Watch the short instructional video below to learn how to add recommendations and destination content to your clients' itineraries.


When looking to add recommendations and destination content to a client's trip itinerary, please follow the steps outlined below:

Step 1: From within the trip itinerary, proceed to Step 3: Documents and select 'Create A Custom document'

** If you want to save and use these recommendations for other itineraries as well, instead of selecting Create A Custom Document from Step 3:Documents, instead create a New Document in your Documents Library (top Document tab in your account, next to Vendors)


Step 2: Give your document a Title and click Create


Step 3: Add a cover photo to your document by clicking on the grey photo thumbnail.

In the video example above, we have searched the the Image Library by keyword to find a document cover photo. You can also search the web or upload a photo of your own.


Step 4: Click Add External Content, enter a keyword search, select the sources from which you would like to search and click Search


Step 5: Click View Content next to any of the resulting articles to review the articles and recommendations before adding them to your document.

Step 6: When you find articles you wish to add to your document, click Add to Document

Step 7: Repeat steps 4-6 to add more articles to the document

Step 8: Click Save







How do I add recommendations and destination content?


When looking to add recommendations and destination content to a client's trip itinerary, please follow the steps outlined below:

Step 1: From within the trip itinerary, proceed to Step 3: Documents and select 'Create A Custom document'

** If you want to save and use these recommendations for other itineraries as well, instead of selecting Create A Custom Document from Step 3:Documents, instead create a New Document in your Documents Library (top Document tab in your account, next to Vendors)


Step 2: Give your document a Title and click Create


Step 3: Add a cover photo to your document by clicking on the grey photo thumbnail.

In the video example above, we have searched the the Image Library by keyword to find a document cover photo. You can also search the web or upload a photo of your own.


Step 4: Click Add External Content, enter a keyword search, select the sources from which you would like to search and click Search


Step 5: Click View Content next to any of the resulting articles to review the articles and recommendations before adding them to your document.

Step 6: When you find articles you wish to add to your document, click Add to Document

Step 7: Repeat steps 4-6 to add more articles to the document

Step 8: Click Save



For further assistance please contact support@umapped.com