Follow these steps to integrate your Acuity account with Referrizer.
DisclaimerCustom integration is only available on Powerhouse plans. If you have any other plan, you won't be able to integrate with Referrizer.
- Select 'Integrations' from the dropdown menu in the top right corner
2. Scroll down and click on Acuity
3. Enter your User ID and API Key
NoteTo find your User ID and API Key, click on this link and log in with your Acuity credentials.
4. Click on Activate Integration
Note
To avoid sending any automated campaigns that you may have created, it is best to keep the two toggles turned off for now.
Information regarding the integration
- The initial sync will pull the following date:
- First name
- Last name
- Phone
- Last Visit
- The initial sync won't provide you with the full history of previous visits (just the most recent) or reward customers with loyalty points.
- After the initial sync is complete, you can turn on email and text notifications.
- Currently, Referrizer can recognize a visit/purchase if your label is set as a 'Checked-In' in Acuity integration. You will be able to track visits and award loyalty points automatically.
- Whenever the label 'Checked-In' has been used, the visit would be registered.
- All contacts that are synced will be segmented into either Leads, Current Customers, or Past Customers
- Leads - contacts that don't have a last visit date
- Current customers - contacts whose last visit was within the last 3 months
- Past customers - contacts whose last visit was more than 3 months ago
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