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Version: November 2014
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Contents 1. Welcome to your CMS .............................................................................................................................................. 4
2. Site Settings ................................................................................................................................................................... 4
2.1 Site Branding Wizard ............................................................................................................................................... 5
2.2 System Emails........................................................................................................................................................ 12
2.3 Theme Management ............................................................................................................................................. 13
2.4 Dropdown Menus ................................................................................................................................................. 15
2.5 Location Lists ......................................................................................................................................................... 18
2.6 URL Shortener ....................................................................................................................................................... 24
2.7 Integrations ........................................................................................................................................................... 25
2.8 Site Social Icons ..................................................................................................................................................... 26
2.9 EU Cookie bar ........................................................................................................................................................ 26
2.10 Star Rating Icons.................................................................................................................................................. 27
2.11 Geo Destination Information Panels ................................................................................................................... 28
3. CRM / Members .......................................................................................................................................................... 28
3.1 CRM Setup ................................................................................................................................................................. 28
3.2 CRM/Members ...................................................................................................................................................... 30
4. Order Management .................................................................................................................................................... 35
4.2 E Travel Document Manager ................................................................................................................................ 38
5. Agents Only ................................................................................................................................................................. 40
5.1 Advanced CRM ...................................................................................................................................................... 42
6. Enquiry Viewer ............................................................................................................................................................ 43
7. Add Ons & Tools .......................................................................................................................................................... 45
7.1 Add Ons & Tools – File & Image Manager ............................................................................................................ 45
7.2 Add Ons & Tools – Search Engine Optimisation ................................................................................................... 47
7.3 Add Ons & Tools – Deep Link Builder.................................................................................................................... 47
7.4 Add Ons & Tools – Affiliate Management............................................................................................................. 49
7.4.1 Affiliate Management – Basic Affiliate .......................................................................................................... 51
7.4.2 Affiliate Management – White Label Affiliate ............................................................................................... 52
7.4.3 Affiliate Management – Advanced White Label ............................................................................................ 53
7.4.4 Affiliate Management – Own Domain White Label ....................................................................................... 54
7.5 Add Ons & Tools – Newsletter Subscribers ........................................................................................................... 54
7.6 Add Ons & Tools – Currency Management ........................................................................................................... 55
7.6.1 Multi-Currency ........................................................................................................................................ 56
7.7 Add Ons & Tools – Language Management .......................................................................................................... 57
7.7.1 Language Dictionary ....................................................................................................................................... 58
7.8 Add Ons & Tools –Custom Offer Management .................................................................................................... 59
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7.9 Add Ons & Tools –Travel Insurance Management ............................................................................................... 66
7.10 Add Ons & Tools – Travel Extras Management................................................................................................... 69
7.11 Add Ons & Tools – GeoData Management ......................................................................................................... 71
7.12 Add Ons & Tools – FAQ Management ................................................................................................................ 76
7.13 Add Ons & Tools – News Management .............................................................................................................. 79
7.14 Add Ons & Tools – Flight Thread Routing ........................................................................................................... 80
7.15 Add Ons & Tools – Voucher Management .......................................................................................................... 81
7.16 Add Ons & Tools – Trigger Emails ....................................................................................................................... 82
7.17 Add Ons & Tools – Suppliers and Operator ........................................................................................................ 84
7.18 Add Ons & Tools – Cruise Ship Management ..................................................................................................... 87
7.19 Add Ons & Tools – Rules Management............................................................................................................... 89
7.20 Add Ons & Tools –WebService Management ..................................................................................................... 92
7.21 Add Ons & Tools – API Information .................................................................................................................... 93
7.22 Add Ons & Tools – Invoice Creator ..................................................................................................................... 94
7.23 Add Ons & Tools –Sales Report ........................................................................................................................... 95
7.24 Add Ons & Tools –Packages - Tour Report ....................................................................................................... 100
7.25 Add Ons & Tools –Packages - Nominal Report ................................................................................................. 100
7.26 Add Ons & Tools –Search Reporting ................................................................................................................. 100
7.27 Add Ons & Tools – Rewards / Points System .................................................................................................... 102
7.28 Add Ons & Tools – Mega Menu Management .................................................................................................. 104
8. Manage Pages ........................................................................................................................................................... 105
9. Manage Mobile Site .................................................................................................................................................. 107
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1. Welcome to your CMS
Digital Trip will have provided you with two links during your website handover. One link is for the front end of your website and the second is for your administration (CMS) area. You will also have been provided with login details to this area, these will appear as follows in your email: Front end for development site - http://test.digital-trip.co.uk Back end (CMS) of development site - http://test.digital-trip.co.uk/admin Back end (CMS) log in username –test 123 Back end (CMS) log in password – test 123 Use the login details provided to enter your admin system and you will be presented with the below welcome page:
Announcements: This section gives you the latest announcements from Digital Trip. Your Website Snap Shot: This highlights key information obtained from your visitors, such as order information, website information, orders per day and searches.
2. Site Settings The ‘site settings’ tab is where you can set and edit the major behaviours across your entire site. You can see from the screenshot below that this ranges from altering card charges to the site phone number as well as setting the default site language (only with multilingual module). To edit any area click on the edit button on the far right hand side of the line you want to edit. You can also aid your SEO (search engine optimisation) by filling out your site Meta-tags and Meta description, which is also highly recommended for individual pages. All of your meta data should be carefully chosen and be relevant to your business, the meta description for example is the short paragraph shown on search engines if a search term brings up your page. The words in the description that match the search term are highlighted in bold so this text needs to give an accurate summary of your business. *Always remember to click save after making any changes*
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For additional help in filling out this page you can click the symbol (wherever you see this symbol more help is available).
2.1 Site Branding Wizard By clicking on the ‘+’ symbol next to ‘Site Settings’ tab in the top left you will find the drop down menu list. The first of which is ‘Site Branding Wizard’ which allows you to manage the look of your website.
• Website Information The first section ‘Website Information’ contains details about your company. The first four fields will be pre-populated from the information given on the Site Settings page. If for any reason you want to remove the current setting and restore the original settings select: Click here to roll back site branding to original state. You have the option to select which cards you accept and amend card charges. There are 3 types of card charges available which can be set independently of each other: Credit card, Debit card and American Express card charges. Card charges can be set as a set value (ex: 0.5) or as a percentage of the order total (ex: 2%). You can either set the credit card charges by card type or by individual cards.
• Themes This section you can load a colour theme for your website. It will automatically set the colour scheme to the theme selected.
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• Basic site colors and layout options This section allows you to edit site colors and layout options such as Header, Navigation Bar, Footer, Indiviual Module Control etc. You also have the option of uploading several variations, which can easily be switched between to suit. Top tip: If you use a seasonal theme at different times of year you only need to upload the logo once and it
can be selected at any time. To select your chosen logo click ‘choose file’ and navigate to it’s saved location, following the same steps for both the header and footer images.
All stored images are kept in File and Image Manager in Add Ons and Tools. Body / Main Site Defaults: This section also allows you to set a background colour/image which is displayed behind the main website content. You have the choice of setting a color by clicking on the coloured square and select your colour choice. This will then populate the box to the background colour the html code for you.
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As shown below the background colour is displayed behind the whole website. The other alternative is to choose a background image either by selecting one from the templated images or by uploading your own.
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Header Footer: In this section the colors will be applied to the website header bars. The header is split into a top (navigation and member login) and bottom (logo and contact details) section. Set the color for background, text & links respectively for each section and you can also change Header Logo. Save the changes made.
Navigation Bar:
In this section the colors will be applied to the main navigation bar which is located directly below the header. You can set the background color, width and position. The ‘Navigation Background’ is the main navigation bar which displays on all pages.
There are 2 options for the layout, ‘Full Width’ and ‘Fixed Width’. You have the ability to change the width of the Top Header Bar, Header, Navigation, Top Footer and Bottom Footer. As shown in the screenshots below
Full Width Navigation Bar: This option allows has the header and navigation to run across the whole width of the page.
