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.  

The subscription screens are available in the menu under the Marketing subsystem.  

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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.

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.

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.   

Description

The description text will display to internal users only  Typically, this will be a brief summary of the subscription.  

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.  

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.

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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.  

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 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.