Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Table of Contents

...

Insert excerpt
Set-up Checklist
Set-up Checklist
nopaneltrue

COMMERCE TASKS

  1. Choose an OPT IN Flow or an OPT OUT flow for your guests with regard to marketing communications.

Status
colourYellow
titlePRErequisite

2. Show/Hide Opt Out of Marketing Email Checkbox

Status
colourRed
titlerequired

Status
colourYellow
titleprerequisite

3. Configure Language Strings for Communication Preferences

Status
colourBlue
titleoptional

  • 1. Edit account.navigation

  • 2. Edit account.communicationpreferencesfields.descriptionoptoutemailcheckbox3.

  • Edit account.fieldscommunicationpreferences.optoutemailcheckboxdescription

Status
colourYellow
titleprerequisite

  1. Enable and Configure Communication Preferences Tab

    Status
    colourRed
    titlerequired

  2. Show/Hide Opt Out of Marketing Email Checkbox

    Status
    colourRed
    titlerequired

  3. Configure 3rd Party Communication Preferences Widget

    Status
    colourBlue
    titleoptional

Status
colourGreen
titledetailed setup

...

Insert excerpt
Prerequisites Tasks Excerpt
Prerequisites Tasks Excerpt
nopaneltrue

Settings and Language Strings

...

Settings

Configuration of the following settings is detailed in the Detailed Setup Guide below.

1. Choose an OPT IN or an OPT OUT flow

Prior to configuring the communication preferences tab, your resort needs to decide if you would prefer an OPT IN flow or an OPT OUT flow for marketing communications.

An OPT IN flow will, by default, opt guests into receiving marketing emails. Action is required by the guest to opt out.

An OPT OUT flow will, by default, opt guests out of receiving marketing communications. Action is required by the guest to receive marketing communications.

2. Configure Settings

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

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.

...

  • 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’.

    Image Added
  • 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.

3. Configure Language Strings

The Communication Preferences Tab has several configurable language strings available. The following instructions explain what text is configurable and how to edit them.

Language String Name

Function

Default

account.navigation

Image Added

My Account

account.fields.optoutemailcheckbox

Image Added

Opt out of our marketing emails.

account.communicationpreferences.description

Image Added

Blank

account.navigation

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.

...

  • 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.

...

fields.optoutemailcheckbox

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

...

in/out of marketing

...

emails in both the create account

...

flow and the My Account communication preferences update flow.

...

Note

IMPORTANT: Edit the account.fields.optoutemailcheckbox language string to reflect with FLOW is enabled. In the example above the OPT OUT flow is enabled. If the OPT IN flow is enabled, the text should read “Opt in to receive our marketing emails.”

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

    1. Select English and click Edit.

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

    3. Click Edit.

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

account.communicationpreferences.description

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.

If the opt in/opt out checkbox will be displayed on the page, this could be a good place to add instructions for the guest such as “To Opt In, check the box and click SAVE. To Opt Out, leave the box unchecked and click SAVE.” (for an OPT OUT flow).

...

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. Complete them as follows:

  • The Hide ‘Communication Preferences’ tab: This 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.

  • The URL to manage the Communication Preferences: This field enables redirection to a third-party site if your resort utilizes a third party to manage guest communication preferences. The logged-in customer’s email will be passed in to into the third-party site as a parameter when they click “Manage Preferences.”

    • The body of the URL is provided by the third-party partner, and we append "/?email={email}" to add the functionality of passing the logged-in user’s email address. Example URL: https://www.myresort.com./shop-email-preferences/?email={email}

Note

IMPORTANT: The third party site needs to be expecting the passed email address, so you will need to work with a representative from that third party to configure this step. It won't work if the third party site is not expecting/accepting the data being passed.

...

  • Opt In Flow Enabled - : Depending on the decision whether to follow and an OPT IN or an OPT OUT flow, check or uncheck this box as appropriate.

Opt In Flow Enabled checkbox

Language String reminder account.fields.optoutemailcheckbox

See above.

OPT IN Flow

Check this box.

When a guest creates an account they will be presented with a checked box, opting them IN to receiving emails. To decline or opt out of emails, they would have to uncheck the box.

“Opt Out of our martketing emails.”

OPT OUT Flow

Leave the box unchecked.

When a guest creates an account they will be presented with an unchecked box, meaning that they will not received marketing emailes unless they check the box.

“Opt in to receive our marketing emails.”

...

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. See the 2.12 Identity Release Notes for more information about Consent Models in Identity.

2

...

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.

...

  • 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’.

    Image Removed
  • 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.

...

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

...

. 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:

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

  • Ensure that the Opt Out of Marketing email checkbox has been disabled (see 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.

...

...