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1. Offer - Redesigned flow
This will enable the new offer flow which includes a redesign of the offer creation wizard and supports offer import. It is developed under a feature flag and users can reach out to the customer success team to enable the redesigned flow.
Note: For offer import a separate feature flag and permission must be enabled in addition to the redesign offer feature flag.
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Webinar recordings about the new offer flow are available on the bottom of this page.
2. What is an offer?
Offers are used to provide discounts compared to the standard price (rates) to guests who are making a booking. These discounts are mostly used to incentivize the guests to make a booking or prolong their stay. They can be used in different scenarios and for different reasons. For example, a client could provide a 10% discount for guests who make a booking of over 7 days during July & August to make sure that they are fully booked during that period. Another example would be to incentivize guests to make a booking when occupancy is low compared to another season. The client could decide to create an early booking offer with a 15% discount for all bookings made from February to April.
The prerequisites of setting up offers are to have your location(s), Distribution Channels (DCs), accommodation types, rates, and eventually, add-ons properly set up. Once all of this is done we can start setting up offers.
3. Offer overview page
Within the Rate Manager, we have the module Offers. When you click on the Offer tab, you should arrive at the following page :
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Search box - Users can utilize this field to search for offers by name, code, or name path. Additionally, the option to show advanced search provides more filters, enhancing the search capabilities for users.
Active - This Filter chip allows the user to show the active offers. (Current dates and future dates)
Expired - This Filter chip allows the user to show the expired offers.
Upcoming - This Filter chip allows the user to show the upcoming offers. (Future Dates Only)
All - This Filter chip allows the user to show all offers.
Archived - This Checkbox allows the user to show the archived offers.
Show List - This Show list-icon allows the user to show the list of offers.
Show Structure - This Show Structure icon allows the user to show the structure for the offers.
4. How to create offers in MXTS
At the bottom right of this page, you should see a button " create offer and create package offer.
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Now you can see multiple options on-screen some are mandatory [*Must fill those options] and some are not mandatory options.
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Open- The offer will be applied automatically when the reservation aligns with the offer configuration.
Open Search Code- If the user selects the offer policy as an open search code, the offer for promotion page or tour operator toggle will be enabled in the offer advanced settings. This offer will only show up in the price compare when the search code is used and thus only bookable when the offer search code is used.
Hidden search code- If the user selects the offer policy as a hidden search code the offer for promotion page or tour operator toggle will be disabled in the offer advanced settings. This offer will only show up in the price compare when the search code is used and thus only bookable when the offer search code is used.
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Offer stay date period from- to and including (*mandatory for both fields to be filled in).
Choose the last departure date- You can select the final date on which you can check out or depart from the accommodation while still being eligible for a particular offer. The last possible arrival remains the Offer stay date to.
Only applicable to the complete duration of the stay- The setting toggle is automatically enabled when the user selects "Override Price" and chooses the index modes "Unit level night prices" or "Type level night prices". Now, users can edit the toggle both during offer creation and in the advanced setting menu after creation.
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After adding the distribution channels the representation card becomes visible. The representation is set to not bookable and visible. On completion of the offer configuration, it will be set to bookable automatically. to not bookable and visible. On completion of the offer configuration, it will be set to bookable automatically.
Offer rentability
The offer rentability card will be shown after the Distribution Channels are selected. On default a rentability rule is added which is always valid. As the offer will only be bookable based on the accommodation rentability there is no need to again configure rentability. Specific offer rentability rules are only required when you want to differentiate from the configured arrival and departure days of the accommodation.
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Add accommodation type -
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Users can choose the accommodation types they wish to link to the offer here.
Users have the option to make a selection based on accommodation types or units.
We recommend using accommodation types for linking, rather than unit level.
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Additionally, it will indicate the status of the offer as "Bookable" and "Visible."
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5. How to import offers?
Offer importing: This functionality is useful to create/configure multiple Offer/Package offers through one import file.
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When creating the import file for the it's crucial to include certain important information.
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Orange colour column - Mandatory fields and must-needed information.
Blue colour column - Mandatory under certain conditions only.
Green colour column - Non-mandatory but helpful to give clear information.
6. How to configure a package offer?
Users are required to follow the same five steps as the general offer setup process, which constitutes the standard procedure.
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Once all selections have been made, linked package items will be displayed in the package offer.
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7. How to edit an existing offer.
The behavior is consistent across both types of offers.
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10% rate is updated with the book date to with timestamp of updation of the rate
15% rate is valid from the moment the updation was executed
8. Changing an existing offer through import
Examples-
Users can add new rates to existing offers using the import file.
Users can update existing rates in offers using the import file.
9. How to export an offer?
In the settings tab of the offer, you will find the export offer button at the bottom of the menu. Clicking on this button will initiate the download of the offer export file.
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Each row in the file has 1 rate type
Example: the existing offer has 2 rate types linked in 1 offer rate, you will get 2 separate rows in the exported file
Each row has 1 accommodation type
Example: the existing offer has “All linked accommodations” in the offer rate. You will get a for each linked accommodation type from the linked accommodation type card a separate row.
This is because the “All linked accommodations” option is not supported in offer import.
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Please note: Without data in the “applicable on” column in the offer rate it is not possible to export an offer.
10. Webinar recording
For the go live of the offer flow we held two webinars, one in Dutch and one in English to explain the new offer flow. You can find the recordings below. These webinars can be used to get a better understanding of what has been changed and how the offer flow works.
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