Welcome to Fast Track CRM

Welcome to the Fast Track CRM Knowledge Base

Here you can find everything you need to start your journey with us:
  1. ​Guides for how to work with FT CRM
  2. ​Integration documentation​
  3. ​Tutorials, best practices and FAQ's​
Take some time to look around and familiarise yourself with the resources at your disposal. After working through the FT CRM Knowledge Base and Tutorials, you should be able to:
  1. Understand the foundations of the FT platform and how we work
  2. Understand the basics of FT CRM
  3. Build and Quality Assure player engagement campaigns
  4. View and interpret campaign analytics

⚙️ How We Work

At Fast Track, our mission is to simplify, streamline and automate player engagements to allow you to be more efficient, have more time and opportunity for creativity and improving.
At our core we believe in three fundamental aspects;
  1. Freeing up time with central orchestration - working from one central system. This means having everything that we need for our player engagement inside FT CRM.
  2. Focus on experimentation - the process of how we work, being more productive and efficient to allow for creativity and scalability.
  3. Real-time data - the plumbing behind the infrastructure, offering a foundation to digitalise. Allowing us to be in the moment with the player when it matters.
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♽ Workflow

Here's a quick overview of how we work together to achieve the above capabilities in FT CRM.
It all starts with the real-time data feed of relevant events that occur on your site that you deliver into FT CRM (registrations, log-ins, deposits, bets etc).
We process in real-time based on relevant rules so that you can execute activities and actions to run based on this information. A single activity can have multiple actions and scheduled actions (SMS, credit bonus, push notifications, credit loyalty points, tag players, email etc).
FT communicates with all necessary systems (SMS provider etc) and feeds back information to your platform (delivery reports, unsubscribe, click tracking etc).

🛠️ Users & Permissions

When you start using Fast Track CRM you will need to decide which different members of your organisation might use the platform and what permissions they will need in order to perform their tasks.
As part of the integration, we will add at least one user to your team with the User Role of System Administrator, so they are able to manage all Users, User Roles and Teams inside FT CRM.
Users & Permissions
/knowledge-base/ft-crm/organisation/users-and-permissions

🧭 Navigation

You can find all the sections of the platform that you have access to from the left-hand menu. Navigate to the relevant page you need from here.
FT CRM Menu
FT CRM Menu
If you realise you do not have access to something you need to perform your job you can ask your system admin to assign you the relevant role or permissions.

🧰 Key Concepts

In order to start managing your campaigns and creating lifecycle automation, you need to understand what components you need and how to put them together.
You will see the following terms when using our platform:
  1. ​Activities​
  2. ​Triggers ​
  3. ​Segments​
  4. ​Actions​
Don’t worry if you are not familiar with them yet – continue reading or follow the links above to find out more about the basics of FT CRM. Why not try your hand at some practical examples in our Tutorials section.
https://www.fasttrack-solutions.com/en/resources/tutorials