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Table of Contents

This guide will review how to set up the My Account Communication Preferences Tab in Aspenware Commerce. For general release notes, see https://aspenware.atlassian.net/wiki/spaces/DB/pages/1984856125

Overview

This guide will explain how to set up the Release 2.23 includes the addition of a Communication Preferences Tab on the to My Account Page.

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Configuration Guide

Settings and Language Strings

Settings

The Opt In/Out of Marketing emails is functionality that is controlled by the setting OptOutEmailCheckboxEnabled. This setting controls . On this tab, guests will be able to opt in or out of marketing emails or be redirected to a third party to manage their communication preferences. This new functionality enables resorts to determine what is presented as the a default to a guest when they go to Communication Preferences for the first time. Their choice will be saved in their profile in first-time My Account user. The guest’s preferences will then be stored in their RTP|One and retrieved profile and the selection will appear on their My Account Communication Preferences page each time they log in and they have the option to change it.

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  • The OptOutEmailCheckboxEnabled setting is the “master” setting for this functionality. By default, the setting is set to FALSE and the checkbox does not appear on the Communication Preferences Tab.

    1. To include the Opt Out of Martketing Emails checkbox on the Communications Preferences Tab, go to Configuration > Settings > All Settings and type OptOutEmailCheckboxEnabled in the Name field and click Search. This will locate the setting.

    2. Once the setting is found, click Edit.

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    3. Click into the Value field and update it to ‘True’.

    4. Click Update.

    5. Once the setting is changed to ‘True’, the Opt Out of Marketing Emails checkbox appears and is checked by default. Therefore, the first-time guest is required to uncheck the box to receive marketing emails.

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Language Strings.

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Configuration Guide

1. Edit Language Strings

account.navigation
account.communicationpreferences.description

  • To update a language string, go to Configuration > Languages

    1. Select English and click Edit.

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    2. Search for the string resource you wish to update and click Search.

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    3. Click Edit.

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    4. Update the value to include your desired text and Save.

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  • This release includes a feature that adds a new language string to the homepage. Previously, the words “My Account” were hard-coded and it was confusing to users who were trying to get to their My Account page. Now that text is configurable and a My Account button has been added to the menu that appears when the guest hovers over the account sign-intext.

    Under language strings

    in/out text that will take them to their My Account page.

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    1. To update this string, search for account.navigation. This configures the “My Account” label - which is “My Account” by default .

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    1. (In the image about, it has been updated to read “ACCOUNT/SIGN OUT”.

  • The text under the Communication Preferences heading on the page is also configurable through a language string called account.communicationpreferences.description. This could be configured to give guests information about communication preferences or left blank.

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2. Configure Communications Preferences Tab

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The Opt In/Out of Marketing emails functionality is enabled and managed in the following two steps:

  • 1. Show/Hide Opt Out of Marketing Emails Checkbox

  • 2. Configure Communication Preferences Tab

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1. Show/Hide Opt Out of Marketing Emails Checkbox

The OptOutEmailCheckboxEnabled setting is the “master” setting for this functionality. By default, the setting is set to FALSE and the checkbox does not appear on the Communication Preferences Tab.

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  • To include the Opt Out of Martketing Emails checkbox on the Communications Preferences Tab, go to Configuration > Settings > All Settings and type OptOutEmailCheckboxEnabled in the Name field and click Search. This will locate the setting.

    1. Once the setting is found, click Edit.

    2. Click into the Value field and update it to ‘True’.

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    3. Click Update.

    4. Once the setting is changed to ‘True’, the Opt Out of Marketing Emails checkbox appears and is checked by default. Therefore, the first-time My Account guest is required to uncheck the box to receive marketing emails.

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2. Configure Communication Preferences Tab

There are several configurable components to the Communications Preferences Tab. To configure these components:

  • Go to Configuration > Customer Settings and scroll down to Additional Customer Settings.

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    The last three fields are pertinent to the Communications Preferences Tab.

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    The Hide ‘Communication Preferences’ tab checkbox is unchecked by default (meaning that the Communication Preferences Tab will display by default). Checking this box will keep the Communication Preferences Tab from being visible on the My Account page.

  • The URL to manage Communication Preferences field enables redirection to a third-party site if your resort utilizes a third party to manage guest communication preferences. If your resort utilizes a third-party for communication preferences management, enter the appropriate URL here. The URL will appear on the Communication Preferences Tab in My Account and the user can simply click on it to update their preferences.

  • Opt In Enabled CheckboxFlow Enabled checkbox enables the resort to control the default setting for the checkbox for a first-time My Account user (after a guest has logged, their preference is set and stored in RTP|One and is retrieved each subsequent time and any changes will update their RTP|One profile.)

As described above in the Settings section, the OptOutEmailCheckboxEnabled setting in Configuration > Settings > All Settings is the “master” setting for this functionality. By default, for a first-time guest, the setting is set to FALSE and the Opt Out of Marketing Emails checkbox does not appear on the Communication Preferences Tab. Setting it to TRUE will place the Opt Out of Marketing Emails checkbox on the Communication Preferences Tab and it will be checked by default. Therefore, the first-time guest would need to uncheck this box to receive marketing emails from your resort. (Their choice will be stored in their RTP|One customer profile and retrieved upon login each time.)

Clicking the Opt In Enabled checkbox on the Additional Customer Settings section will change it so that the first-time guest will be presented with the Opt Out of Marketing Emails checkbox, but it will be unchecked. This means that the customer will have to check the box to opt out of marketing emails. See the table below for explanation of scenarios and corresponding scenarios.

Info

NOTE: There is currently a known issue with the Opt In Enabled checkbox in the Additional Customer Settings section. Checking the checkbox will reset the OutOutEmailCHeckboxEnabled setting in All Settings to FALSE, thereby removing the Opt Out of Marketing Emails checkbox from the Communication Preferences tab. So, currently, you can only have this checkbox appear and be defaulted to checked.

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Desired Scenario for a First-time My Account user

OptOutEmailCheckboxEnabled setting in Configuration > Settings > All Settings

Opt In Enabled Checkbox on Additional Customer Settings in Configuration > Customer Settings

Opt Out of Marketing Emails checkbox does not appear on Communication Preferences Tab

FALSE

N/A

Opt Out of Marketing Emails checkbox appears on Communication Preferences Tab and is checked by default (Customer must uncheck to receive marketing emails)

TRUE

Unchecked

Opt Out of Marketing Emails checkbox appears on Communication Preferences Tab and is unchecked by default (Customer must check to opt out of marketing emails)

TRUE

Checked

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