Please note that access to these tools are governed by the host agency and may not be available to all consultants.

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1 SIGNET HOW TO GUIDE: CLIENT REACH GENERAL MESSAGE OVERVIEW FOR CONSULTANTS Signature s Client Reach also sends happy birthday, happy anniversary and passport renewal reminders to clients. This guide will outline the features of the general messages. Client Reach Agency Participation Requirements: 1. Must use ClientBase 2. Must use Res Cards (*see notes for requirements) 3. Must maintain an active sync to Signature s ClientConnection *Res Card Requirement Notes: Client Reach required fields in Res Cards must be completed accurately for eligibility. Status of Res Cards must be updated on an ongoing basis. If booking is cancelled or the status changes it is imperative that the reservation is updated to reflect the change so that messages are cancelled or modified. The Client Reach status will be reflected on the Dashboard. Active indicates that all messages in the queue are going out as scheduled; Review Mode indicates that activation is not complete where data is live in the dashboard, but no messages are being sent. Please note that access to these tools are governed by the host agency and may not be available to all consultants. Step by Step Instructions 1. Access SigNet, and sign in using your login credentials. 2. Upon logging in, consultants will see a section titled "My Client Reach Dashboard, which shows the next five messages in the queue. The Client Reach Dashboard can be accessed by clicking on the "View Dashboard" link or by clicking on Marketing > Client Reach. Page 1 of 15

2 3. GENERAL MESSAGE TAB Travel Consultants can view the General Messages and manage the queued messages under General Messages tab. Each outgoing message can be managed by clicking on the following icons: Overivew of the Dashboard icons for individual messages: Click on the magnifying glass to preview the message Click on the pencil to edit the subject line and add a note to the client Click on the trashcan to delete the message Click on the forward icon to resend/send the message earlier than scheduled. (Note: Messages can be sent from the Dashboard, Sent messages and the Deleted message section. Once sent using this feature, the message will show up under the Sent results.) Page 2 of 15

3 5. Details of Options: PREVIEW Preview displays the following information: Subject line of the The client s The from , which generally would be the preferred consultant for the client The message to your client Page 3 of 15

4 6. Details of Options: EDIT Clicking on the Edit icon will allow for customization: Subject line to the client Custom Intro Text add a personalized note to your client Customize the Scheduled Send Date. Modifying the date here will update the queued date. Click to Save Customization Settings. Click to preview the new changes. Reclicking on Edit will display the option to remove the customization: Page 4 of 15

5 7. Details of Options: DELETE Click to delete the queued message, then confirm to delete the message from the queue. 8. Details of Options: Resend Click the icon to resend the message to the same client. Page 5 of 15

6 Excluded Profiles Exluded Profiles for General Messages are in a separate section from the other Res Card exclusions, but can be managed similarly. Click on to expand and review the reason for the exception. Once the necessary updates are made, the changes must first sync over to Signature in order to update SigNet (please allow hours depending on how often your company syncs). Specific questions on exceptions can be directed to clientconnection@signaturetravelnetwork.com. Once the exceptions are resolved, the profile will be eligible for the message. Page 6 of 15

7 SETTINGS Each consultant has the ability to manage some global settings for Client Reach if they have been given access to Customize. Reporting and timeline rules are present and accessible to all consultants, even if there is no access to customize Client Reach. SETTINGS > CUSTOMIZE MESSAGE TYPE SETTINGS In this section, consultants have the ability to "Disable" a specific message type. Disabling a message prevents it from going out for any client. 1. Disable Clicking Disable will remove the message type from being sent to all clients. Page 7 of 15

8 2. Enabling the Agent Copy of Messages This feature will notify the agent 1 day prior to the clients Birthday. Should the agent want the Birthday message to be sent, they will need to go into Client Reach to manually send the message to the client. SETTINGS > CUSTOMIZE MESSAGE TEXT Edits made to outgoing messages in this section will affect all messages, not just for individual clients. There are two options for editing outgoing messages: Custom Intro Text and Custom Override Text. Edit Custom Intro: Add custom text to all outgoing message types Click on Preview to view the changes Click to Remove Custom Message as needed Edit Custom Override Text Override Signature s default text and create your own Click on Enable the custom text (must be done for text to show) Click to save text Preview the new message text Page 8 of 15

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10 MANAGING CLIENT SETTINGS AND INFORMATION In both the General Message queue and in the Excluded Profile section, in clicking on the client name, there is a tab specific to profile information for the client: General Message Data The Trams General Message Data page outlines the primary passenger on record and displays the information pulled each message type. If incorrect data is showing, please review and correct in Client Base. Page 10 of 15

11 Edit Subscription Settings Manage client s subscription settings on this page. Opt client out of ALL Client Reach messages or just uncheck the message type to prevent any future sends of this message to your client Page 11 of 15

12 CLIENT BASE PROFILE FIELDS USED FOR GENERAL MESSAGES PROFILE REQUIRED FIELDS: 1. Profile designated Leisure 2. Profile designated Active 3. Agent assigned and matched for Emarketing participation 4. Branch assigned and matched for Emarketing participation 5. Valid Country Code (US or USA) All Valid Country Codes Valid address with marketing permission checked and marked as primary. *Marketing permission is mandatory for Emarketing clients but not for Client Reach. Page 12 of 15

13 Messages are sent to the Primary address. If a primary address is not selected or if multiple primary s are listed the Primary Travelers,Primary address will be used. Birthday Messages are sent to the Primary Traveler and the information is queued from the dates listed in the traveler section: Page 13 of 15

14 Passport Reminders are also sent to the Primary Traveler from the Advanced Traveler Info tab in the traveler profile: Anniversary Messages are queued from information entered at the profile level, in the Special Dates section: Page 14 of 15

15 If you have any questions about the program, please Page 15 of 15