Integrating MailChimp with RoomBoss
MailChimp is "the world’s largest marketing automation platform". It is possible to synchronise your RoomBoss customer contact and booking information with MailChimp and thereby send targeted, personalised, branded emails to your customers.
You can read more about MailChimp on their website. Note you will need to create a MailChimp account in order to use this integration.
The first step is to enter your MailChimp API key into RoomBoss.
From RoomBoss:
Navigate to Account → Edit Account Details
Click on the Find your API Key link, this will redirect you to the MailChimp site.
Enter API key in the MailChimp API Key field
Click the Test API Key link to test the connection
Additional information on how to generate and view your API key is available on the MailChimp site here.
Login to MailChimp:
Create a list if one does not exist.
Within the list you need to add fields and adjust the merge tags, more information is available here, fields to add are listed below.
Once you have entered the fields and merge tags, you are ready to synchronise data from RoomBoss into Mailchimp.
To sync data into MailChimp.
From RoomBoss:
Navigate to CRM → MailChimp Integration
Click on the Connect to MailChimp button and you will see the names of list(s) within your MailChimp account.
Click the name of the list you would like to sync to, click on the Select List button.
Select the bookings/customers, type of booking, state of booking and dates.
Click on the Show Contacts button, a table of customers to be synced will be displayed.
Click the Sync Contacts to MailChimp button to initiate the process. The duration it will take to complete will depend on the number of customers.
If syncing once per month then select bookings created in the last month and for campaigns for next winter, select bookings that occur next winter.
Immediately after syncing, a Plain-Text Campaign can be sent from within RoomBoss. As per MailChimp's description:
"Plain-text emails don't contain any images, rich-text formatting, or embedded hyperlinks, and are useful when you want to send a simple email featuring only your essential content."
This is a good option if you wish to quickly send a plain email to your customers. Note you can make use of merge tags to personalise the email content.
Dear John, Thank you for booking an AM Private Snowboard Lesson to take place on 2019/1/1. We are looking forward to seeing you and don't forget to...
After sending a campaign from within RoomBoss it will be visible from within MailChimp.
Log in to MailChimp to send a fully featured campaign to your customers.
The Regular Email Campaign is commonly used to:
Send to targeted customers.
Send a marketing email to customers who booked with you last winter.
Send a reminder sales email to all customers who enquired last month but haven't yet confirmed their booking.
Any combination of merge field values that achieves a marketing, customer relationship management, or sales need that you can dream up.
Send rich email messages that represent your brand including content to help engage customers.
Field
Merge Tag
Data Type
First name
FNAME
Text
Last name
LNAME
Text
Country
RBN_CNTRY
Text
Number of bookings
RBN_NUMBK
Number
6 Digit ID of (most recent) booking
RBN_BKEID
Number
Booking System ID
RBN_BKUID
Text
Booking creation date
RBN_BKDATE
Date
Booking vendor name
RBN_VENDOR
Text
Vendor location
RBN_VDRLOC
Text
Booking product/service name
RBN_SERVCE
Text
Booking start date
RBN_STDATE
Date
Booking end date
RBN_ENDATE
Date
Booking extent (request or reservation)
RBN_EXTENT
Text
Booking status (active or cancelled)
RBN_STATUS
Text
Booking sales amount
RBN_AMOUNT
Number
Booking currency
RBN_CURNCY
Text
Integrating Wufoo online forms with RoomBoss
Wufoo is an online form builder that allows people without a coding background to create sophisticated customised forms. More information is available on the Wufoo website.
Wufoo can be a helpful add-on if you require customers to provide additional information as part of the lesson registration, or to sign a waiver of liability. This can be used to replace a paper process that would normally occur after arriving in-resort with an online process that happens prior to arrival; thereby reducing in-resort service bottlenecks.
You will need to create a Wufoo account in order to use this integration.
The first step is to add a Wufoo API key into your RoomBoss account. Information from Wufoo on finding your API key is available here.
Navigate to Account → Edit Account Details
Enter API key in the Wufoo API Key field
In order to make form responses display within RoomBoss:
The first field you create on your form needs to be a number field. RoomBoss will use this to enter the RoomBoss booking ID.
