CRM

CRM Dashboard

The CRM dashboard is your command center for a high-level overview of your customer database. Designed to provide instant clarity, it surfaces the most critical metrics so you can understand your audience growth, segments, and recent activities at a glance.

Total customers: The cumulative sum of all unique customer records currently stored in your CRM database.

New customers: The total number of unique customers who first appeared in the database within the current calendar month.
 

CRM Customers

Manually add, edit and delete contacts by navigating to the ‘Customers’ tab in CRM. Whether you want to add contacts to your existing data or edit their details, the Purple CRM enables you to complete all of these actions simplistically.

Adding a contact
To manually add a contact, go to CRM > Customers > Add Customer.


 

• Complete any of the other properties relating to the customer you want to input.
• Click ‘Create customer’.

Please note: ‘Email Address’ is a required field for every contact.

Viewing a contact

Click on the contact row you wish to view.

This overview provides a summary of the contact’s properties, their activity timeline, which venues they have visited, which segments they belong to and much more.

Editing a contact

• To edit your contact’s details, go to CRM > Customers.
• Click on the contact you want to edit, or click the edit icon underneath ‘actions’.

• Edit your chosen properties for your contact.
• Click ‘Update Customer.

Segmentation

Build and customize segments in CRM to group your audience based on conditions of your choosing. With all default and custom properties at your disposal, you can create powerful segments which will automatically update with your contacts that meet the segment criteria.

Creating a segment

To create a segment, go to CRM > Segmentation > New Segment.

• Name your segment and summarise your segment in the description
• Next, click ‘Add condition’.
• Select the property/properties you want to segment your customers with from the drop down list.
• Then choose a parameter, for example, ‘greater than’.
• Enter the value you want to select for the condition.
• You can add as many conditions as you’d like. If you’re done, click ‘create segment’.

• Any new or existing contacts that fall within the conditions you have defined will automatically become part of your segment.
• You can see the number of customers, as well as the total number of email subscribers within your segment.

By clicking ‘View’, you can also see the contacts belonging to the segment you have defined.

CRM Analytics

The Customer Analytics tab provides comprehensive insights into customer behavior and business performance. This page is designed to help you visualize your audience's evolution over time, allowing you to move beyond raw data to understand the long-term trends driving your growth.

Viewing your CRM analytics

Go to CRM > Analytics.

You will find various different metrics within this tab. Please see a breakdown of how each one has been calculated below:

• Total Customers: The cumulative sum of all unique customer records currently stored in your CRM database.
• New This Month: The total number of unique customers who first appeared in the database within the current calendar month.
• Customer Growth: A chronological plot of the Total Customers count, recorded at monthly intervals to show the net increase in your database over time.
• Customer segments: Calculated by taking the number of customers within a specific segment and dividing it by the total number of customers in the database.

CRM Integration

Map your Purple guest wifi and CRM properties to unlock seamless data flow. You can also map your custom fields from Purple guest wifi to start building powerful custom segments.

How to map your properties:

• Go to CRM > Integrations.
• Find the Purple Webhook tile and click ‘Configure’.

• This is where you can configure your properties (fields) from your guest wifi to map to your CRM properties.
• Any fields you include on your guest wifi splash page will appear on the left hand side of the configuration mapping tool.

• You will notice that there are default mappings that you cannot change. These have been set up as standard for you.
• If you have custom fields included on your guest wifi splash page, they will also appear here. You will need to create a custom property in CRM (see guide here), then manually map this property via the configuration mapping tool.

When you’ve mapped your properties, click ‘Apply Mappings’.

Once you have configured your Purple webhook, the CRM will begin populating with contacts as and when they login to your guest wifi.

CRM Settings

Amplify your contact data with custom properties. By creating custom properties, you can add more information to your existing and future contacts, as well as use them to construct segments. Want your custom properties to automatically populate with data? Include the property as a required custom field on your guest WiFi splash page and map them via the configuration mapping tool.

Adding a custom property

• Go to CRM > Settings > Properties.
• Here, you can find all of your default and custom properties.
• Click ‘Add Custom Property’.

• Complete the required fields ‘Property name’ and ‘Display name’. 
• Select what type of property you want to create, e.g. ‘Text’. Please note, this cannot be changed after creation.
• Choose which group this property should belong to and select whether it needs to be visible in your contact table, or just on the contact form.
• Specify whether this property needs to be required or not, and ensure that ‘is active’ is toggled on.
• Click ‘Add property’.

If you want automatic data entry for this property from your guest wifi visitors, don’t forget to add it as a custom field to your splash page and map it to the CRM property using the configuration mapping tool.

Editing a custom property

• Go to CRM > Settings > Properties.
• Go to the property you wish to edit and click the edit icon.

• Here, you can edit the display name & label, description, group, visibility, whether the property is required and if it’s active or inactive.
• Once you are done, click ‘Update Property’.