This is a getting started guide to help retailers and partners evaluate the LocalSocial In-Store Engagement platform. LocalSocial is a soup-to-nuts proximity platform that supports iBeacon (among other things). This guide covers the basics of setting up a Merchant Account, configuring in-store welcome messages, product cards, promotions and loyalty points, and setting up your iBeacons / BLE Beacons so that they're available in your merchant account. Videos available here: https://vimeo.com/album/3328680

1. LocalSocial : Getting started
twitter: @localsocial
Sean O Sullivan
blog: blog.mylocalsocial.com
Q1 ‘15

2. This guide is intended to help you
evaluate the LocalSocial platform
and take it for a test drive or set up
a small trial
Welcome to the BeacoSystem!™
‣ Feedback welcome!
‣ guide@mylocalsocial.com for
gripes, things we missed,
suggestions, or even
compliments!
‣ Get us on twitter at
@localsocial
2

3. Before you start…
‣ To experience proximity in action “for real”
• You will probably need some Beacons
• If you don’t have any - stop now and either go get
some (many providers out there, and we support pretty
much all of them)
• Or - contact us (we can recommend, or supply).
3

4. Here’s what we mean by…
Some Terminology
4
Term Meaning
Location
A shop or any physical venue; you might just have one shop, or
several. We call them “Locations”. Why? Because some use cases
are about Galleries, or Train Stations, or Parks - not shops!
ShopZone
An area within your location - such as a “Pasta Aisle”, “Modern Art”
or “Ticket Kiosk”. Anywhere where you’d like to be able to promote
specific offers, display product information, grant awards, trigger
greetings or gain insight regarding customer behaviour and
movements. Soon to be renamed to just “zones”.
Promotion
Any offer that you might wish to make available at one or more
ShopZones or Locations.
Loyalty Points
Points that might be awarded for being in a specific Location or
ShopZones. A reward “just for being there”.
Proximity Lock
A promotion can be locked so that it is only available (redeemable)
within a given ShopZone or Location.
Welcome Message A message that can be displayed in-app on arrival at a Location.

5. Four steps to Powering Proximity™
Overview
5
Set up a Merchant Account
Online account to manage Locations, Beacons, ++
Create Locations and Promotions
ShopZones, Offers, Loyalty, Welcome Messages
Register Beacons with LocalSocial
Use your own, or some of ours
Get the LocalSocial App
https://itunes.apple.com/ie/app/localsocial
https://play.google.com/store/apps/details?id=com.localsocial.customer

6. Are now online at Vimeo - short 1-2 minute pics that cover
the main topics in this guide
Video Guides
‣ To see all the tutorial
videos - go here
‣ Or google “vimeo
localsocial”
6

7. 7
Set up a Merchant Account
Create Locations and Promotions
Use the LocalSocial Customer App
Manage Beacons
1
2
3
4

8. 8
Set up a Merchant Account
Create Locations and Promotions
Use the LocalSocial Customer App
Manage Beacons
1
2
3
4

9. Go to www.mylocalsocial.com/merchant and click register
Merchant Account : Registration
9
Pick any convenient Username
Your name
Optional
Step 1: About You
}

10. Creating your merchant account
Merchant Account : Registration
10
Business Address
If the address is one of your
shops
Category for your business
Step 2: Your Business
Ignore!
} If the right one isn’t here - let us know
and we’ll add it
We’ll add it as one of your retail
locations
Shortcut We’ll add sample offers and
ShopZones to your account
Click the Create Button

11. Merchant Account : Registration
‣ Confirmation Email
• You will receive a
confirmation email on the last
step.
• Click the link to confirm your
merchant account.
‣ Now you can log in at
• www.mylocalsocial.com/
merchant
11

12. 12
Set up a Merchant Account
Create Locations and Promotions
Use the LocalSocial Customer App
Manage Beacons
1
2
3
4

13. After you registered - log in to your Merchant Dashboard
Merchant Account
13
Dashboard
This is your Merchant “home” - a
summary of analytics and account
activity
Locations
Promotions
Offers
Beacons
Manage and Add Locations
Manage promotions / offers
An offer is a promotion running at one
or more Locations
Manage and assign Beacons to
Locations or ShopZones
Click side panel icons, or Boxes at top
of page to navigate
Loyalty
Manage Loyalty Schemes

14. First time you log in - it’ll be mostly empty
Merchant : Getting set up
14
Locations
Promotions
First time you log in as a Merchant, you’ll
either have no locations, or one location
(as pictured here). If you ticked the box
saying your business address is also a
Shop Location when registering, then you
will have one Location already in here.
You’ll either have no promotions (pictured
here), or a set of pre-canned promotions. If
you ticked the “set up sample offer and
promotions” box when registering, then
those sample offers and promotions will be
here.
Next step: setting up Locations

