Presence (Crowd Connected) Setup Guide

Please review our Overview: Presence (powered by Crowd Connected) Guide prior to this setup guide. Once you've covered the basics, come back to this guide to get started on setting everything up. 

Logging In

• Visit https://app.crowdconnected.com/login
• Use the credentials emailed to you to log in.

If you're having issues locating the credentials, check your junk/spam folder. Whitelist the email address "no-reply@crowdconnected.co.uk" to ensure you receive correspondence from the system.

1. HOME - Navigate back to the dashboard
2. MAP SETUP – use for adding/amending/deleting regions
3. MOBILE SDK SETUP – use for setting when and where data will be collected (most of this is done by WMT support)
4. DATA SETUP – use for adding Events to monitor (see this article for more details)
5. MESSAGING - targeted push notifications by regions and behavior (see this article for helpful tips and info)
6. MAPPING VISUALIZATIONS – access heatmaps and other data visualizations
7. CHARTING – access reporting outputs and data visualisations (more here)
8. EXPORTS – use to produce reports for specific regions and heatmaps
9. KNOWLEDGE BASE – access online knowledge base and troubleshooting
10. HELP - Submit support tickets
11. MY ACCOUNT - Add additional users if needed
12. SIGN OUT

Crowd Connected Console User Guide

For a full walk-through of the Crowd Connected CMS, please review this Crowd Connected User Guide 2022

Creating & Drawing Regions

To ensure you get the most out of this product, discuss what data you want to track and if you want to use location-based messaging with us.

When you navigate to the regions screen and zoom in on your event footprint, to draw a region you simply click on the pencil (1) in the top right corner and click and drag at each corner to establish the region. Then, name your region something unique and provide a type of region ((2)Sponsors, Entrances, Exits, Airports, etc) so these can be organized in your post-event reporting.

As mentioned in our Overview guide, we will need a copy of your CAD map to upload to Crowd Connected. Once we have that uploaded, you can begin to draw regions. You can draw regions at any point in time - even after the event. However, keep in mind that after your event we will compile and analyze the data from your event and if the regions are changing this could impact the timeframe we are able to provide your report. 

You must create the following regions. Without these, the post-event reporting we craft will be missing necessary data points:

• Entrances / Exits
• Stages
• Sponsor areas
• One region should be an outline of the entire footprint of the event. This will be considered the "Master Region" and used to compare how many people are "on-site" and how many people are in each individual region (we call this comparison the Audience Ratio). 

Optionally, you might want to create regions for these types of areas:

• Merchandise and Food & Beverage areas (either individual stands if you wish to have data that granular, or an entire merch or concessions village if that is applicable to your event)
• Restrooms
• VIP areas
• If you are interested in learning how their attendees get to the festival create regions for popular routes to/from the event to analyze traffic patterns or create regions for popular nearby hotels, airports, or train stations. 
• Regions pertaining to messaging. We'll cover messaging in the next section, but if you plan to send messages to attendees based on their location, you'll need to create those regions as well. 

Tips:

• Region names should be unique. The Crowd Connected platform will prevent you from naming regions with identical names. Do not attempt to work around this with altered versions of the same name - i.e. "McDonald's" vs. "McDonalds". This will cause issues for you down the line when you are attempting to analyze the data. Instead, name the regions in a unique and understandable way - i.e. "McDonald's 6th St" and "McDonald's 10th St"
• Use Region Types to categorize regions. This will be useful for reporting down the line, giving you the ability to summarize data. For example, if you have multiple stages and all have the region type of stage you will be able to analyze data from each individual stage as well as data summarized for all stages. 
• One region can only have one region type applied. If you want to apply more than one region type to an area, you'll need to create a duplicate region and apply each region type to its own region. In this case, make the naming match the region type you've assigned. For example, "Main Stage Viewing" and "Main Stage Messaging."

Setup Messaging

Crowd Connected location based messaging allows you to compose, schedule, create a target audience and manage location-based push  notification messages.

Messages are sent using the app’s existing push notification capabilities – so, for example, if your app’s messaging supports deep links to in-app pages, external links to mobile-optimized web pages, messages in multiple languages and/or the use of emoji characters, then these will be available for location-based push notifications composed within the console.

Messages require one or more regions for targeting. Simply draw the region where you want to target a message.

Simple messages target app users currently in a specified location during a specified time window. More sophisticated messages combine present/not present across multiple regions and time windows.

Composing a Message

Message composition is in three stages. To get started click on 'Compose message'.

Step 1: Message content

1. Give you message a name. This is for internal listing purposes only – it won’t be displayed to recipients.
2. If applicable, select the message language here (for apps with more than one language)
3. The Subject line will appear as the message title.
4. The text field contains the body copy of the message. NOTE: Without linking elsewhere, character count is 290. WITH a link, the count shrinks to 125.
5. A link to an in-app page or external web page can be added.

Step 2: Schedule Message

1. Select which rule you want to determine when the message will be sent. If choosing “On a specific date and at a specific time” you’ll set the target audience on the next screen (step 3 below).
2. If selecting “Triggered on entry or exit between two dates and times”, you must choose one or more regions for this rule. You can further narrow the target audience on the next screen with further rules (although there is no requirement to do so).
3. Use the “When I click send” rule when you want to manually broadcast the message to the target audience – perhaps as quickly as possible to react to something unforeseen. Here you’ll set the target audience on the next screen (step 3 below).

If you selected ‘On a specific date and at a specific time’ the current messaging configuration will be saved with the message and if subsequently are changed will not be reflected in this message. You should recreate the message if you edit the messaging configuration after creating the message.

Step 3:  Filter message audience

1. Filters are used to define the audience of the message. If on the previous screen (“Schedule message”) you selected to trigger the message on entry/exit from a region, there is no requirement to add filters (unless further targeting is required). If in Step 2 you chose “on a specific date and at a specific time” or “when I click send” then you must define at least one filter here.
2. Use filters to define precisely where and when app users were present to qualify for a message. Multiple filters can be combined.
3. When using multiple filters. you must have at least one “who were present” filter before then adding a “who were not present” filter

Once the message has content, a schedule and if applicable, audience filter(s)  you can either save it as draft or publish it (which skips the draft state).

Check out: More tips on message set-up

Examples:

• Encourage people to go to Hard Rock Cafe by targeting a message to the entire venue region. Exclude those devices that have already visited the Hard Rock Cafe and exclude the devices currently in the Hard Rock Cafe.

Tips:

• You cannot currently link your Aloompa app deeplinks to the messaging in Crowd Connected. Messaging only supports URL links at this time. 
• You cannot view the reach (the number of recipients) when setting up a message. Once you send it, that will be easy to view in the Messaging screen.