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Fixed Width Navigation Bar: The fixed width is the width of the website.You can choose with bar you change the width of or you can set them all the same.
Navigation Item: In this section the colors will be applied to the navigation items in default state. You can select the background/text colors and font style. Navigation Hover / selected: In this section the colors will be applied to the navigation items hover & selected states. Navigation Divider: These styles will apply to the dividers between navigation items. You can select the Divider color, Divider height.
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Main Content: These colors and settings will apply to your website between the site header and footer. There are 2 options for the layout ‘Full Width’ and ‘Fixed Width’. You have the option set up background image, text & background color/text used on modules and business flow headers.
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Following the same steps as for the website background, the rest of the options can be set and customised to your specification. As shown in the screenshot above, you just need to choose the colours for each section.
2.2 System Emails This section allows you to manage your system email templates. These emails are sent by the system as various actions are performed by users on the website. To edit just go to View/Manage next to the email type and see settings below
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2.3 Theme Management
The ‘Theme Management’ tab allows you to create your own styled pages with a background image and colour. You can allocate themes to folders/pages as required within the Manage Pages section. Top Tip: The theme names are for your own reference, use easy to remember descriptive names that you quickly recognise to save you time.
To add a new theme select: Click on “ Click to create new theme”. Give your theme a name, add your telephone number, upload a logo, select a background colour, then either upload a background image or select a pre-populated background, click ‘Save Theme’ and you will see a green bar saying ‘Successfully saved theme’. Click on the ‘Theme Management’ tab on the left hand site and your new theme will now appear on the list in the table.
To edit the theme: Select ‘Edit’ from the action column
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Top Tip: If you have you different departments that deals with different bookings, for example Disney bookings, you can create a theme with information about Disney (including its own telephone number and email address) and if a customer wants to contact you to discuss anything, it will show different details to that of your homepage. This field is only optional and doesn’t need to be filled in. Once the theme has been created, it can be edited or deleted at any time. The theme can be allocated to any pages you choose, details of assigning the theme to a page can be found in the module guide. Once the theme has been assigned to a folder (e.g. Destinations Channel) all the pages within the folder will have the same theme, an example of how the attractions theme will appear on the front end of your website is below:
You can only add a theme to a folder not an individual page - for example, if you have a folder called 'Attractions' you can add a theme to the folder which will appear on all pages under Attractions. Select your folder and you will see a number of options; in the first section called 'Folder Settings' you will see the option 'Folder Theme'.
Click on the drop down from the folder theme and you will see several themes.
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Select the desired theme from the list, and then click 'Update Folder' - you will know your theme has worked by seeing a green bar at the top telling you your update has been successful. The theme will now be applied to the pages associated within the folder.
2.4 Dropdown Menus Here is where you can create and manage the dropdown menus which appear in your website’s main navigation. Dropdown menus can then have pages added to them as required from the Manage Pages section.
To create a new dropdown select: Click to create new dropdown menu. Parent Menu: All dropdown’s will appear in the Header Main Nav. This header will remain the same on all pages across your website. Order In Parent: This is the numerical order you would like your menus to appear on the navigation page, from left to right starting from 1 with the ability to add as many as 20. If 0 is selected, the dropdown menu will not show.
In this example, the ‘Order in Parent’ has been set to 1 therefore the front end of the website Luxury Hotels dropdown placed first (as shown on the next example).
Menu Style: This allows you to customise the look and feel of your menus by choosing the style between ‘Basic’, ‘Full Width Styled’ or ‘Full Width Basic’. As shown below, the basic style would be a standard narrow vertical drop down.
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Basic Menu Style: The menu name is ‘Special Offers’ and it has two pages associated (UK Breaks and
Extra Page) to this dropdown.
Full Width Styled: The other option for a full width styled dropdown is a horizontal version that includes an image and description for each page, as shown below. The menu name is ‘Dropdown 2’ and it has three pages allocated (Destination Channel, Generic Channel and My Booking) to this dropdown.
Full Width Basic: The menu name is ‘Caribbean’ and it has 6 pages allocated (Barbados, Aruba, Jamaica, Cuba, Bahamas and Caribbean).
Open Menus On: When you choose the ‘basic’ style you choose whether you would like the menu to drop down when the user either hovers their cursor over the menu, or has to click to reveal the further options. When you select ‘full width styled’ it will default to click to reveal the tabs. Menu Title: Choose the name of the menu you are creating, e.g. ‘Home’, ‘About us’, ‘Special offers’ etc – this will display as the name of the menu in your navigation bar. The example above has been called Luxury Hotels. Click URL: This is optional and only for hover menus. By entering a URL in this box, will direct the user to that specific page when clicked on. Clicking ‘Create Menu’ and you will see a green bar saying ‘Successfully created dropdown menu'. Click on the ‘Dropdown Menu’ tab on the left hand site and your new menu will now appear in the table. A dropdown menu will need to be allocated to a page once it’s been created to be visible on the navigation bar. Once the menu has been created, it can be edited or deleted at any time. Please note it could take up to 30 minutes for the new menu to appear on the front end of your website. Top Tips: When choosing the order of your menus, remember that most people will read from left to right and therefore you would benefit from keeping the most important pages in the easiest to notice places, often the top left of the screen. However you should take note of common layouts that may be exceptions to this rule, for example it is common to find ‘contact us’ in the top right of the screen.
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When you have created a dropdown, it will not appear on your Main Navigation Bar unless you have assigned pages to it. To do this, first go to the first page you would like to appear on the dropdown, and click on 'Site Menu Options'– here you will see a number of options:
Firstly you need to give you page a name, this is what will appear when you hover over your drop down. So for this example let's call our page UK 5* Hotels, should you wish you can also add this in different languages into each of their associated box's. Further down you can see 'Show in Menus' - this is where you choose where you would like your page to appear. So if I wanted to put this page straight onto the Main Navigation bar I would just select 'Header Main Nav' - but for our example lets use the dropdown we have just set up. As you scroll down the Menus you will notice all of your added dropdowns appear below the pre-set ones.
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When you click on the drop down you will see a list of 'Show as item' with numbers, this is how you order where your pages appear on the dropdown. So if you want this page to appear first select 1, if you want it to appear second select 2 etc. When you have selected your number click on 'Save Page' and you will know your action has been completed by the green bar across the top. Go to the front end of your site and refresh the page, you should then see your dropdown appear:
2.5 Location Lists The default search on your website is free text e.g. as you start typing it will automatically provide a dropdown with matching options. In Location Lists you can customise a destination list within the search results and make the search pre-defined. This makes it easier for your customer to search the products you want them to find. You choose what goes in the location lists in every search box and can link to pages as required. Top tip: All our search boxes are pre built with most destinations of the world available by default. This added functionality enables you to customise any location lists should you wish.
To create a new location list:
Select Click to create a new location list. Then choose the list type (single, linked or Origin) and name your list. You will then be given the ability to search for locations to add to your list.
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Top tip: The list name is for your own reference, use easy to remember descriptive names that you can easily recognise. Single list type: A single list allows one level of searching whereas a linked list type allows for more levels
e.g. Canary Islands in the first tier then Tenerife, Gran Canaria, Fuerteventura and Lanzarote. The Origin list relates to places to depart from. The screenshot shows a single list, to add destinations:
• Start typing the location in ‘Search Locations’ • Select the correct location • The location will be added to the destination list • You can also arrange the order of the results by dragging and dropping
• Click the red minus symbol to remove a location • You can amend the spelling or name of a location however you cannot change the location unless
you remove it
Once all the locations have been added, click ‘Save List’ and you will see a green bar saying ‘Successfully created list'. Click on the ‘Location Lists’ tab on the left hand site and your new menu will now appear in the table. Once the list has been created, it can be edited or deleted at any time. The location list will need to be allocated to a search box (information of this can be found in the module guide).The single location list will appear on your search box as shown in the below example. When the user searches for a destination only the locations from the location list will be displayed.
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Linked list type: The following example shows how linked list types work for accommodation only searches.