15. When you have a new, blank, Merchant Account…
Typical things to do
15
Create one or more Locations
For example, a shop, or museum, or cafe
Then - add ShopZones to Locations
Each zone is an area of interest in a location
Next - decide about content for zones
Offers, Greetings, Points Awards, Product Cards
Finally - Set up Beacons

16. Your Location page lists and maps all your Locations
Locations
16
Overview Map of
Locations
Summary
information for
each Location
Buttons to View,
Edit or Delete a
Location
Click to “disable” a
Location - won’t
show in Mobile App
Click to add a
New Location

17. Click the “Add a Location” button to create a new Location
Setting up Locations
17
Name of the Location
e.g. Ted’s Cafe, or
Museum of Modern Art
Address - will
be used to map
the Location
Logo - pick a
logo or image to
represent this
Location
If appropriate - pick a
category for this Location.
If we’re missing one you
need / want - let us know
When ready -
click Create to
add this new
Location

18. After you create a new Location - you are placed on a
dedicated page for that Location
New Location Page
18
You can now create new
ShopZones for this
Location - we’re going to
look at ShopZones
next…
Recent visits - will start out
blank and then become
populated with data as people
visit this location
Activity Stream - initially
empty, but visitor and
engagement details will
show up here as people visit
this Location

19. 19
How Locations look on Mobile
This is how Locations will appear in the LocalSocial App
Each Box is a Location.
The image you provided
is scaled to fit.
Locations will “light up”
with a colour when in
Proximity (Beacons
detected) - see later.

20. A ShopZone is an area of interest within your Location
ShopZones
20
ShopZones
Use ShopZones to distinguish different
areas within your store or venue. For
example, you might want to separately
identify the Entrance Area, various Aisles,
and a till area.
Or in the example left, the Entrance, Tour
Area and Shop are separately identified.
ShopZone3 : Shop
B1 Beacon
Proximity Zones : 0,1,2,30
1
2
3
Products
User App
Icons Store
ShopZone1: Entrance
Jameson Distillery
ShopZone2 : Tour
0
1
2
3
B5
0
1
2
3
B4
0
1
2
3
B2
0
1
2
3
B1
0
1
2
3
B3
Beacons
ShopZones can then have Beacons
attached so that they trigger app
behaviours.
Promotions, Points, etc.
You can run promotions at specific
ShopZones, enable walk-in points at the
ShopZone level. trigger greetings, and
display Product Cards just for that zone.
Next step: Creating a ShopZone

21. Click the Add ShopZone button on a Location home page
to make a new ShopZone
ShopZones
21
Name
Name your ShopZone something meaningful
to your customer: “Pasta Aisle”, “Ski Packs”
“Till Area” or so on. These ShopZone names
will appear in the mobile app. Also pick a
category if appropriate.
Logo
Each ShopZone can have its own Logo

22. Click the Add ShopZone button on a Location home page
to make a new ShopZone
ShopZones
22
Give the ShopZone a name that
will mean something to your
customer: “Grocery Aisle” or
“Designer Bags”, or
“Impressionism”.
Each ShopZone can have its
own logo.

23. You can have as many ShopZones as you need in a
Location.
ShopZones
23
ShopZones
Two ShopZones in this case : Handbags and
Shoes. Each can now have separate
Promotions run at them, or separate walk-in
points awards, and will have analytics
tracked at the ShopZone level.
Details
Click on the View ShopZone button to see
the detail for a given ShopZone

24. 24
How ShopZones look on Mobile
This is how ShopZones will appear in the LocalSocial App
Each Box is a ShopZone.
The image you provided
is scaled to fit.
ShopZones will “light
up” with a colour when
in Proximity (Beacons
detected) - see later.

25. So far: Locations and ShopZones…
Typical things to do
25
Create one or more Locations
For example, a shop, or museum, or cafe
Then - add ShopZones to Locations
Each zone is an area of interest in a location
Next - decide about content for zones
Offers, Greetings, Points Awards, Product Cards
Finally - Set up Beacons

26. A promotion is an offer of some kind, that will ultimately
display in the LocalSocial App
Setting up Promotions
26
Locations and ShopZones
Promotions
A promotion can be run at any of the
Locations, or ShopZones in your account.
The same promotion can run in multiple
places.
A promotion has a title, an image, and some
text describing the offer.
Options
When you run a promotion at a Location or
ShopZone, you can choose several options
about how that promotion will run at the
specific Location or ShopZone. We’ll see
details on this later.

