Hapi Guest for Marketing Cloud – AppExchange App for Salesforce Marketing Cloud

Hapi provides technical solutions for multitude of hospitality giants. They set up the sales and marketing platforms on Salesforce for their clients. These set ups consist of various high functioning data models, modes of communication and management tools. With an increase in clientele, Hapi wanted to make this process efficient in terms of time and manpower. They wanted an all-encompassing app that will help their clients set up the basic wireframe of Salesforce Marketing Cloud, all with a few clicks.

The objective of the Hapi team was to create an app exclusive for Marketing Cloud. This app would help their new users create the standard assets that Hapi sets up for all their new users, even laymen with no prior knowledge of Salesforce Marketing Cloud. Additionally, one of the main requirements of the app was the user-friendliness aspect. They required the app to be efficient and as easy to use as possible. The aim of creating the Hapi Guest for Marketing Cloud App was ultimately to increase productivity of the Hapi as well as their users’ teams.

Genetrix Technology and Hapi decided to come together for this challenging yet exciting project. After deliberation, the project was divided into three phases. Each phase would contribute towards increment in features built into the app while improvement in the existing functionalities.

Phase I

We started Phase I with the building out of the initial storyboard about how we envisioned the app to look like. The data model hierarchy and its components were researched. By the end of Phase I, we had the app with the following features:

An easy-to-install app package was developed
One-click setup of complicated data models in a client’s marketing cloud org
One-click creation of complicated SQL Queries and Automations
User-friendly and interactive interface

Phase II

The successful completion of Phase-I brought with it a ton of creative new features that were proposed by the Genetrix Technology team to be added to the Hapi Guest for Marketing Cloud App. Since the App was already successfully creating the data models and their associated automations in the Hapi Org, we decided to kick it up a notch. We decided to provide the users with the option to not only build their whole data model but also to modify it as and when they wished. This was made possible by developing a separate Admin Portal for the internal team of Hapi where they would have the facility of creating new versions of data hierarchies along with keeping tabs on the changes made in the existing structures. The new versions of data models, SQL Queries, and folders created by the Hapi internal team once uploaded on the Admin Portal can then be utilized by the client through the Hapi Guest for Marketing Cloud App.

By the end of Phase II, we have the app with the following features:

Arrangement to modify existing assets leading to enhanced flexibility of data model
Provision of creating complicated custom data structures through the app in one click
Feature to create data structures by uploading existing files to the app
Ability to view and use various previously created assets as older “versions”
Development of the Admin Portal for the Hapi internal team

ABOUT THE CLIENT

Hapi was started in 2016 with the idea to revolutionize the hospitality industry. They provide end-to-end integration for their partners which helps them curate a 360-degree view of their guests. They provide time and cost-effective solutions which limit the dependence of hotels on different vendors and developers. Now, Hapi caters to the requirements of hundreds of hospitality and technology partners all over the world.

ABOUT GENETRIX

Genetrix Technology is a holistic Salesforce solutions provider. We provide services to clients from across industry verticals: non-profit, health-care, finance, retail, technology and life-sciences. Our expertise lies in cross-cloud services that help organizations enhance their business and expand their profits.