CRM

Welcome to the Gamanza Engage CRM Module

Welcome to the CRM section of the Gamanza Engage Platform. This module is your command center for player communication, allowing you to deliver personalized, real-time messages across multiple channels (Email, SMS, Push, and On-Site).

This guide provides a roadmap to help you navigate the documentation, understand the workflow, and find exactly what you need to launch successful campaigns.

🚀 Getting Started: The Workflow

If you are new to the platform, we recommend exploring the documentation in the following order to mirror the natural campaign creation workflow:

  1. Player Data & Segments: Learn how to define who you are targeting.

  2. Templates: Create the content you want to show (Emails, SMS, etc.).

  3. Campaigns & Custom Triggers: Launch your message—either as a scheduled broadcast or an automated reaction to player behavior.

  4. Analytics: Measure your success and optimize.

📚 Documentation Section Overview

Below is a summary of each section available in the left-hand navigation menu of the CRM documentation.

1. Templates

This is your content creation hub. This section contains sub-pages for each supported communication channel. You will likely spend significant time here designing the look and feel of your messages.

  • Emails & SMS: Guides on using the editors to create email layouts and text messages.

  • SMS Character Limit: A reference guide to understanding message segments and costs associated with SMS lengths.

  • On-Site Notifications: How to configure messages that appear directly within the player's web interface (e.g., toasters or inbox messages).

  • Web & In-App Push: Instructions for setting up browser-based and mobile app push notifications (often integrated with providers like OneSignal).

Templates

2. Segments

  • Purpose: Learn how to build dynamic groups of players based on their behavior, attributes, or real-time data.

  • Key Action: Use this section to understand the logic and conditions available for targeting specific audiences (e.g., "VIPs who deposited in the last 24 hours").

Segments

3. Custom Triggers

  • Purpose: This section covers automation. Unlike standard campaigns, triggers allow you to set up "if this, then that" rules.

  • Key Action: Learn how to fire messages instantly when a player performs a specific action (e.g., triggering a "Welcome SMS" immediately upon Registration).

Custom Triggers

4. Campaigns

  • Purpose: The central management area for your marketing broadcasts.

  • Key Action: Learn how to schedule one-off or recurring blasts to your Segments using the Templates you created.

Campaigns

5. Analytics

  • Purpose: Review the performance of your communications.

  • Key Action: Understand how to read reports on Open Rates, Click-Through Rates (CTR), and other engagement metrics to refine your strategy.

Analytics

6. Player Data and Custom Data

  • Purpose: Understanding the data backbone of the CRM.

  • Key Action: Learn how player profiles are structured and how to use Custom Data fields to store unique information (like "Favorite Game" or "Risk Level") that can be used for deeper personalization in your templates and segments.

Player Data and Custom Data

7. Operational Tools & Compliance

These sections ensure your operations run smoothly and adhere to regulations.

  • Frequency Cap: Learn how to set global limits on how often a player can be contacted to prevent spamming and reduce churn.

  • Unsubscribe URL & Report: Critical for compliance. This guide explains how to generate unsubscribe links for your templates and how to view reports on players who have opted out.

  • SMS Short URL: A tool for shortening long links in your SMS messages, which helps keep message character counts low and track user clicks.

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