CRM & Data
CRM
Topic | Milestone | Yes/No? | Owner | Status | Notes, Comments, Action items |
|---|---|---|---|---|---|
Marketing Opt-in | Confirm nature of audience:
|
| NOT STARTED IN PROGRESS COMPLETED ON-HOLD |
| |
Tone of voice | These will be used to tailor the messages we send to consumers.
|
| IN PROGRESS |
| |
Demographics | The following information will be used to plan the WA flows, identify target segments, and design potential A/B tests.
| Yes | COMPLETE |
|
Events
We generally set up three endpoints for each partner for the following events:
Event | Use | Importance |
|---|---|---|
Booking Create | When the consumer creates a new booking | Scheduling marketing and personalising UX |
Booking Update | When the consumer updates any information on an existing booking | Ensure we do not personalise experience based on stale data |
Booking Cancel | When the consumer cancels a booking | Ensure that we do not send any marketing when trip has been cancelled |
Please send a Post Request with booking data in any json format to webhook in real-time to avoid us missing last minute trips or marketing to users that have cancelled or changed their plans.
Authentication
We do not require any authentication to our webhook endpoints, making them extremely easy to integrate with. We generate unique non-guessable endpoint urls for each of our partners which, if treated as secrets, are secure by “security through obscurity”.
We will send an email directly to your engineering team with a link to your webhook urls. That link expires in 7 days and can only be used once.
Data planning
Holibob’s Webhook documentation.
Please refer to Holibob’s Webhook documentation for a comprehensive list of acceptable data points and their formats. When setting up webhooks, it is essential to follow this documentation.
If there is a data point not included in the documentation that you would like to transmit, please discuss it with us, and we can add it.
Below is a list of the minimum required data for our project:
Data Points needed | Use | Available at Partner’s? | Notes | Field Name | Passed to Braze |
|---|---|---|---|---|---|
Generic | |||||
First name | Needed to personalise WA message |
|
| consumerGivenName |
|
Consumer Unique ID | To identify consumers in the event of changes |
|
| consumerPartnerExternalReference |
|
Mobile number | Needed to message consumers via WA |
|
| consumerPhone |
|
Total number of people in the trip | Needed to personalise curations and shelves |
|
| consumerTripPersonCount |
|
Number of children in the trip | Needed to personalise curations and shelves |
|
| consumerTripChildCount |
|
Number of infants in the trip | Needed to personalise curations and shelves |
|
| consumerTripInfantCount |
|
Booking | |||||
The partner's link for the consumer to view their booking. This is often a link to a “manage my booking page” | To be added to the 1st WA message - allow consumers to review the details of their booking for a better costumer experience | to be confirmed | consumerTripBookingLink |
| |
The partner's unique reference of the consumer's trip and or booking | Cross-check and future reference | to be confirmed | consumerTripPartnerExternalReference |
| |
Trip - arrival and departure | |||||
Drop-off date and time | Needed to personalise 1st WA message, curations and shelves | consumerTripArrivalDate |
| ||
Pick-up date and time | Needed to personalise 1st WA message, curations and shelves | consumerTripReturnDate |
| ||
Trip destination | Needed to personalise 1st WA message, curations and shelves | consumerTripDestinationName |
| ||
Stashpoint location | Needed to personalise 1st WA message, curations and shelves | consumerTripVenueName |
| ||
Stashpoint address | Needed to personalise 1st WA message, curations and shelves | consumerTripVenueAddress |
| ||
Data & backfilling
At time of go-live (after initial data testing) Holibob and partner will work to get all previously generated (book date in past) bookings that still have a trip date in the future to be passed as part of the data sharing exercise, so we can market experiences to those consumer.