Subscription set-up and history Overview
The subscription screen in Softrip provides companies with the opportunity to present subscription options to their customers. On this screen, users can also choose where they want these descriptions to display, such as in reservations or in the Softrip CRM.
Once passengers opt into the subscriptions, it will record in the subscription history screen. Users can then pull the subscriptions from the subscription history screen and send out their subscriptions to their customers.
Note: The subscription screen in Softrip does not provide companies with the ability to create subscriptions for their customers. This screen is designed to present customers with the opportunity to opt into the different subscriptions that are already offered by a company, and manage and review these requests as they come in.
The subscription screens are available in the menu under the Marketing subsystem.
Creating Subscriptions
In order to create subscriptions to display to customers, users will access the "subscription setup" screen. Once in the subscription setup screen, select the plus (+) sign to create new data.
Users will be exposed to a variety of different fields to begin building subscriptions.
Defining the fields
List ID
The list ID is a unique ID identifying the subscriptions that is being created. The List ID will not be exposed to external users and it cannot be edited after the list is created. Alphanumeric entries are accepted in this field. This ID is meant for internal users to reference.
Example
AWESOMEDEALS
List Type
Users can select the list type from the drop down list provide. This list type specifies what type of list the subscription is. Users can choose from the following types:
Email
Mail
Fax
Phone
Mobile
These subscription types help with users grouping the subscriptions that are being offered.
Disable
Selecting disable will turn the subscription list off. The subscription will not display to front-end users.
DisplaySeq (Display Sequence)
The display sequence is the order in which you want the subscriptions lists to appear. The default value is 0.
Example
Users may want to display three (3) different lists.
FIRSTFRIDAYDEALS
GOLFPACKAGES
FLASHDEALS
If users want the flash deals subscription to display first, they will enter 0. If the first firday deals should display second, the sequence number will be 1.
Display Text
The display text will be exposed to external users and should briefly describe the subscription list. This text will display next to the checkbox when the subscription is made visible.
Example
The display text under the "FIRSTFRIDAYDEALS" may say "First Friday Promotions and Special Inclusions."
This text will display as the subscription to external users if this subscription is set to display on reservations.
Description
The description text will display to internal users only Typically, this will be a brief summary of the subscription.
Example
The description field under the First Friday Promotions may say something like "First Friday Promotions are sent on the first Friday of every month."
Affiliation ID
This field is available if users need to associated different list ID's (subscriptions) together in a third party interface, such as CheetahMail. If this does not need to be done, then users can leave this field blank.
Brands
If multiple brands exist under one application, users can select the brand from the drop-down list. This allows users to control when the subscription will be displayed if their customers are booking under different brands.
Example
Company X is a tour operator that uses Softrip. Company X offers set departures, but they also have another product line that sells nothing but honeymoon packages which are marketed and sold under Company Y.
Users at Company Y can offer specific honeymoon geared subscriptions that should only be offered when someone is booking under the Company Y brand.
If an external users creates a reservation under Company X, they will not see the honeymoon subscriptions assigned to Company Y.
Adv Code from Segment (Advertisement Code from Segment)
When users create segments under Campaign Management in Marketing, an advertisement ID, or guid, will be generated. Users can copy this code into the advertisement ID in Marketing to track the campaigns and subscriptions performance.
Display and Functions
There are three different options users have to drive the display and function of the subscriptions. These options not only control if and where the segments will be displayed, but also define the user type that will be able to see those subscriptions.
Shown on Reservation Signup Screens
This drop-down will allow users to determine if they want these subscriptions to display as the booking is being created. Users can also select whether or not they want to expose the subscription to all users, direct users, to agents, or not at all.
Example
If "expose to all users" is selected, then internal users, passengers, and travel agents will all see the subscriptions and have the ability to opt in or out of the subscriptions offered.
Pre-Selected on Reservation Signup Screens
This drop-down will allow users to determine whether or not the checkboxes for the subscriptions are automatically selected at all times. Users have the option of selecting yes or no.
Example
If "yes" is selected, then users, agents, or passengers will need to choose to uncheck the box to opt out of the subscription.
Shown on CRM
This drop-down will allow users to determine if they want these subscriptions to display under the contact's profile in the Softrip CRM. Users can also select whether or not they want to expose the subscription to all users, direct users, to agents, or not at all.
Example
If it is chosen expose subscriptions in the Softrip CRM, then users can manage subscriptions within each individual contact's profile.
Example of subscriptions in the CRM
Subscription History
If subscriptions are being offered to customers to opt into, then useres will need to also access the subscription history screen.
The subscription history screen gives users the ability to view and track the subscriptions that have been opted into and the contact information associated to each one of those subscriptions. This allows users to then send those subscriptions to those contacts accordingly.