10 Feature Updates to Make Running Review Campaigns Even Easier

This week we're rolling out several new features to the review manager to help streamline your workflows and make it easier to filter through large lists.  

  1. Simplified List Management 
  2. Improved UX
  3. New Workflows
  4. Enriched Exporting


1. Simplified List Management

1a. Clear out customers that you no longer want in the review manager

  • What is it? Ability to select customers and soft delete them from the review manager without losing their event history and timeline. You can also re-add them later and their old status and activity history will repopulate in the timeline
  • How does it help? Remove customers that you don't want to reach out to for reviews to clear out and organize your review manager as your customer list grows.


1b. Clean out your review manager to start fresh with a single click

  • What is it? As you run campaigns over time the review manager continues to build up more and more customers which can make it harder to manage over time.  Eventually, you may get to a point where you just want to start over and from scratch and that's where this nifty new 'start fresh' feature comes in.  Reach out to HTR at any time and we can do a soft reset of your review manager quickly and easily to help you start fresh with your campaigns.
  • How does it help? Reset your review manager to re-start your campaigns and outreach with a clean slate


1c. Streamlined clients tab, filter by status and archived is now unsubscribed (coming 10/13)

The archived tab used to be a place where you could send customers that you didn't want to send further communications to but it showed in the flow of the review manager which was a bit confusing because it meant a customer could have left a review, but they could also be in archived.  Instead, we have deprecated 'archived' and rolled out 'unsubscribed'.

  • What is it? Simplified view of the clients tab now with statuses
  • How does it help? Filter the clients tab by status to get a quick skimmable spreadsheet view of your customers and where they are in the review collection process and also be able to easily unsubscribe/re-subscribe


1d. New customer tags to create and manage segments (coming 10/20)

  • What is it? Create custom tags that you can use to create unique segments of customers in the review manager and filter the review manager by your custom tags.  Import your lists with tags to streamline your workflows and be able to create custom segments.
  • How does it help? Tags allow you to be able to create customer segments to slice and dice your list in any way that you'd like.  Add campaign tags, geographic tags, batch tags, start date tags, property type tags, language tags or anything else you can imagine.





2. Improved UX

2a. Pick up where you left off with ease

Previously when you selected a customer in the review manager the background would scroll to the top of the page making it difficult to find where you left off.  Now, when you select a customer the background customer tile has a selected state to bookmark where you are visually and the page remains static so you can more easily keep your place.  Improvements include: 

  • What is it? Bookmarked state for selected customers 
  • How does it help? Page no longer shifts when clicking into customer timeline detail view so you can more easily keep track while switching between customers


2b. Improved customer selection UX

  • What is it? Previously the bulk select/select all feature would 'select all' that were on the tab.  That meant if you had thousands of users that (1) there would be lag and (2) you couldn't easily move smaller groupings/segments between tabs.  The select all button has been updated to now only select the customers visible on the current page you are on
  • How does it help?  Eliminate lag, more precisely and easily move customers between tabs to simplify your workflows


3. New Workflows

3a. Filter the entire review manager by campaign

When you've run dozens of campaigns and have thousands of customers in the review manager it can get really overwhelming and difficult to figure out how to filter the data to make sense in a way that is actionable, not anymore.

  • What is it? Filter the entire review manager by campaign so you can
  • How does it help? See exactly how a campaign is performing (or performed) so you can take strategic actions to execute personalized followup by segment


3b. Ability to send customers follow-on campaigns (coming 10/20)

  • What is it? Previously, once you ran a campaign to customers there was no way to run another campaign to them.
  • How does it help? Now you can quickly and easily move customers who had been in an old campaign right into the campaign setup tab to be able to send them another campaign


3c. Re-trigger verification emails to customers (coming 10/20)

  • What is it? Manually re-trigger the verification link to be sent to customers with a 'pending' review that hasn't yet verified
  • How does it help? This is particularly helpful if you have a client who left a review but didn't click the verification link and they're saying they never received it. Now you can manually re-trigger it to be sent to them on the spot




4. Enriched Exporting

4a. Export customer statuses to leverage in your own tools

Previously the 'export suppression' list feature only exported (non-anonymous) customers that had left a review.  Now, this export includes all (non-anonymous) customers from all tabs of your review manager along with the tab they're in (aka their status) so you can import this data to your CRM or other external tools.

📬 Introducing the New Lead Inbox

Introducing, the all new redesigned lead inbox with a new clean design, enriched leads, premium member discounts, deal size calculations, a customizable metrics calculator and more.

