This update has two big changes that have been a long time coming. I know many of you are eager to adopt the new capabilities - the new image editor is for all plans and Dynamic Installments is for all paid plans.
👉 Have questions? 👈🏾
Get your questions answered live at our July Workshop
Prefer to ask our community? Ask in our Facebook group? Not a member yet? 😱 JOIN FB GROUP NOW
🔜 Enhanced Editor + Image Uploader in Descriptions 📸
We have heard you, we need a better image uploader!
Before:
Now:
- More control over your styles
- Click 'Edit Widget' then 'Tag options' to access styles
- For example, don't like the uppercase H2 style? Use this:
- text-transform: none
- text-transform: none
- More control over your images
- Crop:
- Change attributes via 'Edit Widget'
- Crop:
- New YouTube embed controls
- Click 'Edit Widget' to access more controls:
- Auto Play
- Show Related Videos
- and more ...
- Click 'Edit Widget' to access more controls:
You'll even have an option to crop and edit your embedded description images! 😱
#9013 - just because we like you
KNOWN ISSUE: Media embed of feature shows an error, but clicking cancel will still embed the video. If you are using YouTube, we recommend using the new YouTube embed option. Fix coming soon!
🔜 PayPal Save Card 💳
Same functionality as currently supported for Stripe, made available to PayPal users.
To enable with PayPal, simply go to your Account -> Payments and turn on.
#8409 - Sponsored by Prometour Canada
📝 Categories Linked to Packages 👩👩👧👧
Need to change your registration form, itinerary or tasks based on the category of the traveler? Link your package to a category and have it set automatically when they register.
Don't have Categories? Learn more
Already have categories? Now you can associate a package with a single category automatically.
Click 'Show Advanced Options' on any package to configure:
Once expanded, select the category to assign when this package is selected:
TIP: Use this with custom registration forms that are visible to certain categories so you can create Student registration forms vs. Parent registration forms.
#9101 - Sponsored by Libertas
💫 AVAILABLE ON PLUS: Line Items 🎉
💫 AVAILABLE NOW: Dynamic Installments 🎉
GENERAL AVAILABILITY: Dynamic Installments feature is now LIVE for all paid plans - still on Explorer? Upgrade to access this feature
Do you wish that Installments changed based on when your Traveler books?
For example, for a $5,500 trip, with $500 deposit:
- if they book 11 months in advance, they will be prompted to pay 10 installments of $500 each.
- if they book 6 months in advance, they will be prompted to pay 5 installments of $1000 each.
- And then their payment plan is set once they book in so they must pay each installment after the date they booked.
#9230, 9232, 9233, - supported by The Black Onyx Travel, Travelab and many more
📝 Booking Add-ons - Confirmation Number + Filters 👩👩👧👧
Booking Add-ons (for In-path Travel Insurance and other critical add-ons) is still in exclusivity until September. Learn more
Now with even more capabilities:
- Filter based on selected Add-on on TripCRM and Manage Payments
- Add a confirmation or policy number for each traveler, included in downloads and shown in TripCRM
#9149, 9228 - Sponsored by Prometour Canada
WANT TO SPONSOR A FEATURE? Get in touch with sales@youli.team
Bugs & Enhancements
- 🐞 9236 - Payment guidance for non-credit card payment methods are now showing on Checkout Flow - thanks to Solamoré for reporting
- 🐞 9239 - Task data lost when transferring between trips - FIXED! - thanks to Global Learning Expeditions for reporting
- 🐞 9092 - Team members who do not have permission based on tags were still showing in Manage Planners incorrectly - FIXED! - thanks to Reho Study Tours for reporting
- 🐞 8933 - Ever added a team member and seen an infinite spinner? FIXED!
- 💪 9244 - Improved activity log text when Planner is saving a card while making a charge. It is now more clear about which trips the card can be used on. Learn more about Make a Charge with saved cards
- 💪 9197 - We've updated our welcome videos
- 💪 8007 - For meeting blocks, the Planner view now shows # SCHEDULED | # REQUESTED. Learn more about this event feature
☔ Wanderwell Travel Insurance
Are you looking for an insurance partner that shares your values? Well, we found an amazing partner in Wanderwell, a Certified B- Corporation and just generally awesome people!
HOW? Improve conversions with in-path options - get in touch once you have your affiliate code so we can set you up.
- We strongly encourage you to become an affiliate if you sell to travelers who reside in the United States and are traveling overseas (more global plans coming soon!).
- They are a member of the Transformational Travel Council (TTC) and the Adventure Travel Trade Association, and many TTC Allies/members of those organizations are already happily representing Wanderwell plans.
--> And they have really good affiliate rates!
DON'T WORRY! We heard you in our Facebook group that you like the ability to select your own Insurance partner - and you still can! Simply link out to your preferred partner in a Task
But if you don't have a preferred partner, we are making it super easy to enable Wanderwell and get paid to recommend them! Right now we are looking for early adopters to showcase the integration.
Need more help?
Reach out to the YouLi support team via a chat box at the bottom of your screen or submit a ticket request. If you need more advanced support, schedule a 1:1 Consulting session with one of our experts, as we will walk you through the features and best practices.