The screenshot shows a linked list, to add destinations:
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• Start typing the location in ‘Search Locations’ • Select the correct location • The location will be added to the list • To enter a sub section start typing in ‘Search Sub Locations’ • To add another location start typing the destination in ‘Search Locations’ • You can also arrange the order of the results by dragging and dropping.
• Click the red minus symbol to remove a location
The locations chosen will be the only available locations to the customer on the front end of the website. If you want to change the spelling/name of a location, select the location and change it. For example if a search for ‘Northern Italy’ returns the results ‘Italy North’ this is where you can make the changes. Please note if you change Barcelona to Paris, it will still only search for Barcelona as the field has been linked to the original name. If you wanted to remove the location you will need to click on the minus symbol to remove the location. Once all the locations have been added, click ‘Save List’ and you will see a green bar saying ‘Successfully created list'. Click on the ‘Location Lists’ tab on the left hand site and your new menu will now appear in the table. Once this location list has been allocated to a search box, it will ask the user to select a Destination and a Resort. The example below shows the resorts for Dorset.
Origin list type: The following example shows how origin list types work for departure searches.
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The screenshot shows an origin list, to add destinations:
• Start typing the location in ‘Search Locations’ • Select the correct location • The location will be added to the list • To add another location start typing the destination in ‘Search Locations’ • You can also arrange the order of the results by dragging and dropping e.g Aberdeen Dyce can be moved in
front of Glasgow International.
• Click the red minus symbol to remove a location
The locations chosen will be the only available destinations to the customer on the front end of the website. Once all the locations have been added, click ‘Save List’ and you will see a green bar saying ‘Successfully created list'. Click on the ‘Location Lists’ tab on the left hand site and your new menu will now appear in the table.
Once this origin list has been allocated to a search box, it will ask the user to select a departure destination ‘From:’ The example below shows the options for Scottish Airports.
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How to assign the Location Lists in search box:
Once you have created your location list you need to assign it to the search box that it’s associated with. To use a location list, firstly go to the page in your CMS that you want to use, scroll down the page to your modules, and click on the pencil icon by your search box module to bring up the options. Here there is a huge range of options, but for now we're just looking at your location list, so approximately two thirds of the way down the options, under 'Display Settings' you will see two drop downs - 'Use Customer Destination List' and 'Use Custom Package Destination List': There are two different options because a package holiday is built up different to your other search types, however there is nothing different you need to do when actually creating your location list.
To activate your location list for this search box simply select it from the drop down list and click Save Module at the bottom of all the options. If you would like this location list to be used for all searches including package holidays, then make sure you select it from the Package Destination List also. As before, you will know that your options have been saved by the green 'Module Settings Successfully Updated' box appearing. Finally go to the front end of your site onto the amended page and check that your Location list is now working, you should only see the locations you have pre-set:
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2.6 URL Shortener Here you can shorten URLs which make a link easier to share, tweet, or email to friends. This tool is particularly useful when you have affiliate links so you can view and track how many people use the link.
To shorten a URL type, copy the website address in the toolbar and click on ‘Shorten’ and the URL will be shortened for you to use:
It will now provide you with a short URL to use. By clicking on ‘View Statistic’s you can monitor how many people clicked on the URL. You can also delete the URL if you no longer need the link. By monitoring how many people click on the link you can view how successful this link is.
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2.7 Integrations Connect your CMS to the web services you already use, sync your data, plus add extra functionality. To help you get started, select from a range of popular web services below.
To integrate a web service, you will need to go to the website (e.g Aviary) and obtain their API key, you can then enter the key onto your directory. By clicking on Aviary, it will expand and give you a box to enter the Key into. Once the API key has been added, click ‘Save’ and you will see a green bar saying ‘Successfully updated your integrations settings'.
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2.8 Site Social Icons We can set the social icons to the left/right of screen( Home page) in the Site Settings as shown below:
You set the Social icons to right, left or blank to disable it.
2.9 EU Cookie bar This setting in site branding wizard lets you control the style and position of the EU Cookie bar.
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2.10 Star Rating Icons This setting is available in site branding wizard which lets you color code you rmap icons based on star rating and also map icons in the map are clickable to display small popup info.
This is how it looks on the front end
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2.11 Geo Destination Information Panels This setting in search pages such as flight , accommodation and DP lets you display the Geo information for the destination you have done a serach on and the geo panel shows up on your results page only in the destiantion is linked in Geo Data Management. Also gives you the flexibility to position the info panel with various options.
3. CRM / Members The next tab down on the top left of the screen is ‘Member Accounts’, the tab allows you to choose and edit who can access the admin area of your website’s CMS.
3.1 CRM Setup To begin, select CRM Setup. The CRM setup allows you to manage your own custom questions that can be requested for the member to complete. These questions will be in addition to the standard questions already in the CRM such as gender, date of birth, address & contact telephone numbers.
Type: Select the type of question from the dropdown menu. This is how you would like the question and optional answers to be displayed.
Label: Enter the question in this box.
Is Required: Select whether the question is required or optional.
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Options: Type the answer/s in the free text box. It is ONE answer PER line. *If you want a different value to the text displayed, separate the value and text for the option with a bar (eg. LON|London)
Repeat the same process again until complete. To add additional questions, tick the box and click ‘Save Setup’.
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3.2 CRM/Members Here you will find a list of the websites members with a brief overview for each. You will notice that you are already set as the ‘Site Administrator’ which means you have full control of all parts of your site, Digital Trip will be listed and we ask you to not to edit or delete us so we can provide future support.
To add a new Member: Select “ Click to create new member account”.
• Choose the username and password for the new member, which is required information. • Enter their email address • Select to enable or disable the member. • After you click ‘Create Member’ you will then be presented with the members account. Here you have a
selection of tabs to add information of the member.
Once all the data has been added, click ‘Save Member’ and you will see a green bar saying ‘Successfully updated member account details'. Click on the ‘Member Accounts’ tab on the left hand site and your new member will now appear in the table. The invitation to the new member will be sent to the email address provided. You can edit any member details at any time using the ‘view/edit’ link in the far right of the table from the members account overview.
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The membership system has 3 tabs available ‘View/edit Profile’, ‘Security’ and ‘Newsletters’. If you have the Advanced CRM Solution you will have the additional feature tabs mentioned below.
View/Edit Profile: You then have the optional ability to include the member’s details, which can be added at a later date using the edit option at any time. A profile picture can be included to personalise the accounts.
Agent Settings: This feature is only available if you have the Sales Agent Quotation module. View Sales Agent Quotation module guide for further information.
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Notes: The notes section allows for the agent to add notes about the customers’ requests e.g. the type of
holiday they are searching for.
Travel Management: Using the dropdown menu, select the nationality for the member. For identification purposes chose the FOID type from the dropdown menu. Include the number, issue and expiry of the FOID type. This most commonly is a Passport.
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Security:
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The user will need to be assigned ‘Security Roles’ which dictates the level of access this new member will have. The full list of options is as follows:
Member – Customers with Member accounts can be given access to ‘member only’ pages
Affiliate – Can only view their orders and cannot make any edits
Agent – Only applicable to those using the B2B module, allowing use of the site for agencies
Editor – Can edit the content of pages for updates etc but cannot change site functionality
Staff – Access to everything except for customer card details
Admin - (Yourself as default) Allows full access and full control including customer card details.
Super Admin – only accessible by Digital Trip Newsletters:
The newsletter field shows how the member signed up to the site. Choose from the dropdown options available. If ‘None’ is selected, then this member was created by the site administrator.
Enquiries: Here it will list the enquiries submitted by the member. Refer to Enquiry Management section for information on enquiries.
Orders: Here it will list the orders made by this member in the last 12 months either pending or confirmed. Refer to Order Management for information on orders. You can
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Quotes: This feature is only available with the Sales Agent Quotation System module.
The module allows a logged in Agent to search the website in the normal way, add up to five items to a quote, collect some details from the customer (e.g. phone call/in store) and email them the quote. This will show the quotes the member has sent. Points: This feature is only available with the points module
With the points system you can keep track of ‘Member Points’. These work like most reward systems where for example each £1 spent equals one member’s point which they can convert into discounts on their next holiday. Searches: Here it will list the last 25 searches made by this member.