  1. ✅Redesigned and simplified inbox design
  2. ✅Enriched lead details (phone number, PMS data, multi-prop)
  3. Dynamically calculate lead deal size calculations and company metrics like ROI and estimated revenue based on your company's internal metrics
  4. Premium Members now get 50% off all leads
  5. ✅ Added targeting to reveal lead PMS data prior to accepting


1. Redesigned and simplified inbox design


2. Enriched lead details with phone number, PMS and multi-property

Please note that if you have CRM forwarding turned on it will continue to work with the new form fields.  If you have Zapier followup automation setup to map fields and automate followup, you can now add the new fields to your integration.


3. Deal sizes and customizable metrics calculator

Dynamically calculate lead deal size calculations and company metrics like ROI and estimated revenue based on your company's internal metrics.  Learn more about how lead metrics and calculations work


4. Member discount increased from 30%-->50%


5. Added targeting to reveal lead PMS data prior to accepting

HTR Premium for Early Stage

Eligible startups get access to most of HTR's Members only Premium features and benefits at 50% discounted pricing while you get your startup off the ground.

As of June 1, 2021 companies must apply and can remain on startup membership for up to 2-years as long as they are eligible and must apply each year.

Learn more and apply

2022 Budget Season Buyer's Guides Sponsorships Now on Sale

TL;DR

  • What is it...Once a year limited availability sponsorship opportunity for a single vendor to be the exclusive sponsor in each category of HTR's official budget season buyer's guide
  • What's included...High quality turnkey co-branded content, exclusive native advertising placement in your category for a full year on Hotel Tech Report and 1-year content license to leverage the guide throughout your marketing to generate leads
  • When is it available...2022 Budget Season Buyer's Guides are open for sponsors to reserve beginning June 1, 2021
  • Limited availability...Since there is only one spot per year in each category, guides are offered on a first-come-first-served basis
  • A few reasons to become a sponsor...Buyer's guides are one of HTR's best value offerings because they not only include turnkey content production but sponsorship also includes year round exclusivity as well as targeted native advertising front and center to own your category for a full year on HTR.  Budget season is still a few months away so now is the time to solidify brand visibility.  Standing out with a clear message to buyers this budget season is going to be absolutely critical in what is sure to be a noisy world of COVID recovery marketing.

👉 RESERVE YOUR CATEGORY 👈



Related article: Buyer's guide sponsorship FAQs

What is a buyer's guide?

The goal of the budget season buyer's guides is to create a living document that continues to evolve year over year becoming the ultimate primer for each category.  HTR partners with one sponsor per category each year to be the exclusive sponsor of that year's budget season buyer's guide.

While the design and production of each buyers guide is handled by HTR, sponsors are featured prominently throughout the guide and on Hotel Tech Report for a full year through the following year budget season and additionally are able to contribute ideas, insights and content to infuse the guide with their unique expert perspective on the category.

Key Dates & Deadlines

*Underlined = sponsor involvement

  • May 1 -June 1: Premium Member early reservation period
  • June 1-June 30: Regular registration period
  • June 14 - July 6: Partner questionnaire completion period
  • June 15-July 15: HTR designs and produces buyers guides drafts
  • July 15-July 30: Sponsor feedback and content collaboration period (Round 1)
  • August 1 - August 8: HTR implements round 1 feedback
  • August 8 - August 15: Sponsor review period and final revisions (Round 2)
  • August 15 - August 30: HTR implements final revisions
  • September 1: Guides go live as they finish production and begin being promoted on HotelTech Report and sponsors receive hard copy along with 1-year content license
  • Sept 1, 2021-Sept 1, 2022: 1-year buyers guide placement and promotion on Hotel Tech Report through 2022 budget season


Buyers guide sponsor FAQs

  1. What does it mean to be a sponsor?
  2. What are the benefits?
  3. What is the process once my company registers?
  4. How much does it cost?
  5. Is there a performance marketing model available?

Hosted Reports Live Report Limit Reinstated

The rollout of the New Credits & Ledger System brought members more flexibility to use their post credits towards any type of post (eg. press releases, hosted reports or guest posts).

In a short period of time we have seen a flood of hosted reports from a handful of vendors which has caused a few unintended side-effects including (a) other member's reports to get buried and lose visibility (b) dilution of the diversity of the content in the reports library (making it less valuable for hoteliers).

As such, HTR has decided to revise it's policy regarding hosted reports to include:

  1. Members may use their post credits flexibly towards various types of posting
  2. Members may upload new reports using post credits available on their account
  3. Members may post as many hosted reports as they'd like
  4. Members may only host a certain number of hosted reports at a given time in the reports library and this number is based on the number included with your plan (which can be viewed under your plan benefits in the membership portal of the vendor dashboard)

This hybrid policy allows for some of the benefits of flexible posting credits of the new system while also retaining the merits of the initial policy including equal visibility for member content and a diverse array of content for hoteliers.




