our team will build 1 Webform, 1 mobile webpage, and 1 mobile campaign. In this way, each platform will have a unique URL, text-2-join, and QR code options.

STANDARD FIELDS SAMPLE

CUSTOM FIELDS SAMPLE

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TARGET LISTS

Target Lists are dynamic customizable filters that allow for isolating a subset of an account's Supported Opted-In contacts. The list can be used either for export or for the purpose of sending a targeted text message. 

Depending on previous selections (ex: initial offer reminder, reward reminder, kiosk activation, birthday club activation, database set-up, etc...) our team will automatically create several target lists that can be exported for reporting needs, or used to send blasts and trigger messages.

Possible Default Target Lists to be prepared based on set-up selections include:

• Birthday is Blank   
  • Requires Birthday Club and, or Database Set-up

• Has Checked-in during the last 30 days, 180 days, and 1 year    
  • Requires Kiosk Set-up

• Has Not Checked-in during the last 30 days, 180 days, and 1 year    
  • Requires Kiosk Set-up

• Coupon Expires in 3 days    
  • Requires Initial Offer and, or Loyalty Set-up

• Language Preference    
  • Requires Database Set-up

• Favorite Product    
  • Requires Database Set-up

• Favorite Service    
  • Requires Database Set-up

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TRIGGER MESSAGES

SAMPLE BIRTHDAY IS BLANK MESSAGES 

• COMPANY NAME: Hi ~firstname~, want to receive a special offer on your birthday? Please reply with your birthday (MM/DD)

• Happy Birth... Wait, that's not right. Your birthday is missing and COMPANY NAME wants to send you a gift that day. Please reply w/ your birthday (MM/DD)

• Hi! Looks like you forgot to enter your birthday during your COMPANY NAME visit. Get a special offer that day by replying w/ your birthday (MM/DD)

SAMPLE COUPON EXPIRES IN 3 DAYS MESSAGES

• 3 days left! Stop by COMPANY NAME to redeem your coupon before it expires. Click ~mycoupon~ for details.

• Visit COMPANY NAME within the next 3 days to redeem your offer before it's gone! Click ~mycoupon~ for details.

• Hurry in! Your COMPANY NAME exclusive offer is going to expire in 3 days. Redeem it before it's gone. Info: ~mycoupon~
  

SAMPLE RECURRING PROMOTION MESSAGES

Every Other Tuesday

• COMPANY NAME: Hi ~firstname~, come in today for 10% OFF any Purchase! Details: ~redeem~

Every Other Thursday

• COMPANY NAME: Hi ~firstname~, come in today for a FREE Appetizer w/ any Purchase! Details: ~redeem~

First Monday of the Month

• COMPANY NAME: Hi ~firstname~, click ~redeem~ to view our specials this month and stay tuned for surprise offers too!

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RANDOM WINNER SELECTOR

Using a "contest" promotion to entice new opt-ins is an excellent way to help create buzz and build the database of a new account.

When selected, our team will activate the Random Winner Selector of the account to draw 1 winner from the keyword optins to win the specified prize when the contest is over.