Implementation Guide for FullContact

IMPLEMENTED on Dossier
To enhance your Contact Management Systems
For travel to Connect Conference ’19
VISIT US page – for travel to your HDQ
Incremental revenue and donation opportunity

There are a number of uses for FullContact of the smart trip widget.

IMPLEMENTED

  • The Event Tool for Dossier

TO BE IMPLEMENTED

  • The Venue Tool for Contact Management system (web and MACOS, plus GMail plugin)
  • The Venue Tool for Contacts+ (Android and GMail plugin)
  • The Google Mail Plug-In for FullContact and Contacts+
  • The Venue Tool on your website as a VISIT US page for your locations around the world
  • The Event Tool for your upcoming Connect 19 conference (sent to Jake already)

The Anywhere Tool to be used by any of your clients of any of your products for their system or corporate website (with you as our channel partner getting referral credit) and to raise money for any cause that you care about

Press Release for Dossier

THE ROCKET IS OUT OF THE BASEMENT:

FULLCONTACT AND TRIPROXIMITY LEVERAGE THE POWER OF DATA INTELLIGENCE TO SIMPLIFY MEETINGS

The phone call asking the business contact “where should I stay?” is now obsolete.

 

TAMPA, FL August 31, 2018  —  When you have over a billion personal and company profiles at your fingertips, it is a little like having a rocket in a basement.   Data intelligence leader FullContact has found a way to bring that power out of the basement into its customer’s everyday lives.

To ease a traveler’s speed in planning face-to-face meetings that require an overnight stay, FullContact has launched a new “plan your visit” function on every trip in its latest product, the Dossier calendar enhancement solution.  Dossier works hand in hand with your Google Calendar, Gmail and the FullContact rich Contact Management solution.

Dossier is where your calendar meets the magic of the FullContact data intelligence.   You see not only who you are meeting with, but you learn valuable information in advance to help you prepare for your meeting.

The magic gets amped up when you that meeting calls for an overnight stay.  With FullContact integration of TripProximity smart trip planning into their “plan your visit” link, you can book a hotel nearby your contact’s address.  Once again, FullContact makes it easier to focus on relationship building – not the logistics surrounding those important meetings. TripProximity also provides a smart map and driving directions and a 110% best rate promise. So you can book with ease and confidence.

“It’s so smart to bring trip planning closer to the motivation for the trip. It’s a challenge I’ve faced many a time.  I finish a call, agreeing to meet at a client’s office – only to realize –where is the heck should I stay?” said, FullContact Co-Founder Travis Todd.   “Partnering with TripProximity to integrate smart trip technology makes life easier for every business person hitting the road. It’s one more way that we use our “rocket” to help our clients create authentic relationships and be the fuel to help them knock the deal out of the park.”

The new FullContact “plan your visit” link is context sensitive to the meeting invitation. It auto-fills a search for hotels nearby for the right dates, provides driving directions and more from information in the calendar entry.

“Smart trip technology lets you take care of important trip logistics right as you are planning the meeting.  It frees your mind to focus on the “deal” you are working on. FullContact users can choose the properties that meet their proximity, brand, price and amenity preferences at over 700,000 hotel properties worldwide,“ said Chicke Fitzgerald, CEO and Founder of Solutionz, the smart trip tech behind TripProximity. “FullContact is our kind of partner: passionate about customer experience so that their customers experience more of life. Adding the TripProximity smart trip tool in their Dossier product echoes that sentiment beautifully. Getting that rocket out of the basement gets a little easier every day!”

Blog to FullContact Client Base

The following blog was sent out in the weekly email to FullContact clients:

Customer Email Communication

FullContact Email to Client Base

Subject Line: Your calendar just got even smarter with Dossier’s new trip planning tool

 

Have you tried Dossier yet?  If you haven’t, now is the time.   Dossier takes your Google Calendar and enhances your daily agenda with insights from FullContact’s data.

 

When a business opportunity spurs you to visit one of your contacts or a personal trip crops up for a wedding or family reunion, the FullContact Dossier tool now asks “Need to make travel arrangements?”.  No matter the reason for the trip, the new system, powered by TripProximity, then completes a search for hotels nearby, driving directions and more, right from the address in your calendar entry.

 

For the first time, it’s easy to answer the question: “Where should I stay?”  With FullContact’s Dossier tool and TripProximity, your Calendar becomes a 24-hour concierge that says, “at a hotel nearby.”

 

And think how many times you are on your way to the airport and remember that you forgot to book a hotel room at your destination.  With FullContact Dossier, every day in your reminder email, you will see the Travel Arrangements link and can easily book your hotel, even at the last minute.

 

Remember that you can look out into the future at items on your calendar and if they require travel arrangements, just click on the dossier link in the calendar entry.

Dossier is smart enough to know when your calendar entry is a really just conference call or a Google Hangout.

 

And if you don’t have an address?  No problem, simply click on the pencil in the address field on the “I’m Staying” tab and look up the address by company name or the name of the venue.  You can even look for a hotel nearby the restaurant where you are taking your client for dinner or even by TopGolf if you are going there with a group of colleagues.

