Concur TripLink Admin Toolkit
Your user adoption journey starts here.
End User Adoption Resources
If you’re here, that means you’re ready to launch Concur TripLink. Now is the perfect time to start thinking about driving user adoption – a critical element in lowering costs, maximizing visibility, and elevating safety.
To support your success, we’ve created a step-by-step plan that will help you drive user adoption. The plan focuses on the two elements of Concur TripLink that impact your users: My Travel Network and TripIt Pro. We’ll walk you through how to introduce these to your users. Then, we’ll help you drive the actions users need to take: enroll in My Travel Network, add frequent traveler accounts, and connect their TripIt account.
Stage 1: Increase Awareness
First things first – let’s get your users familiar with My Travel Network and TripIt Pro. The Travel Made Easy site has everything users need to know and will be a helpful resource when it comes to educating users. Use the content below to introduce the products and direct users to this site.
Welcome Email
Start the conversation by sending this email to your users. This template will serve as a quick introduction to what My Travel Network and TripIt Pro do and direct users to the Travel Made Easy site so they can further their education.
Download Template
Awareness Signage
Continue to drive awareness and keep My Travel Network and TripIt Pro top of mind. We’ve created signage for you to display throughout your office. Print out posters to hang or use the digital signage on screens around your office.
Download Signage
Internal Communications
Keep the conversation going on the platforms your users engage with most. Update the Company Notes section on Concur Solutions and post on your company social, intranet, newsletters, etc. Our messaging guide will help make communicating on your preferred platforms simple.
Download Messaging
Suggested Timing: The best time to send out the communication above is as soon as
Concur TripLink is live for your employees.
Stage 2: Drive My Travel Network Adoption
By now, your users should be familiar with My Travel Network. Continue to encourage users to take action. Share the content below to drive users directly to their profile where they can enroll in My Travel Network and add frequent traveler programs.
My Travel Network Email
You’ve already sent a welcome email. Now, it’s time to focus on exactly what your users need to do to get started with My Travel Network. Our email template makes it easy for you to communicate how users can enroll and add their frequent traveler programs.
Download Template
My Travel Network Signage
Posting signage around the office will serve as a reminder to your users that they need to enroll in My Travel Network and add their frequent traveler accounts. You can print and hang posters or use the digital signage.
Download Signage
Internal Communications
Continue to direct users to their profile to enroll in My Travel Network and add their frequent traveler accounts on your internal communication platforms and in the Company Notes section of Concur Solutions. Use our guide to help craft your message.
Download Messaging
Suggested Timing: We suggest sending the above email, replacing the signage, and
updating any internal communications two weeks after the previous stage.
Stage 3: Drive TripIt Pro Adoption
Make sure all of your users are taking advantage of their complimentary TripIt Pro subscription. Use the content below to send them directly to the modal or the App Center where they can create and connect an account.
TripIt Email
Your third and final email will provide users with more information about how they can advantage of TripIt Pro. Use this template to inform users on how to create and connect a TripIt account as well as encourage them to download the app.
Download Template
TripIt Signage
TripIt Pro is a huge benefit for your users. Let them know this perk is available by using the signage we’ve created. You have the option to print and hang posters or use digital signage.
Download Signage
Internal Communications
Keep the conversation going by posting on your internal communication platforms and the Company Notes section of Concur Solutions. We’ve put together a messaging guide to help you talk about TripIt Pro.
Download Messaging
Suggested Timing: We suggest sending the above email, replacing the signage, and
updating any internal communications two weeks after the previous stage.
