Welcome to Fast Track CRM
Welcome to the Fast Track CRM Knowledge Base
Here you can find everything you need to start your journey with us:
Take some time to look around and familiarise yourself with the resources at your disposal. After working through the FT CRM Knowledge Base and Tutorials, you should be able to;
- Understand the foundations of the FT platform and how we work
- Understand the basics of FT CRM
- Build and Quality Assure player engagement campaigns
- View and interpret campaign analytics
At Fast Track, our mission is to simplify, streamline and automate player engagements to allow you to be more efficient, have more time and opportunity for creativity and improving.
At our core we believe in three fundamental aspects;
- Freeing up time with central orchestration - working from one central system. This means having everything that we need for our player engagement inside FT CRM.
- Focus on experimentation - the process of how we work, being more productive and efficient to allow for creativity and scalability.
- Real-time data - the plumbing behind the infrastructure, offering a foundation to digitalise. Allowing us to be in the moment with the player when it matters.
Here's a quick overview of how we work together to achieve the above capabilities in FT CRM.
It all starts with the real-time data feed of relevant events that occur on your site that you deliver into FT CRM (registrations, log-ins, deposits, bets etc).
We process in real-time based on relevant rules so that you can execute activities and actions to run based on this information. A single activity can have multiple actions and scheduled actions (SMS, credit bonus, push notifications, credit loyalty points, tag players, email etc).
FT communicates with all necessary systems (SMS provider etc) and feeds back information to your platform (delivery reports, unsubscribe, click tracking etc).
When you start using Fast Track CRM you will need to decide which different members of your organisation might use the platform and what permissions they will need in order to perform their tasks.
As part of the integration, we will add at least one user to your team with the role Manage Roles & Manage Users.
You can create new roles within FT CRM from the Settings menu: User Management - Manage Roles.
On the top-right, you will see the Create Role button where you can create and name the new role and select what permissions they will have from the dropdown boxes.
Scroll up to the top-right of the page and click the Create button to save your new role.
Once you have the roles set up you can start adding users to the system and assigning them roles to give them the required access.
In the Create User box on the right of the page, enter your new user’s email address and set a password for them or select Login using GSuite, for an easy set-up. Then select all roles or handpick the necessary roles for your user.
You can find all the sections of the platform that you have access to from the left-hand menu. Navigate to the relevant page you need from here.
If you realise you do not have access to something you need to perform your job you can ask your system admin to assign you the relevant role or permissions.
In order to start managing your campaigns and creating lifecycle automation, you need to understand what components you need and how to put them together.
You will see the following terms when using our platform:
Don’t worry if you are not familiar with them yet – continue reading or follow the links above to find out more about the basics of FT CRM. Why not try your hand at some practical examples in our Tutorials section.