 

Check it out:  You choose the properties that meet your proximity, brand, price and amenity preferences at over 980,000 hotel properties worldwide. And be confident you’re getting a great value: TripProximity pays you 110% of the difference if you find a better rate online.

 

Not a Google Calendar user?   Even if you have to use a corporate calendaring tool, just set up a Google calendar using your gmail address or your corporate email address and invite yourself from your main calendaring system to each event where you need to travel.  Then each day, you can take advantage of the richness of not only Dossier’s enhanced calendar function, but also you can plan your trips.

 

Let the Dossier travel arrangements function make it easier to connect in person with your best contacts.

 

 

 

SUCCESS TIPS

  1.  If you don’t have an address in your calendar entry, click on the pencil in the address field on the I’m Staying tab and enter the name of the company or venue where you are traveling.
  2. The system will find a hotel nearby that address for the dates requested.
  3. You can also get driving directions to your destination and arrange a car rental or an air ticket.
  4. If you need to make changes or cancel, you can do it online.  Click HERE.
  5. If you need to talk to an agent while traveling, we provide support 24×7, 365 days a year. If you have already booked a hotel reservation and need assistance, you can contact our Customer Service at 877-477-7441. If you call this 800 number please have your trip number, phone number and email that you entered while making your reservation available.

Suggested Product Brief/Help Text

The Event Widget

The Event widget is one of our Smart Trip tools.  It allows you to embed trip planning in any event in your system or on your site or blog.

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.

Click the Event widget link above to see the FullContact Connect widget for your user conference.  The same widget is used in its DYNAMIC form for the Dossier product.

The next section includes your snippet.  Then 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.

Your code snippet (paste in as Text or in a Raw HTML container) for Dossier

<script type=”text/javascript” data-id=”widget” data-token=”P4a1Eg346HW6Fc7Dh8KTjb81V7PwGp7541Npr9MzR8C4f3lZn56d198kA56tIi3x” src=”https://widget.tripproximity.com/js/widget.min.js”></script><div id=”widget”></div>

Your code snippet (paste in as Text or in a Raw HTML container) for your FullContact Connect Conference

<script type=”text/javascript” data-id=”widget” data-token=”2lKauOJDstzvcuzzQ9FQmPA0j55YPg695poGiMYB2cC5Na7dF8Zxhs0s562TWHK7″ src=”https://widget.tripproximity.com/js/widget.min.js” async onload=”tripWidget()”></script><div id=”widget”></div>

Your Variable Settings can be modified in your TripProximity Portal

  • 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
  • The color scheme uses #b42d27 as the button color and #bababa as the header color
  • 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 event dates should be passed to us at transaction time

Dynamic Tool - Customizing with variables from your system

Add to the widget snippet the dynamic variable elements that you wish to pass at display time, preceded by the following two lines, shown in green. Follow the variables with the closing code segment, shown in green.

We’ve included the recommended variables for FullContact (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%’,
mapTab: ‘1’,
trackingCode: ‘%CUSTOMERTRACKINGINFO%’,
imageUrl: ‘%IMAGEURL%’,
imageLink: ‘%IMAGELINK%’,
})
</script>
The conditional MapTab flag is new.
1.  If there is no address in the contact record, set to 0.  The system will display the hotel page which will allow them to look up the company name or start typing an address and it will complete.
2.  If you have a full address or just city/state, set to 1,  it will default to the map.  If there is no %STREET%, the hotel widget will default to the text in the portal for address, which is instructional on looking up the exact address.
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.

The Venue Widget for your Contact Management System

The Venue widget is one of our Smart Trip tools.  It allows you to embed trip planning on any page in your system or on your site or blog where there is a contact with an address.  A venue can be a physical place, like a company or a museum, or it can be a location like a park or a beach.  As long as we can pinpoint a latitude/longitude, we can “trip enable” the contact record.

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 7 days from today for 1 night.

Click the HDQ widget above to see the widget for the FullContact corporate website for people traveling to see your HDQ staff.  The same widget is used in its DYNAMIC view for your contacts system.

The next section includes your snippet.  Then 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.

Your code snippet (paste in as Text or in a Raw HTML container)

<script type=”text/javascript” data-id=”widget” data-token=”8in35HeZY96BBDJEjfa4nc87o4gToRcmJAQ8Kx6Tp2Y7h9qElRh3S88b99Bo59uO” src=”https://widget.tripproximity.com/js/widget.min.js”></script><div id=”widget”></div>

Dynamic Tool - Customizing with variables from your system

Add to the widget snippet the dynamic variable elements that you wish to pass at display time, preceded by the following two lines (your snippet). Follow the variables with the closing code segment.

