Group Sales Configuration 2 Altru Masters Workshop

• Understand the configuration of contract

templates

• Describe the role of Price Lists

• Identify the key settings for Discounts

• Describe the function of fees for sales methods

and programs

• Understand the key settings for Flat Rate Pricing

• Identify the role of Daily Capacity

Objective

• Review and discuss Contract Templates

• Set up Price Lists

• Connecting Resources to Group Types

• Review Discounts

• Fees for Sales Methods and Programs

• Review and Discuss Flat Rate Pricing

• Set Daily Capacity

• Configure Itineraries and Tracks

Agenda

• Group Sales and Facility Rental share same

configuration (and operational) “space”

• Sales is operational, Tickets is configuration

Friendly Reminders

• Documents that assist in managing the logistics of

the visit.

• Not just for contracts but can also be used for

confirmation letters, invoices, etc.

• Contract templates are based on mail merge MS

Word documents.

Contract Templates

• You can Add/Edit the documents from Group

Sales Set up or from Letter Template Library

within Marketing and Communications

Contract Templates (cont’d)

• You can Add documents through the Add link

• The only required field is Name

• Use Description to explain functionality

• Letter Type is Group Sales Contract

• Choose File will upload your document

Contract Templates (cont’d)

• To set up the merge access the header file

• Select Group Sales Contract

• The browser will download the file

Contract Templates (cont’d)

• Contract setting has to be “Required” to create a contract document

• If not set, Use “Edit” to set this requirement status

• “Create Contract” will set up and download the document.

Contract Templates (cont’d)

• On the reservation page you will now see the contract file displayed as a link

• Also displayed through Documentation

Contract Templates (cont’d)

• Price List is a configuration tool to help quickly set up programs with same pricing

• Also useful to update pricing on multiple programs at one time

• Add/Manage from Group Sales Setup or from Tickets page under Pricing

Price Lists

• Click on Add to display the options for creating a Price List

• You can set up the Price Types and their costs

• You can also connect this Price List to a Program

• Connecting to a program can also be completed later

• Connecting to a program will also change future program events pricing or ticket sales – not historical

• Deleting a Price List just deletes the list not prices

Price Lists (cont’d)

• Ability to directly connect Group Types to

Resources

• Add/Manage from Group Sales Setup

• Connect a Group Type to resources

Group Types Resource Requirements

• This process is automatic

• It adds the resources to the reservation

• It automatically adds to the first itinerary and

cannot be deleted (but can be edited)

Group Types Resource (cont’d)

• Discounts managed same as Individual Sales

• Add/Manage through Group Sales Setup or on

Tickets under Programs grouping

Discounts

• Discounts managed same area as Individual

Sales.

• Add/Manage through Group Sales Setup or on

Tickets under Programs grouping

Discounts (cont’d)

• Discounts assigned based on Availability Tab

• Can be restricted to just Group Sales, Programs

and Price Types

• Can be Manual, With Code or Automatic

• Discount based on setup date of reservation not

the date of visit

Discounts (cont’d)

• Apply discounts to reservation from Discounts

section

• Edit assignment through Manage Discounts

• Discounts are recalculated when

itinerary/reservation is changed

• Discounts do not apply to flat rate pricing

• Discounts do not apply to resource pricing

Discounts (cont’d)

• Add/Manage through Group Sales Setup

• Optional field to limit Group Sales/Facility Rental

attendees

• Is not connected to Individual Sales

• If set, Altru displays the capacity limit for the day

as you set up a reservation

Daily Capacity

• Charge a flat amount based on the size of the

group

• Add/Manage through Group Sales Setup

Flat Rate Pricing

• The flat rate has to have a default application to the program connected to the reservation

• We cannot add discounts to a flat rate

• Additional per ticket pricing is pulled from the ticket cost for the reservation program event

• Altru automatically adjusts so the higher cost price types are included in the flat rate, when moving into per ticket pricing after the maximum flat rate attendance number has been reached

Flat Rate Pricing (cont’d)

• We can apply a Flat Rate when creating a

reservation

• We can also edit an existing reservation to

connect to a Flat Rate

Flat Rate Pricing (cont’d)

• Templates to efficiently add itinerary elements to a

reservation

• Add/Manage from Group Sales Setup and Group

Sales page

Tracks

• Load a Track from the Itinerary page of

reservation

• Scheduled events can be set up through Itinerary

page after adding track

Tracks (cont’d)

• Identified some key configuration parameters

• Understood their role in configuration

• Recognized how to tailor them for your needs

• Any Questions?

Summary

Next Steps

Review configuration for opportunities

Start leveraging Group Sales