Creating a Mobile Guide

In Proxy, go to Experiences on the left-hand menu.

Click Guides.

Select Create your first guide or use the top-right create button.

Review the guide overview so you understand the available features before continuing.

Enter a clear guide name, such as a city or event name.

Choose one of the two setup paths:

Click Next to continue.

Confirm the guide location or region.

Search for places manually, or use the suggestions option to find local businesses, parks, and other points of interest.

Select the places you want included in the guide.

Click Save and Next when the place list is ready.

Use the setup checklist to review each required section.

Add or edit the following guide details:

Set the participant action button label, such as Visited.

Add optional personal notes on places for participants

Add a start date and end date for the mobile guide.

Decide whether participants can still view the guide after the end date.

Upload branding assets such as:

Choose the default tab participants should see first:

Edit the registration page heading and description.

Update the Register button label if needed.

Make sure the page clearly explains what participants are signing up for.

Review the registration page preview to confirm the wording is correct.

If needed, enable payments for the guide.

Choose the payment type:

Enter the payment label, such as Registration Fee or Entry Fee.

Add a short description of what the participant receives.

Set the currency and amount.

Add a statement descriptor and support email for payment-related questions.

Add standard fields as needed, such as:

Mark fields as required or optional based on your needs.

Create custom fields for additional data collection, such as:

Choose the field type for each custom field:

Review the form to ensure it collects the information you need for follow-up and segmentation.

Use the collected email and phone data to support future communication.

Plan messages for updates, events, offers, and reminders.

Confirm that your registration form includes the contact fields needed for messaging.

Open the Places tab.

Return to the original map or collection to manage which places appear in the guide.

Toggle places on or off as needed.

Use filters to view:

Verify that the correct collection is connected to the guide.

Open the Messages area next to the Setup tab.

Create automated welcome messages for actions such as:

Create blast messages for one-time announcements.

Choose the delivery channel:

Edit the subject line, reply-to/support email, and message body.

Always include the participation link so users can access their guide if needed.

For blast messages, choose the recipients you want to reach, such as:

Decide whether to send the message immediately or schedule it for later.

Use the Schedule tab to set the date and time.

Send a preview before finalizing to confirm formatting and content.

Open the Participants and Activities section.

Review key analytics, including:

Use the date filter to review performance over the last 90 days.

Check participant records for collected details such as name, email, phone, saves, and visits.

Add participants manually if someone should be included without completing the registration form.

Import participant lists from prior events, previous guides, or newsletter data.

Export participant data for external reporting or backup.

Use this data to support follow-up campaigns and audience management.

Open the Locations tab to review performance by place.

Check metrics such as:

Download location data to your computer if needed.

Open the Payments tab to review sponsorships, donations, or registration fees.

Confirm payment totals and transaction details are accurate.

Use the live preview to see how the registration form appears on a mobile phone.

Review the participant view after registration.

Confirm the Open Map button works as expected.

Turn on registration before launch to build interest and collect sign-ups.

When ready, set the guide to go live so participants can begin using it.

Click the Share button in the top-right corner.

Choose the sharing method that fits your audience:

Share the registration page directly with participants.

Provide the join code for users who will access the guide through play.proxi.co.

Customize the join code if needed for easier distribution.

Ensure all required registration fields are configured before publishing, or participants may not be able to complete sign-up.

If you enable payments, verify the currency, amount, statement descriptor, and support email before going live.

Include the participation link in messages so users can recover access if they lose their guide link.

Confirm that the correct places are active in the connected collection; otherwise, the guide may display incomplete content.

Review message audience filters carefully to avoid sending blasts to the wrong participant segment.

Test the participant view and registration flow before activating the guide publicly.

Start with an existing collection if you already have a curated place list; this saves setup time.

Use automated messages for common actions like welcome, check-in, and save events to reduce manual work.

Turn on registration before launch to collect interest early and build an audience.

Use filters in the Places and Participants sections to quickly find what needs editing.

Send a preview of messages before scheduling or blasting them.

Keep branding assets and terms links ready in advance to speed up setup.