REFERENCE GUIDE - Signature Travel Network...How to set up a Flickr account — page 37 How to set...

R E F E R E N C E G U I D E

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Part one: Online Management Tool Signing up for a myTravelSite profile— page 3

Signing Up as an Agent — page 4 Signing Up Your Clients — page 5

Using agency specific links to sign up — page 6 Signing up via the Intranet — page 8

Generating Signup Reports — page 12 Customizing Agency Blog Privileges — page 14 Sending Travel Documents to Clients’ MyTravel Site Profiles — page 17 Adding myTravelSite as a Social Network Link — page 21

Part two: myTravel Site Tools

Starting a Blog — page 25 How to set up a trip overview — page 27 Adding Images to a blog — page 28 How to set up a trip entry — page 30 Using Stock Photo as Cover Image — page 31 Posting a comment—-- page 32 Allowing Users to post Comments — page 33

Adding Photo Services — page 35 How to set up a Flickr account — page 37 How to set up a Picasa account — page 38

Adding Facebook — page 39

Posting a blog to your Facebook wall — page 41 Posting to Twitter — page 42

Table of Contents

Signing Up for a myTravelSite Profile

All myTravelSite profiles identified as being associated to a Signature travel consultant will be marked as ‘agent profiles’ and blocked from the global community and will only appear in their own agency customer sites.

This means that if I am an agent of ABC Travel, my profile will only be visible to the

clients and agents of ABC Travel.

Please note that this block will not affect people from outside your agency from viewing your URL or blog links directly. For example, you can still send your personal myTravelSite link to your friends and family that do not already have a profile

This will allow you the ability to write promotional blogs that only your client will see but

will also block informative blog posts from being viewed by the entire community.

If you would like to contribute to the entire myTravelSite community, please write in to mts@signaturetravelnetwork.com to request that the block is removed and we will work with you to revise the blog content.

Signing Up: As an Agent

It is very important to understand that myTravelsite matches emails of client

records already found in the Emarketing Center. If an emails address it not recognized in the Emarketing Center it will be

viewed as a new client with no preferred agency and that client will be added to the rotation of participating agencies. That client will be assigned to the agency who is next in the rotation.

There are two ways to sign up new and existing clients: 1. Using your agency/agent specific link

See Page 6 for details

2. Inviting a client/ clients from the intranet See Pages 8-11 for details

Signing Up: Your Clients

Signing Up: Using your agency/agent specific link

To encourage new clients to sign up under your agency, direct clients to your own agency specific links. Using these links will ensure the client is attached to your agency.

To create a link specific to your agency, modify the link below accordingly:

http://www.mytravelsite.com/XXXX

(Replace the ‘XXXX’ with your agency key. For instruction on where to find your agency ID please see page 7)

To create a link for a specific agent, modify the link below accordingly:

http://www.mytravelsite.com/XXXX/XXXX

(Replace the first set of ‘XXXX’ with the agency key that the agent works in. Replace the second set of ‘XXXX’ with the agent ID. For instruction on where to find your agency/agent ID please see pg 7)

To locate your agency or agent ID to insert into the agency links, log on to the Signature site> Agency Tools> Agency Info (found in menu on the left) Your agency key will be located on this page in the far right menu bar under Agency Key To locate your agent number simply locate the appropriate name from the list and click on it.

Your number will be located in the grey bar at the top Owners have the ability to easily access an entire list of agent numbers by going to Agency

Tools>Agent ID’s (found in menu on the left)

Signing Up: Locating your agency/agent ID

Signing Up: Inviting Clients Through the Intranet (for agencies activated to participate ONLY)

Important Note: If an agent does not have an email address listed within their Signature

profile, the myTravelSite option to invite clients will NOT appear for them.

Owners vs. Agents Privileges:

Owners will have access to invite all clients while agents will only have the ability to invite their own clients.

