Getting started with TripCase Connect Tracy Edes, Partner Success - - PowerPoint PPT Presentation

Getting started with TripCase Connect

Tracy Edes, Partner Success Manager Monday, April 29, 2013

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Content Overview

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• What is TripCase Connect and TripCase Web & Mobile?
• Agency Benefits
• Setting up my agency in TripCase Connect
• Verify and complete agency info
• Configure your TripCase Connect Agency Contact template
• Travel document delivery through TripCase Connect
• TripCase provides full access to traveler documents
• Importance of PE fields with TripCase
• Correct use of PE formats to ensure desired results
• Upgrading to TripCase
• 2013 Product Plans

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What is TripCase?

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TripCase Connect is a robust web tool that keeps agencies connected with travelers through confirmation emails, branded documents and in-app agency messages. TripCase organizes travelers’ trip details in one place and keeps them in the know with travel updates, free flight alerts and helpful tools every step of the way.

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Agency Benefits

• Elevate your image and reinforce your agency brand with TripCase

Connect

• Seamless integration between Sabre and TripCase web and mobile for

travelers

• TripCase is GDS agnostic; trips booked through other channels can be

imported into TripCase web and mobile using our API

• Deliver valuable messages and essential travel documents to your

travelers through TripCase Connect

• TripCase empowers your travelers with superior traveler tools and allows

you to stay connected with your travelers, every step of the way

• Travelers receive FREE flight notifications
• Travelers can add other trip elements into TripCase in addition to Sabre

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TripCase Connect

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• Go to:

https://tripcaseconnect.com

• Select ‘Sign In’ in upper right

hand corner

• Select your Language
• Type your User Name
• Enter your Password
• Enter your Agency Pseudo

City Code

• Click Sign In
• Log-in with Sabre EPR

credentials:

EPR with keywords CREATE & SUBMGR and duty code 9

Note: If you are a travel agency, please do not check the “I am not an agency admin” box

Accessing TripCase Connect

Landing Page

Check out what’s new. Look here to learn about new and upcoming features within the configuration tool for document delivery and Action View messaging. Navigation. From the landing page you’ll be able to access Email Settings, Connect Messaging, General Settings and Document Archive.

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Email Settings – for document delivery

Click on “Email settings” + “Get Settings” in order to access your agency email templates and document configuration.

Load logos

• Email header 200x100
• eTicket/eInvoice 120x60

Agency Contact

• Agency name
• Phone #
• Email address (from)

Email Settings is found under the Connect Messaging Tab

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Customized Confirmation Email Templates

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Other Messages

• Priority Remarks (5‡S0)
• Itinerary Remarks (5‡)

Email Templates

• Unregistered
• Itinerary
• eTicket
• eInvoice
• Auto attach PDF’s
• Custom agency message

Remember to save settings!

Remember to Save Settings!

NEW

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Document Archival - eTickets and eInvoices

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• Accessed through

the Custom Settings tab

• Archived for 13

months following date of issuance.

• Search based on

invoice number, PNR and last name.

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Connect Messaging – Agency Contact Message

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Agency Branded Messages

• Default Settings

Logo

• Contact

Information

• On/Off
• Save
• Preview

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TripCase Connect Messaging – traveler view in TripCase Mobile App & Web

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Agency Message

Connect Messaging

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Connect Message Platform

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Targeted content platform Data sources Delivery to traveler

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Itinerary Location Time PNR Import Email Parse Manual Entry In-App Mobile & Web Email Push

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Be prepared. Be connected. Be brilliant. Take better trips.

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Flight delays

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Policy reminders

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Vendor offers

Confirmation Email & Travel Documents

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TripCase Confirmation Email & Document Delivery for Itinerary, eTicket, eInvoice and Unregistered

ALL TripCase emails provide one click access to travelers’ documents

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Print Itinerary

View Online and View Your Itinerary will launch www.tripcase.com

Add to calendar eTickets & eInvoices

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Itinerary Confirmation Email – for a Registered Traveler

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Condensed Itinerary displays in body of the email for travelers who create a TripCase account.

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Ticket Confirmation Email – for a Registered Traveler

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eInvoice Confirmation Email – for a Registered Traveler

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Unregistered Traveler Confirmation Email

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TripCase introductory text Customizable Agency message

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Add to calendar from confirmation email

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One click download future enhancement

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Instant access to traveler documents

Travelers can access:

• eTicket
• eInvoice documents
• print itinerary PDF

Agency Remarks are clearly visible in the print itinerary document on TripCase mobile.

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Instant access to traveler documents contd.

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Travelers can access:

• eTicket
• eInvoice

documents

• print itinerary

PDF Agency Remarks are clearly visible in the print itinerary document on TripCase mobile.

Importance of PE fields with TripCase

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Importance of PE email information with TripCase

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1.PE‡EMAILADDRESS@EMAIL.COM‡ 2.PE‡EMAILADDRESS@EMAIL.COM‡CC/

Using PE and PE/CC

• confirmation email is sent
• trip will be imported into their TripCase account

if the email address in PE is associated with ANY account in the TripCase user database Using PE/BC

• confirmation email is sent
• trip is NOT imported into the account

3.PE‡EMAILADDRESS@EMAIL.COM‡BC/

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A few things to remember . . .

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• Upon creating a booking in Host at end transact (E, ER, ET,…)
• Trip (PNR) details flow into TripCase if you populated the PE field
• Same EM, EMI, EMT & EMX commands you use today
• Traveler could see the trip details, and Approve trip if needed
• TripCase application will send email communication about upcoming trips to the

account owner; which may or may not be the traveler as TripCase matches based on the email address in PE field only

• No PE email info => No trip imported into TripCase users account
• Upon doing an EM command in Host
• TripCase sends confirmation email and imports trip if PE matched; otherwise

trip is placed in ‘park’ mode

• All registered users are on same confirmation email
• Each unregistered user receives their own copy
• TripCase pre-populates their email address in TripCase signup process
• If Agent, Travel Arranger/ Admin uses PE/CC or PE/BC, will know who’s registered or

no . PE From – Override the agency specified From field set in the Configuration tool; Trip will not be imported into TripCase user account PE‡EMAILADDRESS.COM‡FR/

PNR Sync Enhancement

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PNRs are automatically synced All migrated agencies now benefit from automatic PNR syncing.

• PNR changes made in the Sabre

Red Workspace are instantly reflected in a traveler’s TripCase account.

• Applies to both the mobile and

web experience.

• We are unable to sync if name or

email address has been changed

• n the PNR.

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Future Glimpse into TripCase Connect

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2013 Product Road Map

Partner plans – TripCase Connect

 PNR Sync  Itinerary translations  Add PAX name to Trip Reminder email and flight alerts

• Ad free offering
• Enhanced email
• Premium feature
• pt-in through

Connect

• Custom Connect

Messages

• Admin capabilities
• Report dashboard

1st Quarter 2nd Quarter 2nd Half

Migrating to TripCase

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Steps to a successful migration. . .

 Premier NAM customers contact your Sabre Account Team  All other customers, submit request through eServices using the

Activation Request Form

 Visit Agency eServices to review documentation & sign up for training



View documentation, FAQ’s, previously recorded WebEx training session  Review automation and current processes to implement any changes

that may be necessary

 Send the Welcome to TripCase Intro letter  Verify and complete your agency info in morning of activation



Set up your email templates



Set up your agency thank you message and enable the message for your customers

Questions?

Thank You!