Amero/FlexPOS

In this guide, you’ll gain insight into what it takes to use the Amero/FlexPOS integration and how to set it up in Heyloyalty.

If you want the Amero/FlexPOS integration, contact Heyloyalty at support@heyloyalty.com, as it is a paid integration.

Options for setup with Amero/FlexPOS integration

With the integration activated, you can easily set up automations targeting customers when they purchase or book events.

Examples of automations

These are just examples of automations that can be set up:

• Welcome flow
• Updated profile details
• Has purchased
• Has booked
  • Has booked more than X times within Y period
  • Has booked more than X tickets in the same order
  • Has booked an event, then added dining in a new order

• Has booked more than X times within Y period
• Has booked more than X tickets in the same order

The above lists are just examples.

Examples of segmentation options

For campaigns and automations, you can segment on all the data that is retrieved from the integration. If you have added more fields for mapping yourself, these are of course also available.

• Booked a specific event
• Purchased specific product
• Booked on a specific date
• Booked for an aggregated total amount over Y period
• Has membership
• Has booked Online
• Has booked/purchased x tickets/products
• Has booked/purchased x tickets/products over Y period
• Has booked specific zone, seat, row, product

The above are just examples of segmentation and automations that can be built with the Amero/FlexPOS integration.

Setting up Amero/FlexPOS integration

To set up the integration for Amero/FlexPos, it requires an account with a premium or premium+ license. In addition, you must have an active list and a Tracking integration set on the list. Read here how to set up a list and how to set up a tracking integration.

If you have had a Heyloyalty account before setting up the Amero/FlexPos integration, we recommend that you create a list and tracking integration for Amero/FlexPos to maintain any history from your existing list.

You create an Amero/Flexpos integration under “Integrations > List Integrations”, where you need to find Amero/Flexpos and click “set up”. If you are setting up your first Amero/FlexPos integration, the page looks like this:

On the integration page, you must at least consider the fields under settings in order to start your transfer of members and products.

Under Settings, you need to configure the following:

1. List:
   Select the list in Heyloyalty to which you want your members from Amero/FlexPOS to be sent.

2. Match members on field:
   Select which field your members should be recognized by (email or mobile).

3. Client_id:
   This provides access to your Amero/FlexPOS solution*.

4. Client_secret:
   API secret from Amero/FlexPOS*.

5. Get Customers:
   These settings determine which members to retrieve from Amero/FlexPOS. By default, the system is set up to retrieve all members.

1. Get Customers Active:
   Change this setting to “Only with IsActive (true)” if you only want to retrieve active customers.

2. Get Customers ClubMember:
   Change this setting to “Only with IsClubMember (1)” if you only want to retrieve club members.

3. Get Customers Newslettter:
   Change this setting to “Only with GetsNewsletter (1)” if you only want to retrieve members who have agreed to receive newsletters.

Unfortunately, we cannot set up “Get Customers” for you, as the Customer you retrieve varies for different users. In dialogue with you, we can set the correct settings on the customer.

*Note: You must contact Amero/FlexPOS to obtain your API information (client_id, Client_secret, etc.). If you have a regular consultant, you can contact them; otherwise, you can contact FlexPOS’ support. 

Initial import

Once the integration is set up, you can retrieve historical data. You do this from the overview page, where you click on the three dots (•••) next to the selected integration. Here you select “Get data from FlexPOS”.

When you open the import modal, you will see 6 options. These can override the general integration settings for an initial/manual import:

1. Date range:
   From and to date you want to import data from and to. (You can retrieve data one year prior).

2. Get order data:
   Do you want to import Tracking data this time? This can e.g. be journals, tickets or that no data is retrieved.

3. Get members:
   Do you want to import member data this time?

4. Handling of previously unsubscribed members:
   If members in the import have previously unsubscribed, you can choose whether to create them.

5. Sent opt-in message:
   Do you want your members to confirm their registration through a confirmation email before they are created on the list?

6. Send automations:
   If you want to send welcome emails and automations that are directly related to the member’s registration or updating of a field, etc., this should be set to yes.

To get confirmation that data from Amero/FlexPOS is being retrieved into Heyloyalty, you can see if contacts have been added to your list under the Lists menu item. In addition, under the statistics menu item under activity feed, you can see if different events have been added to the list.

Advanced setup and customization

Advanced settings

On the integration page, you can set advanced settings for your integration.

If you sell tickets and/or memberships in Amero/FlexPos, you must enter the following under Attractions settings: Attraction API url, Attraction Client_id and Attraction Client_secret. You can get this information by contacting your FlexPOS consultant or their support:

If you have more requirements for the fixed import of members, which runs every five minutes, they can be set under Import settings. Here you can control how the creation and updating of members should take place:

1. Import type:
   Here you must choose how the contacts from Amero/FlexPOS should be created in Heyloyalty.

2. Date format:
   If you have a setup or other date format, this can be configured here.
   The date format in the field matches the one Amero/FlexPOS delivers as standard.

3. Character that separates options:
   This tells you how the division is in your data. If you have indentation (arrays), you can retrieve data by using a period or similar, e.g.
   ”cards” {
   ”Cardnumber”: 1234,
   ”Cardname”: ”Pension” }
   In this case, you can map fields below by using a period: cards.Cardnumber
   This composition will retrieve the card number.

4. Avoid subscribing currently unsubscribed members:
   By default, members are created if they do not already exist on the list. If you do not want members who previously unsubscribed from your list to be created again, change this option to No.

5. Send active automations:
   If you want automations (welcome emails) to be sent when a member is created on the list, this should be changed to Yes.

6. Send webhooks:
   If you want creation and updating from Amero/FlexPOS to activate a webhook, you can activate the function here (this is relevant if you have a CRM system or similar that you want to be notified). If you select “No”, Heyloyalty will not send webhooks when we receive data from Amero/FlexPOS.

7. Send any errors in import file to:
   This function sends an error message to your email including a list of members if the import from Amero/FlexPOS fails.

Field mapping

By default, we map a number of fields on customers, tickets and journals. You can see field mapping at the bottom of the integration page. If there are fields that you do not use, or that are not active on your list or tracking, you can choose to remove them in Heyloyalty’s field mapping.

• Mapping for Customer:
  We retrieve member data from “Customers” in Amero/FlexPOS. These fields will be found on the list in Heyloyalty.

• Journal and TIcket mapping:
  We retrieve Tracking data from Journal and Tickets in Amero/FlexPOS. Data can be found in the activity feed, which can be found under statistics.

If you want to add more data fields than those already mapped on the integration page, you must first ensure that the data is in the Amero/FlexPOS API endpoints before they can be mapped in Heyloyalty. These extra data fields can then be associated with the fields displayed under the field mapping on the integration page.

Note: If changes are made to the data available in the API, you must update the mapping once the changes are implemented in the API. If you want to see the changes immediately, remember to run a manual import after you have mapped fields in Heyloyalty.  

Summary of Amero/FlexPOS integration

You now have control over the foundation of your Amero/FlexPOS integration. A list has been created of all FlexPOS members, which is continuously and automatically retrieved in import – at the same time it is tracked when a purchase is made via Amero/FlexPOS.

This means that you are ready to send campaigns to your subscribers! Here you can read how to set up a campaign. Remember that you can create segments, so your campaigns are specifically targeted at your FlexPOS subscribers.

As an extra bonus, you can also build an automation flow that automatically sends emails based on FlexPOS purchases – completely without any manual work.

Didn’t find what you were looking for? You are always welcome to contact our support at support@heyloyalty.com—we’re ready to help.

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