We’ve included the recommended variables for FullContact (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 ‘,
appendPOI: ‘Y’,
poiName: ‘%CONTACTNAME%’,
address: ‘%STREET%, %CITY%,%STATE%,%POSTCODE%’,
mapTab: ‘1’,
trackingCode: ‘%CUSTOMERTRACKINGINFO%’,
imageUrl: ‘%IMAGEURL%’,
imageLink: ‘%IMAGELINK%’,
})
</script>
The conditional MapTab flag is new.
1.  If there is no address in the contact record, set to 0.  The system will display the hotel page which will allow them to look up the company name or start typing an address and it will complete.
2.  If you have a full address or just city/state, set to 1,  it will default to the map.  If there is no %STREET%, the hotel widget will default to the text in the portal for address, which is instructional on looking up the exact address.
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 uses #8cba50 as the button color and #3e5058 as the header color
  • 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 Anywhere Widget for your Clients

The Anywhere widget is one of our Smart Trip tools.  It allows you to embed trip planning to any location for any reason for your customers.  Each user (whether free or paid as a part of a team) can have their own Smart Trip Anywhere widget.

This will be a DYNAMIC widget in that you will pass the customer name into the header of the widget.

The next section includes your snippet.  Then 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.

Your code snippet (paste in as Text or in a Raw HTML container)

<script type=”text/javascript” data-id=”widget” data-token=”19Iz0Q71x3RO57sH2e20SOCiyWYh5B3B77C8rP7prO41JLwPT7AX1nKTXR3wzTw6″ src=”https://widget.tripproximity.com/js/widget.min.js”></script><div id=”widget”></div>

Dynamic Tool - Customizing with variables from your system

Add to the widget snippet the dynamic variable elements that you wish to pass at display time, preceded by the following two lines (your snippet). Follow the variables with the closing code segment.

We’ve included the recommended variables for FullContact (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 ‘,
appendPOI: ‘Y’,
poiName: ‘%CONTACTNAME%’,
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 “Smart Trip Planning for   “
  • Pass the User 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 to track back to your Client
  • We default to the US and USD for currency
  • The booking brand will default to the hotels nearby
  • The color scheme uses #8cba50 as the button color and #3e5058 as the header color
  • The widget is set to display the HOTEL tab in front.
  • 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

What brands can I choose from for the booking system that the traveler sees?

Depending on how you implement the widget, you may have a different need for targeted messaging in the booking system.  For example, for a calendaring implementation, you may want to use TheHotelsNearby Companies.  Or for a contact management system, just TheHotelsNearby.  Or if you are designating all of the upside from using the widget to your favorite charity, you can use TravelingToGive.   The next selection shows you all of the possibilities.

The Brand Options

The default refid is 5135 and the default brand is The Hotels Nearby.
To change the brand to one of our niche brands, you must use the combination of the refid and reflickid2 below.
These can be overridden at transaction time by using the refid and refclickid2 variables
refid= Brand refclickid2=
5135 The Hotels Nearby
6832 The Hotels Nearby Amusement Parks hotelbyattractions
6832 The Hotels Nearby Assisted Living hotelsbyamusementparks
6832 The Hotels Nearby Attractions hotelsbyassistedliving.com
6832 The Hotels Nearby Bloggers hotelsbybloggers
6832 The Hotels Nearby Companies hotelsbycompanies
6832 The Hotels Nearby Convention Centers hotelsbyconventioncenters
6832 The Hotels Nearby Cruise Ports hotelsbycruiseports
6832 The Hotels Nearby Doctors hotelsbydoctors
6832 The Hotels Nearby Embassies hotelsbyembassies
6856 The Hotels Nearby Events hotelsbyevents
6832 The Hotels Nearby Festivals hotelsbyfestivals
6832 The Hotels Nearby Funeral Homes hotelsbyfuneralhomes
6988 The Hotels Nearby Golf Courses hotelsbygolfcourses
6832 The Hotels Nearby Hospice hotelsbyhospice
6855 The Hotels Nearby Hospitals hotelsbyhospitals
6832 The Hotels Nearby Military Bases hotelsbymilitarybases
6832 The Hotels Nearby Museums hotelsbymuseums
6832 The Hotels Nearby Nursing Homes hotelsbynursinghomes
6832 The Hotels Nearby Places hotelsbyplaces
6832 The Hotels Nearby Prisons hotelsbyprisons
6832 The Hotels Nearby Racetracks hotelsbyracetracks
6832 The Hotels Nearby Spas hotelsbyspas
6832 The Hotels Nearby Theatres hotelsbytheatres
6832 The Hotels Nearby Trainstations hotelsbytrainstations
6857 The Hotels Nearby Universities hotelsbyuniversities
6832 The Hotels Nearby Wineries hotelsbywineries
6832 The Hotels Nearby Zoos hotelsbyzoos
7028 TravelingtoGIVE

Private Label Branding

Can we use our own brand?  Absolutely!

For a one time fee of $1500 you can provide your own header artwork to us for the booking back end.

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, as well as contact information.  Ideally, the widget needs the full address to do a lookup of the hotels nearby.

If you only have a city/state, we recommend that you use the conditional map field to display the map with city/state, but to prompt the user to use the Google Places functionality to look up the name of the organization, venue or street address of the place that they are going.

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 GooglePlaces 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).

Static versus 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.

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

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