An overview of the steps:

Step 1: Rate Configuration: First, a new rate derived from each lowest publicly available rate must be created for each promo code / discount amount.

⚠️ IMPORTANT NOTE:

It is important that each promo code modifies the lowest publicly available rate in the booking engine for any given itinerary as this is what will appear in Google metasearch.

Example: If for one itinerary an advanced purchase rate is lowest, for another a special rate/long stay rate is lowest and for another a standard rate is lowest, each promo code needs to apply discount against all these rates in order for price match to work.

Step 2: Rate Pricing: Rate pricing must be set up for each derived rate.

Step 3: Apply Promo Codes: The derived rates must be mapped to new promotional codes with a pricing rule for each (only 1 promo code per discount level can be accepted)

Final Step: Test Promo Codes: Please test the promo codes in your booking engine to ensure they always apply the expected discount amount to the lowest publicly available rate in the booking engine, for any given itinerary.

Step 1: Set Up Rate Configuration

1. Log in to your SynXis account.

2. From **Home**, click on **Setup** > **Rates** > **Rate Configuration** > **Add New Rate** > **Add Daily Rate** in the main menu

3. Complete these steps to create the first new rate plan (*e.g. for the first discount level of the first rate e.g. Best Available, 1% discount*)

a. Under **Code** enter a descriptive name for internal use for this newly created rate plan e.g. 'BAR -1%'.

b. Choose a **Name** for the rate - this is the rate name that will appear in the booking engine alongside for the rate once the promo code is applied e.g. 'Best Available Rate'

c. Set the **Class** to *Promotional*

d. Under **Derive From** select the rate it is derived from (First, we recommend choosing your standard lowest publicly available rate (e.g. BAR or similar). If your property uses dynamic rates, use base rate instead.
It is important that each promo code modifies the lowest publicly available rate in the booking engine for any given itinerary as this is what will appear in Google metasearch.

e. Under **Default Price**, ensure that the **Adjustment** is *None*

4. Click **Save.**

5. Navigate to the **Assignments** tab:

6. Ensure all room types are assigned, click the middle **Double-Right Arrow** button

7. Under **Channel Assignment** ensure the following are ticked so the rates will not be visible to the public on the booking engine without the promo code:

a. *Booking Engine*

b. *Confidential* (This ensures the rate requires a promo code to access the discount)

c. Repeat for *Mobile Web* (if possible)

8. Click **Save**

Step 2: Set Up Rate Pricing

1. From the **Edit Daily Rate** page (in the previous step), click on **Related Tasks** > **Rate Pricing** in the top right

2. Click on **Add Season**

3. Under **Date Range, Start Date** select today's date and tick **No End Date**

4. Scroll down to **Pricing Formulas**

a. If the rate you are creating promo codes for is a standalone rate (e.g. BAR Rate), ensure the **Derived Formula** is 0 for all **Room Names**.

b. If the rate you are creating promo codes for is derived from the BAR rate, adjust the **Derived Formula** accordingly for all **Room Names**.

5. Click **Save**

🚧 REPEAT STEP 1 & 2

Please repeat Step 1 & 2 to create a derived rate for each of the lowest available rates (across all itineraries) and for each discount level before continuing to Step 3 (Applying Promo Codes).

Example: if you want to have a maximum 5% discount, and you have an Advanced Purchase Rate and a Best Available (Standard) Rate, you must create 5 derived Advanced Purchase Rates (1-5%) and 5 derived Best Available (Standard) Rates (1-5%) before continuing to Step 3.

Each possible lowest publicly available rate(s) in the booking engine must have a derived rate created. This process must also be completed for any seasonal promotions or advanced rates.

✅ IMPORTANT STEP

Do the rate(s) that you have derived from have Rate Restrictions applied? (e.g. a 7-day Advanced Purchase Rate with a 7 day lead time Rate Restriction)

If so, the same **Rate Restrictions** must be applied to each derived rate (e.g. if you are deriving a rate from an Advanced Purchase Rate with a minimum 7 day lead time, you must apply the same **Rate Restrictions** under **Manage** > **Availability** > **Stay Restrictions**)

If this step is not completed, a yielded (or unavailable) rate may appear when the promo code is applied, even if it was not available previously.

