For every visitor that connects to your guest WiFi, Purple creates a CRM record; significantly increasing the number of leads you can capture as a business. All of the data is captured compliantly, with visitors accepting the T&Cs while authenticating onto the network.
The CRM record captures information about the visitor as well as their visits. It includes:
- Which venues they visited
- The number of visits
- The date and time of their last visit
- Their most used connection method
- How they connected
- What devices they used
- What marketing campaigns have been sent
- Their social interests
- The number of e-shots received
- If they've paid for any sessions
If you have any CRM connectors, such as Salesforce, the information from the connector also shows within the CRM record.
All of the CRM data is available for you to access and analyze from a centralized database within the Purple platform, via Marketing > CRM.
Benefits for capturing customer data are shown on our website. Use this link to speak with our experts and see how customer data through our solution provides better business outcomes.
Visitor tags at the top of the page are used to filter results. E.g. selecting 'Gender: Female' then clicking 'Apply' will display only female visitors for the date range selected.
Profile cards can be viewed by selecting the 'View' button or clicking the icon on the left-hand side of the screen.
Download all user, session, or social interest information
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Filter the CRM view to show the records by a date range or by profile criteria with Visitor tags:
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Click Download, enter a date range, and choose one of the following:
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Legacy - This is the original user list and does not include the User ID in the first column
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Users - This user list includes the User ID in the first column, making it easier to identify users across multiple CSV files and other downloads
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Sessions download shows you how many sessions there have been for each user, as well as the information about each session, such as the connection method, venue, MAC address and session time
- Social Interests displays the user ID as well as the social interest category and subcategory
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Click Confirm.
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An email is sent to you as soon as the download is available. You can also download the file from My account, accessed via the user icon in the top-right of the screen.
Filtering Results: Visitor Tags
Visitor tags are available from the top of the page after clicking into CRM and are used to filter results.
Available profile tags are:
- Profile type
- Device
- Visitor
- Gender
- Male
- Female
- Non-binary
- Not disclosed
- Age
- 13-100
- Network
- Registration Form
- X
- Apple
- Vkontakte
- OneClick
- SAML
- Custom
Select 'Confirm', then 'Apply' to filter the results.
Filters can be removed by selecting the 'X' next to each visitor tag selection.
If venue tags have been created, an additional 'Tags' button will appear at Customer Level. Selecting this button displays the custom tags created in the management area and allows filtering by those tags.
Profile cards
Within CRM, select the 'View' button or clicking the picture icon on the left-hand side of the screen.
The sidebar of the next screen displays:
- The user's email address if known, and whether it is verified or unverified
- Marketing preferences
- Personal information
- Tags
The initial Overview tab displays a quick view of all details along with any Visitor notes, which can be added by selecting the 'Add a note' button.
Information includes the venue last visited as well as the number of:
- Venues visited
- Associated devices
- Marketing messages received
- Total sessions
Other tabs include:
- Venues - A list of venues visited by the user / device with information including the number of times the venue has been visited and the date of the last visit. Selecting 'View sessions' displays each connection date and connection method, if known.
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Connection – Lists the ways this user or device has connected to the WiFi service. It shows the connection type (Facebook, Google, registration form, etc.), the number of times that the connection type was used, and the date of connection.
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Devices - Lists all the devices associated with this user. Shows the device type, MAC address associated with the device, the OS installed, and the number of times the user used the device. Selecting 'View device profile' launches the selected device's profile card.
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Marketing – Displays any marketing communications received, including the date received, parameter type, and whether it was read.
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Social – Displays the pages the users 'likes' within Facebook. Selecting 'View' brings up the relevant company page on Facebook.
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Paid Sessions – If Tiered Bandwidth is turned on this displays paid sessions for this
user, including the amount of money spent.
Profile download
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Within CRM, select a user's profile image or View
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From the user profile, select 'Download profile':
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Choose to download either CSV or PDF. The download will start automatically.
Personal Identifiable Information (PII)
Some information stored in a user’s profile is considered personal identifiable information (PII). Not all portal users who have access to CRM are able to view PII – this should be determined in accordance with your company’s policy on access to PII.
The 'Show personal identifiable information' option within Permission Profiles determines what visitor data a user can see when they:
- View a user’s profile
- Download a profile card
- Download the CRM CSV
Device MAC Addresses
As with personally identifiable information in user profiles, the 'Show device mac address' option within Permission Profiles determines whether or not a user can view the MAC address of devices within the CRM.