27. Setting up Promotions
Choose an image for
your Promotion that will
fill the screen on mobile.
If you don’t choose one,
a generic “deal” image
will show in the
LocalSocial App.
Title and Description - make the
title snappy, and make the
description helpful :-)
Decide on Title, text and image for promotion

28. Promotions Page
You see a small preview
of the promotion here
After you create a new Promotion, you’ll be placed back on
the Promotions Page, listing all promotions
Click again to add
more Promotions
When you’re ready to
create a running offer,
head to the Offers page

29. Shows all your running offers
Offers Page
29
Offers
When you run a Promotion at a given
Location or ShopZone - it becomes an
Offer
Offer Wizard
Clicking the Offer Wizard Button will walk
you through the process of creating an
offer

30. When you click the Offer Wizard button, you’ll walk through
three steps to set up a running offer…
Offer Wizard
30
Click Next …

31. Step 1: Choose Promotion
Offer Wizard
31
Choose a Promotion
you want to run
somewhere

32. Step 2: Choose where the Promotion should run
Offer Wizard
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Choose the Locations
and ShopZones where
the Promotion should
run

33. Step 3: Customise Offer
Offer Wizard
33
If you enable “Proximity Lock” - the
App must be in the selected Location
or ShopZone in order for the offer to
be “unlockable”
Use it or lose it - can set a
time to live for an unlocked
offer - if not redeemed within
time, will disappear (stops
offer squatting)
Can set a limit on how many
of these offers are available
at this Location / Zone

34. Shows all your running offers
Active Offers Page
34
Offers
After you have created your first offer, you will be on the Active Offers Page, showing one offer running.

35. Setting up Product Cards - 1
Click the button to create a new
Product Card
Swipeable product content to be shown in-app

36. Setting up Product Cards - 2
The images in a given product
card can share some common
links to web, video, or social.
These are set up first, here.
First step - create any shared links to web, media, social
These are optional - apart from
the Name - which is needed

37. Setting up Product Cards - 3
This is a blank image
placeholder - click it to add a
new image to the Product Card.
Your new (blank) product card is ready to have images
added to it now…
Each card can have as many
images as you like (next)

38. Setting up Product Cards - 4
Give each swipe-able image a
title and some text
Adding an image with title and text
Select the image for the card

39. Setting up Product Cards - 5
Blank image is now replaced
with the image you selected
First image added - placeholder appears for more if needed
New blank placeholder appears
- so you can keep adding as
many images as you need…

40. Setting up Product Cards - 6
As you add images - they appear in thumbnail form
As you add images - they show
up in your Product Card
summary here …
When your card is ready - you
can decide where it should
appear - click “set locations”

41. Setting up Product Cards - 7
Select the Locations / ShopZones where cards should
appear
Choose your ShopZones where
card should show…

42. Setting up Product Cards - 8
When done - submit
When finished - click Submit

43. 43
Product Cards on Mobile
This is how Product Cards appear in the LocalSocial App
When user taps on a
given ShopZone, if it has
Product Cards in it, they
appear in a summary list
Tapping on a
Product card, opens
a set of swipe-able
images
Icons indicate
if there are
links to video,
twitter
SWIPE

44. 44
Product Cards on Mobile
This is how Product Cards appear in the LocalSocial App
Tap here to bring up the
links to other media -
videos, web, twitter, etc.
Single tap - see the
video…

45. Setting up Notifications - 1
Click the button to create
a new Notification
Trigger a greeting as someone arrives to a zone

46. Setting up Notifications - 2
Can pick any Location, or
ShopZone, which can trigger a
notification as a user arrives
Decide which Zone or Location will trigger notification

47. Setting up Notifications - 3
Decide which Zone or Location will trigger notification

48. Setting up Notifications - 4
Enter Text for notification, and frequency
Can cause notifications one
time only, or once a day, or once
an hour

49. Setting up Notifications - 5
Now it’s done!
Optional : if the Shopzone you
picked has offers running in it -
you can also choose to attach
an Offer to a Notification as a
“payload”

50. Setting up Notifications - 6
Pick the offer to be added as a
payload to this notification
Adding an image with title and text

51. Setting up Notifications - 7
The selected Offer will then
show up here as a payload.
Remember - this is optional!
Adding an image with title and text

52. 52
Notifications on Mobile
This is how Notifications appear in the LocalSocial App
Same Notification -
but with an offer
payload
Standard
notification (no
Offer Payload)

53. Award Points for visiting a Location or ShopZone
Loyalty Schemes
53
Click the Loyalty Wizard button to get started

54. Wizard walk-through : two steps…
Loyalty Schemes
54

55. Step 1: Select the Location where you wish to award points
“just for being there”
Loyalty Schemes
55

56. Step 2: Decide on number of points to be awarded, and
how frequently they can be collected
Loyalty Schemes
56
Points to be awarded when a
user arrives at the selected zone
Select how frequently the points
can be collected / awarded

57. Scheme is now active
Loyalty Schemes
57
Loyalty Scheme is now active
Test it - by running the LocalSocial App at this location
For a user to collect points in the LocalSocial Customer App - they need
to have signed-in (registered) - see next section

58. 58
Points Awards on Mobile
This is how points appear in the LocalSocial App

59. Dashboard shows your high level analytics
Analytics
59
Detailed analytics
coming soon!

60. Summary of activity, locations, and more
Dashboard
60

61. Your locations tab shows a summary of your places
Location Summary
61
Map Shows all your Locations on the map. Click on a given location in the list and the
map will “zoom in”.

