Implementation Guide for Ancestry.com

Click on the image to see your Headquarters widget for Utah office

Click to see the Dynamic widget that you would use to populate your data in real time.

Click to see a saple of the family history smart trip widget.

The Opportunities

Solutionz is more than just a provider of smart trip technology, we are a marketing partner for Ancestry, helping you to strengthen your global brand and provide extensions that not only provide incremental, transactional revenues, but also adds value to your membership and your product offerings.

All of the TripProximity smart trip tools provide ways for your members to connect with their families, completing the “journey” that they start with doing their DNA testing and/or working on each branch of their family tree.

There are a number of ways that Ancestry can deploy the TripProximity smart trip widgets on your various systems.

 

  1. Our venue widget can be used to plan travel to any data point in the family history record – birthplace, marriage location, death location, cemetery records, etc.
  2. For customers of the DNA product that have opted in to being introduced to new family members, our anywhere widget can be used to choose a place to meet, where each individual can pick their own lodging and travel options.
  3. Likewise, families that want to connect with all of their identified living relatives will be able to choose a location for the reunion and each individual can do their own planning from their own location.
  4. As a member benefit of either the DNA or Family History products, you can extend the ability for members to create their own personal “anywhere” widget that can be used to raise money for their favorite 501c3 charity.
  5. For the individuals working with ProGeneologists, they can have their own self-service tool to visit the locations where their ancestors are from, in addition to your existing offering of a travel agent that books tours for them.

Getting Started Guides for Events and Venues

Click on the image to download the Getting Started Guide for Events and/or Venues.  This can be useful for socializing the capabilities of the widget with your team and your clients.

 

 

These documents describe the features of the event and venue widgets.  The event widget would be used for family reunions where there is a specific date and time and the venue widget would be used for people visiting your various Ancestry offices and also for the family history capabilities.

Links to existing clients

Arizona Golf Trails

Greeenrope CRM integration (video, as this is a system that requires a login)

FullContact Dossier System (requires a Google Calendar account)

FullContact User Conference 

To be installed on your website as a VISIT US page

The first thing that we recommend is going to your corporate site and turning your Contact Us page into a Visit Us page.   You can do this by adding a message to the CONTACT US landing page and creating individual landing pages for each of the locations, where there is a message inserted to click on the office name to plan the visit.

Here is the code for your Utah office.  Install in an HTML container or as text.  The widget is container responsive and mobile responsive.

<script type="text/javascript" data-id="tp-widget" data-token=
"aPZVGddfvI5Aglzu5lf3XgW1HEy55N5R3jdK79J6bfYhUNRKyO72QU4e1jl6K99x" 
src="https://widget.tripproximity.com/js/widget.min.js" async onload="tripWidget()">
</script><div class="tp-widget" id="tp-widget"></div>

 

You can insert the widgets immediately into these pages while you are waiting for the rest of the integration of the tools into your various systems.  You will earn a royalty on any visit to any of your offices, worldwide, beginning today.  Each widget can be created individually, or your team can pass the indiv idual office name and address to our dynamic widget.

To integrate trip planning into any family history record or any photo or video

The core capabilities of the system that we recommend for Ancestry is trip-enabling every family history record.  Our dynamic widget makes it simple to add a new navigation to your family history record (e.g. Visit this Location) and then pass the parameters from the record (event, name and the location information) to the widget in real time.

 

You may also pass the photo of the individual to the widget to make it a more personalized experience for the family history researcher.

Lastly, if you have photos or videos uploaded to Ancestry that contain a latitude/longitude, we can add trip planning to that place.

To power family reunions and first time meetings with newly discovered relatives

The Smart Trip event tool can be added to any system to allow anyone traveling to an event to find a hotel nearby.

With Ancestry’s unique ability to identify all living relatives from the family tree, you could develop a very exciting invitation system for facilitating reunions and first time meetings.  We would recommend partnering with a system like Doodle to allow families to choose a date that works for everyone, then offering the trip planning tool to the place of choice for the reunion.   We are happy to facilitate these discussions and get our tool integrated into their system to make overall implementation easier.

