Data. Information. Intelligence. Web-Based Marketing Module

Transcription

1 Web-Based Marketing Module

2 Table of Contents Datavision for Marketing... 4 Accessing the Marketing Module... 5 Home Screen... 6 Reports... 7 Guests View... 8 Guests View Drill Through... 9 Reservations View Reservations View Drill Through Find Screen Running Queries Exporting Data from the Marketing Module March 27, 2017 Copyright Datavision Technologies, Inc Datavision Technologies, Inc. CONFIDENTIAL 2

3 Welcome to Datavision Business Intelligence System. Version 1.0 Copyright , Datavision Technologies, Inc. All rights reserved. No part of this publication may be reproduced, photocopied, stored on a retrieval system or transmitted without the express prior written consent of the publisher. Datavision Technologies, Inc. retains the right to update or change the contents of this document without prior notice. Datavision Technologies, Inc. assumes no responsibility for the contents of this document or consequential damages in connection with the furnishing, performance, or use of this material. Microsoft is a registered trademark and Windows is a trademark of Microsoft Corporation. Excel is a product of Microsoft. All other products are the trademark of their respective manufacturers. For customer service or technical support, support@datavisontech.com March 27, 2017 Copyright Datavision Technologies, Inc Datavision Technologies, Inc. CONFIDENTIAL 3

4 Datavision for Marketing Every day the marketing module extracts detailed information about each guest including: name, address, , phone number, etc. In addition, guest spending patterns are analyzed by extracting every posted revenue transaction (room revenue, telephone, business center, etc.) The module also extracts future bookings every day, keeping track of guests who have made bookings in the future. Users can then query the marketing database using a variety of criteria to find guests who fit a certain profile ( Guests who spent more than $500 in the Spa or Transient guests who stayed over Thanksgiving the last 3 years or Guests who stayed at least seven nights and spent a total of $2,500, etc.) Once guests fitting a certain profile have been identified, they can be exported to an external program for marketing purposes. Although Datavision s marketing module does not actually send out the s, the module allows you to create Marketing Campaigns within the system. Here is a sample scenario of how this would work: 1. Identify a data set in the system. For example, all guests that are arriving during Christmas week Export these guests to an external file for use by an program. Then send out a targeted inviting them to come back and stay with you this Christmas. You can also create a data set for future reservations. For example, a search can be created for all guests arriving during the summer of 2015 and create a promotion for agents to up sell room types or amenities. As the system extracts data from the PMS system every day, the booking progress can be examined every day and proactively tweak the promotion if necessary. One of Datavision s philosophies is to allow properties to fully leverage the power of owning their data. We don t believe that the property should have to pay a third party company every time the data is accessed. The Marketing Module allows the property to do this by automatically extracting the data and allowing the property to keep the database accessible. The property, therefore, can use the system as many times as desired to run unlimited marketing campaigns, without having to pay each time. March 27, 2017 Copyright Datavision Technologies, Inc Datavision Technologies, Inc. CONFIDENTIAL 4

5 Accessing the Marketing Module From Google Chrome, type the following address DVXXXX/DVMarket/Home where DVXXXX will be replaced with the Datavision Server Name. The following screen will appear. This is where the user will enter the username, password, and property that were provided by Datavision. March 27, 2017 Copyright Datavision Technologies, Inc Datavision Technologies, Inc. CONFIDENTIAL 5

6 Home Screen After logging into the application, the following Home Screen will be shown. This is the main page within the application and is where all other tools are accessed. March 27, 2017 Copyright Datavision Technologies, Inc Datavision Technologies, Inc. CONFIDENTIAL 6

7 Reports There are several reports available under the Reports dropdown on the top left of the screen. These reports can be modified with several different criteria options at the top of the screen. Once the desired output is obtained, the list can be downloaded or printed using the disk button in the middle of the screen. March 27, 2017 Copyright Datavision Technologies, Inc Datavision Technologies, Inc. CONFIDENTIAL 7

8 Guests View The access buttons located in the top right corner of the application allow the user to go directly to a preset view of different data sets. In the view below, the Guests button was selected. This view provides a look at all Guest Profiles in alphabetical order. This view offers searchable fields to narrow the search criteria. March 27, 2017 Copyright Datavision Technologies, Inc Datavision Technologies, Inc. CONFIDENTIAL 8

9 Guests View Drill Through To retrieve additional information regarding a specific guest, double click on the guest name and the Guest Profile will open up in a new window. This view provides a quick glance at all fields on the Guest Profile. Other buttons allow the user to see the value of the guest over time as well as all reservations associated with the profile. March 27, 2017 Copyright Datavision Technologies, Inc Datavision Technologies, Inc. CONFIDENTIAL 9

10 Reservations View The Reservations View shows all reservations due to arrive on the current date and for the prior three days. The view also allows for searchable criteria such as a specific Res ID or arrival dates. This view can then be exported to Excel using the Export Excel button on the top right of the list. March 27, 2017 Copyright Datavision Technologies, Inc Datavision Technologies, Inc. CONFIDENTIAL 10

