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Getting started with TripCase Connect Tracy Edes, Partner Success Manager Monday, April 29, 2013
Getting started with TripCase Connect Tracy Edes, Partner Success Manager
Monday, April 29, 2013
service 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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service 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 content
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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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service 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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service Instant access to traveler documents contd.
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Travelers can
access:
• eTicket
• eInvoice
documents
• print itinerary
Agency Remarks
are clearly visible
in the print
itinerary
document on
TripCase mobile.
Importance of PE fields
with TripCase
service Importance of PE email information with TripCase
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1.PE‡[email protected]‡
2.PE‡[email protected]‡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‡[email protected]‡BC/
service 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 on 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
opt-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!