*Always remember to click save after making any changes*
4. Order Management The ‘Order Management’ section allows you to view and manage all your orders. This is a very important section of your website as this is where all the information regarding customer purchases is stored. When a customer carries
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out a transaction on your website, if it has reached the basket stage or beyond, their ‘order’ is stored here. The screenshot below shows how your list of orders will be presented: AFF- Affiliate, SRC- Source Code
The order management will display how the customer made the booking for example if they visited your site through an affiliate or if the website was found on Google (Source Code). Once you have chosen the order you would like to view click ‘View/Manage’ on the far right column and you will be presented with all associated information about the order as shown below:
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Payment Details: Only an administrator will have visibility of the payment details.
Accounting: This option allows you to add payments onto the account i.e. if a customer calls up and you want to take the payment via the PDQ machine. To add a payment select ‘Accounting’ under Payment Details. Enter the amount paid and a description then press add.
The payment will be applied to the account (as shown in the above screen shot).
Customer Details: This section provides the staff with the key contact information about the customer. Staff Notes: There is an option to add notes to the booking, if you have made any changes to the booking
you can add a note here so any member of staff looking at the booking will see there has been amendments. Order Products: The member of staff can view what the customer has added to their basket. You will find all
of the order information, including the flights, dates, prices and all other information concerning their booking.
Manually Confirm Order: If the customer hasn’t booked online and has called up, you can manually confirm
the booking on their behalf by selecting ‘Confirm’ on the right hand side.
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Add product: Select the existing order you want to add a product to, scroll to the bottom of the order and select ‘Add Product’.
Product Type: Here you have 3 options for the product type;
Custom Product
Flight Product
Accommodation Product
Custom Product can be anything you want i.e Name change, Cancellation fee, Travel extras etc. Similar with flight and accommodation- these can be anything related to these products.
Supplier code/ Name: Enter the supplier’s code, if this is a charge which you need to pay a supplier then enter their details here, otherwise you will need to create a supplier for yourself so this can be applied to.
Supplier Price/ Selling Price: Enter the cost to the company and the selling price (the price the customer will pay).
Booking ref: Enter the customers booking ref i.e DT120
Product Category Title: Enter the category type i.e Change
Product Title: Enter product title i.e Name Change
Product Description: Here you can enter a description of the product being added
Departure Date: Enter the departure date for the booking
4.2 E Travel Document Manager The E Travel Document Manager allows you to cut down on your administration times by controlling your
customers’ travel documents inside our content management system. Once the order is fully confirmed, you can simply click a button and the system will automatically create a PDF of all vouchers and important booking documents and email it straight to your customer. To use the E Travel Document Manager, firstly open Order Management in the Add Ons and Tools section of your CMS.
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Once you have accessed your orders simply choose the order you wish to create the document for, and open it. Then to create the E Travel Document, enter the customer’s email address in the box and click Send.
This will then send out to the customer a document similar to the one below:
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5. Agents Only Agents only module turns your travel website into an exclusive website that is only accessible via a login. Once logged in they can access your travel website and book. The additional features include adding products to existing orders. Booking Agent: Here you can assign the product to an agent if it is not currently assigned. Using the
dropdown next to ‘Booking Agent’ (within the order) select the agent to assign it to:
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When an order has been assigned to an agent, you can view all orders by a particular agent. Within the Order Management, select which agent you want to view orders by:
• Basket Page: The agent must login using their individual username and password.
Once the agent has logged in, they can manage their personal settings by clicking ‘My Account’ or ‘Sign Out’ found at the top of the page.
If an agent is logged in, they can book the holiday by adding it to an account that they can pay at a later stage. This allows agents to book holidays without requiring payment details immediately.
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5.1 Advanced CRM “This module is only available when you have the Agents Only tool”
As well as the features mentioned in the previous section, the Advanced CRM, stores all the customers details and gives you the ability to change the account link. To change the member’s details, open an existing order within the Order Management. Within the Customer Details, start typing the name of the member and it will be bring up stored records for the matching information. Once you have selected the member, press save.
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6. Enquiry Viewer
The enquiry viewer is a very useful tool for saving time when dealing with customer queries. When any search is carried out on your site, a web reference is produced and displayed in the left hand side of the screen for example:
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Within the CMS your list of enquiries will look like this example:
You can simply ask your customer for the reference number, then type this into the search box using the Enquiry Viewer and you can immediately see all of the information relating to their holiday, which will show the results as below:
Depending if the search is still active you can take control and view the same search as the customer by clicking the link or if the search has expired you can recreate the customer search by clicking on the link “Click here to recreate the customer search”. Please Note: search sessions are only normally active for around 20 minutes. If you are given the option to take over the session from the customer, this means that their search session
may still be active and you can pick up where the customer left off. If you are given the option to recreate the customer search, this means that their search session has expired
and the link will allow you to recreate their search from the beginning (results page) by creating a new session.
Top Tip: The reference numbers will always begin with one of the following, allowing you to immediately recognise the search type:
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ACC = Accommodation FLT = Flight HOL= Package Holiday DYN = Flight + Accommodation (Dynamic search) TRX = Transfer CAR = Car Hire
7. Add Ons & Tools
7.1 Add Ons & Tools – File & Image Manager This is where you can view, edit and keep track of all the images and files used in your site all in one place. Images can be used on multiple pages on your site and only need uploading once.
Uploading couldn’t be simpler, you can either click on ‘Choose Files’ and find the folder your images are saved or ‘drag and drop’ the images straight across into your CMS. Please note the ‘drag and drop’ doesn’t work in Internet Explorer. The file types you can upload for images are:
• JPG • PNG • GIF
The file manager will accept most files for the web - images, pdfs, Microsoft documents, Flash etc. The Maximum individual file size for uploads is 2MB and the store capacity is 80MB. You can also use this tool to edit your images, first click on ‘View/Edit’ from the right hand side of the screen and you will be presented with the screen below.
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By default, when you edit an image using the Aviary.com widget, any changes will be created in a new image file and your original image will be maintained. By ticking ‘Overwrite current image’, you have the ability to overwrite the current image with the changes made. All new images will count towards your storage quota. The File and Image Manager also keeps a count of the number of downloads of the file. This is particular helpful when you have uploaded a brochure and you can see how many customers have downloaded it. You can also reset the counter at any time. Image Information: By clicking ‘edit photo’ you can edit the picture by using the tools provided. You can
make changes such as size, brighten, red eye, crop etc.
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7.2 Add Ons & Tools – Search Engine Optimisation This section provides you with useful information to help you get the most out of your website with search engines such as Google, Yahoo & Bing. The page title and metadata not only describe the page content to your users, but will also help search engines rank and organise your pages better. You should try to make the title and metadata unique for each page within your site.
7.3 Add Ons & Tools – Deep Link Builder This section helps you build deep links into searches that you can use to place on adverts, custom HTML content and various other places. There are 3 searches you can build deep link for .i.e. Flight Only Search
Accommodation Only Search
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Dynamic Packaging Search – Search mode can be of three modes -Combined mode, Split Summary Mode,
Split integrated mode.
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Fill out all the search details and click on the ‘Build’ button to build your deep link. Copy the link to any of the banner in home page for example as shown below and when clicked on the banner it automatically does the search for you. Backend settings:
Frontend View
7.4 Add Ons & Tools – Affiliate Management Affiliate Management allows you to keep all your affiliates together in one place. You can edit and delete existing Affiliates using the links in the far right of the table.
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To create a new affiliate you simply just click on “ Create new affiliate”. You are then presented with the following screen, where you can add the Name, code and other information of each Affiliate.
There are four different types of Affiliate: Basic: Basic affiliates do not change any information on the website and are used purely for tracking
purposes (i.e. if you pay commission to an affiliate for orders). White Label: White Label affiliates allows you to change 'branding' settings so that your website will look
more like the affiliate's own website/brand. You can change settings such as the website logo, company name, telephone numbers and email addresses.
