In this article you will learn how to integrate Podium with your ROLLER account.
Integration explained
This integration automates the transfer of data to Podium to trigger review invitations. Podium enables businesses to manage their online review process from start to finish by:
- Texting guests review invitations
- Use ready-to-send review templates
- Get notified about new online reviews
- Respond directly from one inbox
- Manage review from your phone or desktop
Find out more about Podium at https://www.podium.com
Post a guest experience ROLLER sends guest & location data to Podium which triggers Podium to send the guest a review invitation text message.
Podium integration configuration
Enabling the Podium integration involves a one-time setup as outlined below:
Prerequisites
- ROLLER subscription to the Podium Integration.
- An active Podium account.
- Podium API Token & Location Id.
- Permission from ROLLER to use the integration.
Setup
- Login to your Venue Manager account
- Go to Settings > Integrations
- Scroll to the Podium integration option
- Fill out the fields:
- API Token (mandatory) - provided by Podium
- Location Id (mandatory) - provided by Podium
- Enable configuration options as required:
- Exclude guests that have opted out of marketing
- Test mode
- Click Update to save
Configuration Options
There are two optional configuration parameters:
- Exclude guests that have opted out of marketing
When enabled, any guest that is not opted in to Include in mailing list will be excluded from any data exchange with Podium. - Test mode
Podium has a De-duplication feature to limit the number of messages sent to guests so that they are not repeatedly sent messages after every visit.
Activating Test Mode in the Integration Settings disables this de-duplication feature.
Error Notifications
In the event that the Podium API returns an error, ROLLER will send an email notification containing the error received. This email will be sent to the Account Owner email address associated with the ROLLER venue.
Frequently asked questions
The integration connects to the Podium API at the expiry of a ticket (i.e. in a session-based scenario - at the end of the session).
Assuming that the configuration & credentials are correct - then consider the following:
- The trigger is an Attendance event - the ticket must be checked in & a guest associated with that ticket.
- Check the expiry time of the ticket & consider your venue's timezone configuration.
- What is the Integration setting for Podium exclude opt-out customers?
If active then guests who have not opted in to your mailing list will be excluded. - Has the guest been sent a Podium message previously? Refer to notes on "Test Mode" above.