Manage Your Ads Advertise in your campaigns In the main menu of your dashboard, you’ll find Ads – there you can create and manage ads that you can then add to your campaigns. Click Ads Manager to expand the submenu to show all four options: Ads, Ad Zones, Ad Campaigns, and Ad Reports. Here’s…
Sales CRM Overview In the main menu of your dashboard, you’ll find Sales CRM – there you can manage your campaign previews, your leads, and your website widget. Previews Here you can see a list of all your created previews and information about them, preview your campaigns, view the related leads list, and…
Manage Your Apps In the main menu of your dashboard, you’ll find Apps – there, you can create and manage your applications. Select Apps from the main menu to see a list of your available apps. Apps management overview You can quickly access various aspects of each app, including quick access features and the…
Automation Overview Use Automations to send out your guest data Once you’ve added an app to your account, integrating with a third party, you can use those apps to create automations. What are automations? Automations are tasks that you would normally perform yourself, but are instead completed for you by SurgeSocial or other services such…
Timeline Overview See your connected guests in real-time In the main menu, you’ll find Timeline – there, you can view a timeline history of all connections to all your locations. Each entry on your timeline is in chronological order, with the most recent connection appearing first, at the top of the screen. Scrolling down will…
Analytics Overview View aggregated guest data In the main menu, you’ll find Analytics – there, you can view and manage all the data you have collected from your contacts in an easily-understood way with charts and graphs — as well as export that data. The Analytics section of your dashboard will begin on the Essentials…
Contacts Overview Manage your guest records In the main menu of your dashboard, you’ll find Contacts – there, you can manage all of the contacts collected from your campaigns as well as send out real-time broadcasts. Selecting Contacts from the main menu will display a list of everyone who has connected to one of your…
Manage Your Campaigns Manage your guest login experience In the main menu, you’ll find Campaigns – there, you can create, edit, and manage your campaigns that will be broadcast at your locations. Campaign management overview You can quickly access each of your campaigns from this list. Create campaigns You can create new…
Manage Your Devices In the main menu of your dashboard, you’ll find Devices – there, you can manage all of the network devices you have deployed, as well as add new ones. Once you have added your devices, you can assign them to locations — then your locations will start broadcasting your campaigns and…
Manage Your Locations In the main menu of your dashboard, you’ll find Locations – where you can create and manage everything that is associated with each of your locations. Locations overview Go to Locations in the main menu. This will display your locations. Locations management overview You can quickly…
Manage Your Clients In the main menu, you’ll find Clients – there you can create clients and manage their assigned locations, campaigns, apps, scheduled reports, and sub-users. Clients overview Select Clients from the main menu. This will display your clients, as well as the number of associated locations, campaigns, apps, users, and…
Dashboard Overview The main dashboard of your account contains a number of reports, meant to give you as much of the most important information as possible on a single screen. Platform Metrics This shows you the number of clients, locations, devices, and apps that are associated with your account. This will show all…
Branding DNS setup The first step is adding your CNAME records and brand your custom control panel URL and custom social portal URL to your business. NOTE: These are intentionally semi-generic steps, and your registrar may use different terminology. This guide should be taken as a very loose set of instructions. Required: ● Active…
Branding Overview On the top right side of your dashboard, you’ll find your Profile account menu – there you can access your account details, find some resources, and customize the branding of your White Label dashboard. To get to your branding page, go to Branding in your account profile menu. This…
We have a few posts in our Blog detailing how to get more reviews for your business through various websites like Yelp, Google, Facebook and TripAdvisor. This article will help you to create an Automation that will help you get constructive feedback while generating more positive reviews. (If you’re new to using Automations, it might…
This tutorial will show you how you can change the default language in your Portal. We plan on adding more languages in the future! From your dashboard, click on Settings in the left hand menu. Now click on the General tab, and then choose your preferred language from…
Surge Social is here for you during the COVID epidemic. Current Customers If you are a current customer of ours, know that we’re going to take care of you. We sent out individual emails concerning the details for your current subscriptions and payments. If you haven’t heard from us, please reach out to support@surgesocial.com.…