Advanced White Label: Advanced white label affiliates gives all the white label branding options as the basic
white label affiliates, but allows you to also change the colours of your website to match the affiliate website/brand.
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Own Domain White Label: Own domain white label affiliates are a special case where the affiliate runs their website on their own/custom domain name. Rather than running your website on its main domain with a tracking code (e.g. http://v3demo.digital-trip.co.uk/?aff=CODE) they can run the website on their own domain without any tracking code used, giving much better brand recognition to the affiliate. This is important for large/important affiliates, but please note that this does require some additional server setup by Digital Trip such as SSL and domain binding.
If you have a standard Pro + site with Affiliates, then you will be able to use Basic and White label. If you have purchased the Advanced Affiliates system then you will also get the use of Advanced White label. Finally the Own Domain White Label can be purchased as a bolt on to the Advanced Affiliates system, if you are interested in this then please get in touch. Each affiliate has a set of fields that need to be completed, let's start with a Basic:
7.4.1 Affiliate Management – Basic Affiliate
Main Affiliate Setup : Tracking Code: This is your reference to the affiliate, it can be whatever you choose letters/numbers etc it will also form the end of the affiliates URL. Cookie Length: This is how long you would like customers diverted to an affiliate’s site after they have first viewed it, and this can be anything between 0 and 180 days. Affiliate Type: This is the type of affiliate you would like to set up.
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Affiliate Name: This is mainly just for your reference, however it is also what will appear on a customer’s tab on their internet page. Order Highlight: This is the colour any orders made via an affiliate will appear in your Order Management view so that you can easily identify them. Is Enabled - This is simply how you switch on/off the affiliates page Contact / Affiliate Details - In this section you can store the companies contact details for your reference, these will not appear anywhere else it is just for your use. Also from this section you can enable email notifications, this means the affiliate would receive an email each time an order has been received with their tracking code - however none of the customer’s personal details will be
included. Once you have put all of these details in click on . Once you have created your affiliate, if you click on the Edit button next to the one you have just created, you will notice a couple of changes. Firstly your Address URL will have appeared - this is for your information, you are unable to type over this as it is generated by the system.
You will also notice that at the bottom of the options is a new section called Newsletter Subscription Settings, this is where you can assign a particular newsletter:
7.4.2 Affiliate Management – White Label Affiliate Settings: For the White label options, follow all of the instructions for a Basic, however you also have an additional option – White label Settings
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This allows you to put some additional information about your affiliate on the site. If you complete the Telephone No. and Email box's then anywhere on the site where your number or email address is displayed, this affiliate setting will replace it with their details. It also gives you the option to add a logo for your affiliate.
7.4.3 Affiliate Management – Advanced White Label
For Advanced White Label follow all of the instructions for Basic and White label, however again when you click save you will notice a new area for you to complete called 'Advanced White Label Settings' Here you can go one step further and create a whole new colour scheme for your affiliate site, you will be able to edit the colours for the following items:
• Background • Top Bar Background & Text • Header Text & Background • Navigation Background & Text • Navigation Hover & Hover Text • Main Text • Link Text • Highlight/Price Text • Button Background & Text • Module Header Background & Text • Module Background & Text • Top Footer Text & Background • Base Footer Background & Text
If you use the site branding wizard you will be familiar with how this appears:
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7.4.4 Affiliate Management – Own Domain White Label For Own Domain White Label follow all of the instructions for Basic, White label and Advanced White Label however again when you click save you will notice a new area for you to complete called 'Domain Settings'
If you’re creating an Own Domain White Label affiliate that means your affiliate has their own domain name they would like to use and this is where you enter it. You are also able to enter your Google Maps API Key and Tracking Code for SEO.
7.5 Add Ons & Tools – Newsletter Subscribers This quick and easy tool allows you to download all the contact information of those who have subscribed to your Newsletter in an Excel format.
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7.6 Add Ons & Tools – Currency Management
“This feature is only available with the multi-currency module” The currency manager allows your users to change the currency of the prices i.e. GBP- EUR on the entire website by selecting from the dropdown box in the screenshot below. Using “Dynamic Currency Conversion” you can lock specific currencies so that they do not update dynamically using the ‘Lock rate’ feature.
To add a new currency select the currency from the drop down menu.
To set the exchange rate, select edit next to the currency added:
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7.6.1 Multi-Currency
If you are targeting customers throughout Europe or even worldwide, it is always important to offer a more personal experience. This tool allows you to include additional currencies to your site. To begin, select ‘Currency Management’ under Add Ons & Tools.
Select the currency you wish to add from the dropdown menu. Click ‘Add’ once selected. To activate the currency click ‘Edit’ beside the one you wish to show on your site. Click on the red x to activate the chosen currency. The green ticks represent the active currencies on your site.
A user can change the currency using the dropdown tab at the top of the site.
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The site will automatically reload prices to their chosen currency.
7.7 Add Ons & Tools – Language Management “This feature is only available with the multi-lingual module. “
This tool allows you to add a new language, set whether it is the default used and if it is active. Please note you cannot delete a language once added, you merely need to deactivate it.
To add a new language, simply select the language from the dropdown menu and press add. To deactivate a language, press on the green tick under ‘Is Active’ and it will change to a red cross (as shown below).
Select from our wide range of language options from the dropdown menu. Click ‘Add’ once the language has been selected.
To activate the language on your site click ‘Edit’. Click on the red x to activate the language. The green ticks indicate the languages that are active.
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The language can be selected from the dropdown tab at the top of the site. The site will automatically load to the chosen language making your site accessible for all to use.
7.7.1 Language Dictionary
Once you have added a language, you can then add the translations. Click ‘Edit’ on the far right of the column for your chosen Dictionary Key as shown in the screenshot below:
You will then see the above screen, where you can add your translations for each language. This example is for ‘3DSRedirect’ which can translate a single word but also an entire paragraph.
Eg: “You are now being redirected to your banks secure server to complete payment. Please DO NOT navigate away from this page until your order is complete as your travel arrangements will not be booked.”
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Once a translation is added, it will automatically translate every page of your website. You will also have the option to select the translation for individual modules, under the individual modules. After clicking save you will find a tick next to you translated Dictionary Key word, showing which have been completed and what is still outstanding.
7.8 Add Ons & Tools –Custom Offer Management Here you can manage all of your custom offers. This allows you to create your own custom offers, to any specification you choose.
To create a new offer, select “ Click to create a new offer”. Offer Settings:
Offer Type: Set the offer type e.g. flight, flight accommodation, care hire etc.
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Booking/ Enquiry: Choose whether the offer will be Bookable or Enquiry, can they book the offer online or will they need to submit an enquiry form. Please note our standard websites only offer non-bookable (enquiry only) offers whereas our upgraded website (Pro + and Premium) have the functionality to have bookable online offers.
Start Date/ End Date: Select the start and end date you want your offer to be valid for. If the end date is left blank the offer will continually run until it’s stopped.
Is Enabled: Select enabled if you want your offer to show immediately (check the start date is correct also).
Social Sharing: Users can share this offer on social networking sites with the Social Sharing option; you can choose the size of the social network logo you want to appear next to the offer.
The next section is to fill out the Offer Information. Offer Information: The offer information is what will be displayed to the user:
Offer Reference: The offer reference is an optional internal reference to help you identify an offer. It can be useful if you want customers to quote a reference when enquiring about an offer they have seen on your website or in an email etc.
Title: Make your offer title eye catching and to the point
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Description: The offer description should state the key information in a brief paragraph; further details can be included when a customer clicks on the offer.
Destination Information: The destination box is a text box for you to enter the destination, you will then
need to select the Country from the dropdown list.
Once you have selected the country from the dropdown menu, it will pre populate into the Destination section of the offer as shown below:
The toolbar will appear once the user has selected ‘View’ to see more information about the offer.
Main Offer Pricing: You can choose if the offer is based on the total booking value or per person. In the
above example the offer is based on the total booking. Currency: If you’re using the multi-currency module on your website you can change the currency of
your offer as well.
