Glofox Integration

Modified on Thu, 27 Oct 2022 at 04:08 PM

Please follow these steps to integrate your Glofox and Referrizer accounts.

1. Log into your Referrizer account

2. Click on your name at the top right corner of the screen

3. Open Apps & Integrations

4. Select Glofox

5. You need permission to use the Glofox API for Referrizer, so you will have to send an email request to integrators@glofox.com.

The following details have to be included in the email:

Branch ID
Namespace

In addition to these details, which are available in your Glofox account, the content of the email should be: "Please activate my Branch ID for Referrizer."

6. After receiving a confirmation from the Glofox support team, you will be able to finish the process by entering your account details and pressing ACTIVATE INTEGRATION button at the bottom.

Congratulations! You've just fully integrated Glofox with Referrizer.
! Note !

Engage through texts - enables automated texts to trigger via customer check-ins
Engage through emails - enables automated emails to trigger via customer check-ins

Which data will be synchronized?

This integration includes an Initial sync as well as an Hourly sync.

Initial sync:

All contacts from Glofox added to your Referrizer account
If a contact has been marked with 'lead' status in Glofox, they will be segmented into the Lead category in your Referrizer account
If a contact has not been marked with 'lead' status, and they have visits within the last 3 months, they will be segmented into the Current Customers category, otherwise, they will be segmented into the Past Customers category.

Hourly sync includes:

Check-in sync - if a contact has made a booking and attended it, our system will recognize it as a check-in
Member/Customer sync - if you have created a new customer in Glofox, Referrizer will recognize it as a Current Customer

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