Overview: Cross-Subscription Integration (CSI)

If you receive RFPs from more than one MeetingBroker subscription and those subscriptions are integrated with your sales and catering system (Delphi or Amadeus Sales & Catering), you have CSI.

For example, your management company has a MeetingBroker subscription that includes RFPs from your hotel’s website and Cvent. Your brand has a separate MeetingBroker subscription that includes RFPs from the regional sales offices and the central reservations desk.

With CSI, all of your RFPs will flow into your sales and catering system, and the steps will be consistent for creating bookings, sending proposals, and sending business data back to MeetingBroker.

All Users

Logging In

You can log in to only one subscription at a time. After entering your initial MeetingBroker login criteria, a drop-down list will display. Select the subscription you need to work with and then click OK.

Updating your User Profile

Although you have access to multiple subscriptions, you only need to make updates to your user profile in one subscription. For example, if you click the My Profile link from the MeetingBroker Home page and select the Out of Office option or update your signature, the information is updated in all subscriptions.

Creating a Proposal

When creating a MeetingBroker proposal from a booking in your sales and catering system, you must log into the subscription that sent the RFP. After you click the Send Proposal button in the booking, one of the following will happen:

• If you did not select the Remember Me check box on the MeetingBroker Login page, you will always be required to enter your login credentials and select the appropriate subscription.

• If you selected the Remember Me check box, and the last time you were logged into MeetingBroker you were in the appropriate subscription, you will not be required to enter your login credentials.

• If you selected the Remember Me check box, and the last time you were logged into MeetingBroker you were not in the appropriate subscription for this RFP, you will be required to enter your login credentials and select the appropriate subscription.

How do you identify the appropriate subscription? Prior to clicking the Send Proposal button in the Booking, check the MB Sender or RFP Channel fields to identify which subscription you should select.

If the RFP was received from a sister property or sales office, the Sender field will be populated. If the RFP was received from a public channel, like Cvent, the Channel field will be populated.

Preferred Sending Subscription

If you send property-to-property (P2P) leads from Delphi/Amadeus Sales & Catering through MeetingBroker, you must select which subscription the meetings should be created in by default. In your MeetingBroker user preferences, you will identify your preferred sending subscription. When you click the Create Meeting button in your booking, the preferred subscription will be used. If you want to send a P2P lead from any other subscription, you must log directly into MeetingBroker, you will not be able to do that from your sales and catering system.

To select your preferred sending subscription, follow these steps:

1. From the MeetingBroker Home page, click the My Profile link.

2. Click the Preferences tab.

3. In the Preferred Sending Subscription field, click the Search Icon of a magnifying glass button.

4. Select the subscription that you will most often use when sending P2P leads.

5. Click the Update button to close the Subscriptions window.

6. Click Save.

Administrators

Administration Settings

Administrative tasks must be completed for your location in each subscription. Some configuration settings must match in each subscription while others can vary.

Identical Settings:

Variable Settings:

MeetingBroker User Profiles

Creating new users must be done in each subscription.

Create the user in the first subscription. Log out of the first subscription and log in to the next subscription. Follow the same steps to create the user, making sure you give them the same user name and email address. When you click Save, you will receive a message indicating that the user will be joined with the master user profile in the other subscription. Click OK. From that point forward, when you make modifications to the user profile, you only need to do so in one subscription.