Lead in Price: This is the ‘from price’ which will appear on the offers. It will also be the minimum price you will want to sell this holiday for. As selected in this example £200 has been chosen (please note only include numbers in the pricing i.e. 200 instead of £200)
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Nights/ Durations: You can set restrictions on the offer by choosing the number of nights and the amount of people travelling. If the customer chooses a different duration then the offer will not appear.
Once the offer has been added, click ‘Save Offer’ and you will see a green bar saying ‘Successfully Created Offer'. Click on the ‘Offer Management’ tab on the left hand site and your new custom offer will now appear in the table. Once the offer has been created, it can be edited or deleted at any time. To edit the offer, select the Edit button from the right hand corner: After the offer has been created you can add additional information by selecting edit on the right hand side. You can edit existing offers using the ‘edit’ link on the far right, as well as copy them if you are making a similar offer which will save time filling out the same details. Once an offer is created, you cannot change the offer type due to the set attributes each type has.
Offer Information: Top Offer: By choosing Top Offer, it will place the deal at top of the ‘Special Offers’ page in a large box.
In this example if hasn’t been selected so the deal will be displayed in a small offer box at the bottom of the page.
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Availability and Pricing Information: You can select the dates of travel for the offer. The departure dates will need to match the flights.
Destination Information: You can enter destination and weather information about the country included in
the offer.
Accommodation Information: This is how the Accommodation details will appear on the offer:
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Flight Information: You need to select the origin and destination code of the airports for the offer. You are also required to include the times of the flights.
Below is how the front end of the flights will appear to the customer:
Images:
Once the additional information has been included, click ‘Save Offer’ and you will see a green bar saying ‘Successfully Updated Offer'. *Always remember to click save after making any changes* The offer will automatically appear on the ‘Special Offer’s Page’. Here is how the offer is displayed on the front end of the website:
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As the example shows, top offers are displayed at the top in larger boxes whereas non top offers are displayed at the bottom in smaller boxes. By selecting ‘View’ you are able to see more details of the offer and to enquire.
The next screenshot shows you how the offer will appear once you’ve selected view from the offer page. The customer will need to fill out the form if they are interested in booking the offer.
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7.9 Add Ons & Tools –Travel Insurance Management “This feature is only available with the insurance module”
Here you can manage the travel insurance options that are offered to your customers. Once you have got the information from your chosen insurance company you can manage the passenger types, policy types and locations. Once these options have been set up you can add as many insurance policies as you like.
Options: Within the options you can amend the passenger types, policy types and manage the locations.
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Manage Passenger Types: If your insurance policy has different age ranges you can set them up under this section. You can also create your own by selecting ‘Add new passenger type’.
Once the passenger types have been created, they will be displayed in a table as the example below shows:
Manage Policy Types: To add a new policy, select ‘Manage Policy Types’
The policy can be activated/de-activated by selecting the tick box. The policy names can be changed at any time by selecting edit from the Manage Policy types.
Manage Locations: To add a location for the policy, select ‘Add New Location’
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Policies : To add the insurance policy, select ‘Add New Insurance Policy’
Policy ref: This field is a text field to add your reference for the policy.
Policy type: Using the dropdown select the policy type i.e Premier, Standard Gold.
ocation: Select the location to where the policy covers i.e UK, Europe, Worldwide.
Passenger Type: Choose which passenger type the policy relates to i.e adult, child.
Duration: Here you can set the restriction for the duration of the policy.
Cost/sell price: The cost of the policy to you is put in cost price and the sell price is what the customer is going to be charged.
Policy is active: To enable or disable the policy, tick this box.
The insurance extra will be offered to the customer when they enter their details during the booking flow, as shown below. Using the dropdown menu, the customer can select which insurance they want or ‘I do not require travel insurance’ if it’s not required.
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7.10 Add Ons & Tools – Travel Extras Management Here you can manage the extras which are offered to your customers. The table will give you an overview of the categories and the number of Extras associated with each category.
To create a new extra, select “ Click to add a new category”. Depending on the type of the Extra, you will need to give it a suitable category name and a brief description. The order will be the order in which the extras are displayed in the booking flow.
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Once the Title and description has been added, click ‘Add Category’ and you will see a green bar saying ‘Successfully created category’. It will now give you the option to add an extra to this category as shown below in the screenshot:
Click on the “ ” to add extras and you will taken to next page which looks like the below screenshot. The category name will be specific to the extra you are selling with optional start/end dates. If these are left blank then it will run indefinitely. Enabling it will set it to appear on your website and allow customers to apply this extra (if they select it).
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You can choose whether the extra is priced per person or by total price and the charges apply to can be set to all passengers or selected passengers.
The ‘Applies to Location’ is only applicable to accommodation-related searches which match the locations. Select ‘Create Extra’ and this extra is now enabled on the website. It will appear within Travel Extras part of the booking flow as show below:
7.11 Add Ons & Tools – GeoData Management
“This feature is only available with the Geodata reviews module”
The Geo database is a powerful tool that allows you to build a ‘tree’ of destinations of unlimited variables. Starting from the World, you can divide this in to continents, countries all the way down to individual resorts, hotels and airports adding new layers of information. This extremelely useful tool has many unique features:
• Once an accommodation search is formed by a customer, the information returned is automatically captured and stored within the relevant country within the Geo Data Managemnt.
• You are able to plot weather updates, Trip advisor review, Google maps, images, Youtube video streaming- the limits are endless.
• Your customers can access this detailed information, providing them with all the information they might need on local customs, places to eat and more before they leave.
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• To add information to a specific country, continent or city, double click on the location you would like to contribute to. Please note you cannot edit ‘World’ as this is the broadest level and would be irrelavant to include any information here.
For ease of navigation we have added in ‘Quick Search’ which allows you to easily find an object (destination, hotel, attraction etc).
With auto search it displays all the results from what you type, by selecting an object it will bring up the record so you can edit it.
Creating a new geoObject: To add a continent, country or city click the small symbol (alternativley the red
minus will remove it )
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Main Settings: Vienna has be selected as the Parent. Enter the hotel name and code (if applicable). The
description will be displayed on the results page so it should include details which make the hotel appealing. Optional additional information include: • TripAdvisor URL – additional module, please ask for more details • Weather information – please ask for more details • Linked Location • Display in top destinations
Map Settings: Enter the longitude and latitude for your destination and it will plot the exact location on
the map. Alternatively drag the map pointer to the required location.
Once the data has been stored, and you have gone back into the property you can add an image.
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This is only available after you have saved for the first time.
The hotel will have a hotel icon and all items within Vienna are listed alphabetically. To view the details on the hotel, double click on the hotel name. Geo Data Reviews:
When a customer returns from their destination, they will be sent an email to review the accommodation that they stayed in. The email will include a link that will take them to the review page where they can rate the hotel or apartment using a number rating system and comment section. The link can only be used once so each customer cannot send multiple reviews. When the customer submits the review, the website owner will be sent an email to approve the review as well as edit it if required. The Geo Data Reviews is where all the reviews will be stored in the back end.
It will show an ID number, the accommodation name, the customer name, if the review has been approved using a green tick or a red cross, the date/time the review was submitted as well as the actions. By clicking View/Manage will open up the review to the following window. You can delete reviews if necessary.
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By selecting ‘Approved’ it will allow the review to be seen on the site. You are able to edit the review before approving it. When the accommodation is searched on the website, it will display an overall customer rating based on all of the reviews it has received. As shown below:
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When the customer clicks on the reviews they are able to view what previous customers have said about the accommodation.
7.12 Add Ons & Tools – FAQ Management We have already created a page for Frequently Asked questions so all you need to do is add the questions. You may wish to take note of common queries that you receive from your customers and use these as basis for your questions.
Add New Category: To add a new category select -> Click to add a new category.
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Category Title: The category title will be the name of the question Description: This is optional, you can give a brief description of the type of queries which would include
in this category type. Order: You can select the order you want the questions to appear in, i.e. most common to be displayed
first. Once you have selected ‘Add Category’, you will see a green bar saying ‘Successfully created category'.
