ezCater Integration Overview

The Olo Engage integration with ezCater helps brands to effortlessly ingest data from ezCater into Engage. This can include valuable information such as a guest’s email address, order details like delivery method, and ticket information like item names and quantities. 

Table of Contents

• ezCater Data in Engage
• Activating the Integration
• Example Use Cases

ezCater Data in Engage

The below table reflects the capabilities of the Engage <> OpenTable integration. The actual data passed may vary on a brand-by-brand basis.

Product/Feature	Support	Behavior
Host/Order Management	⚠️	ezCater data does not sync directly to Host or Order Management. However, if ezCater guest data is used in a Segment and then is applied to a Smart Tag, that would be surfaced in the Host app.
GDP	✅	Identify Events This integration sends data through the Wisely Orders API endpoint. It does not directly create Identify Events but does have Track Events with identifiers (i.e. you will be able to create Segments). Track Events Order Cancelled Order Completed Order Placed The above Track Events may--but not always--have values for the below Properties. Order Overview Source Source ID Merchant ID Delivery Method Full Delivery Address Opened At Ready At Platform Used Guest Information First Name Last Name Email (Identifier) Phone Number (Identifier) Email Marketing Opt-In Ticket Details Ticket Total Ticket Due Ticket Tax Ticket Tip Ticket Paid Item Name Item Price Item Quantity Guest Count Custom Properties ezCater Site Contact ezCater Store Address ezCater Store Name ezCater Delivery Location
Guest Profile	✅	View All Guest Profile Fields: There are no "default" Custom Fields related to ezCater. However, if you have an ezCater specific Segment configured and a guest falls into it, that will display in the Custom Fields section. Guest Timeline: Track Events such as Order Placed will display in the timeline. Click the View Properties button to view the order's associated information like item-level details and guest email address. Guest Notes: N/A Analytics: The ezCater Order Placed, Order Cancelled, and Order Completed Track Events will display in the Analytics tab of a guest profile.
Segments	✅	The most common way to create a Segment for ezCater is to use the Online Order Source property. Navigate to Segments and use the Select property dropdown Under the Details section, select Online Order Source Use the Contains boolean operator Input "ezcater" in the open text field
Computed Properties	✅	ezCater data from Track Events and their applicable properties is available in Computed Properties. For example, you can create a Count of Orders Placed where Source contains ezcater.
Automations	✅	ezCater data from Track Events and their applicable properties can be used in an automation. For example, set the automation Trigger to Completed an online order and the Pre-Entry Filter to Online Order Source contains ezcater.
Tableau	✅	ezCater data is available in the Orders Over Time and Guest Book Growth reports.

Activating the Integration

An Olo Implementation Specialist will guide you throughout the setup process. At a high-level the process will contain the below steps:

1. Connect with ezCater and request the "DailysFTPOrderReport" file be sent on a recurring basis
2. The Olo Implementation Specialist will assist in any required data mapping
3. Olo configures the integration and performs data validation
4. Integration is turned on in Production

Example Use Cases

There are many ways you can leverage ezCater data within the Olo Engage ecosystem. Listed below are a few common use cases to consider. 

Use Case: Analyze ezCater Orders by Attribute

Certain properties like Item Name are sent along with ezCater order data. You can create custom reports based on this using Computed Properties. 

• Example Computed Property: Computation Type is Count | Track Event is Order Placed | Field is Source Contains ezcater AND Total Greater 150 | Run Computation is Last 30 days
• 

Use Case: Directly Market to ezCater Guests

If the guest is opted into email marketing, you can email the guests who made ezCater orders directly by building a Segment and then using that Segment in a Campaign. Please note that many ezCater orders come through as anonymous, so not all orders will be associated with a guest profile. 

• Example Segment: Online Order Source Contains ezCater
• 

Use Case: View ezCater Orders in a Guest's Timeline

For ezCater orders that can be attributed to a guest, you can look up their specific order details from the applicable guest's timeline.