We also recommend integration of a photo sharing system to chronicle the memories generated.  We have a partnership with Kodak, who would lend their brand to the venture and we also have a photo and video sharing platform through our partnership with Rich Media Exchange that would allow each member to store their memories with friends and family.  This could be integrated then into your MyCanvas/Alexander’s partnership.

To raise money for any cause that you or your members care about

Our Smart Giving anywhere tool can be used by Ancestry or your members  to raise money for any 501c3. Each individual widget can be a separate campaign for a different charity.   It can be used by your employees, friends, family or any group that your company is associated with.

This tool allows Ancestry to reach out to your members that may have lost a loved one due to cancer or drunk driving and they can then build their own widget to share with friends and family to raise money for the American Cancer Society or Mothers Against Drunk Driving.

The brand for this tool is TravelingToGive.  The individual widget can be hosted on our TravelingToGive.com site or it can be hosted on Ancestry.com.

The self-service version of this product is being released  in late May to our client base and as an enterprise client, it will be available to you as soon as it is released.  We will keep you posted.

The Deal

Solutionz earns a commission on trips booked through the use of the smart trip tool.

License Fee and Implementation Fee

We do not charge a license fee for our product. All enhancements to the smart trip tool and our portal are included at no additional charge.

There is a one time fee of $2500 to create a private label of our back end booking system to mirror the Ancestry branding, but there are no further implementation fees.  The technical implementation of the product on your site takes on average 1-2 hours to complete and test.  The return on that investment of time is realized immediately, as bookings occur.

Base Royalty and Projected Results

Solutionz will share 10% of our revenues with Ancestry, paid quarterly.   Once the royalty exceeds $100k per quarter, we will switch to a monthly payment cycle.

If you integrate our capabilities into the family history pages (with a link from every data record for places of birth, marriage, death, etc.), you can expect the following annual results for each 1% of your member base that are interested in traveling to learn more about their family history.  This is based on 4% conversion of the 1%, which is our average when a client integrates seamlessly into their system (e.g. into the family history elements such as place of birth, marriage, death, etc.).

 

 

Our revenues and your resulting royalty are influenced based on the following assumptions:

  • Your members will travel to all three major regions of the world (this impacts the average daily room rate used to calculate our revenues)
  • An equal number of your members will pay in advance for their hotels and pay when they check out (this also impacts our revenue stream)
  • The universe of members interested in traveling is just 1% of your average unique visitors each month
  • The average number of nights booked is 2 per trip
  • The average hotel would be a 3 star hotel

These results will be higher if your members stay longer than 2 nights for each trip or if they stay in more expensive hotels (e.g. 3.5 stars).  Conversely, if the stay is shorter, and the average star rating was lower, the royalty would be impacted.  You will be paid based on actual revenues collected, which occurs after the stay is complete.

Implementation Incentive

If you make a commitment by 1JUN and implement no later than 30JUN18, we will double this base royalty.

Marketing Incentive

We believe in creating business models that incentivize the type of activity that will make a product launch the most successful.   The Ancestry marketing already talks about the “journey”, so we believe extending that to have your ads talk about it being so simple to book the actual journey to experience your family history right from Ancestry makes total sense. 

If you commit to integrate the marketing of trip planning for both family history and family discovery (e.g. DNA matching with opt-in on meeting/communicating with newly found relatives and family reunion facilitation) into offline and online advertising and into your website, we will add another 10% to the base royalty of 10%.   So if you also get the product implemented no later than 30JUN, the total royalty will be 30%.

Volume Incentive

Lastly, once you reach a booking level of 50,000 trips per month, we will increase the base royalty by another 10%.

Giving Back

At the end of each year, we also donate 10% of the total revenues to your charity of choice.

It is just that easy - Register as an Enterprise Client (it is free) and Login to your custom Ancestry portal on TripProximity

We make it easy to implement the system.  We have already created a custom portal for you on our system and have created the dynamic widgets for you to implement for venues and events.  Your technical team can take the code and using the instructions on this guide, can see how easy it is to plug it into your system.  This does not take days, weeks or months, but just hours (at maximum) to implement.

