Thanx <> Engage Integration Overview

The Olo Engage integration with Thanx enables brands to automatically import guest data from Thanx into Engage. This may include a number of valuable attributes such as a guest’s email address, loyalty tier, points balance, and reward redemptions.

Once the integration is initiated, a brand’s Thanx guest and order data is ingested on an ongoing basis via Engage API endpoints, making it available in Segments, Computed Properties, Automations, and more.

Table of Contents

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

Thanx Data in Engage

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

Product/Feature	Support	Behavior/Description
GDP Events	✅	Identify Event Fields Email Address (Identifier) First Name Last Name Birth Month Birth Day Birth Year Zipcode Loyalty Status Email Marketing Opt In Thanx Merchant ID Thanx Merchant UID Thanx User ID Thanx User UID Thanx Signup Program ID Thanx Tier Status Thanx User Joined At Thanx User Entered CRM At Thanx Email Last Opened At Thanx Opt In Email Reward Earned Thanx Opt In Email Reward Unused Thanx Opt In Email Reward Offer Thanx Opt In Email Reward Progress Thanx Opt In Email Payment Receipt Thanx Opt In Email Marketing General Thanx Opt In Created At Thanx Opt In Updated At Thanx Points Account ID Thanx Points Account UID Thanx Points Balance Thanx Points Program Currency Thanx Points Program Conversion Rate Thanx Points Account Created At Thanx Owner Type Track Events Points Exchanged Points Issued Points Reversed Points Adjusted Points Imported Points Expired Reward Activated Reward Issued Reward Voided Reward Pending Use Reward Refunded Reward Expired Reward Redeemed Thanx Digital Order Thanx In-Store Order Thanx NPS Unviewed Thanx NPS Viewed Thanx NPS Rated Thanx NPS Reviewed Thanx NPS Responded
Guest Profiles	✅	View All Guest Profile Fields: Fields from Thanx identify events such as Thanx Points Balance and Thanx Tier Status will display in the Custom Fields section. Timeline: Thanx track events such as Reward Issued and Reward Redeemed, along with their associated properties, will appear in the Guest Timeline. Analytics: Thanx events data will populate the Loyalty Rewards Issued and Redeemed metrics.
Segments	✅	Thanx identify events are available by default under the Custom Properties section in the Select Property dropdown.  Thanx track events can be configured by first creating a Computed Property and then creating a Segment based on it.
Computed Properties	✅	Thanx track events such as Reward Redeemed and Thanx In-Store Order, along with their associated properties, can be used by default to create Computed Properties.
Automations	✅	Thanx track events can be used in an automation via the Segment Entered or Segment Exited Trigger. To do so: Create a Computed Property and configure it as a Segment as outlined in the two sections above Then, select the Enable for Automations button from the Segments screen The Segment will then be available in the Pre-Entry Filters → Segment Filter → Guest Is In dropdown Thanx track events can also be enabled as a “default trigger” on a program-by-program basis.
Host	⚠️	Thanx data is not directly visible in or used by Host. However, a Segment can be created using a Smart Property and then turned into a Smart Tag, which is visible in Host.
Reporting	✅	Thanx data will populate in the Guest Book Growth Report with a Guest Channel value of ‘HTTP API’.

Activating the Thanx Integration

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

1. Reach out to your Thanx CSM to initiate the data share with Engage (make sure to cc your Olo Implementation Specialist).
2. Your Thanx representative will ask that you sign a short data waiver to enable the integration.
3. Thanx configures the automatic, recurring data share.
4. Olo configures the integration within Engage and performs data validation in a test environment.
5. Integration is turned on in your Engage production environment.
6. Begin using Thanx data within the Engage Dashboard.

Example Use Cases

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

Note: The exact names of fields/properties listed in the below examples may differ from what is available in your account. 

Use Case: Enhance Marketing Personalization

Using Thanx + Engage data enables brands to create even more highly-targeted segments for marketing. For example, a brand can:

• Leverage different email creative for Automations based on whether the guest is a loyalty member
• Refine loyalty segmentation by layering in Engage-powered attributes like Lifetime Frequency

Example Segment: Loyalty Status equals True and Predictive GLV Greater 100

Use Case: Increase Loyalty Sign Ups

Guests can interact with a brand from multiple touch points. If a guest is opted into marketing but not loyalty, brands can create automations to drive loyalty signups.  

Example Segment: Opted into Email Marketing equals True and Loyalty Status equals False

Use Case: Automate Churn Prevention

Harness Engage Smart Properties like Days Since Last Card Swipe and Six Month Churn Risk to keep high-value Loyalty and Non-Loyalty guests engaged with your brand. 

Example Segment: Six Month Churn Risk greater 60