2.23 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

Release 2.23 includes the addition of a Communication Preferences Tab to My Account. 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 a default to a first-time My Account user. The guest’s preferences will then be stored in their RTP|One profile and the selection will appear on their My Account Communication Preferences page each time they log in.

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.

     

  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.
     

     

• 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.
  

  

  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.

2. Configure Communications Preferences Tab

Features of the Communication Preferences Tab are enabled and configured with the following two steps.

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

• 2. Configure Communication Preferences Tab
  

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 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.

  1. Once the setting is found, click Edit.

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

     

  3. Click Update.

  4. 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.

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. 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). 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 Flow Enabled what does this currently do?? I’ve played with it in qa and I can’t see any function except to overwrite OptOutEmailCheckboxEnabled to FALSE. Text below was previous understandings but not sure any is correct.
  

Clicking the Opt In Flow Enabled checkbox on the Additional Customer Settings section will change the default setting so that a 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 an explanation of scenarios and corresponding settings.