Edit Category: You will now have the option to add questions to this category by selecting Click to add your first item to this category
The questions should be relevant and easy for the customer to understand. As shown in the above example the question relates to card fees.
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Once a question has been added to a category they will be displayed on the Frequently Asked Questions (FAQ) page:
You can edit the text which gives an introduction to the FAQ section in Manage Pages.
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The description of the category is displayed above the list of questions. Under the category the questions are listed with a link so the customer can click on the question and it will go straight to the question (this is very handy if you have a lot of questions). Below the list are all the questions related to this category.
7.13 Add Ons & Tools – News Management
Here you can manage your News articles. You can edit and delete existing News articles using the links in the far right of the table.
Add new News Article: To add a new news article “ Click to create new news article”. You are then presented with the following screen, where you can add the title, the dates for your article to appear and the content itself.
The news module will appear automatically on your home page but you can add the news module onto another page by simply adding the module. You can add any news you want e.g. latest offers, change in legislation etc. Here is how the article will appear on the homepage:
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7.14 Add Ons & Tools – Flight Thread Routing
Flight Thread Routing allows you to set up all the flight routes you offer with your website.
Please note, the searchable threads will be dependent on the search threads available on your website.
If the route is not set up in the routing table then all routes will be searchable by all threads. If you want specific threads to only be searchable for certain routes then you enter the route (airport code) on the left hand side and tick the relevant thread.
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7.15 Add Ons & Tools – Voucher Management
Voucher management allows you to give discounts to your customers and attract new or repeat business which is great for keeping track of online and offline marketing activities.
Add new Voucher Code: To add a voucher select “ Add new voucher code”.
Voucher Details: The voucher code can be anything you choose. For example a series of numbers, letters etc. In this example ‘Top40’ has been used. You can choose the value of the discount with either a percentage or a fixed value. In the below example a percentage of 20% has been chosen. If you want the promotion to run for a certain period then the dates will need to be selected, if there is no expiry then the voucher will run indefinitely. Enable voucher will active the voucher code on the website.
Advanced Voucher Settings: The advanced voucher settings allow you to filter particular travel dates for the voucher to be used. You can also select price ranges for the voucher to be valid on. You can choose which members can redeem the voucher, or if you want it available to any member, leave the tick boxes empty. You can also set the maximum times the voucher can be redeemed i.e. if you want the first 50 customers to have the discount them select 50 otherwise if it has 0, it is unlimited. You can also monitor how many times the voucher has already been redeemed.
Advanced Voucher Parameters: You can limit the voucher to different product types i.e. Flights and Package Holidays. Or alternatively you can set the voucher to certain operators. To add the parameters: • Select product type • Press • The product will be shown in the product type box • Click the red minus symbol to remove an item
You can also choose multiply operators and product types if you wish.
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The customer will enter the code once they get to the booking stage. Once they have selected the hotel, it will show a summary of their booking and have the option to add the voucher.
The customer will enter the code and press submit, the code will then be applied to the booking if it meets the criteria.
7.16 Add Ons & Tools – Trigger Emails
This section allows you to manage your trigger emails. You can select option such as time the email get sent and control the content of the email.
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To manage an email select Manage on the far right in the table shown above.
You can set the time that the trigger email is sent to the customer under ‘time’, this is the number of days before departure. Enter your message for the customer. They will then receive an email with the content you have entered.
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7.17 Add Ons & Tools – Suppliers and Operator
This section is a generic list of ALL suppliers, and not necessarily a list of suppliers that you have enabled. You are not able to delete any suppliers from this section.
Add a new operator: To add a new supplier/operator select “ Click here to create a new operator”
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General Operator Settings: The unique code will be included within the XML (also on the bookable suppliers list). You can select the supplier’s name i.e. Malaysia Airline (MH). The back office reference is an additional module where the booking can automatically feed into your back office system. If this is active then this will need to match the code used in the back office system. You will need to select the main product the supplier/operator is in i.e. an airline will be Flight. You are advised to have the auto confirm to ‘Auto confirm all bookings’ to enable the bookings to automatically book.
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Logo Replacement is an option for you to change the logos of the suppliers that you are using. You may wish to use your own logos for some suppliers. This will prevent the customer from seeing the supplier and going direct to them. An optional extra is to upload the operators own terms and conditions. The customer will have the option to view this once they are in the booking stage.
When you tick the “Product Types” it displays the settings for that particular product. For example shown above, product ticked in “Flight” and hence you can see the “Flight Settings”.
Deposit Settings: You have the option to allow customers to pay a deposit for their holiday. By setting
restrictions you can ensure the deposit option is only valid with the criteria you set. • Tick the box ‘deposits enabled’ • Tick the box ‘percentage/value’ if you want the deposit to be a percentage • Deposit amount will either be a percentage or a fixed amount (depending which you choose) • If you want a deposit to be taken when there is a minimum amount, enter the amount in
‘deposit amount’ • You can choose how many days in advance the deposit is optional i.e. if a customer is
booking months in advance you can allow them to pay a deposit and then the balance nearer the holiday
Top tip: Percentages are advised as this will distribute evenly for holidays of all costs. Enter the percentage to be taken (e.g.10).
Flight Settings: This additional optional setting provide the customer with further information about
the flight. It is unlikely all the boxes will be ticked. • Select either low cost airline or schedule airline • If it is ATOL Protected and/or Supplier Failure cover then tick these two boxes • Scheduled airlines are likely to include meals ( a meal logo will appear in the results page) • If you have any errata information you may wish to include it in the Meal Notes • By indicating the baggage allowance, a baggage logo will appear on the results page
You may also want to include any helpful baggage notes for example EasyJet charge for baggage but have generous hand luggage allowance.
In the above example we have not selected logo replacement, but selected meals included and entered the baggage allowance. Below is how these options are displayed to the customer.
Once you have made any changes, you must publish the suppliers file.
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If you have the E- Document Manager you are given an additional extra for notes.
The notes will appear on all the documents when you enter the notes for a particular supplier Please note this box is only optional.
7.18 Add Ons & Tools – Cruise Ship Management
This section allows you to add, publish & manage Cruise ship information, Images, Deck plans.
Add new Cruise Ship: To add a new cruise ship select “ Click here to add a new cruise ship”. You can add the cruise ship information, deck plans, videos and images.
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Cruise Ship Settings: Select the Cruise Line from the dropdown list. In the example shown above it is Princess Cruises (PCL). Add the Ship code, Ship Name & Ship Class.
Ship Information: This section will have description, Specification of the ship and the facilities available in the ship.
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Video gallery: Type in the URL to add the videos.
Deck Plans: You can add the deck plan images for the cruise ship. You can drag and drop new images from your computer or upload new images.
Save the changes you have made and don’t forget to publish the cruise ship.
7.19 Add Ons & Tools – Rules Management This section is particularly essential to getting your website started as here is where you can set the prices for the products on your website.
To add a new rule select “ Add new rule”. The suppliers that you have enabled will provide their services to you at either NET rate or a commissionable rate. It is up to you to contact each supplier to find out how much commission is set in the price already (if any). Use this is a basis to create your rules. Main Rule Details: Choose the rule name and description for your own reference, e.g. ‘Mark up EasyJet
flights by £10’. You will need to set a priority if two or more different rules clash with one supplier. For example if you were to create a rule for all low cost carriers, and then another rule just for EasyJet you will need to prioritise which rule comes into effect before the other. As the low cost carrier rule affects a number of suppliers it is important to make this the higher priority as this would have an affect over more suppliers than just EasyJet. Select if you are adding as a percentage or amount (If you are marking down select the negative). Check the box to ‘enable’ the rule.
General Settings: Use the filters in ‘General settings’ to select which search types this rule will comply with.
If using a low cost carrier rule, select any search that includes flights. By selecting an affiliate the rule will ONLY apply to an affiliate and not the main site.
