This guide walks through how to build a trip itinerary using the Umapped Trip Publisher in five easy steps for a Sabre User. 


Before using the Umapped Trip Publisher, we suggest reviewing the Trip Publisher 101 information found here so you have all the information needed to get started. 


Tip! Bookmark the link trip.umapped.com to quickly access the Trip Publisher login page.


After reviewing Trip Publisher 101, add a new trip from your Umapped dashboard to get started.



Create your trip by following these steps:


A) Step 1: Trip Info

B) Step 2: Itinerary

C) Step 3: Documents

D) Step 4: Preview

E) Step 5: Publish

F) Traveler Interface

A) Step 1: Trip Info


Start creating your trip by entering basic information under “1. Trip Info”.


    1. Add a Trip Name

    2. Add Travel Dates

    3. Add a Cover Photo



1. Add a Trip Name:  Clients will see the trip name as the title of their trip. This name is included in the emails they receive and is visible on all three formats of the trip. 


2. Add Travel dates: Select when the trip will begin and end. Next, select Save Trip to create the trip. 


3. Add a Cover Photo: After saving the trip name and dates, you have the option of adding a cover photo. This is the main visual on all three formats of the trip. We strongly recommend adding one. Click on the grey photo thumbnail to add a photo. Search for a photo in the image library (powered by Wikimedia,) add a photo directly from a website, or select a photo from your computer. Please see here for instructions on adding photos. Select Save Trip to continue building your trip.



Now you are ready for Step 2. Itinerary where you will create the day-by-day itinerary. 




B) Step 2: Itinerary


All bookings, reservations and travel information are consolidated into the day-by-day itinerary for travelers. 


In this step:

1. Import from ClientBase

2. Add additional Bookings (not in Sabre)

3. Add Content


1. Import from ClientBase

There are two ways to import from ClientBase:


A. Invoice Import (read more here)

B. ClientBase Sync (read more here)

 

Not sure which one is right for you? Read here to compare the two options. The most important difference about these two options is that ClientBase Sync is a direct connection to ClientBase, while the Invoice Import is NOT. Changes are automatically updated in your Umapped trip when using ClientBase Sync, but not when using the Invoice Import. 


A. Invoice Import


1. From Step 2. Itinerary, select Import Bookings and choose Import from ClientBase from the drop-down menu.


2. Choose your ClientBase invoice PDF file that is saved on your computer.


3. Ensure ClientBase Invoice is selected from the Itinerary Type drop-down menu.


4. Click Upload.


B. ClientBase Sync

 

*Please note, you can only use ClientBase when setup is complete for your agency/company. If you are unsure whether you have this option, please email support@umapped.com. To begin the ClientBase Sync setup, a company owner/manager must complete this release. Once completed, our Support Team will reach out to you once the sync set up is completed.


1. From Step 2. Itinerary, select Import Bookings and then Import From Booking Inbox from the drop-down menu.



2. Enter the passenger's last name or ResCard number in the Keyword field and then click Search



3. Check the box of the bookings to import into your trip and select Add to Trip. All bookings will be added to your trip.



2.  Add Additional Bookings

Any additional bookings not included in your ResCard can be added to your trip. Click here to read more.


3. Add Content

Add notes, destination content and other additional information for your travelers within the trip. Read here to learn how.


Next is Step 3 where you can add documents for your clients. Select 3. Documents to move on.


C) Step 3: Documents


Include supporting documents, travelers may need during their travels, directly in the trip. Documents are available to travelers in the documents tab of the mobile app and the web itinerary. Documents can be used in a variety of ways: adding more information about a specific booking, including vouchers, e-tickets, cancellation policies or destination content (like a country guide). 


Attach PDF or Word files under 10MB (like e-tickets or vouchers) to a trip. Click here for full instructions.


Tip! Any Word or PDF Files that are attached can be linked to a specific booking within the trip itinerary for easy access for travelers. Click here for more information.


Next is Step 4. Review where you can review your trip itinerary before sending to travelers. 




D) Step 4: Preview


You can review the following in Step 4:

1. Calendar: All Bookings will be visible on their specified date.

2. Documents: See any documents added in Step 3.

3. Map: Review the locations visible to the travelers on their map. If you are missing locations, add addresses to vendors you have used in Step 2. Please see here for instructions. 

4. Preview PDF: Download the PDF to view what your travelers will see.




When you are done reviewing, you can move to the last step by by selecting 5. Publish.



E) Step 5: Publish


Publish and send the trip to your travelers. Enter names and email addresses of individuals traveling to send them a personalized, branded email that includes links to the Traveler Interface (Web, PDF and Mobile App).

 

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1. Add the travelers' email, first and last name. Then select Add Traveler. Repeat for each traveler.


Tip! Add yourself as a Traveler to receive a copy of the itinerary by email. This is a great way to review the trip from the client's perspective.


2. When you are ready select Publish Trip to send an email to the listed travelers.


Tip! See the email sent to your traveler by clicking on the “Preview Email” button after adding your traveler. Click here to see more.


3. If you make any changes to the trip, you can re-publish the trip. Please see here for instructions.


F) The Traveler Interface


A branded email will be sent to the traveler, when you add them in Step 5. Publish, containing everything they need to access their trip.


Travelers can access their Trip in three formats. Click here to learn more: 

1. Web Itinerary 

2. PDF

3. Mobile App


Tip! Now that your traveler has access to the trip on Web Itinerary and the Mobile App, use the Umapped Messenger to send them recommendations and upsell products for their journey.Click here for more information.