Only owners will have the ability to delete or deactivate a clients’ myTravelSite

profile from within the intranet

All clients will have the ability to delete or deactivate their own profile directly from the site

Inviting Clients Via the Intranet: Part One

Log into intranet and click on Marketing> Emarketing Center Use ‘Look Up Tool’ to search for the existing client/clients. Side Note: If you scroll to the bottom of the Look-Up Tool you will see a section titled

‘myTravelSite status?’ By clicking the option ‘Search myTravelSite profiles only’ you can search for only those clients who have existing myTravelSite profiles.

Continued Next Page

Once your client list has appeared click on ‘Show myTravelSite Options Locate client and click the ‘Invite Client to myTravelSite’ button

By inviting them, they will receive a ‘Welcome to myTravelSite’ email

instructing them how to sign up

Inviting Clients Via the Intranet: Part Two

Once the client has a profile, their username and password will appear. Depending on your privileges, the option to delete or deactivate their profile will also appear. (refer to pg 7 for privileges)

Clicking on the clients username will direct you to their myTravelSite page

Inviting Clients Via the Intranet: Inviting Multiple People

To save time, you have the ability to quickly invite a large group of clients all at the same time.

Use the Emarketing Center’s look up tool to search for a group of clients With your myTravelSite Options showing, click the ‘Add all eligible clients

to MTS invite list’

By clicking this, all eligible clients from your search results will be add-ed to the invite list (which will appear above your search results)

Manage your list by clicking the ‘remove’ button to delete any clients

you do not wish to include in your list Clients will remain on the list until you click the ‘remove all’

button. Starting a new search will not clear out your current list. Clients will NOT be invited until you have clicked the ‘Send

myTravelSite invitation to list’ button found at the bottom of the list. By inviting them, they will receive a ‘Welcome to myTravelSite’

email instructing them how to sign up

Generating Signup Reports

Generating Signup Reports As your clients begin signing up you can get detailed reports of myTravelSite profiles and where they originate from.

You must have owner privileges to run these reports

Go to Marketing>myTravelSite> Signup reports

If your agency has various branches, from the drop down select which of those branches locations you’d like to include

Enter a date range to specify the time frame you want your data to include. If you don’t include a specific date range the total number of signups will appear

Clicking the blue numbered links within the report will give you more specific information about those profiles in that section

Customizing Agency Blog Privileges

Customizing Agency Blog Privileges: Part One

Two tools have been added to the intranet which give the ability to manage the blog entries are viewable to your agents and clients. The first option allows agents and clients to see only those blog entries created under their agency family. By turning this function on all any blogs created outside your agency will not be visible to your agents or clients.

Note that both functions are only available to those with owner privileges.

Option One: Log on to the intranet> Marketing> myTravelSite (left side menu)> myTravelSite Options Check the box next to ‘Show my agency’s trip entries only for our clients’ Click “Update MTS Options”

To customize the viewable blogs in a less general manner you have the

option of blocking specific myTravelSite users. By blocking a user, any blog that is created by that person will no longer be visible to your clients or agents.

Customizing Agency Blog Privileges: Part Two

Option Two: Log on to the intranet> Marketing> myTravelSite (left side menu)> myTravelSite Options Type the appropriate username into the correct field and click “Add MTS Username to Block List”

If later, you would no longer like to block a user, simply click ‘remove’ next to their name

Once you have added all the users that you would like to include click “Update MTS Options”

Sending TravelDocs Via the Intranet

Important Notes: This tool gives you the ability to send travel documents directly to a clients

myTravelSite page. A new mail icon will show under the client’s myTravelDocs tab. The client will also receive an email letting them know that you have posted something to their myTravelSite profile.

PLEASE do not use this function for promotional items—it has been designed

for travel documents and other items meant to be used by your client while traveling (itineraries, invoices, etc.)

