Setting up the Polaris staff x Airship integration will allow all your contact data to be automatically sent to Airship - which will allow you to easily communicate and reward staff members!
Getting started
Getting set-up with Polaris is straight forward!
What you'll need from Airship:
SFTP to be created, and the details to be sent to Polaris
What you'll need from Polaris:
Setup the daily .CSV extract (to the SFTP details provided by Airship)
List of Polaris Venue IDs and venue names
Once you have all this in place, get in touch with your Airship Customer Success contact and we'll handle the rest.
What data is sent to Airship?
When the data is processed by Airship, we will put the contacts against their Primary Venue and allocate to a group. The fields captured from the integration include;
Contact first name
Contact last name
Contact mobile number
Contact email
Contact dob
Contact email opt in (always in for this integration)
Contact mobile opt in (always in for this integration)
There are also the following Dynamic Fields which will be provided for a contact;
Job Title
Start Date
Employee Number
Primary Location
Division
Termination Date
View your data in Airship
Once the connector is enabled, you will be able to see data flowing into your Airship account, by navigating to Folders & Groups.
To access your Contact Folders in Airship, scroll down to Contacts in the main menu and select Folders & Groups.
Contacts will be stored in groups under each relevant unit/location (based on the staff members Primary Location.
The following groups will be created in Airship:
All contacts will be grouped based on their
Job titleAll contacts will be removed from any groups that are not their
job_title(i.e. if they change roles - only the current job title will display)All contacts will be grouped based on their
divisionAll contacts will be removed from any groups that are not their
division(i.e. if they change division - only the current division will display)
If you click into one of the groups, you'll see all contacts within that group and you can then drill into more details on the contact by selecting them.