After a user has logged in, maybe you would like to start a WhatsApp chat with your customer. You can easily integrate other 3rd party features such as chatbots and auto-responders if you want to be even more fully automated. This tutorial will show you how to get that chat started. Edit your…
ManyChat is one of the leading chat bot systems that can be used to market to your customers using either SMS or Facebook Messenger. Currently due to Facebook API policy, this integration can only update data for users already in your ManyChat account – it cannot automatically add new users. You need a ManyChat…
Finally, we’ve made it. We’re on the last post in this series on increasing your online reviews. I hope you have learned a few tips and tricks along the way and I hope your business is better off for it. We have already covered TripAdvisor, Google, Facebook. For the last post in the series,…
We’re continuing our journey on how to increase your online review presence across the 4 major players: TripAdvisor, Google, Facebook, and Yelp. Last week we tackled the Google platform. This week, we’re going to focus on getting reviews on the largest social media network: Facebook. As we saw the first week, the best way to…
Over the next few blog posts, we’re going to focus on increasing your online review presence across the 4 major players: TripAdvisor, Google, Facebook, and Yelp. Last week we addressed your TripAdvisor reviews. This week, we’re going to focus on getting more Google reviews. Google. It seems like they own the internet, doesn’t it? It’s…
Over the next few blog posts, we’re going to focus on increasing your online review presence across the 4 major players: TripAdvisor, Google, Facebook, and Yelp. This week, we’re going to focus on getting more TripAdvisor reviews. 86% of consumers read online reviews for local businesses in 2018, according to the 2018 BrightLocal research survey.…
How important are repeat customers? 61% of small to medium size businesses say that more than half of their revenue comes from repeat customers, according to a BIA/Kelsey and Manta joint report. Repeat customers also spend 67% more than a new customer according to the same report. We all want our customers to be happy…
According to a Radicati Group study, 3.8 billion people in the world have at least one email account. That’s nearly half the world! That number is expected to grow to over 4.2 billion by the end of 2022. Email marketing needs to have a place in every business – but how do you make…
Let’s face it, offering free WiFi for your customers isn’t really an option anymore for many stores and restaurants – it’s a requirement. Customers have come to expect WiFi in almost any retail or service industry business they step in to. This isn’t a bad thing! Your business is probably already wired for internet. It…
You may want to limit how long a user can stay logged in to your WiFi before they are prompted to login again. This article will show you how you can set and adjust session time limits. 1. Login to your Surge Social Portal 2. Click on the Settings link on the left hand…
Negative Feedback – It’s Going to Happen Eventually How do we respond when we hear feedback from an unhappy customer? Can anything good come from the interaction? Do we simply try to appease and get away? Do we defend ourselves or our products? Is there a better way to respond than another? Our partners…
If you’re running a small business, you probably have little time to focus on marketing. You’re too busy making the best products and offering the best services that you can! But there’s hope: the good people over at Engenius put together a content-heavy article to help you focus your efforts to create the most efficient…
Getting started is easy. Just follow these steps to install your Surge Social WiFi router. 1. Unpack the box Remove the Surge Social WiFi router Connect the clear stand to the bottom or side of router 2. Plug in cables Connect Ethernet cable from Surge Social WiFi router port 1 to your existing internet modem…
The Campaign is the WiFi login screen your customers will see. Editing a Campaign allows you to brand your WiFi splash page, choose Login methods, and configure other options such as a redirect action, language options, or adding a local weather widget. Name the Campaign and change the general layout 1. Click the Edit…
See what’s going on with your WiFi at a glance or view detailed reports and customer data. With any of the customer analytic pages, you can change the date range for the data being displayed by clicking in the upper right hand corner. The Dashboard gives you a brief overview of the last 30…
Option 1: Charge WiFi users for access with Stripe payment gateway 1. Log into your Stripe account 2. Click on Developers > API Keys and copy the Publishable Key and Secret Key 3. Email the Stripe Publishable Key, Secret Key, and account username/password to support@surgesocial.com to complete the integration. Note: Stripe password can be changed…
Customers that connect to your WiFi can by synced to your MobiPunch loyalty program and automatically emailed a link to download the punch card. 1. Log in to your MobiPunch account 2. In MobiPunch, click Settings under your name. 3. Click Developer tab and copy your API Key. 4. Use the Punch Card…
