Release Date: November 8th, 2019
Umapped has refreshed and redesigned our Templates feature to make it even easier to create and access trip ideas that your clients will love.
With Templates, you can:
Promote your top selling Trips in minutes, tailored to your clients’ interests
Collaborate and share best selling Trips with your colleagues
Inspire your clients with ideas for their next trip; browse popular Templates to offer relevant suggestions in minutes
Templates are day-by-day itineraries, much like Trips, but without specific dates; instead, set a Template duration and include all the elements you’d want in a great Trip. Templates can be reused over and over again to create itineraries for your clients.
Tags and Tag Groups enable you to easily categorize and search your Templates; they also enable you to collect valuable insights on top-selling Trips.
Assigning Tags and Tag Groups to your Templates allows you to:
Organize your Templates across 5 Tag Categories: Amenities, Destination, Price, Experience, and Trip Type
Quickly search and find Templates relevant to your clients’ travel interests
Review and assess what destinations, features, or price points are winning with your clients
Promote Templates that you want your advisors to sell (For Admin Users)
If you frequently find yourself creating the same type of Trip, using Templates will allow you to focus on customizing your Trips rather than spending time creating your Trips from scratch.
A common scenario would be to create Templates for destinations that you sell frequently and to use Tags to describe some of the key attributes of the Template.
For example, we created a Template called ‘Classic Italy’, designed especially for first-time Italy visitors, and then we used Tags to specify some of its specific attributes:
Template: Classic Italy
Here are examples of Tags & Tag Groups across the 5 available Tag Categories:
Tags: Rome, Florence, Tuscany, Venice
Tag Groups: Europe, Italy
Tag: Family-friendly, Small Groups
Tag: Luxury, Moderate, Value
Tag: Tours, Cooking School, Shopping, Art
Tag Groups: Italy Must-Do
Tags: Swimming Pool, Spa
Tag Groups: Hotel Amenities
How to use Templates and Tagging as a Trip Publisher User
How to use Templates and Tagging as an Administrator
Company Administrators have 2 important roles related to Templates and Tagging:
Create and manage Tags and Tag Groups for your company/agency
TheCompany Administrator(s) creates the Tags and Tag Groups that will be available for your users
Create Tags and Tag Groups that have the right context for your company/agency
Create and manage Template accessibility for your company/agency
Company Administrators can create Templates that can be made visible to all company/agency users; this makes it easy for your users to promote top selling product and destinations
Company Administrators can also manage visibility of Templates created by your company/agency users. For example; if one of your users has created a winning Template that would be beneficial to the entire company/agency, you can set the Template as accessible to all users
Access our training tutorials for Trip Publisher users who are Company Administrators.
Tags and Tag Groups
Managing Template Visibility