Step 3: Apply Promo Codes

At this stage, we have all our Rate Plans and Rate Pricing set up. Next, we build the promotions.

During this step we will create promo codes for each discount level one-by-one. Repeat these steps to create multiple promo codes for each discount level (e.g. 1%, 2%, 3%) and apply them to the corresponding rates.

1. From the **Edit Season** page (in the previous step), click on **RELATED TASKS** > **Promotions**

2. Click on **ADD NEW** in the top right. You should now be in the **Add Promotion** page.

3. From the **Detail** tab:

a. Under **Level**, choose **Hotel** or **Chain** (if applicable) (*Depending on whether you're setting up the promo codes for an individual property or the entire chain.*)

b. Under **Code** enter the promo code you'd like to use for this discount level e.g. SAVE01 for a 1% discount. (this is the code that will be applied by Meta Price Match in order to match the OTA pricing)

c. Under **Name** enter a descriptive name (this can be set up to appear next to the rate on the booking engine when the promo code is applied, by selecting that option under **Name Display** in the next step) e.g. "Limited Time Deal" or "Best Available Rate"

d. Select "Rate Name" under **Name Display**

e. Enable **Slash Through Pricing**

4. Under **Rate Assignment**:

a. Select the **Rate Plan** (or multiple **Rate Plans** for this discount level, if applicable) created in **Step 1 & 2** and click on the **Right arrow** to move them into **Selected** panel on the right hand side. (*e.g. in this example we have both a Best Available Rate (BAR) and a Nonrefundable rate which are the lowest publicly available rates, which we need to apply each discount level to, so we select and move both of these 1% derived rates into the **Selected** panel.*)

5. Scroll down to **Promotional Source Setup** click **Add New Branch**:

a. Under **Code** and **Password**, enter the promo code chosen in the previous step (*e.g. PROMO1*)

b. Click **SAVE AND CLOSE**

**Promotional Source Setup** should then look like this:

6. Click **Save** at the top of the **Edit Promotion** page

7. Under the **Pricing** tab, click on **ADD PRICING RULE**:

a. Set the **Start Date** to be today's date (*This is so the promo codes can be immediately verified in order to set up Price Match as quickly as possible*)

b. Set the **Length of Stay** from 1 day to 99 days (*To ensure the code is applied to all itineraries*)

c. Under **Price Adjustment** set the % discount amount for this promo code e.g. -1%

8. Click **Save**

✅ COMPLETED SETUP

Completed pricing rules should show as below:

🚧 REPEAT STEP 3

Repeat Step 3 as necessary for each other promo code (assigning the rates created in Steps 1 & 2)

Repeat until you have one promo code for each % discount you have chosen to match with Price Match (e.g. 1% promo code, 2% promo code etc.) which applies discount to each of the possible lowest publicly available rates on the booking engine.

Note there should be only one promo code for each discount % (e.g. only one 1% discount code, which applies to multiple rates, if applicable)

So for whichever itinerary is searched, each promo code applies the target discount to the lowest publicly available rate for that itinerary.

Example: The Final Setup

✅ The completed set up should look like the following:

1. A new BAR-derived rate configuration for each promo code e.g. for 10 promo codes 1%-10%:

2. A new rate pricing, derived from BAR, for each promo code e.g. for 1 promo code SAVE02

3. A set of promo codes with pricing rules attached to each e.g. for 10 promo codes 1%-10%:

Final Step: Test Promo Codes

1. Test each code

a. Please go to your booking engine and input the Promo Code

b. Ensure that the rate that appears on the rooms and rates page is discounted the expected amount.

c. Please ensure that for all possible itineraries, each discount code applies discount against the lowest publicly available rate (non-member rate) appearing in the booking engine.

⚠️ FINAL REMINDER: