Olo is a provider working with many restaurant brands providing digital solutions for the on-demand world. We've built an integration with Olo as their SMS partner to send order confirmation and order update notifications to end customers.
With this integration, restaurants using Medallia Concierge can send automated messages for the following events:
Order Placed
Order Adjusted
Order Cancelled
Order Closed
Get Started
To get started, there is a one-time configuration on the brand-level that the Olo team and our Implementations team will need to set up together. Once that's completed, find your Store ID from your Olo account.
Once you have your store ID, go to Medallia Concierge.
As an Administrator, navigate to the Integrations section: Admin Settings > Integrations
Locate and click on the Olo Integration to access the setup screen
Enter your Store ID
Click "Save & Activate"
Once this is completed, you can begin receiving Olo order event updates in Medallia Concierge. Contacts will also be automatically created in Medallia Concierge with every order event received.
If you have any questions, please reach out to our team via chat or send us an email at support@zingleme.com.
Zing Triggers and Actions
Medallia Concierge and Olo are the most powerful when you use the following Zing Trigger and Actions:
Zing Trigger - Olo Event is detected
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Choose one of the following Olo events as a trigger for automations:
Order Placed
Order Adjusted
Order Cancelled
Order Closed
For example, you can set up a Zing Trigger to run whenever an Olo "Order Placed" event comes in, and set up a Zing Action to send a message to the customer confirming the order. Let's call this Zing "JM Dessert Palace Order Confirmation."
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Zing Action - Schedule Reminder Message
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In addition to sending an order confirmation message, you can also set up another Zing Action to send a reminder message. The Zing Action configuration will let you choose either the "Time Ready" or "Time Wanted" field from the Olo event, and you can set up a send a reminder message "x"-time prior to these fields.
For example: under "JM Dessert Palace Order Confirmation" Zing, set up another Zing Action to send a message 15 minutes prior to order "Time Ready" that says, "Your order is almost ready! Don't forget to pick it up in 15 minutes at {time_ready}."
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Zing Action - Delete Scheduled Messages
To account for order cancellations, you can also set up another Zing using the "Delete Scheduled Message" Zing Action so any scheduled reminder messages automatically get cancelled once an order gets cancelled or changed.
To use this Zing Action, you will need to have another ACTIVE Zing that contains a "Schedule reminder message" action. Then, when using the "Delete scheduled messages" action, you will be able to select the source Zing that is scheduling the reminder messages.
π NOTE: This action is only visible when an active Zing contains a Schedule reminder message action.
For example, set up another Zing and use a Zing Olo Event Detected trigger to run whenever an Olo "Order Cancelled" or "Order Changed" event comes in. Then, set up a Zing Action to delete any scheduled messages you had set up in the "JM Dessert Palace Order Confirmation" Zing.