TABLE OF CONTENTS

• Introduction
• Workflow 
  • Section 1. Create a Strategy
  • Section 2. Edit an Existing Strategy
  • Section 3. Check Overlapping
• Related User Guides

Introduction

• Strategy V2 enables you to: 

  Apply overlapping market clusters.

Workflow 

Section 1. Create a Strategy

• Select existing Market Cluster or Create New Cluster
• Select existing Hotel Cluster or Create New Cluster
• Click Submit

a.Each Market Cluster or Hotel Cluster can be applied to a max of 10 strategies
b.Markets within a Market Cluster must not overlap; for example, you cannot create one Market Cluster with US, CN and another with US, CA
c.Each Hotel can be applied with a max of 10 Hotel Clusters
d.Users cannot create strategies with overlapping scope (Hotel Cluster + Market Cluster) with existing strategies

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Section 2. Edit an Existing Strategy

• Select a Strategy and Click Edit
• Edit the Strategy and Click Submit

The system will not save the updates if users leave the page or click Cancel
The system will perform an overlapping check if users edit a strateg

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Section 3. Check Overlapping

What is Overlapping?

The hotels and markets included in one strategy overlap with those of other strategies

For instance, as illustrated in the table below, [NOV_tROAS_001] overlaps with [NOV_tROAS_002] due to shared markets (US, CA) and the same hotel (DSHotel 1). However, [NOV_tROAS_003] does not overlap with other strategies since its markets do not intersect

• When users create or edit an existing strategy. The system will check if the hotels and markets included in one strategy overlap with those of other strategies
• If no, the system will create or update the strategy
• If yes, the system will generate a notification listing the overlapping details
  • Use in Strategies: Shows overlapping strategies
  • Overlapped With: Indicates the hotel cluster names of the overlapping strategies. Users can visit the hotel cluster page to review cluster details
  • Hotel Overlapped: Displays the number of overlapped hotels
  • Action: Users can take necessary actions to address the issue
• Users can Exclude overlapping hotels from the current strategy
  • For example, there is one hotel in [NOV_ROAS1_000004] that overlaps with the current strategy [Demo2024], users can choose to exclude this hotel from the current strategy [Demo2024]’s hotel cluster [HC_000104] without affecting [NOV_ROAS1_000004]
• Users can Edit the hotel clusters of the overlapping strategy [NOV_ROAS1_000004] instead of altering the current strategy [Demo2024]. This action enables users to navigate directly to the hotel cluster page

Each hotel cluster must contain at least one hotel. Users can edit existing hotel clusters but cannot exclude overlaps directly in this scenario.

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Related User Guides

• Hotel management process: User Guide: Hotels
• User management process: User Guide: Users
• Account Management process: User Guide: Accounts
• Pre-defined reports: User Guide: Pre-defined Reports

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