System type · Upsell
The offer reaches the right person, with the context.
Upsell tools keep the offers. The Master Profile under the stack supplies the person: consent, preferences and history, including guests who are not staying tonight.
Problem
The offer only sees one system.
Guest history is split across the reservation, the spa and the restaurant. An upsell tool pointed at one of those systems reaches whoever that system can see, often only someone in-house tonight, and often without the note that would have stopped the offer.
Outcome
One person, including guests who are not staying.
The Master Profile resolves the guest from every system, not only the PMS. A person who loved the spa can be offered a room next. Reservations, products, messages, notes and reviews sit on that history, so the offer can be personalised before it is one they would rather not receive. Across a group, the hotel, the restaurant and the spa read one profile.
How Casa fits
Under the stack. The tools stay.
Upsell tools keep the offers, the upgrades, the channels and the bidding. The Master Profile sits under the stack rather than inside the upsell tool, so replacing that tool does not cost the resolved record. Casa Layer builds the record and holds it. We sell no applications on top of it, so there is nothing here for it to be locked into. Your own source systems stay the record throughout, and every copy is deleted 30 days after cancellation. The tool reads consent, preferences and history beside the offer. You decide what Casa Layer can do in each system, and you can revoke it. Every connection live today reads only. Write access is being built, granted per system by you, so a message sent or an intent on an offer can later sit on the guest event log, including when the same person appears from another system in the group.
What the upsell tool reads
Upsell tool
Reads context
Offer
Quiet room, after the spa
- AudienceNot staying tonight
- ChannelEmail
- UpgradeA quieter room
Offers, upgrades, channels and bidding stay with the tool.
Master Profile · under the stack
Alex March
One person, resolved from the hotel, the restaurant and the spa. Not only the property system.
- Consent
- Marketing, where recorded
- Preferences
- Quiet room. Late breakfast.
- History
- Spa this spring. Declined an upgrade.
Illustrative guest, not a customer.
An upsell tool composing an offer, reading consent, preferences and history from the Master Profile under the stack. The guest is illustrative, not a customer.
- One guest, resolved from the hotel, the restaurant and the spa, not only the PMS. Someone who is not staying tonight can still be the audience.
- History runs past the active reservation: reservations, products, messages, notes and reviews, so the offer can be personalised before it is one they would rather not receive.
- Marketing consent is consolidated from the integrations that record it, so the tool can see who may be messaged.
- Across a group, the same guest is one profile. There is no hunt for the contact in each system.
- The guest event log can also store events from upsell tools, such as a message sent or intent on an offer, for a later attempt, including when the same person appears from another system in the group. Write access is being built, granted per system by you. Every connection live today reads only.
- Not an upsell product. The tools keep the offers, the upgrades, the channels and the bidding. The guest is illustrative.
See it against the upsell tools you already run.
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