Sending Travel Documents: Access to Message Panel

Log into intranet click Marketing> myTravelSite (side menu)> Message Panel

View Messages: Owners will have the ability to view all messages sent by agents, while agents will only have the ability to view messages sent to their clients

Message Archive: Displays dropped or expired messages

Edit: Only the creator of the message will have the ability to edit the content Delete: Owners will have the ability to delete all messages while agents will only have the ability to delete

Sending Travel Documents: Sending New Message

Title: You must enter a title Start Date: You must enter a start date End Date: By leaving this field blank the message will never drop from the client’s inbox. If set, the message will only appear to the client until that date Message: Include the body of your message here Documents: Upload any text, Word, Excel or PDF documents here Clients: Two options from drop down Turn OFF all clients: allows you to

send messages to specific clients Turn ON for all clients: All clients

with myTravelSite profiles will receive the massage including any new clients that sign up before the message is set to expire. USE WITH CAUTION

To select clients, highlight those clients you wish to add (to include more than one hold down the control key and click). Then use the ‘>’ button to move those clients over to show in the Selected

Adding myTravelSite as a Social Network Link

Those with owner privileges have the ability to add myTravelSite as a social network link to enhanced agent profiles. By enabling this option, the link will show in each email campaign and in each Customized Email Offer that is sent from the Signature system.

Because each myTravelSite profile is unique to each agent, it is suggested

that the links be set up for each individual agent.

Log on to the Signature Site> Agency Tools> Agent Social Networks (found in menu on right) Locate the correct agent’s name, click ‘New’ (note that each agent can only have a max of three links) Enter the agent’s myTravelSite username (this can be found by looking up the agent’s name in the Emarketing

Center and showing the myTravelSite Options) Choose myTravelSite from the drop down menu Click ‘Save’

Social Network Links: Adding myTravelSite

Setting Your Agency Default Theme

Setting Agency Default Theme Those with owner privileges have the ability to set their agency’s theme col-or. By setting this option, all new users’ sites will default to the color scheme selected. The user will still have the option to edit their site color, but initially the color will match the default color set by the agency.

Go to Marketing>myTravelSite (left side menu)>myTravelSite Default

Click the ‘Set as theme’ button under the color theme that you wish to set. The selected theme will appear at the top

Starting a Blog

Adding a Blog: Important Notes

Blogs will not be viewable to any other users if you do not publish the blog. If you have completed your blog, make sure it is published!

When you first set up the blog you are setting up a general overview for your trip.

Individual entries can be added later to highlight the details. All blogs can be posted to Facebook and Twitter! Make sure you set up your

profile to post to Facebook and Twitter. (pg 39-43)

If a Facebook account is set up within your profile, you are able to use images from your Facebook albums in your blogs

Starting a Blog: Setting up the Trip Overview

Log on to myTravelSite and go to the myTrips tab > Add a new trip From here follow the steps prompted by the Trip Manager to fill in the details

about your trip. As you complete the steps, they will show in a menu on the left hand side of the screen. You can revisit a section at any point by clicking on the ‘Revisit’ button next to the section you would like to update.

By clicking this button you will exit the prompted step-by-step process and will have to enter everything manually. If it is your first time creating a blog it is suggested that you follow along with the prompted step-by-step instructions.

When adding destinations and hotels it is important that each destination/hotel entered has its own box around it. If it does not, the system will not recognize it correctly. Most destinations will be recognized as you begin typing it and you simply need to click on it from the list. If a destination/hotel is not recognized, after you have finished typing the destination press enter and it will display in its own box.

The directions detailed below are assuming that you are uploading images from a photo services and that the photo service is already set up in your profile. If your photo services are not already set up, please see pg 35.

After you have successfully created your trip, scroll down towards the bottom

of the page until you reach the ‘Trip Photos’ Section. Click ‘Add Photos from Flickr, Picasa or Facebook’

Starting a Blog: Adding Images from a photo service

A list of your photo services along with thumbnails of

each album will appear. Click on the title of the album that you wish to use. Click ‘Save Selected Images’ to move to the next step.

This will open to display all the images found within

your album. Check the box next to each image you wish to appear.