There is no long term contract commitment, so you only need to REGISTER and then plug it in to begin earning the royalty outlined in the Deal.

REGISTER NOW
Once you have registered as a Channel Partner, we will invite you to your personalized portal and schedule a working session to get your team up to speed on our capabilities.

You may invite any of your team members to the portal.    It can be used to view/manage your widgets, view your analytics (this is just V1 of analytics) and you can create palettes and use the Predictor tool to estimate your revenues from each type of opportunity.

The Venue Widget

The Venue widget is one of our Smart Trip tools.  It allows you to embed trip planning on any page for any of your family history records that contains an address (minimum city/state/country).

It is distinct from the Event widget in that the dates of travel are relative to the date that the tool is displayed, e.g. travel 21 days from today for 1 night.  We recommend that you set the date 14 or 21 days into the future to allow your members to get the best possible rates for travel.  They will be able to change the dates at transaction time.

We will walk you through the customization of the dynamic venue widget in your own custom portal once you register.

In the next section you will find the instructions for our Dynamic tool, which shows you how to substitute your data for our variables in real time, so that you only have to install the widget snippet once.  Once it is installed, if you wish to make changes, you can edit the base elements of the widget in the Portal and you do not have to reinstall the snippet. See the defaults in the last section.

Dynamic Tool - Customizing with variables from your system

To generate the dynamic widget, you will begin with this code.

<script type="text/javascript" data-id="tp-widget" 
data-token="lBoK4o9rcm7YCK1Jk6VPlo4niDX27On1gZrpSvQ5a8eAJw945OrWyW9kGv5qI4jd" 
src="https://widget.tripproximity.com/js/widget.min.js" async onload="tripWidget()">
</script><div class="tp-widget" id="tp-widget"></div>

Then  you will add the following to the widget snippet. This includes the dynamic variable elements that you wish to pass at display time.  Follow the variables with the closing code segment.

We’ve included the recommended variables for Ancestry (shown encased in %VARIABLENAME% signs, which you will strip out in your actual entry):

<script type=”text/javascript”>
tripWidget({
daysFromToday: ‘7’,
numberOfDays: ‘1’,
headerText: ‘Plan your trip to %event type% for %name% ‘,
appendPOI: ‘Y’,
poiName: ‘%VENUE NAME%’,
address: ‘%STREET%, %CITY%,%STATE%,%POSTCODE%’,
mapTab: ‘1’,
trackingCode: ‘%CUSTOMERTRACKINGINFO%’,
imageUrl: ‘%IMAGEURL%’,
imageLink: ‘%IMAGELINK%’,
})
</script>
Once you have the code installed, contact us with the test link and we will help to test on multiple platforms and on multiple browsers.

Your Variable Settings can be modified in your TripProximity Portal

  • The tool type is set to VENUE
  • The header text is set to “Plan my trip to “
  • Pass the Company or Venue Name as a variable
  • The POI name will be appended to the header text
  • We have stored a default image that you can override at display time
  • Pass the Tracking number at display time from your customer information
  • Pass the location information in the address field at display time
  • We default to the US and USD for currency
  • The booking brand will default to the hotels nearby
  • The color scheme can be set in the portal for each widget type or you can set up templates for each client.
  • The widget is set to display the MAP in front.  If you would like a HOTEL widget as the default, we can change it or we can provide a separate widget for that purpose, which could be called based on a business rule
  • We have enabled the Air and Driving tabs
  • The user can enter the departure and arrival airports at transaction time
  • The travel dates will default to 7 days from the day that the widget is displayed
  • The default trip length is 1 night
  • These can both be overriden by the traveler

The Event Widget

The Event widget is one of our Smart Trip tools.  It allows you to embed trip planning in any event for any of your client’s apps.

It is distinct from the Venue widget in that it has a specific date range for the event and a location where the event is held.

