How do I set up groups for the packages and options?

The grouping feature allows you to group together your packages and options into various groups so that they only appear in certain circumstances.

For example, you may perform weddings, schools, and corporate events. You don't necessarily want your wedding prospects to see your school packages, your school prospects to see your corporate packages, and so on. This feature will allow you to create multiple quote generators based on the groups you've set.

First, add a "group" name to each of your packages and options from within your account. If you do not have a group name, that particular package/option will appear for ALL groups. So if, for example, you have a lighting upgrade that applies to ALL events, just leave the group blank.

Next, you'll want to update the links on your own website to point to the appropriate grouped quote generator. For example, on your wedding page you'll want to point to your "wedding" group quote generator, etc.

If you want to link to your group, you would link to:

 

https://ACCOUNT.djintelligence.com/availability/?ID=GROUP

https://ACCOUNT.djintelligence.com/quote/?ID=GROUP

 

(More specifically, if the group was "wedding", the URL would be https://ACCOUNT.djintelligence.com/quote/?ID=wedding to link to the Quote Generator... where "ACCOUNT" is your account name.)

 

Please feel free to contact us for further explanation, clarification, or assistance.