If you would like to select more images from a different

album click ‘View Other Albums’. After you are done selecting all your images from each album click ‘Save Select Images’.

Select a cover image for your trip by hovering over the

photos that were added. Click the ‘Make Cover’ option. A purple box will appear around the image indicating that it is now the cover image.

Starting a Blog: Adding Images from your desktop

If you would prefer to use photos from your computer rather then a photo service, see the detailed steps below:

After you have successfully created your trip, scroll down towards the bottom

of the page until you reach the ‘Trip Photos’ Section. Click ‘Add Photos from your Computer’

Start by clicking the ‘Select Files’ Button Navigate to the correct folder Select your images

To upload more then one file at a time, hold down the Ctrl button while you click each file.

Once all your files are selected, click ‘Open’ A list of you files will appear, scroll down to the bottom of

your list and click ‘Upload’ Once your files are complete, you can close out the window

and add captions to each image Refer back to page 28 for how to set a cover image

Starting a Blog: Adding an Entry

Once your trip has been successfully created, add the details through blog

entries. Use entries to detail a specific day, event, etc. of you trip. Open your trip and from the Trip Manager (found on the left side) click ‘Add

an Entry’. Give your entry a title and begin filing in the details.

Add multiple entries. Every entry you add

will appear in the trip manager in the order that you added them. To edit any of the en-tries, simply click on that title in the trip man-ager.

To add destinations and accommodations to

an entry, click the links below the date Adding photos to an entry: Below the content box is the section ‘Trip

Entry Photos’ section. Images can be added in the same way they are added for the trip over. Refer back to pages 28 and 29 for help.

Select a cover image for your entry by

hovering over the photos that were added. Click the ‘Make Cover’ option. A purple box will appear around the image indicating that it is now the cover image.

Be sure to save your entry!

Starting a Blog: Using Stock Photo as Cover Image

If you do not have photos of your own that you would like to use, use a stock photo from our gallery as your cover image.

To use a stock photo, your trip must have either a destination or

accommodation entered.

To add destinations or accommodations to your trip locate the appropriate trip under the myTrips tab. Click ’Edit’ next to the trip.

Use the trip manager found on the left side to locate the

appropriate entry Scroll down to the ‘Trip Information’ section Begin adding either your destinations/accommodations.

When adding destinations and hotels it is important that each destination/hotel entered has its own box around it. If it does not, the system will not recognize it correctly. Most destinations will be recognized as you begin typing it and you simply need to click on it from the list. If a destination/hotel is not recognized, after you have finished typing the destination press enter and it will display in its own box.

Once your destination and accommodations are entered, all

images that correlate to those places will be pulled from our gallery. Scroll down to the ‘Trip Photos’ section and a list of the images will appear.

Select a cover image by hovering over the photos that were

added. Click the ‘Make Cover’ option. A purple box will appear around the image indicating that it is now the cover image.

You have the ability to allow other users to post comments on your trips and

well as the ability to post comments on other users trips. When trips are marked to allow comments, a ’post a comment’ button will

appear at the bottom of the published trip. These comments will appear below the last entry.

The trip creator has the ability to

’remove’ the comment at any time. The trip creator can also report any

comments they feel inappropriate by clicking the ‘Alert us.” button

To learn how to adjust the default comment setting go to the next page

Starting a Blog: Posting a Comment

Starting a Blog: Allowing Comments

You have the ability to allow other users to post comments for you on your

published trips. All trips originally have a default setting which allows users to

comment on your published trips. You have the ability to edit this on a global and trip to trip basis.

To edit the default setting for all

trips, click on the myTrips tab. On the far right side of this page click ‘Edit my Global Comment Settings’

Trip Comments For All Trips—

By checking ‘On’ this means that the default for all your trips is set to allow other users to comment on your trips when published.

Comment Email Notifications—

By checking ‘On’ this mean that you will receive email notifications when someone has commented on your trips.

