Creating lists & linking to ROLLER segments

An introduction to creating Customer Lists in ROLLER Mail and sending data from the ROLLER platform

 

Please note:  It's important to remember that only customers that are opted in on the ROLLER platform will be transferred across to the ROLLER Mail platform. If a customer has not subscribed, they will not be added to any lists in ROLLER Mail.

Planning

Before creating a customer list and segment rules, think about what you want to achieve. Here are some scenarios to consider:

  • A generic list containing all subscribers who opt-in
  • A campaign prior to a customer's visit to ensure they know some tips 
  • Creating different lists for each type of activity you may offer or product specific lists
  • Sending a feedback after a customer attends the venue
  • Offering cancelled bookings a discount code to encourage a return visit


ROLLER Mail

Login to the ROLLER Mail account

 

Create a List

Click on the List & Subscribers tab

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Click on the Create a new list button in the right-hand side column

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Give the list a name and type: choose from 'Single opt-in' where no confirmation is required or 'Confirmed opt-in' where a confirmation is required. For clients under GDPR, you must select the latter

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Custom fields

The ROLLER Mail integration will automatically send through Name and Email address, you can also create custom fields to send the following data to the list (please note it is not necessary to create all these options, only create custom fields based on what information is required):

Date fields:

  • Booking Date - this will update with the most recent booking date made on the platform
  • Last visit date - this will update with the most recent check-in from POS
  • Date of Birth

Text fields:

  • Postcode
  • Booking status - this will update with the most recent booking made on the platform

Number fields:

  • Booking value - this will update with the most recent booking made on the platform
  • Booking ID - this will update with the most recent booking made on the platform

 

Create custom fields 

1. Click Custom Fields, located on the right hand side panel:
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2. Give the custom field a name and set the field type as per the list aforementioned

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3. Repeat step 2 and add other custom fields as required

4. Each field will now be displayed under 'Your existing fields', from here you have the following options:

  • Check 'Visible' - this will make it visible on subscription forms, highly recommended
  • Check 'Required' - if you want to make this field mandatory
  • Click and hold the Reorder icon to move the position of the fields
  • Click the trash icon to delete the field

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Deleting fields

If you do decide to delete it, you'll be asked to check and confirm the deletion. We highly recommend exporting any data prior to doing this

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Head to ROLLER Platform


Once the list is finally created, head to ROLLER to create a segment to send data to the list

 

Accessing Segments

Hover over ' Customers', highlight 'Segmentation' and click 'Create segment'

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Please note: if you are already in Segmentation, click '+Create segment'. If you already have existing segments, this is located in the top right corner

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Creating a Segment

Give it a name

  • Make sure it's unique
  • We recommend making sure it's identifiable or descriptive with what the segment is for 

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Segment Rules

Filters

  • Booking date - allows you to select specific dates or date ranges 
  • Last visit date - allows you to select specific dates or date ranges 
  • Postcode - options are equal to or not equal to a specified postcode. If your platform is not configured to capturing postcodes, this option is not applicable to you
  • Product - select a product, multiple products or entire categories
  • Date of birth - allows you to select specific dates or date ranges. This data capture is only available to clients using waivers and the date of birth is applicable only to the booking holder
  • Booking status - choose between booked or cancelled 
  • Accept marketing - this allows you to filter those who have opted in and those who have not subscribed to the venue's database
  • Total spend - this allows you to filter the customers based on their total spend at the venue
  • Average spend - this allows you to filter customers based on their average spend based on all their visits to the venue


And VS Or
You should always use AND if you want data to match at least one filter rule from each filter grouping, otherwise use OR if the data can match anyone specified filter rule within a filter grouping.

 

Creating filter rules

Click '+Add Rule' and select the filter from the drop down and specify as necessary. Click the 'OR' and 'AND' buttons to create more variables for the filter rules. Click the trash can icon to remove unwanted filters

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Segment Settings  

Push segment to

1. Check the ROLLER Mail account

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2. Select monthly, weekly, daily or hourly frequency and then pick the ROLLER Mail list (you created early) from the drop-down. This will decide how often the integration sends data to the list 

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3. Map fields - select 

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Save Segment

Click 'Save' to finalise the segment or click 'Discard' if you do not require it. Once you create the segment, the data will sync within an hour of publishing and then it will sync according to the frequency that you have set 

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Options

Back to the Segments page, you'll be shown a list of all created Segments. It is important to know that the figure in the 'Total Customers' column will reflect the total number of people in that segment but this is not the number of customers that are transferred from ROLLER to ROLLER Mail. Please remember, only opted-in customers are pushed from platform to ROLLER Mail, so if you have 1,000 total customers in the segment but only 800 of those have opted in, those 800 are the customers that will be in the ROLLER Mail list.

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Click the more button and the following options will be displayed for each segment:

  • Edit
  • Sync all integrations - coming soon
  • Archive segment - this is not reversible
  • Export CSV - this will automatically download the customer list for the segment with the customer ID, first name, last name, email, accept marketing and more

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