Customers that connect to your WiFi can be sent automated promotions or coupons via email or text based on triggerable criteria. Not applicable to Basic Plan users. Automations are a part of the Essential Plan package only. 1. Click on Automations on the left menu in the Portal. 2. Click on Add New Automation…
Customers that connect to your WiFi can be synced to your SendReach account for email marketing automation. 1. Log in to your SendReach account. 2. On your SendReach dashborard, click on Account Settings > My App > Create New App. 3. If you already have an App created, click on API Keys left side…
Customers that connect to your WiFi can be automatically sent a feedback request email through GetFiveStars. 1. Configure GetFiveStars settings -Ensure that you have a fully qualified GetFiveStars account and business that has been setup for feedback requests -Locate your GetFiveStars Business ID. The GetFiveStars Business ID can be found as part of the…
Customers that connect to your WiFi can be automatically sent a review email through TripAdvisor Review Express. 1. Configure TripAdivsor settings Ensure that you have a fully qualified TripAdvisor location that has opted in to the Review Express program. (TripAdvisor will not send Review Express emails without the explicit consent of each participating property)…
Customers that connect to your WiFi can be synced to your Square CRM account. 1. Log in to your Square account. 2. Browse to https://connect.squareup.com/apps 3. Click on the ‘+New Application button’ to begin the process of creating an App on Square 4. Enter an Application Name and click Create Application button. 5. You…
Customers that connect to your WiFi can be synced to your MailChimp account for email marketing automation. 1. Log in to your MailChimp account. 2. On your MailChimp dashboard, click your username on the left side menu to bring out the account settings panel. Then click on the Account Settings link. 3. Once you…
Customers that connect to your WiFi can be synced to your iContact account for email marketing automation. 1. Log in to your iContact account. 2. Browse to www.icontact.com/developerportal and click on Getting Started Guide. 3. On Getting Started page choose step 2 Get Your AppID and Set API Password. 4. On the Register Your…
Customers that connect to your WiFi can be synced to your GetResponse account for email marketing automation. 1. Log in to your GetResponse account. 2. On your GetResponse Dashboard, hover over the My Account link on the upper right side of the page, then click Integrations to go to the Integrations page. 3. On…
Customers that connect to your WiFi can be synced to your ActiveCampaign account for email marketing automation. 1. Log in into your ActiveCampaign account. 2. On your ActiveCampaign dashboard, click on “My Settings” under your account. 3. Click on the Developer tab. 4. Copy the URL and Key located at the top of the…
In the following tutorial, we’ll show you how to add a Facebook Like box to your Campaign login process. This will appear after a customer has signed in through one of your chosen login methods and before the Redirect. Please note that Facebook API banned the practice of “Like-gates” years ago, so our system cannot…
The following tutorial will show you how you can insert a local weather widget on the WiFi login page The weather is linked to the Location address that is found in the Settings menu 1. Click Edit button above the Campaign preview 2. Click on Advanced tab 3. Toggle the Weather Widget to on…
The following tutorial will show you how you can insert a language drop down on the WiFi login page 1. Click Edit button above the Campaign preview 2. Click on Advanced tab 3. Toggle “Show Language Bar” 4. Click the blue Save Campaign button. You can now see the drop down…
GDPR Overview On 25 May 2018, the General Data Protection Regulation (GDPR) took effect. The GDPR is the European Union’s data privacy law which impacts how companies collect and handle personal data about their European customers. The Surge Social platform has the tools necessary to comply with the GDPR. However, every business is different and…
You may want to limit how much bandwidth a user has access to. This article will show you how you can set download and/or upload bandwidth limits. 1. Login to your Surge Social Portal 2. Click on the Settings link on the left hand side 3. Click on the Session tab 4. Toggle…
These step-by-step instructions will enable you to create your own SMS App to process Guest Social WiFi Logins. Browse to https://www.twilio.com and click Sign Up. After verifying your account, answer No to “Do you Write Code?” and click Skip to Dashboard in the bottom right corner Click on the Triple dots menu in…
These step-by-step instructions will enable you to create your own LinkedIn App to process Guest Social WiFi Logins. Log into LinkedIn, then open a new tab and go to https://linkedin.com/developers. Click Create App Enter your App Name Enter your Company Enter your Privacy Policy URL Upload your Logo Ensure “Sign In with LinkedIn” is checked…
These step-by-step instructions will enable you to create your own Facebook App to process Guest Social WiFi Logins. Log into Facebook, then open a new tab and go to https://developer.facebook.com Click Get Started/MyApps (Get Started will only appear if this is your first App) Click Create App Select Consumer and click Continue Name your App Verify…
