Default Marketing Segmentation in a Reservation (Cloud) 🎥

Default Marketing Segmentation in a Reservation (Cloud) 🎥

🎥 Watch Video
Tracking the Market Segment, Referral Method, and Reason for Stay for every reservation can be powerful tools to help you effectively market and sell to your key guests and business contacts. Visual Matrix has the capability to default these fields on every reservation so that they're not required for your staff to use.
Path: Sales & Marketing > Set Up

1. The Required option will be the first box at the top of each of the three sections
2. If the box is checked, the field will be empty and in red when making the reservation; a segment has to be chosen from the drop-down and will have to be populated by selecting an option from the drop-down window. The reservation cannot be saved without it
3. If the box is not checked: a Default segment has to be chosen in the settings. The default segments will auto-populate on each reservation upon booking and will allow the reservation to be saved 





    • Related Articles

    • Set Up Market Segments (Cloud) 🎥

      ? Watch Video Market Segments aid in identifying the demographics of your guests, including business professionals, individual tourists, corporate groups, tourist groups, government employees, and others. Path: Sales & Marketing > Setup 1. The ...

    • Sales & Mktg Market Segment History Report (Cloud) 🎥

      ? Watch Video The Market Segment History report will display the number of rooms, revenue generated and ADR for each Market Segment. The Market Segments are marketing segments that are setup in "Sales & Marketing > Setup > Market Segments". Path: ...

    • Sales & Mktg Market Segment Forecast Report (Cloud) 🎥

      ? Watch Video The Market Segment forecast report will display the number of rooms, revenue and ADR based on reservations currently booked in the system. The Market Segments are marketing segments that are setup in "Sales & Marketing > Setup > Market ...

    • Market Arrivals Report (Cloud) 🎥

      ? Watch Video The Market Arrivals report gives the list of arrivals by marketing segments. Path: Sales & Marketing > Reports > Status and Arrivals > Market Arrivals (by default, otherwise from the toolbox on the right) Generate report 1. Narrow down ...

    • Local Reservation Marketing Fields (Cloud)

      Marketing fields in a reservation serve to categorize and track booking details, helping hotels analyze guest sources, preferences, and marketing effectiveness. Path: Sales & Marketing > Setup 1. In a reservation, the three marketing segments are in ...