New Features - Release 2.182 - July 18, 2024 - Chip Away, Enhancements

Chip Away can be adjusted under Account -> Payments. Introducing Authenticated Checkout (Sponsored Pilot)

👉 Have questions? 👈🏾

Get your questions answered live at our next Workshop

We will be focusing on the best ways to setup your payments plans and chip away options.

Friday, Aug 1st at 2:30PM Pacific, 5:30PM Eastern
(Aug 2nd 7:30AM Melbourne Australia)

Ask our community in our Facebook group?
Not a member yet? 😱 JOIN FB GROUP NOW

💪 Chip Away Configuration - from Account > Payments

Now you control your settings without opening a ticket:

Learn more about Chip Away to offer more flexible payment plans for your travelers

Read our FAQ

#9250

💪 List View - now with Location & Main Contact 

When you switch to LIST VIEW and your screen is wide enough to include 2 extra columns, you'll now see:

• Primary Location
• Main Contact

💪 Bulk Upload - optional phone number column

Ever found it annoying that you need a trailing comma when uploading first name, last name and email but don't have the phone number?

Now you can skip the phone number column!

Thanks to Reho for suggesting this

📭 White Label Email Sending (WLES) - enhancements

On Grow and Enterprise plans you get to configure the domain that YouLi sends emails on your behalf. 

We've enhanced the solution to ensure that we always use the configured "Friendly From" for WLES clients if set, otherwise YouLi will use the dynamic value based on the User's Full Name (under Account -> User Profile).

• This is a good option if you want a consistent brand name shown like "Blue Horizon Travel", regardless of whether Liv or Lenny or whoever is the Main Contact on the trip.
• Learn more about why you might want WLES

Understanding how YouLi manages the email headers for email we send on your behalf:

• "Reply-to" email
  • This is what your Traveler will respond to when replying to YouLi automated emails sent on your behalf.
  • This value is the same for both standard accounts and WLES configured accounts.

• • The email address of your Team Owner or Main Contact (for automated emails), or selected Sender (for manual messages)

• "From" email - domain must be authenticated
  • YouLi handles the authentication required: DKIM, SPF and DMARC 
  • Non WLES accounts use "reply@youli.io" 
    • In this case, the "From" and the "Reply-To" do NOT match - and that's ok
    • Because the Traveler replies are sent to YOUR email but YouLi handles the authentication for the "From" domain.
  • For WLES accounts, we can use YOUR domain (once configured with DNS)
    • In this case, the "From Email" and the "Reply-To" DO match - for enhanced branding
      
      
• "Friendly From" name
  • This is the value that usually shows in the preview and sometimes hides the "From" domain
  • This is always the WLES Friendly From if configured, otherwise YouLi will use the dynamic value based on the User's Full Name (under Account -> User Profile) if they are the Main Contact or are selected as the Sender.

👀 Middle East, we see you!

Now you can specify the "Middle East" as a Destination in your Business Profile

#9242 Thanks to Eretz Travel for the request

📩 Traveler email is now included in the Planner payment confirmation email

Ever wish you knew the email address without having to load the TripCRM? Well now it will be in the confirmation email for you - super easy!

#9264 - Thanks to Solamoré for suggesting

🚶 Traveler User can be added to your Team

Especially if you use our Platform White Label module, you might have someone who signs up first as a Traveler and then later you need to add them to your team (using an RBAC Role for limited access).

You can now add a Traveler user via the Add Team Member in Account -> Team - and they will be converted to the Role you assign them + still be able to access their trips under I'm Attending.

#9163 - Thanks to Reho for co-funding

🕰️ Change Registration Close Date - Keep the Time

Did you know you can set a Registration Close date (and time!)? Under Update Trip -> Overview, scroll down to:

Now the time you set will not change when you change the date. 👏

#9255 - Thanks to Reho for co-funding

💱 Trip Page: Installment Schedule Display - Payment date or Due Date - depending on the installment mode

If you are using 🆕 Dyanmic Installments then the date shown will ALWAYS be the due date of the payment - regardless WHEN the payment for that installment was received.

• keep this in mind when adding manual payments with past dates
• the actual payment date is always shown above the installment schedule block

If you are using Fixed or Percentage payment schedules, then the date shown in the installment table will be EITHER the due date or the payment date.

• This has not changed

#9214 - part of our Dynamic Installments improvements - be sure to join our upcoming workshop to learn more

☑️ ✅ Authenticated Checkout - Sponsored Pilot

Currently in a Sponsored Pilot program is the ability to load "Approved" people to an "Authenticated Checkout" trip.

This requires Travelers to be logged in to purchase the trip AND to be loaded as an "Approved" person on the trip.

More details coming soon - stay tuned for general availability.

#9280, 9183 - Thanks to Reho for sponsoring

Bugs & Enhancements

• 🐞 9195 - If you managed to duplicate the same tag on a trip, it blocked your save - FIXED so you can't get into that state anymore!
• 🐞 9229 - "Select all that apply" responses were lost on registration form - FIXED!
• 🐞 9273 - Could not edit timezone on itinerary items - FIXED!
• 🐞 9287 - Pasting from a Google doc into the new editor bolded all the content - FIXED!
• 🐞 9274 - Strip out large image data when pasted into editor - DONE!
• 🐞 9266 - Limited editor options were not shown properly for send message dialogs - FIXED!
• 🐞 9263 - browser error when showing TripCRM with no people - FIXED!
• 💪 9265 - change the new editor background from grey to white for proper preview
• 💪 7954 - correct the warning when trying to change the Profile & Registration Form to another type of task
• 💪 9294 - show the required fields in the Add/Edit Invitee
• 💪 9276 - help chat bubble now shows BEHIND the image editor popup
• 💪 9260, 9277 - .Net migration progress
• 💪 9217 - New promo tile to promote Dynamic Installments
• 💪 9261 - Remove the lingering Jane, Jackie and Jamal characters (farewell, we shall always remember you!)
  

☔ 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!

• 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!

 

---

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.