This guide walks through how to build a trip itinerary using the Umapped Trip Publisher in five easy steps for a ClientBase User.
A. Trip Info
F. Traveler Interface
Before using the Umapped Trip Publisher, we suggest reviewing the Trip Publisher 101 information to have all the information needed to start.
**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.
A. Trip Info
Start creating your trip by entering basic information under “1. Trip Info”.
Step 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.
Step 2: Add Travel Dates
Select when the trip will begin and end. Next, select Save Trip to create the trip.
Step 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.
A. Click on the grey photo thumbnail to add a photo.
B. Search for a photo in the image library (powered by Wikimedia,)
C. Add a photo directly from a website, or select a photo from your computer.
D. Select Save Trip to continue building your trip.
**Please see here for instructions on adding photos.
All bookings, reservations and travel information are consolidated into the day-by-day itinerary for travellers.
In this step:
Step 1: Import from ClientBase
Step 2: Add additional Bookings (not in Sabre)
Step 3: Add Content
1. Import from ClientBase
There are two ways to import from ClientBase:
A. Invoice Import (read more here)
Step 1: From Step 2. Itinerary, select Import Bookings and choose Import from ClientBase from the drop-down menu.
Step 2: Choose your ClientBase invoice PDF file that is saved on your computer.
Step 3: Ensure ClientBase Invoice is selected from the Itinerary Type drop-down menu.
Step 4: Click Upload.
B. ClientBase Sync (read more here)
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 email@example.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.
Step 1: From Step 2. Itinerary, select Import Bookings and then Import From Booking Inbox from the drop-down menu.
Step 2: Enter the passenger's last name or ResCard number in the Keyword field and then click Search.
Step 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.
Step 2: Add Additional Bookings
Any additional bookings not included in your ResCard can be added to your trip. Click here to read more.
Step 3: Add Content
Add notes, destination content and other additional information for your travellers within the trip. Read here to learn how.
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.
Include supporting documents, travellers may need during their travels, directly in the trip. Documents are available to travellers 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.
**Any Word or PDF Files that are attached can be linked to a specific booking within the trip itinerary for easy access for travellers. Click here for more information.
You can review the following in Step 4:
Step 1: Calendar All Bookings will be visible on their specified date.
Step 2: Documents See any documents added in Step 3.
Step 3: Map Review the locations visible to the travellers on their map. If you are missing locations, add addresses to vendors you have used in Step 2. Please see here for instructions.
Step 4: Preview PDF Download the PDF to view what your travellers will see.
Publish and send the trip to your travellers.
Step 1: Add the travellers' email, first and last name. Then select Add Traveller. Repeat for each traveler.
**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.
Step 2: When you are ready select Publish Trip to send an email to the listed travellers.
**See the email sent to your traveler by clicking on the “Preview Email” button after adding your traveler. Click here to see more.
Step 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.
Travellers can access their Trip in three formats. Click here to learn more:
3. Mobile App
**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.
For further assistance please contact firstname.lastname@example.org