2.23 BETA Release Guide - My Account Communication Preferences

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 Communication Preferences Tab on the My Account Page.

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 what is presented as the default to a guest when they go to Communication Preferences for the first time. Their choice will be saved in their profile in RTP|One and retrieved each time they log in and they have the option to change it.

• 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.
     

     

  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.

Language Strings

• 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.

  1. Under language strings, search for account.navigation. This configures the “My Account” label - which is “My Account” by default.

• 

• The text under the Communication Preferences heading on the page is also configurable through a language string called account.communicationpreferences.description.

To update the language string, go to Configuration > Languages, and click Edit. Update the value to include your desired text and save.

Detailed Setup Guide

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

  

• 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 Checkbox

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.