Group Sales Configuration 2. Altru Masters Workshop

Transcription

1 Group Sales Configuration 2 Altru Masters Workshop

2 Objective Understand the configuration of contract templates Describe the role of Price Lists Identify the key settings for Discounts Describe the function of fees for sales methods and programs Understand the key settings for Flat Rate Pricing Identify the role of Daily Capacity

3 Agenda Review and discuss Contract Templates Set up Price Lists Connecting Resources to Group Types Review Discounts Fees for Sales Methods and Programs Review and Discuss Flat Rate Pricing Set Daily Capacity Configure Itineraries and Tracks

4 Friendly Reminders Group Sales and Facility Rental share same configuration (and operational) space Sales is operational, Tickets is configuration

5 Contract Templates Documents that assist in managing the logistics of the visit. Not just for contracts but can also be used for confirmation letters, invoices, etc. Contract templates are based on mail merge MS Word documents.

6 Contract Templates (cont d) You can Add/Edit the documents from Group Sales Set up or from Letter Template Library within Marketing and Communications

7 Contract Templates (cont d) You can Add documents through the Add link The only required field is Name Use Description to explain functionality Letter Type is Group Sales Contract Choose File will upload your document

8 Contract Templates (cont d) To set up the merge access the header file Select Group Sales Contract The browser will download the file

9 Contract Templates (cont d) Contract setting has to be Required to create a contract document If not set, Use Edit to set this requirement status Create Contract will set up and download the document.

10 Contract Templates (cont d) On the reservation page you will now see the contract file displayed as a link Also displayed through Documentation

11 Price Lists Price List is a configuration tool to help quickly set up programs with same pricing Also useful to update pricing on multiple programs at one time Add/Manage from Group Sales Setup or from Tickets page under Pricing

12 Price Lists (cont d) Click on Add to display the options for creating a Price List You can set up the Price Types and their costs You can also connect this Price List to a Program Connecting to a program can also be completed later Connecting to a program will also change future program events pricing or ticket sales not historical Deleting a Price List just deletes the list not prices

13 Group Types Resource Requirements Ability to directly connect Group Types to Resources Add/Manage from Group Sales Setup Connect a Group Type to resources

14 Group Types Resource (cont d) This process is automatic It adds the resources to the reservation It automatically adds to the first itinerary and cannot be deleted (but can be edited)

15 Discounts Discounts managed same as Individual Sales Add/Manage through Group Sales Setup or on Tickets under Programs grouping

16 Discounts (cont d) Discounts managed same area as Individual Sales. Add/Manage through Group Sales Setup or on Tickets under Programs grouping

17 Discounts (cont d) Discounts assigned based on Availability Tab Can be restricted to just Group Sales, Programs and Price Types Can be Manual, With Code or Automatic Discount based on setup date of reservation not the date of visit

18 Discounts (cont d) Apply discounts to reservation from Discounts section Edit assignment through Manage Discounts Discounts are recalculated when itinerary/reservation is changed Discounts do not apply to flat rate pricing Discounts do not apply to resource pricing

19 Daily Capacity Add/Manage through Group Sales Setup Optional field to limit Group Sales/Facility Rental attendees Is not connected to Individual Sales If set, Altru displays the capacity limit for the day as you set up a reservation

20 Flat Rate Pricing Charge a flat amount based on the size of the group Add/Manage through Group Sales Setup

21 Flat Rate Pricing (cont d) The flat rate has to have a default application to the program connected to the reservation We cannot add discounts to a flat rate Additional per ticket pricing is pulled from the ticket cost for the reservation program event Altru automatically adjusts so the higher cost price types are included in the flat rate, when moving into per ticket pricing after the maximum flat rate attendance number has been reached

22 Flat Rate Pricing (cont d) We can apply a Flat Rate when creating a reservation We can also edit an existing reservation to connect to a Flat Rate

23 Tracks Templates to efficiently add itinerary elements to a reservation Add/Manage from Group Sales Setup and Group Sales page

24 Tracks (cont d) Load a Track from the Itinerary page of reservation Scheduled events can be set up through Itinerary page after adding track

25 Summary Identified some key configuration parameters Understood their role in configuration Recognized how to tailor them for your needs Any Questions?

26 Next Steps Review configuration for opportunities Start leveraging Group Sales