This guide walks through how to build a trip proposal using the Umapped Trip Publisher in five easy steps.
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.
A. Trip Info
F. Traveler Interface
**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 in 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 (optional)
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,) add a photo directly from a website, or select a photo from your computer.
C. Select Save Trip to continue building your trip.
All bookings, reservations and important travel information are consolidated into the day-by-day itinerary for travellers.
In this step:
Step 1: Create Quotes via Add Bookings
There are different ways to add booking information to the trip itinerary to build a proposal. Please review the following options.
A. Import from a Tour Operator
Select the tour operator from the drop-down menu. Many tour operators have sample itineraries built in (including &Beyond, Big Five, dmAFRICA, Globus, and ShoreTrips.) To read more about the various integrations available please click here.
**Update the title of the tour description to let your clients know this particular tour is an option for them to choose. You can also include pricing details in the body of the content note.
Add several booking options yourself by selecting a category from Add Bookings in Step 2. Itinerary as shown below. For full instructions, please click here.
**Pricing and quotes can be added to each booking in the details section as shown to provide more details to your clients.
Step 2: Create Quotes via Add Content
Add notes, destination content and other information in combination with a proposed booking for your travellers when building your quote.
Use +Content to layout different proposal options for your clients. Read here to learn how.
Include supporting documents in your trip proposal. Documents can be used in a variety of ways: adding more information about a specific proposed booking, including vouchers, cancellation policies or destination content (ex: country guides).
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. 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).
Step 1: Add the travellers' email, first and last name. Then select Add Traveller. Repeat for each traveller.
Step 2: When you are ready, select Publish Trip to send an email to the listed travellers.
Step 3: If you make any changes to the trip, you can re-publish the trip. Please see here for instructions.
Step 4: Once the trip itinerary is completed, you can publish the interactive version of the trip. This will allow your clients to access the Traveler Collaboration features of the trip.
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.
If need any further assistance please contact firstname.lastname@example.org