Dynamic Tool Customization

After our launch meeting when we discuss how you will integrate event planning for reunions, we will create a dynamic events widget for you.  Then you will add the dynamic variable elements that you wish to pass at display time to the appropriate widget snippet.   Follow the variables with the closing code segment.

We’ve included the recommended variables for Ancestry (shown encased in %VARIABLENAME% signs, which you will strip out in your actual entry):

<script type=”text/javascript”>
tripWidget({
eventStart: ‘YYYY/MM/DD’,
eventEnd: ‘YYYY/MM/DD’,
headerText: ‘Plan your trip to ‘,
appendPOI: ‘Y’,
poiName: ‘%EVENTNAME%’,
address: ‘%STREET%, %CITY%,%STATE%,%POSTCODE%’,
trackingCode: ‘%CUSTOMERTRACKINGINFO%’,
imageUrl: ‘%IMAGEURL%’,
imageLink: ‘%IMAGELINK%’,
})
</script>
Once you have the code installed, contact us with the test link and we will help to test on multiple platforms and on multiple browsers.

Event Widget Settings

  • The tool type is set to EVENT
  • The header text is set to “Plan my trip to “
  • Pass the Event Name as a variable
  • The POI name will be appended to the header text
  • We have stored a default image that you can override at display time
  • Pass the Tracking number at display time from your customer information
  • Pass the location information in the address field at display time
  • We default to the US and USD for currency
  • The booking brand will default to the hotels nearby events
  • You can customize the color scheme from your portal to customize the palette for the widget.
  • The widget is set to display the HOTEL tab in front.  If you would like a MAP widget as the default, we can change it or we can provide a separate widget for that purpose, which could be called based on a business rule.  We have a 10 booking per month minimum if you use the MAP widget to cover the costs of our mapping API.
  • We have enabled the Air and Driving tabs
  • The user can enter the departure and arrival airports at transaction time
  •  The event dates should be passed to us at transaction time

Tech Tips

Following are tips for the technical integration of TripProximity.

The product is currently container and device responsive.  We will need to work with your app development team to determine what changes are needed for the widget to render properly from within your apps.

Static or Dynamic Widget

The static widget contains the following:

async onload=”tripWidget()”

The dynamic widget does not load asynchronously.  If you turn on the dynamic flag in the portal in the widget editor, it removes that line from the code snippet that is generated.  If you try to install a dynamic widget directly into an HTML container on WordPress, it will NOT render.

External System Interaction

The TripProximity widget interacts with the following systems:

  • Google Places for lookup of the venues and addresses in the address field
  • Google Maps for lookup of the latitude/longitude of any address

Once the input from the widget is received, we pass a search string to our booking system.  It contains:

  • Brand to be displayed in the booking system
  • Travel parameters
  • Tracking information to provide reporting back to you for each client

CSS

The widget has its own style sheet that governs the display of the widget within a container.

Rules for Display

The widget can be populated with event and venue information.  Ideally, the widget needs the full address to do an accurate proximity lookup of the hotels nearby.

The date fields for events can be coupled with a business rule.  For instance if you have an event that begins before noon, you may want to set the date of arrival to 1 day before the event begins.  If the event ends after 3pm, you may want to set the date of departure to 1 day after the event.

Just a reminder, even if there is no address or a partial address (city/state), our new widget with the Google Places lookup can find the precise address of the venue or company that they are visiting (even a Starbucks or TopGolf! or finding a hotel near someone’s house that works from home).  The user controls this by using the pencil tool on the address field to do their own lookup.

Press Release Draft

We will work with you to draft a press release about our relationship at the appropriate time.

There should be multiple opportunities to announce each innovative feature that you add to the Ancestry products.

Email Announcement to your Member Base

We will work with you to craft communications with your existing member base at the appropriate time as we add each feature.  We highly recommend a tool called “Walk Me” that can walk your members through how to create a trip from the family history record.

Recommended Help Text

We will work with you to customize the help text for your members.  Again, the Walk Me product is quite useful for this purpose.

For any other details regarding widget customization, please access the Support Center.

Leave A Comment

You must be logged in to post a comment.