62. 62
Set up a Merchant Account
Create Locations and Promotions
Use the LocalSocial Customer App
Manage Beacons
1
2
3
4

63. The hardware that makes the magic happen :-)
Beacons
63
iBeacons
Beacons
Apple call their BLE Beacons iBeacons.
Many have started to refer to all BLE
Beacons as iBeacons. We just say
Beacons.
Small, battery-powered, low cost. Bluetooth
Low Energy Beacons can power a wide
range of proximity scenarios.
Next step: viewing your Beacons
LocalSocial
Works with Beacons from several
manufacturers. This gives you flexibility.
To use Beacons
We add them to your Merchant Account.

64. We will assign beacons to your account, or help you assign
your own
Beacons
64
Beacons
Beacon Tab
Initially - you will probably have no
beacons - unless we assigned some for
you.
Click the Beacon Tab to see the Beacons
assigned to your account
Next step: Creating and Assigning
Beacons
Managing / Assigning
Beacons
You can add or remove beacons from your
account, and assign them to specific
Locations or ShopZones

65. You can add a new Beacon to your Account by clicking the
“get started” button (first time) or clicking
Adding a Beacon
65
Selecting an iBeacon provider
LocalSocial supports certain beacon
Manufacturers “out of the box”. If there’s
one you want and it’s not here - please let
us know at support@mylocalsocial.com
LocalSocial Beacons
If we sent you beacons - they will be
LocalSocial Beacons

66. Once you have beacons in your account - you can assign
them to Locations, or ShopZones
Assigning a Beacon
66
Beacon List Shows all your beacons - initially they will not be
assigned to a Location or ShopZone
Assign Location Click to assign to a Location or ShopZone

67. When you click “assign location” - you will be asked to pick
a Location or ShopZone
Assigning a Beacon
67

68. Once assigned - you can see it in the list on the Beacon
page
Beacon assigned
68
Beacon List Once a beacon has been assigned - you can see
where it is assigned in the list

69. You will see a count of Beacons assigned to ShopZones as
you add them
Beacons on ShopZones
69
Beacons
The new beacon we added shows here

70. 70
Set up a Merchant Account
Create Locations and Promotions
Use the LocalSocial Customer App
Manage Beacons
1
2
3
4

71. The app reacts to beacons and showcases the full range of
in-store engagement options in LocalSocial
LocalSocial Customer App
‣ ShopZone ordering
‣ Handsfree mode
‣ Offer ordering
‣ Welcomes Messages
‣ Walk-in Points
‣ And more…
71

72. Overview
Quick tour
72
Menu - tap here to navigate
directly to other areas of the
app
Home screen shows Locations
nearby. If any Beacons are
detected for a given Location -
it will “light up” (colour itself)
and jump to top left of the
page…

73. Overview
Quick tour
73
Colours in LocalSocial
The Proximity Colours in LocalSocial help
flag how close a Location, ShopZone or
Offer is to the user. Loosely, these colours
are as follows:
Red == Immediate (0 - 2ft)
Orange == Near (2ft - 8ft)
Yellow == Far (8ft - 15ft)
Green == Unknown / far (15ft ++)
So here - Currys is “Immediate”
== close to the user

74. ShopZones also use the same colour scheme to indicate
what’s nearest - and will re-order a you move
ShopZones
74
ShopZones re-order based
on what’s nearest to user
We’re near/in the Fishmonger ShopZone,
and as we move through the store, the
Zones will re-order so that the nearest
zone is always “under my thumb”
Red == Immediate (0 - 2ft)
Orange == Near (2ft - 8ft)
Yellow == Far (8ft - 15ft)
Green == Unknown / far (15ft ++)

75. 75
Offers
Offers re-order also based on what’s nearest

76. 76
Offers
Unlocked offers become coupons

77. 77
Notifications
Notifications trigger on arrival at selected zones / locations
Users
Must log in in app (Profile section) in
order to claim points or unlock offers

78. 78
Points Awards on Mobile
When you set up Loyalty Points - they are awarded for
“walking in” (turning up) at the selected Location /
ShopZone

79. On iOS - go to your app settings to configure these.
App Settings
79
Use Location Services
Helps app rank Places in order of
nearness when “outside”
Filter Range
Can choose to only look for places within
a certain range of current location
Welcome Notifications
Can be switched off if preferred
Offer Ordering Sound
Can be switched off if preferred

80. LocalSocial : Getting started
twitter: @localsocial
Sean O Sullivan
blog: blog.mylocalsocial.com
Q1 ‘15