FAQs

Why is This Update Beneficial for Hoteliers and Vendors?

Ultimately this slight policy update allows all vendors to retain the flexibility of using their post credits towards any type of posting while also ensuring that the report library remains diverse with fair visibility to all members.

  • For hoteliers...ensures that the reports library contains a diverse set of value add content from various member companies across a wide array of topics and categories
  • For vendors...ensures that it isn't a constant race to constantly burn through credits adding more and more new hosted reports to try to keep up and capture mind share in the hosted reports library.  It also ensures that a single vendor (or small subset of vendors) can't hijack the reports library fully and allows for all members to gain visibility for their content.

Have My Benefits Changed from My Plan?

No.  All membership plans include a set number of reports that can be live at a given time in the reports library to capture downloads.  You can find the number of hosted reports that your company can have live in the reports library by viewing your membership plan benefits in the membership portal.


Why Has the Live Report Limit Been Reinstated?

Unfortunately in a short period of time we have already seen an unintended side effect which has been a flood of hosted reports from a handful of vendors which caused other member's reports to get buried.  In addition to hijacking visibility from other members' content, the flood of reports posted from a handful of vendors has diluted the diversity of the content in the reports library on the site making it less valuable for hoteliers.

As such, HTR has decided to reinstate the live report limitations based on membership plans to allow for some of the benefits of flexible posting credits of the new system while also retaining the equality and diversity that came with the initial limit on the number of live reports a single company can host in the reports library at a given time.

This hybrid approach allows for the flexibility of the new credits system while also ensuring that all members get similar visibility in the reports library and that the downloads library retains diversity to increase the value proposition for hoteliers.


What Has Changed About the Hosted Reports Posting Policy

  • Policy #1 (Old Policy): Members had a specific # of hosted reports and they could have that many hosted reports live on the site at any given time
  • Policy #2 (3/10/21- Ledger System Updated Policy): Members receive flexible post credits instead of set quantities of each post type.  Members could then use flexible post credits towards hosted reports with the limit lifted as to the number of simultaneous hosted reports they could have live in the reports library to capture downloads at a given time
  • Policy #3 (4/5/21 - Revised Hybrid Policy): Vendors may use their post credits towards uploading as many hosted reports as they'd like; however, the limit as to the number of simultaneous reports a single company can have live on the site has been reinstated based on your plan

Subsidiary Memberships

Is Your Company a Premium Member with a Subsidiary and You Want to Unlock Membership Benefits for Your Subsidiary without Purchasing a New Membership at Full Price?

Premium Members can now receive discounted Premium Membership for their subsidiaries to access member features, benefits and exclusive discounts without having to purchase an entirely new membership for the separate company.

  • Silver Members: Get 50% discounted Silver Annual Membership for additional subsidiary companies you would like to access member benefits, credits and discounts
  • Gold Members: Includes free Silver Annual Membership for up to 1x subsidiary company
  • Platinum Members: Includes free Silver Annual Membership for up to 3x subsidiary companies

Learn more about discounted subsidiary membership

New Ledger & Credit System for Members

With the rollout of Premium 3.0 came lots of new benefits included with membership packages ranging from guest posting to review incentive cards, sponsored articles, advertising, lead credit and more.  

One of the requests that we've received from lots of members since is the ability to have a more streamlined and centralized place to track and use their various benefits so today we're excited to rollout the all new ledger and credit system 🧮 🚀

  • WHAT: New dashboard home, credits system, ledger and self service guest posting
  • WHY: Make it easier for members to track, manage and use their benefits


New Dashboard Home

Along with the new ledger and credits system comes a newly redesigned dashboard home page that brings a simplified view to the ways you can leverage HTR to educate buyers, build your brand and grow your install base.



New Credits System

In order to simplify benefit tracking, benefits can now be tracked according to the type of item that they are (eg. advertising credit, content credit, posting credit, lead credit).  Credits of each type can be used interchangeably for items that require the same credit type (eg. if you purchase 30 ad credits to run a sponsored retargeting campaign, you can instead decide to use those same ad credits for a different advertising product like an eblast).  

Credits will automatically accrue with your membership and be valid for use throughout the duration of your membership the same as they have been.


New Ledger System

If you are currently a member or have purchased ala cart credits off platform before you know how much of a pain this was.  Now, you can view your credit balances for each type of credit (eg. Advertising credit, Content Credit, Lead Credit) etc right from the settings tab of your vendor dashboard.  The new ledger system is also integrated into Membership Plans so when your plan renews, transactions are automatically created logging the benefits that you received with your membership plan and you will see your credit accounts increase respectively in real time.



