digital alchemy | 5750 stratum drive fort worth, texas 76137 | phone: 817.204.0840 fax: 817.887.1355...

Digital Alchemy | 5750 Stratum Drive Fort Worth, Texas 76137 | Phone: 817.204.0840 Fax: 817.887.1355 | www.Data2Gold.com

Rate Code Manager Tutorial


Rate Code Manager Function

This function can be used to:•Add a new rate code

•Set & modify the rules for new and existing rate codes

•Organize your rate code list

•Add package descriptions

•Modify new and existing package descriptions*Note-your property may not use rate codes to determine

whether or not a confirmation email is sent out. Check with your Account Manager for details.


Review Rate Codes, Settings, and Package Descriptions by choosing Rate Code Manager

under the Maintenance Tab in the Portal.

Rate Code Manager Function


You will see a full list of your rate codes, settings, and package elements….

Do we send based on rate code? Do we show the rate based on Rate Code? Display Name is

the Package Name.

Do we send based on rate code? Do we show the rate based on Rate Code? Display Name is

the Package Name.


Add a new Rate Code…

* Note: Rate Codes will automatically load into Rate Code Manager if they are used on a reservation with a valid email address. Please check your default settings to ensure we process Rate Codes correctly when they are received.

1) Type in the rate code you wish to add.

2) Type any internal notes

you wish to have. Not required.

3) If you want confirmation

emails to be sent for this rate

code, check the 1st box.

4) If you want the rate to

display on the confirmation

emails, check the 2nd box.

5) Save Changes.


Set or Modify rules for an existing Rate Code…

Click on the modify icon next to the rate code

you wish to change.

To move the rate code to the

Archive tab, use the Organize check box. Uncheck this

box on existing archived rate

codes if you wish to move them back to the Rate Codes

tab.

*Note-moving a rate code to the Archive tab will NOT change the rules you have set to send/not send or suppress/not suppress rates.


Adding Package Descriptions…

To add a package description based on a certain rate code

(which will display on the confirmation

email), click on the Options icon next to

the rate code.

Select the language in which

the description should display and

click Add.


Adding Package Descriptions Continued….

* Note: Some of our PMS interfaces include an option to auto-feed package descriptions to this section of the Portal so manual addition of package descriptions is not needed.

Type in the name of the package you

wish to display on the

confirmation email.

Type in the description of the package you wish to display on the HTML

confirmation email.

Type in the description of the package you wish to

display on the TEXT

confirmation email.

*Note-the HTML box and TEXT box entries should always match.


Adding Package Descriptions and Previewing…

Once you have verified that the name and description of the package have no spelling

or grammatical errors, click on the Save Changes button. If

you have multi-language templates with us, feel free to

Add Language to enter your package description again in

the alternate language.

To view a package

description you have entered,

click on the View icon for a preview.


Modify Existing Package Descriptions…

Click on the modify icon next to the package

description you wish to change and follow the same

steps as you did when adding them.


Additional Notes…

• Your property might have special email send rules set up. If you go to the Rate Code Manager and the banner is in red alerting you that this feature is disabled, this does not mean you cannot add package descriptions. This simply means your property has special rules and you should contact your Account Manager for those details.

• If the banner is green when you log in to Rate Code Manager, you can begin to add and/or modify your rules as explained in previous slides.

• If you choose to begin using the package description feature, please contact your Account Manager so that we may ensure your confirmation template is prepared to display the descriptions you enter.

• Always check your descriptions for spelling and/or grammatical errors prior to saving those changes.

• Please remember if you move a Rate Code to the Archive tab, this will not change the rules you have set. This feature is simply to assist you with organization.

Please contact your Account Manager or email [email protected] with any questions, comments, or to sign up for an additional online training.

www.data2gold.com

digital alchemy | 5750 stratum drive fort worth, texas 76137 | phone: 817.204.0840 fax: 817.887.1355...

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