This ID field should be hidden from the customer to avoid it being changed. To do so type hide in the Add CSS Layout Keywords area at the bottom left of the Field Settings screen.
Once your form is complete:
Inside WuFoo:
Navigate to Forms then click Share on the form you wish to use. You will be provided with a Permanent Link To Your Form, copy the URL.
Inside RoomBoss:
Navigate to Product Setup → Product Details → Policy → Guest Form Info
Paste the URL in the Wufoo Form URL field
Click Save
Different forms can be created and set in English and Japanese.
Independent forms can be created and set for different vendors where applicable, i.e. for ski schools, snowmobile tours or rentals.
There are a number of ways you can provide forms to customers.
Once the Wufoo Form URL is set, it will appear within the Guest Intranet. Customers will be directed to the form while checking booking details and making payment.
The link to the form is displayed on the Edit A Booking screen. You may copy it and paste it into customer emails if required.
It is possible to create a Mailchimp campaign to send emails to all customers coming in the future with a personalised form URL. i.e. lesson registrations for the next month.
There are three ways to view the results of forms submitted by customers:
In RoomBoss on the Edit A Booking screen. Results of form(s) submitted for the booking are shown.
In RoomBoss, navigate to CRM → Wufoo Entries Report to view form entries associated with bookings that overlap the date range you specify.
In Wufoo, text information is visible in RoomBoss, however data such as images are only visible in Wufoo (relevant if you ask your customers to upload an image etc as part of your form.)
Social Sign In Integration with Google and Facebook
Social sign in allows a guest to access websites using their existing social network account such as Facebook and Google. For websites that support social login, this simplifies the sign up/sign in process by removing the need to create a new account and password specifically for a website.
Social sign in also aids CRM, allowing you to capture up to date customer data that can be used to target specific audiences in marketing campaigns.
In addition to the traditional sign up/sign in method, RoomBoss has integrated social sign in via Facebook or Google into the Order02 booking widget.
Please ask RoomBoss for help setting this up, and for more information please click .
How to enable Google Analytics in your RoomBoss account
RoomBoss website booking widgets are integrated with a number of Google Analytics technologies. We provide a brief overview here, with more information being available on the Google website.
"Google Tag Manager is a tag management system that allows you to quickly and easily update tags and code snippets on your website or mobile app."
https://www.google.com/analytics/tag-manager/
To enable Google Tag Manager on your website booking widgets:
Navigate to Account → Website Configuration
Then under Google Tag Manager enter the Contained ID.
"Google Analytics Solutions offer free enterprise analytics tools to measure website, app, digital and offline data to gain customer insights."
https://www.google.com/analytics/
To enable Google Analytics on your website booking widgets:
Navigate to Account → Website Configuration
Under Google Analytics enter:
Tracking ID
Domain Name
Tracker Name
"Google Ads is an online advertising service developed by Google, where advertisers pay to display brief advertisements, service offerings, product listings, and video content within the Google ad network to web users."
https://adwords.google.com/home/
Conversion tracking allows you to monitor to what extent bookings are generated by Google advertising. It both allows you to make better ads based on real performance, and to determine the return on investment on your advertising spend.
To enable Google Ads on your website booking widgets:
Navigate to Account → Website Configuration
Under Google Adwords enter:
Conversion ID
Conversion Label
Enabling Facebook Pixel in RoomBoss
"Advertising on Facebook makes it easy to find the right people, capture their attention and get results."
https://www.facebook.com/business/products/ads
The Facebook Pixel is "a piece of code for your website that lets you measure, optimise and build audiences for your advertising campaigns."
https://www.facebook.com/business/learn/facebook-ads-pixel
Pixel tracking allows you to monitor to what extent bookings are generated by Facebook advertising. It both allows you to tailor your content / ads based on real performance, and to determine the return on investment of your advertising spend.
To enable Facebook Pixel tracking on your website booking widgets:
Navigate to Account → Website Configuration
Under Facebook Pixel enter the Pixel ID.