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Navigating Menus in Experience Builder

This article will help you understand how to navigate around Experience Builder and understand Global Menus.

Written by J.G. Schirf

The Global menu is separated into 4 parts:

  1. Pass Builder

  2. Marketing Tools

  3. Data Analytics

  4. Account Settings

We will review each section and what is included in each below.

Pass Builder

Best Practice

Start by building out all elements of your pass within Places, Activities, and Prizes. Once those are complete, navigate to Passes to create your pass. This approach allows you to simply connect existing content, making the pass-building process faster and more streamlined.

Passes

Here, you'll find a list of all of your passes. Passes will either be in “Draft” status or “Active” status. Click the three dots to the right of the pass name and you’ll receive the options to Edit, Duplicate (clone the pass) and/or Archive the pass.

Places

Places house all of the locations you have ever entered into the Bandwango system. These are your local businesses, points of interest, and everywhere in-between! This page will include all the Places that have participated on a previous pass or have been included in Bandwango’s Merchant Onboarding efforts. You can edit your Places here and add new Places. Information edited in Places should be general about the location and not related to a specific pass’s content.

Bandwango Pro Tip✨

You can use your network of Places to help you brainstorm new passes! Do you have a lot of businesses in one region? Lots of bars and restaurants with awesome summer patios? A group of unique local music venues? Open up the Pass Builder and add them to your next project!

You can use your network of Places to help you brainstorm new passes! Do you have a lot of businesses in one region? Lots of bars and restaurants with awesome summer patios? A group of unique local music venues? Open up the Pass Builder and add them to your next project!

Activities

Activities house all of the offerings (things to do) you have ever entered into the Bandwango system. These are your discounts, admission vouchers, culinary menus, and quizzes for your Places (local businesses, points of interest, etc). This page will include all the offers that have ever been included on a previous pass or have been collected as a result of Bandwango’s Merchant Onboarding efforts. You can edit your Activities here and they will automatically update across any pass they’re currently included on. You can also add new Activities. You are also able to sort by the type of Activities you’d like to view.

Polls

As an Elite, Platinum or State contract client, this section is where you can create a poll for your pass!

Prizes

Prizes house all of the prizes you have ever entered into the Bandwango system. This page includes any Prizes you’ve had on any current or previous passes. You can edit Prizes and/or add new Prizes from this page. When editing a prize, they will automatically update across any passes they’re currently included on. Click the three dots to the right of the prize name and you’ll receive the options to Edit, Duplicate (clone the prize) and/or Archive the prize.

Requests

Coming soon! You’ll soon be able to invite businesses to participate in your passes!

Marketing Tools

Channels

When publishing your passes in pass builder, you will be asked to place them on a Channel to then receive embed codes. This section of the Global menu is where all of those Channels are located. In this section, you can view all of your active and completed Channels. You’re also able to make edits to these Channels if needed.

Messaging

Here is where you can create, edit, and schedule messages. Be sure to create your Segment (audience, see below) prior to setting up a message. For more information on how to set up different types of messages, please review the Passholder Messaging article.

Promotions

Here you can create promotional codes for your passes. Please keep in mind that promotional codes are mainly used for paid passes only.

Data Analytics

Reports

Gain access to the reporting dashboard where you can see how passholders are engaging with your passes! This dashboard should be customized to the types of passes you create in the Bandwango system! Think you’re missing a report? Email [email protected] to see what else may be available.

Orders

Orders show the Item that a passholder has either signed up for or purchased.

Customers

The Customers provides a list of passholder names & emails associated with their order and provides a spend amount per order if this pass is paid. This section does not take into account Opt-Ins so should you choose to export, please only use for data purposes not email marketing purposes.

Segments

Segments allow you the opportunity to create different audiences for Messaging through the Bandwango system. For more information on how to set up different types of segments, please review the Customer Segments article.

Need Support?

Reach out via HelpDesk

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