This video will explain to you how to load a new promotional sales plan in GauVendi, using a specific promotion code to access it.
The initial set up of your property’s sales plans is done by the GauVendi team during your onboarding phase based on our information about your sales strategy.
However, you might realize that there is un-used potential – so therefore you might want to add another sales plan.
Here is a step-by-step tutorial on how to do it:
First, enter the sales area in the GauVendi extranet and click on Sales Plan. An overview of your current sales plans shows up. On the upper right hand corner, you find a button “create sales plan” - click on it a new sales plan open up.
Start to fill out the information section – choose a code for your new sales plan (e.g. FREQUENT) and a name (e.g. Welcome back – happy to see you again). The name will be displayed later to the customer, so choose wisely. You have the option to decide on a rounding method (none, up, down or half up). By default no rounding will apply. Next, ensure that the status is active, otherwise it won’t be sellable.
Next, we look into the pricing rule: we now want to load a Promotion, so we choose it accordingly. A new box opens up to enter the applicable code the customer needs to enter into the ISE to see this specific sales plan. We recommend choosing this code to be easy enough to remember but specific enough to ensure guests cannot simply guess it (e.g. WELCOMEBACK). Attention: the booking links are case sensitive!
Tipp: as clients often make mistakes when typing promotional codes, we recommend that you sent the booking link already with the promo code embedded. To learn how to set this up please either use your check list with the direct booking links or download our direct booking link documentation in the help section.
Afterwards, you have to choose the pricing method, it can either be base pricing or derived. We now choose a derived pricing as we are loading a promotion for frequent guests – they will receive 15% discount on the daily rate.
A new field opens up where you have to choose the base sales plan this new derived rate is supposed to be linked to, e.g. your daily rate. On the additional check-boxes you can decide if more than the rate should be derived from the daily rate or not such as the payment method, extras, availability and/or restrictions.
For now, we do not want to derive anything else than the rate, so we do not choose anything. It’s important to understand that in case you pick boxes here, you cannot amend it at a later stage in case of changes – you would need to load another sales plan.
Within the PMS Sales plan section, please enter your PMS mapping code for a reservation sync.
If you want, you can choose a market segment for this sales plan for a better analysis.
The primary sales plan is the foundation of your rate strategy (usually your daily rate). It helps you to identify the plan easier in the display and it is considered as reference in the GauVendi logic. The primary sales plan rates will be shown on your GauVendi ISE when looking into the calendar. As your daily rate is already loaded during the onboarding phase of your property, there should be no need to activate this for your new sales plan.
Within the sales plan adjustment, set the respective adjustments for your new sales plan – in this case we want to offer a 15% Discount on our daily rate for frequent travellers.
Click on save to ensure you create the shell for this rate plan. You will be able to adapt to the other parts in the next step.
As the sales plan is now saved, you will find it in the overview list together with the other sales plans. Enter the sales plan and complete the missing information:
Go to settings and fill out one of the most important parts – the description! Ensure to write a description that motivates the customer to book your sales plan. As all taxes and conditions will be displayed in the booking process you can use this space to highlight other relevant information, general benefits, infos on your property or things for guests to be aware of or a call to action message that encourages guests to book this rate – NOW, like for example: “Happy to see you again - We love welcoming you back. As we reward loyalty, stay again at our property and save 15%.”
Below the Information field, you will find the translations. Please ensure to have translations ready for each language available within your sales engine.
At the end of the settings, you can define which products you like to sell within this sales plan. Please add these and click on save.
Now revise the other tabs within the sales plan:
Define which extra services are included in the sales plans and which ones you like to offer “on top”.
If you have services that are mandatory extras such as “final cleaning” of your apartment you can add it there as well. Contrary to the “included services” this service will be automatically added in a second step after the user has already selected the product.
Ensure to define which payment terms and cancellation policies apply for this sales plan. Under restrictions you define if there is a minimum length of stay required, advanced booking period or other restrictions.
For the last step go back to your settings and open the distribution channels and your default selling strategy. Should you like to sell this offer every day, just open the daily selling. But should you decide to make this offer only available during limited time frames, keep this the default sellability on closed and manage the the availability only under the “daily management tab”.
Click on save.
Congratulations, your new promotional sales plan is now loaded and activated! Happy selling ?
Thank you for listening to this video. In case of any questions left open, please feel free to contact us via slack :)