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. 


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 proposal 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 (optional)



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. 


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. 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 important travel information are consolidated into the day-by-day itinerary for travelers. 


In this step:

1. Create Quotes via Add Bookings

2. Create Quotes via Add Content


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

B. Add Bookings Yourself


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.


Tip! 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.


B. Add Bookings Yourself

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


Tip! Pricing and quotes can be added to each booking in the details section as shown to provide more details to your clients.




2. Create Quotes via Add Content

Add notes, destination content and other information in combination with a proposed booking for your travelers when building your quote. Use +Content to layout different proposal options for your clients. Read here to learn how.


The next step allows you to add documents for your clients. Select Step 3. Docuements.


C. Step 3: Documents

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.


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 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).

 


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


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


Tip! Send your proposal in Read-Only mode until your trip is ready to be published.





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.


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.


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.


If you need further assistance or have additional questions please contact support@umapped.com