Integrate ClubReady with Cloutly
ClubReady - Integration Guide
If your business uses ClubReady, follow this guide to integrate ClubReady with Cloutly. This integration will allow you to automatically send review campaigns from an Automation rule which is setup in ClubReady.
You have an active Cloutly plan.
You are the "Owner" of a ClubReady account.
How it works?
How does the ClubReady trigger work?
Creating an Automation in ClubReady allows you to define the trigger conditions suitable for your club. We recommend to start with the following trigger:
After 5 visits from Class "X", send review invite.
Please follow each step, one by one; the order is important.
1️⃣ Submit a connection request form
To get started, use the link below which will allow your ClubReady account connect with Cloutly.
We will be notified and will reach out if there's anything else required.
2️⃣ Setup automation rules in ClubReady
Setting up Automation Rules are done in the ClubReady side.
Note: You need to have your club locations and review campaigns already setup in Cloutly before you can complete this step.
Step: Create an Automation Rule in ClubReady
Create the automation rule in ClubReady by following the image below.
You can create as many automations as you'd like
It's common to create 1 automation to start with and then get more complex over time.
Click Tools > Automation Rules > Add New Automation Rule > For Members
Step: Give the automation rule and name
Enter the text "Cloutly review integration"
Select a folder to place this rule into
Step: Select a rule condition
You can choose any rule you'd like. We recommend: "Number of days X since Prospect/member has attend X class".
Choose the parameters you'd like for the review invite to be sent.
Tip: Try 5 days after member has attend a new Class.
Step: Setting up the web hook trigger 🔥
Select "Call a Web Hook URL" as the automation trigger 🔥
Step: Select "Advanced" and enter the following options and click "Add Header"
Web Hook URL = https://app.cloutly.com/api/v1/send-review-invite
use https = checked
type = POST
Header = api-key
Value = <API_KEY_PASTED_FROM_CLOUTLY_GOES_HERE>
Step: You can retrieve your API KEY from Cloutly on this page:
Step: Copy and paste the web hook body from Cloutly Integrations page
Open Cloutly and go to Settings > Integrations > ClubReady section.
Go to the Webhook Generator tab and copy and paste the webhook body
Ensure to select the correct location and Review Campaign you want to add these members to.
Paste the webhook body into ClubReady webhook body section (see image) below.
Step: Paste the webhook body into ClubReady webhook body section (see image) below.
Step: Submit and Enable the new rule
When you've set up the automation as you'd like, click "Add New Automation Rule"
Remember to turn the rule "ON"
3️⃣ You're done
Now you can wait for the automation to happen. Visit your Cloutly dashboard to see the results. The members will appear in the Contacts page on the Cloutly dashboard.
Feel free to contact us if you'd like assistance during setup or have questions. We are more than happy to assist during the setup and along the way.
Updated on: 10/09/2023