11 Reservations View Drill Through To retrieve additional information regarding a specific reservation, double click on the Res ID and the Reservation Profile will open up in a new window. This view provides a quick glance at all fields on the Reservation Profile. Other buttons allow the user to see the value of the Reservation over time, as well as spending associated with the Guest profile. March 27, 2017 Copyright Datavision Technologies, Inc Datavision Technologies, Inc. CONFIDENTIAL 11

12 Find Screen The Find screen or the Search window allows the user to search any field in the Marketing Module database. There are three basic steps to creating a query. 1. Select a field 2. Comparison Type 3. Criteria March 27, 2017 Copyright Datavision Technologies, Inc Datavision Technologies, Inc. CONFIDENTIAL 12

13 Comparison Type Depending on what field is selected in Step 1, the following types of comparisons are allowed: Comparison Type Example Less Than Arrival Date < 1/1/15 (anyone arriving prior to 1/1/15) Less Than or Equal To # Stays <= 2 (people who ve only stayed twice or less) Equal To # Nights = 7 (only guests who have 7 night stays) Greater Than Used for Amount or Date fields Greater Than or Equal To Used for Amount or Date fields Between Used for Amount or Date fields Between (inclusive) Used for Amount or Date fields Looks Like Last Name Looks Like J* (Jones, Jackson, etc.) Select From List This option is available only for certain fields such as room types, market segments, booking sources, etc. It is not available for fields such as revenue buckets or Address fields. SQL This option is available next to the Find Wizard button. This field will allow the user to select multiple criteria just like what is possible in Microsoft SQL. For example Arrival Date is >=7/1/15 and <= 7/31/15, >=7/1/14 and <= 7/31/14. This will allow you to perform several queries at one time. You must select SQL next to the Find Wizard option on the top left of the screen. The following information can be entered into the search box including the parenthesis - (ArrivalDate >= #7/1/14# and ArrivalDate <= #7/31/14#) or (ArrivalDate >= #7/1/15# and ArrivalDate <= #7/31/15#) - Please take note that when you are searching for multiple sets of dates, you must put an OR between each string. Should you require additional assistance writing this type of query, please contact support at the following address - support@datavisiontech.com. Criteria Values Depending on which type of criteria you select, you will need to provide the values. The Criteria box will change accordingly. When the Select a Field option is clicked, the Criteria box will provide a drop down list. This list will change depending on the type of field selected. For example, if a Date field is selected, the following will appear <,>,+,>=,<=, or Between as options. If a text field is selected, the options will show as Equal To and Looks Like. To select one item from the list, click on it. If the user wishes to search all but one option, all codes must be selected one at a time by going back into the Criteria box and clicking on any blank space. Upon selecting all necessary criteria, click on the Add button to the right of the Criteria box which will add the field to the query. To remove an item selected in the Select From option, click on the X next to it in the Criteria box. To remove a field that has been selected in the Selected Criteria box, click on the X Delete button to the right of the criteria. Important Note: When running Reservation related queries, the RESSTATUS field must be selected. This allows the query to be run with or without cancels included in the output. March 27, 2017 Copyright Datavision Technologies, Inc Datavision Technologies, Inc. CONFIDENTIAL 13

14 Running Queries When all the criteria have been selected, click Run Query. The following query for example, shows all guests arriving between June 1 and June 30, 2014, with 2 adults and at least 1 child. You can double click on any of the column headers to sort the data based on that columns data. Important Note: When running Reservation related queries, the RESSTATUS field must be selected. This allows the query to be run with or without cancels included in the output. March 27, 2017 Copyright Datavision Technologies, Inc Datavision Technologies, Inc. CONFIDENTIAL 14

15 Saving Queries When all the criteria have been selected and included in the query, click on the Save Query option at the top of the screen. This will save the query as is and can then be opened by other users. Opening Saved Queries In order to open a saved query, click on the Open Query option at the top of the screen. March 27, 2017 Copyright Datavision Technologies, Inc Datavision Technologies, Inc. CONFIDENTIAL 15

16 Running the query produces a result set similar to below. March 27, 2017 Copyright Datavision Technologies, Inc Datavision Technologies, Inc. CONFIDENTIAL 16

17 The Options tab in the menu bar allows the user to select all guests that have a reservation during the date range. You can turn this off if you just want to see all guests from the state of Florida. Selecting the Export button in the top left corner of the screen allows the user to export all the fields in this data set to a text file, which can then be used by the program or modified in Excel. March 27, 2017 Copyright Datavision Technologies, Inc Datavision Technologies, Inc. CONFIDENTIAL 17

18 Exporting Data from the Marketing Module When the Export button is selected, the following box opens The option to remove duplicates is used when creating a list of guests that will be ed to or sent information to in the export. If the export is going to be used for reporting, this option would be unchecked as all reservations should be included. The option to separate guests with active future reservations is used when the user wishes to separate guests who meet the criteria for the initial query, but have already booked a new reservation for the future. The available Export templates are listed below and will narrow down the export fields. User defined exports can be created using the <new> option. March 27, 2017 Copyright Datavision Technologies, Inc Datavision Technologies, Inc. CONFIDENTIAL 18