Pass Migration Worksheet

• Pass grouping is a way to easily categorize your pass products and to see trends for your resort's various levels of pass access such as pass upgrades or downgrades, renewal or lapsed rates, new vs existing pass holders, etc.
• Pass grouping categories and names are determined by you, the partner, and then set up in your Marketing Cloud account by Inntopia staff.
• Pass products are assigned, or mapped, to their designated pass groupings by Inntopia staff.
• Pass grouping determines which passes are included in the data of all Marketing Cloud pass reports.
• Employee, complimentary, and industry pass types are typically not included in pass reporting; therefore, you may not want to map these types of pass products to a pass grouping.
• When considering how to best determine groupings for your resort's passes, Inntopia suggests thinking about how your resort tracks and categorizes types of passes, and how you want to view metrics for unit, revenue, sales, retention, and migration.
• If you have a dedicated Inntopia Account Manager and need assistance determining appropriate sets of pass groupings and rules for your resort, schedule a strategic working session with your Account Manager.

1. Log into Inntopia Marketing Cloud and from the left menu, click Reports. The Reports menu expands.
2. From the Reports menu, click Pass. The Pass menu expands.
3. From the Pass menu, click Pass Migration Worksheet.

   

   The Report Viewer – Pass Migration Worksheet screen appears.

   

4. From the Season ID drop-down list, select the season for which you want to open the worksheet.

   

5. From the Map Field drop-down list, select PassGrouping.

   

   Note: Other options with names similar to PassGrouping may be listed. Be sure to select the correct option.

6. Click Retrieve Report.

   

   A preview of the Pass Migration Worksheet appears. (This preview is not an editable version of the worksheet.)

   

7. To open the worksheet, click the Excel button and then download and open the file.

   

   The worksheet appears showing data in the Source Description, Product LOB Summary, and Qty columns.

   The data in the worksheet columns is determined by how your products are set up in your POS system. The Map To column indicates to which pass grouping the pass product is or should be mapped.

   Notes:

   • The worksheet cannot be accessed via the PDF or CSV buttons.
   • If the .xlsx file opens in a read-only format or protected view, enable editing to use the file.
   • The names appearing in the column fields on the worksheet represent information specific to your resort and may not exactly match what you see in the example screen shots in this document.

You can expand and collapse rows in the worksheet to reveal and review data, and make necessary mapping changes.

• Inntopia recommends working with individual rows on the worksheet; however, you can expand all rows in the worksheet simultaneously to reveal all available data for all products.
• Typically, only the newest season passes need mapping.
• You can either use existing pass groupings if still applicable or indicate new pass grouping values that need to be added to your pass data set.

1. Open the Pass Migration Worksheet.

   

2. To expand all rows and reveal all existing column data:
   1. On the upper left corner of the worksheet, click the 4 button.

      

      All rows in the worksheet expand to reveal data in all columns.

      

      Depending on your resort's pass grouping setup, the Map To column data may be completely configured, partially configured, or fully in need of configuration.
   2. Continue to Step 4.
3. To expand and work within a single row:
   1. In the Product LOB Summary column, find the row you want to work with and, on the left side of the worksheet, click its corresponding + button.

      

      The row expands and the names of all pass groups associated with the expanded product appear in the Pass Group column.

      

   2. In the Pass Group column, find the row containing the pass group you want to work with and, on the left side of the worksheet, click its corresponding + button. All pass categories associated with that pass group appear listed in the Pass Category column.

      

   3. Further expand the row with which you are working by clicking the next level + button until data appears in the Product Description, Pass Product, and Map To columns.

      

      If the pass product with which you are working has previously been mapped to a pass grouping, that pass grouping name appears in the Map To column.

      If the field in the Map To column corresponding to the pass product with which you are working is blank, this means that the pass product has not yet been mapped to a pass grouping.

4. Using your previously established pass grouping structure, complete the worksheet, as needed, by entering or updating a pass grouping value in each applicable pass product's corresponding field in the Map To column.

   You can also use the Map To column to communicate entirely new pass grouping categories to Inntopia staff.

   Note: Employee, complimentary, and industry pass types are typically not included in pass reporting; therefore, you may not want to map these types of pass products to a pass grouping.

5. To help Inntopia staff identify which values to insert into your existing pass groupings, highlight or otherwise indicate which cells contain new or updated values.
6. Save the file.
7. Submit the updated worksheet file to Inntopia staff who will map the pass products to their designated pass groupings in the Passes table.