Self Service Guest Posting

If your company has post credits available on your account you can use them to post guest posts to build your brand as a thought leader and boost the visibility of your content to reach HTR's audience of 100k+ hoteliers each month by submitting guest posts right through the vendor dashboard.





FAQs

How did my company get starting balances?

If your company has starting balances it means that either a) you have purchased items in the past that have been converted 1-to-1 into the new credits system to simplify tracking and usage or (b) you have an active membership plan that is accruing credits automatically according to your plan benefits.

Can I see my company's history retroactively?

Unfortunately no.  The ledger system is setup to track all transactions (credit purchases and usages) on a go forward basis so any past purchases will not be viewable in the ledger.  That said, you will have a starting balance transaction that will include your company's current credit balances as of the launch date of the new ledger system.  If you have questions about your starting balances or past transactions please feel free to reach out via the on-site live chat and a member of the team will be happy to assist.

Has pricing changed with the new credits system?

No, prices haven't changed.  All prices are the same as they were previously, the only difference is that now you will add credits to your account that can be used interchangeably towards various items instead of having to buy a specific item giving you more flexibility.

Have my membership benefits changed?

No, your membership plan is exactly the same and includes the same benefits as always.  The only difference is that you can now use use credits accrued from your benefits on other items as well.  For example, let's say your plan includes 10 press releases/year which is equal to 10 post credits.  If you want, you could now instead choose to use those 10 post credits towards another type of posting like Guest Posting instead.

New Credits Systems

What Are the Credit Types?

  • Post Credits: Self service DIY content that can be posted by members right from the vendor dashboard which include: press releases (1 post credit), hosted reports (1 post credit) and guest posting (5 post credits)
  • Content Credits: Content that is produced by HTR in collaboration with the vendor requiring additional communications, processes and planning which include: Ghost Written Articles (2 content credits), Sponsored Articles - Short Form (2 content credits), Sponsored Articles - Long Form (4 content credits) and Buyers Guides (3 content credits)

What's Changing?

  • The Media Shop now had post and content credits separated
  • What is changing for members? Members still receive the same exact benefits from their membership plans but when checking and using balances, you will do so for post credits and content credits separately

Will My Balances Be Impacted?

No, your balances will not be impacted.  Companies will maintain the same dollar value balance, the only difference is that content credits now have a base price of $1000 instead of $250 previously.  Here's an example of why this doesn't impact your balance in terms of dollar value: 

Example: If your company had a previous content credit balance of 10 credits this had a dollar value of $2500 (10 x $250).  Since content credits are now valued at $1,000, your company would still have $2500 worth of content credit on your account, but it would now be 1.5 credits instead of 10 credits ($2500/ $1000=1.5 credits).


Do Premium Members Still Receive Discounted Preferred Pricing?

Premium Members still do receive the same discounted pricing on all items as they did previously as well as all of the benefits included with your membership which can be found in your membership portal.

Why is this changing?

Over the course of 2020 tons of new benefits have been added to membership including: lead credit, post credit, content credit, advertising credit, awards credit and more.  As these credit types have grown, so has the complexity in managing, tracking and using credits.  Therefore, in Q1 '21 HTR is rolling out a new dashboard home page and ledger system (sneak peek) to make this process more seamless, easy to utilize and transparent for members.  This update is in preparation of the upcoming improvements to the dashboard and credit management system.

Review Manager: New Guides & Sending Limits

Tips & Best Practices Front & Center Throughout the Campaign Setup and Launch Flow

While the review manager has always had in app messaging pop up with tips and tutorials and the help center has had best practices and templates, they now sit from and center in the campaign flow and review manager to make sure everyone on your team is able to optimize your campaign to follow best practices, save time and increase conversion.


New Campaign Daily Sending Limits to Improve Deliverability

With the rebuilt review manager and improved performance more companies have been sending more campaigns and larger campaigns.  To ensure strong deliverability new daily sending limits have been implemented which include (1) 250 users/campaign (2) 500 requests sent/day


New Pre-Written Base STARTER Templates

If its your first time sending a review campaign it might take you some brain racking to figure out what the heck to write to get users to leave reviews.  The review manager now has new pre-written base STARTER templates to save you to time.

Its important to remember these are STARTER templates and are meant to serve as a starting point but you ABSOLUTELY SHOULD CUSTOMIZE AND MAKE THEM YOUR OWN.  Remember, your goal is to follow all of the best practices but most importantly: 

  1. Make sure you are sending your campaigns from someone users have rapport with and will recognize in their inbox
  2. Make sure you customize your templates to sound like a personal 1-to-1 email to each user (not a generic mass marketing email!) 

You can also check out more pre-written starter templates in the help center and

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