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Booking/ Departure dates: You can select different dates for booking and departure (as shown in the above
example) otherwise you can have the same dates if you want them to book and departure during the same period.
Price Range: You can apply the rule to certain price ranges. Flight Settings: You can select which operators/routes you want the rule to be applied to.
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Once the rule has been saved you now need to publish the rule “ Publish rules”. If will ask you to confirm publishing your rule.
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By clicking on ‘OK’ the rule will become active. You have the ability to have different rules for different search types. The example used was a rule for flights only with EasyJet. If you wanted you could create a different rule for dynamic packages where the mark up is only £5 as you are going to make a profit on the accommodation so the mark up on the flight can be lower.
7.20 Add Ons & Tools –WebService Management
This section allows you to manage the XML/API connections to your suppliers. This section should only be edited by advanced users as errors can cause errors with your suppliers.
Here you can view all your XML/API connects with details of the type, supplier and description for each one. If you wish to amend details for the individual suppliers then you can select ‘Edit’ from the right hand side and it will display your login details Thread Main Settings: The first two settings are pre-set and cannot be amended, but you can amend the
description if you choose to do so. It is not advised to edit the Service URL, Account Ref or password unless these details change as it can affect the results from the supplier if incorrectly entered.
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If you decide you want to disable the supplier select ‘Disabled’ and the results will not be displayed from the supplier.
Thread Attributes: You can choose the maximum number of results returned from the supplier as well as the suppliers it uses to bring results from. You also have the option for the Timeout period i.e if the results are not returned within 20 seconds then it will timeout.
7.21 Add Ons & Tools – API Information The following documentation is provided to integrating the various PI’s available within your website.
Order Handoff API: The order handoff API allows for integration into your back office/ accounting systems by allowing you to query for completed orders.
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7.22 Add Ons & Tools – Invoice Creator Invoice creator allows you to manually create and send invoices out to your clients.
Once the details have been filled out an email will be sent to the customer with a link so they can make the payment. The link will take the customer direct to the basket page for them to enter their payment details.
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7.23 Add Ons & Tools –Sales Report This fantastic new module called ‘Sales Reporting‘ lets you know all about the bookings and ‘baskets’ made
on your website. With a host of reporting options and filters you can analyse every aspect of your websites bookings.
Order Filters – Begin your report by selecting the booking/departure date. Select from the dropdown menus for Affiliate / Source / Voucher / Payment (This is dependent on what additional modules you have on your site)
Product Filters – Dependent on the products you sell and the suppliers you have integrated into your site, select from the available options on the dropdown menus.
Additional Filters – Including these filters (Depart/Arrival Point and Accommodation name) will increase the report generation time. Please allow up to 2 minutes for the report to be generated.
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Click ‘Generate Report’ when filters are complete.
The online reports are accompanied with graphs and charts to give you a visual way of seeing the data.
Team the reports with the CRM module and you can extend the tool to send customised letters, reminders and marketing information to relevant clients. The data is displayed in real-time in the CMS and can be downloaded for further investigation offine. It will be downloaded in CSV format and can be viewed using Microsoft Excel.
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You can edit the filter options and click ‘Recalculate’ found at the top of the page to create new reports.
The Sales report tool allows you to see all your sales broken down into categories. You can also use the filters on the left hand side to see specific dates or types of sales such as flights only from June-July 2013. You can even use the advance filter to select specific departure and arrival points, right down to the accommodation name.
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Order Filters: Enter the date period for the sales report. This can either be booking dates or departure dates.
*Default booking/departure dates returns confirmed booking made/departing in the last/next 180 days. Affiliate – Select from the dropdown menu from the affiliates you have on your site.
Source – Select if you want to filter from any or no external source.
Voucher – The dropdown menu will display the vouchers you have activated on your site for your customers to use.
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Payment - Select if you want a report for all payment types, deposit or full payment.
Profit / Loss – Enter a value in this field.
Product Filters: Show orders containing – Select any products or choose a specific product you want the report to generate i.e Flight
Show orders with products from- Depending on the suppliers you have integrated in your site, the dropdown menu will present you with the option to select all suppliers or one specific supplier.
Advanced Filtering *Including these filters will increase the report generation time, please allow up to 2 minutes for the report. You can add additional filters to the search – departure point, arrival point and accommodation name.
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Once you have entered your filters, select ‘generate report’ and the report will be exported to a CSV file.
7.24 Add Ons & Tools –Packages - Tour Report
This tool allows you to see a detailed report on how many sales you have made through the package bank. As well as seeing all the tours you can select specific dates or specific packages that you wish to view.
7.25 Add Ons & Tools –Packages - Nominal Report This tool allows you to download your Package Bank financial report.
7.26 Add Ons & Tools –Search Reporting Build your report using a diverse range of filters, then preview and export for use.
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Filter: Choose a filter from the dropdown menu.
Modifier: Depending on the filter you select, the modifier dropdown options will be ‘like’, ‘is’, ‘before’, ‘after’ etc. For example if you select Search Result Count, you can either select from ‘greater than of equal to’, ‘less than or equal to’ or ‘is’. Value: If you have selected Origin Airport Code as the filter, the value would be DUB. ,You can provide extra criteria for the search by clicking ‘Add New Filter’.
Once you have entered all your filters then click ‘Generate Preview’.
The system will return the relevant searches based on your filter requirements.
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Download As CSV - The report will be exported to a CSV file. Generate Heat Map – This is a Google map. For this particular field it shows the countries most searched for using a heat grading.
7.27 Add Ons & Tools – Rewards / Points System
“This feature is only available with the Advance CRM”.
You are able to allocate points to your members. These points can be achieved by a variety of reasons of your choice such as member loyalty or repeat bookings. Select the member you wish to allocate points to from the CRM/Members section.
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Here is where you manage your member accounts. By clicking View/Edit will open up the following window:
Select the ‘Points’ tab. Here it will display the previous points the member has been allocated along with the total number of points that they have. Enter the number of points along with the description and order reference into the fields. Make sure the ‘Approved’ box is selected before clicking ‘Add Points’.
When the member is signed into your website, they can find out the number of points they have obtained on their homepage in ‘My Points’.
Select ‘My points’ to open up the following window:
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The member is able to redeem their points on their booking purchases. To do so, search for the holiday until you reach the checkout area.
At the checkout, the member can enter the number of points they would like to redeem. Each point is valued at £1 and is automatically discounted from their total. Click ‘Submit’ once the number of points has been entered. Continue with the payment process as normal.
The Rewards/ Points System enables you to harness the power of customer retention programs and loyalty marketing strategies. A successful loyalty program will keep customers coming back again and again to spend their points and their money.
7.28 Add Ons & Tools – Mega Menu Management
This follows you to create a controllable site Mega Menu with controllable links & custom content including images & video.
Under mega menu management you can see two tabs, first one being Add menu tab – which lets you create new mega menus and the second one being Existing mega menu tab – which lists out all the existing menus.
Adding a new mega menu: Fill in the first two fields – Mega menu name & Mega menu URL(optional) and hit ADD. You should then be given an option to add new category and category links. Give it a name and any content required and save it.
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Under the created categories you can add category links as shown below and you either provide the URL or choose the one from th ecustom link list.
8. Manage Pages
In this is the section you can manage the content on each individual page of your website.
Once you click on the particular page you want to edit, you have various editing options as shown below.
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Here you can set the page template, chose the page titles, SEO settings and menu options. Page security means you can set up exactly who can have access to the pages. Under the page layout & content section you can also control which modules you want and the placement of each of these. For example if you click on the pencil symbol next to Accomm Results, you can then go into the module and edit the content and settings to suit your page. Please see the example below;
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While you are editing each module you will see in the top left of the page editor there is a link so that you can preview your page as you go to make sure your happy with how it looks.
9. Manage Mobile Site
In this section you can manage the settings for your mobile website and also create your own mobile content pages.
Mobile Site Settings: You can setup Icon, theme, background colour and site features. After making the changes save the module.
Create New Mobile Content page: You can also create a new mobile content page, type in the new page name and hit Create page.
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