Using the CDP Browser Plug-In

The CDP Browser Plug-In brings your TrustYou Customer Data Platform (CDP) guest profiles into your Chrome browser, right next to your PMS or any other tool you work in. See who's arriving today, tomorrow, or on any date you pick, look up any guest by name, and open their Golden Profile without switching screens.

Benefits

• Prepare for arrivals by seeing who's checking in today, tomorrow, or on any date.
• Greet returning guests with the full picture: past stays, spend, preferences, and survey scores.
• Find any guest in your CDP in seconds with a quick name search.
• Keep guest preferences up to date while you talk to the guest, without opening the CDP.
• Work alongside any PMS, since the plug-in runs in your browser.

Setting Up the Plug-In

The plug-in works in Google Chrome. Setup takes two parts: install the extension, then connect it to a Browser Plugin connector in the CDP.

New Browser Plugin Connector needed:

1. Add the TrustYou CDP Extension to Chrome from the Chrome Web Store.
2. In the CDP, open Connectors and click + Add Connector.
3. Select Browser Plugin, give the connector a name, and click Finish.
4. Open the new connector and click Edit. If the extension is installed, you'll see Browser Extension detected.
5. Click Connect Plugin. That's it.

Browser Plugin Connector already exists:

1. Open the existing connector and click Edit. If the extension is installed, you'll see Browser Extension detected.
2. Click Connect Plugin. That's it.
3.  

Note: You can also connect manually. Copy the API key from the connector with the copy icon, then open the plug-in, click the gear icon to open Settings, and paste the key.

Note: Pin the plug-in to your Chrome toolbar so it's always one click away.

Seeing Your Arrivals

When you open the plug-in, it shows the list of guests arriving Today. Each guest card shows the guest's name, the property they're staying at, and the length of their stay.

• Click Tomorrow to see the next day's arrivals.
• Click Date and pick any day in the calendar to see arrivals for that date.
• Click Choose yours to pick the properties you want to see arrivals for.

Above the list, you'll see how many guests are arriving and across how many properties.

Searching for a Guest

Type a guest's name in the search field at the top of the plug-in. The search covers every guest profile in your CDP, not only today's arrivals. Click a guest to open their profile.

What You See in a Guest Profile

Click any guest to see the most important details from their Golden Profile:

• Contact: email address, phone number, postal address, and whether the guest has given email and phone consent.
• Stays: the current stay with dates, property, and spend so far. Click All stays to see the guest's full stay history, plus the total number of nights and properties.
• Preferences: the guest's preference tags, such as "High floor".
• Lifetime Revenue: the guest's total room revenue and ancillary revenue.
• Surveys: the guest's survey scores.

Adding and Removing Preferences

Learn something new about a guest at the front desk? Add it right away.

1. Open the guest's profile in the plug-in.
2. Under Preferences, click + Add and enter the preference.
3. To remove a preference, click the × next to it.

Changes are saved to the guest's Golden Profile in the CDP right away, so your whole team sees them.

Note: You decide which preferences show up in the plug-in. In the CDP, go to Organization > Preferences > Browser Plugin.