Marketing Module in Yoplanning

Introduction

Yoplanning's Marketing module allows you to adjust session rates based on several dynamic criteria (yield management). It offers the ability to display crossed-out prices, adjust rates based on occupancy rate, purchase period, and other advanced marketing parameters.

This module allows you to optimize price management and improve the activity occupancy rate, while maximizing the average basket.

Access to the Marketing Module

1. Log in to Yoplanning.pro.

2. Go to the Configuration section.

3. Look for the Marketing Rules option.

4. If the module is not activated on your account, contact support for activation.

Creating a Marketing Rule

1. Added a new rule

   • Click Add Rule.

   • Give it a name (eg: “Spring Promo”).

2. Definition of validity period

   • Select a start date and an end date during which the rule applies.

   • Please note: The rule will only apply to orders placed within this period.

3. Price variation configuration

   • Determine whether the change is a fixed amount (€) or a percentage (%).

   • Specify whether the adjustment is a reduction or an increase.

   • Example: -10% on morning sessions.

4. Choice of application criteria

   • Apply the rule to one or more session tags.

   • Apply to a specific product or product tag.

   • It is possible to combine criteria (e.g.: tag + product).

5. Filling Rate Conditions (optional)

   • Set a fill range to apply the rule.

   • Example: "If the fill is between 30% and 50%, then apply -5%."

   • Multiple rules can be created for different fill levels.

6. Validation and activation

   • Save the rule.

   • It automatically applies to orders placed within the defined period.

Display on the Booking Module

• If a discount is applied, the crossed-out price is displayed.

• If a price increases from the base price, it will not be reported.

• Automatic integration into booking modules and the website.

Use Cases and Examples

1. Low season management

• Rule: "10% drop for sessions in March and April."

• Application: All sessions with the low season tag.

2. Dynamic pricing on filling

• Rule: "Minus 5% if the occupancy rate is between 30% and 50%."

• Rule: "Minus 10% if the occupancy rate is less than 30%."

• Application: All collective products.

3. Last Minute

• Rule: "15% off tomorrow's remaining seats."

• Application: Last minute tag applied by hand on certain sessions.

Tips and Best Practices

• Use tags to group sessions and simplify policy enforcement.

• Do not multiply unnecessary rules: A good strategy is based on a few well-targeted rules.

• Test and adjust: Analyze the impact of the rules on your sales and modify them if necessary.

• Anticipate going online: The rules apply to orders placed within the defined period, remember to prepare your offers in advance.

Common Problems and Solutions

Issue	Solution
The rule does not apply	Check that the validity period is correct and that the criteria are correctly defined.
One rule conflicts with another	The application takes the most advantageous rule for the customer.
Unable to edit an active rule	Delete the rule and create a new one.

Conclusion

Yoplanning's Marketing module is a powerful sales optimization tool. It allows you to dynamically adjust prices, attract new customers, and increase activity occupancy. By using tags and rules strategically, you can maximize your revenue while maintaining complete control over your pricing policy.