On TripBuilder’s Discovery Overview, pre-defined filter options can be used as Advanced Filters. With the help of tags, additional filters can be created more flexibly. Once created, tags can be shared and applied to any template.
Please check the article Discovery Advanced Filters for additional information about other filters that can be applied to templates, enable/disable them and their positioning in Discovery Overview.
Applying Tag Filtering in Planner
Differently from the remaining Discovery advanced filters, tag filters enable the creation of one or more filtering fields according to how they are set up. This means that instead of having a single "Filter by tag" field, it is possible to define the actual semantics for the filter name and its logic.
For example, In the following screenshot, the tag filter Filter by Difficulty level could filter itineraries according to the traveller's physical demand: easy, medium and hard.
By selecting one tag in the filter field, all templates classified with it will be presented as results. A template with multiple tags will be presented as a result if at least one of its tags is present in the filter field. As an example, let us consider the following scenario:
- Template_1 classified with tag_A
- Template_2 classified with tag_B, tag_C and tag_D
- Template_3 classified with tag_A and tag_D
|Defined filter values
If other advanced filters are also defined, these will also condition results.
How to set up Tag Filtering?
With the help of Tags, additional filters can be created for Discovery Overview. The steps below show an example of a customised filter. Please note that you can create multiple filters in this way.
Configure Tag Filters
Tag filters are defined per Distribution Channel through the following steps:
- Go to Settings
- Click on Distribution Channels
- Click on your TripBuilder ID
- Click on the Discovery tab
- Scroll until you reach the Filter section, part of the Discovery Overview / Trip Search
- At the end of the list, you can find the Tag filters
- Click on the Add new tag filter link to create (and expand) the configuration for a new tag filter.
Clicking multiple times on the Add new tag filter will create new tag filters entirely independently of one another.
Each tag filter is characterised by the following:
- Three data fields:
- Label: The filter's name that will be displayed in Discovery Overview, with multi-language support. Example: Difficulty level (in English)
- Tag prefix: Filter values must share a common prefix defined in this field. Example difficulty_. This identifies which tags shall be considered when associated with templates (e.g. difficulty_easy, difficulty_medium or difficulty_hard).
- Positioning: Specifies the ordering in the UI for defined/enabled filters. Filters with lower position priority will be displayed before filters with higher position priority. If two filters have the same position priority, alphabetic ordering is considered.
- Two configuration settings:
- Enabled: True if the filter shall be displayed in the UI and considered in the filtering algorithm.
- Multiselect input: If multiple filter values can be defined within the same tag filter or just a single filter value.
- One action label with Remove filter that deletes the selected filter definition.
8. Fill in the input data and configuration settings.
9. Click Save at the top right screen corner.
Assign Tags to Templates
Tags (one or more) must be assigned to templates to be considered in filtering. To do so, go through the following steps:
1. Go to Inventory
2. Expand Package Builder
3. Click on Itinerary Templates
4. From the list, select the intended template
5. From the three-dot button at the top right of the screen, click on Checkout & Open
6. In the template tabs, click on Tags
7. Confirm that the tag(s) you want to associate with the template are available (i.e. have been previously created) by typing them in the Search and add tags box under Tags of this template.
8. If the tag exists, then select it from the list of available options.
9. Otherwise, the message "No Tags found" is presented with the possibility to create a new tag.
10. Click on Save at the top right of the screen.
11. Publish the template from the three-dot button at the top right of the screen.
12. Tags associated with templates are automatically processed periodically. If you want the newly assigned tag to be available in Planner sooner, click the Click here link.
Aligned with the example above, if the user at Discovery Overview selects the tag difficulty_easy, the template previously classified appears in the results.
TripBuilder supports the feature of "preferred tags" that enable templates in the Discovery Overview to be promoted by default to the top of the results section. This default ordering is only considered when no filters are defined and conditioning results.
This feature needs to be enabled by Nezasa. Please contact our support team or your customer success manager to enable the feature flag available at the Distribution Channel > Discovery > Default Preferred Tags, indicating the tag name to use.
In the following example, the tag top has been configured as the default preferred tag.
Then, like any other tag previously created in TripBuilder, it can be associated with a template. Please look at the previous section in this article for a step-by-step walkthrough.
Aligned with the example, the tag top has been associated with the template.
Finally, on the Discovery Overview page and without any filter applied, the template previously configured with the preferred tag is presented at the top of the results section.