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Table of Contents

Setup Checklist

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Set-up Checklist
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Prerequisite

COMMERCE TASKS

Language String Settings

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  • Configure Settings

    • Show/Hide Opt Out of Marketing Emails Checkbox

    • Configure Communication Preferences Tab

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Configure Language Strings for Communication Preferences

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  • 1. Edit account.navigation

  • 2. Edit account.communicationpreferences.description

  • 3. Edit account.fields.optoutemailcheckbox

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  1. Enable and Configure Communication Preferences Tab

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  2. Show/Hide Opt Out of Marketing Email Checkbox

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  3. Configure 3rd Party Communication Preferences Widget

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Prerequisite Tasks

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Settings and Language Strings

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Settings

1. Show/Hide Opt Out of Marketing Emails Checkbox

The OptOutEmailCheckboxEnabled setting controls whether or not the Opt Out of Marketing Emails checkbox is displayed on the Communication Preferences Tab. By default, the setting is set to FALSE and the Configuration of the following settings is detailed in the Detailed Setup Guide below.

Setting Name

Function

Default

OptOutEmailCheckboxEnabled

Shows/hides the opt-out checkbox on the Communication PReferences Tab. If FALSE, the checkbox does not appear on the tab. If TRUE, the checkbox will appear.

FALSE

Language Strings

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.

  • Once the setting is found, click Edit.

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

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  • Click Update.

  • Once the setting is changed to ‘True’, the Opt Out of Marketing Emails checkbox appears and is checked by default if the guest does not already have a preference stored in their RTP|One customer profile. The first-time My Account guest is required to uncheck the box to receive marketing emails.

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2. Configure has several configurable language strings available. The following instructions explain what text is configurable and how to edit them.

  • 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-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 (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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  • The text for the Opt-out of Marketing Communications checkbox is also configurable through a language string called account.fields.optoutemailcheckbox. This controls the messaging for opting-out of marketing email in both create account and from my account.

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  • 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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Detailed Setup Guide

1. Enable and Configure the Communication Preferences Tab

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

  • Go to Configuration > Customer Settings and scroll down to Additional Customer Settings. The last three fields are pertinent to the Communications Preferences Tab.

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

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  • Opt In Flow Enabled - Clicking the Opt In Flow Enabled checkbox will change the default status so that when a first-time guest is presented with the Opt-Out of Marketing Emails checkbox in My Account, it is checked. This means that the customer will not have to check the box to opt-out of marketing emails, but simply click Save to initiate opting out. If a guest is already opted out of marketing emails, this will be unchecked. See the table below for an explanation of scenarios and corresponding settings.

Info

NOTE: There is currently a known issue with the Opt In Flow Enabled checkbox in the Additional Customer Settings section. Checking the checkbox will reset the OptOutEmailCheckboxEnabled 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.

Note

IMPORTANT: Be sure to verify that the settings align for marketing preferences in both the Identity Consent Models and the My Account Settings for Opt In Flow.

2. Show/Hide Opt Out of Marketing Emails Checkbox

The OptOutEmailCheckboxEnabled setting controls whether or not the Opt Out of Marketing Emails checkbox is displayed on the Communication Preferences Tab. 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.

  • Once the setting is found, click Edit.

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

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  • Click Update.

  • Once the setting is changed to ‘True’, the Opt Out of Marketing Emails checkbox appears and is checked by default if the guest does not already have a preference stored in their RTP|One customer profile. The first-time My Account guest is required to uncheck the box to receive marketing emails.

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See the following table for an explanation of guest scenarios and corresponding settings.

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 for customers not already opted out (Customer must uncheck to receive marketing emails)

TRUE

Checked

Opt Out of Marketing Emails checkbox appears on Communication Preferences Tab and is unchecked by default for customers not already opted out (Customer must check it and save to opt out of marketing emails)

TRUE

Unchecked

Language Strings

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

    1. Select English and click Edit.

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

      Image Removed
    3. Click Edit.

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

      Image Removed

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

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

...

  • The text for the Opt-out of Marketing Communications checkbox is also configurable through a language string called account.fields.optoutemailcheckbox. This controls the messaging for opting-out of marketing email in both create account and from my account.

...

Detailed Setup Guide

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3. Configure 3rd Party Communication Preferences Widget (Optional)

If your resort utilizes a 3rd party to manage guest communication preferences, a widget can be installed to facilitate that link from the Communication Preferences page in My Account. To configure the widget:

  • Enable Ensure that the Communications Preferences Page has been enabled (see instructions above in Configure Communication Preferences Tab). )

  • Disable Ensure that the Opt Out of Marketing email checkbox has been disabled (see instuctions above.)instructions above in the Settings section called Show/Hide Opt Out of Marketing Emails Checkbox).

  • Go to Settings > Customer Settings and enter the following:

    • Display a Communications Preferences widget: Checked

    • Widget CSS URL: Enter the URL for the Widget CSS.

    • Widet JavaScript (JS) URL: Enter the URL for the widget JavaScript.

    • Widget HTML code: Enter HTML code for the widget.

  • Click Save.

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