• How to Enable Third Party CRM Integration on Guest Manager

 
 
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Introduction

Guest Manager service supports sending real time guest user profile information to a third party application as soon as a guest accesses a portal and successfully authenticates using a portal defined plug in. The third party application can store this information for future use. This feature can be used by configuring the third party end points on Guest Manager.

The CRM system can be mapped to authentication plug-ins available within the portal. The CRM endpoint to plugin mapping will be done on Guest Manager, under the ‘Portals’ tab within the ‘Plug-in QoS’ settings.

This form of CRM system integration can be leveraged to present some loyalty benefits to guests, such as coupons, offers or memberships.

Prerequisites

  • Arista Cognitive WiFi cloud account and administrative access to Guest Manager service.

Solution

Steps to add Third party server (CRM)

  • Log in to Launchpad and click the Guest Manager tile.
  • Navigate to Admin > Third Party Integration.
  • Click on the Add Endpoint button.

  • Enter the all details required.
    • Name: Enter a unique name for the endpoint
    • End Point URI: Enter the URI (HTTP/https) of the endpoint, where the notification data should be received.
    • Response Timeout: In seconds. How much time the request can wait for a response from Endpoint.
    • Method Type: GET/POST/Redirect. For the GET method, the notification data will be sent to the endpoint as parameters appended to the Endpoint URL. For the POST method, the notification data will be sent as HTTP form data to the endpoint. The Redirect method should be used when the Endpoint URL is going to be used as a Redirect URL; the notification data will be sent to the endpoint appended to the Redirect URL. This Redirect URL will be given the highest precedence over other Redirect URLs. The advantage of this Redirect URL is to utilize the notification parameters by CRM or Third-Party server to present any offers, coupons, or membership to end-users.
    • Notification Parameters: Create Key-Value pairs that should be sent as notification parameters to the endpoint. “Guest Manager” type of parameters can have user-defined keys, but use pre-defined values. “Custom” type of parameters can have both keys and values user-defined. This value will be posted to the Endpoint.
      • Parameter Type: System parameter and custom parameter. System parameter has predefined values and custom parameter allows users to pass specific parameters configured in CRM system.
      • Key: This is user-defined, which will be used in the CRM system.
    • Notification preview: This shows how the request will be sent to the CRM system. In our example the notification will be as follows:

      http://mojonetworks.com/members/subscribe.aspx?Username=<Username>&Email_address=<Email>&action=subscribe

After adding the Endpoint, you must also map it to a specific portal, which will be used as the input.

The Third-Party Endpoint can be used with any authentication plug-in.

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