To learn how to allow comments on a trip by trip basis go on to the next page

Starting a Blog: Allowing Comments

The ability to allow others to comment on a trip can also be modified on a trip by trip basis. To do this go to the myTrips tab. Locate the proper trip that you wish to

change the setting for and click ‘Edit’ next to it. Once the trip is open you MUST have the Trip Overview open from the trip

manager to be able to make these changes. If you have an entry open you will not be able to edit these settings.

Scroll down to the very bottom of the page until you see the section ‘Trip

Comment Settings’ Trip Comments for This Trip — By clicking ‘On’ users will have the

ability to comment on this trip Comment Email Notifications For This Trip — By clicking ‘On’ you

will receive email notifications when someone has commented on your trip.

Adding a Photo Service

Logon to the site and click on the tab Myprofile > Manage myPhoto Services (found in the left menu)

Select a service from the drop down menu Enter the login name for that account and confirm that the account is yours

Adding a Photo Service:

If you have successfully added the

service, the account will appear on the page

You have the capability of adding

multiple services if you wish If you do not already have an

account with the one of the photo services, click the link found under the drop down menu.

If you already have an email

account with yahoo, it would be easiest for you to sign up for Flickr

If you already have an email

account with Gmail, it would be easiest for you to sign up for Picasa

To Create an Album: Click the drop down triangle next to ‘Organize & Create’ from the top menu bar and click ‘Your Sets’

Drag all the thumbnails of the photos you want included in your album into the box

Use the boxes on the left to name and give a description to your album. Click ‘Save’ at the bottom of the box on the left. To get back to the home page click ‘Your Photostream’ next to the Flickr logo in the top right corner

Using Flickr: Start by creating an account and logging in To add photos click ‘Upload’ from the top menu bar

Navigate to the correct folder and highlight those images you wish to include Click upload

Using Picasa: Start by creating an account and logging in To add photos click ‘Upload’ from the top menu bar

Select ‘Create a new album’ Fill in the blank fills detailing the information about the album Click ‘Browse’ and navigate to the folder with the correct image

Note: You can only select one image at a time each time you click to browse; however, you can browse up to 5 times

Once you have browsed for all your images, click ‘Start Upload’ To add more images to that album, click ‘Add Photos’

To go back and view all your albums click the My Photos tab at the top of the menu

Adding Facebook

Adding Facebook: Logon to the site and click on the tab Myprofile > Manage mySocialNetworks (found in the left menu)

Click ‘Connect with Facebook’ Enter your Facebook login information

If your account has successfully been added it will appear on the page

You now have the ability to use

your photo albums from Facebook as a photo service. Click the ‘Manage Facebook Photos’ link (found below your profile details) to direct you to manage your photo services. From here you can add images to your trips.

To learn how to post your trip blogs to Facebook, go to the next page

Adding Facebook: Posting to Your Wall

There are two ways to post your trip to Facebook: From the Trip Manager From the Trip Itself

The trip MUST be published to be able to post it to Facebook

Click the myTrips tab, if the trip is published you will see a Facebook icon. Click the icon to post to Facebook.

Once you have click the icon, enter

the text you’d like to appear on your wall

Click ‘Send to

Facebook’ and it will post to your wall

When people click on

your post it will link them to the trip in myTravelSite. Clicking outside of the trip will link them to the signup page

When you have the trip open a button at the top of the page just below the blue ‘Add to Wish List’ button is another button that says ‘Post to Facebook’

Posting to Twitter

Posting your trip to Twitter: Trips MUST be published to be able to post them to Twitter View the trip that you would like to post to Twitter. In the upper left hand

corner next to the trip manager, click the button ‘Tweet this’.

This will prompt you to sign in. Once you are signed in enter the text that you wish to appear and click ‘Tweet’

After clicking ‘Tweet’ your message will be posted

REFERENCE GUIDE - Signature Travel Network...How to set up a Flickr account — page 37 How to set...

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