How to Default Market Segment, Referral Code, and Reason for Stay? (Desktop)
This article refers to the Desktop version. For the Cloud version, click HERE. For the full Marketing Segment Setup, Click HERE.
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.
Setup a Default Marketing Segment
Go to Sales and Marketing > Setup
The Required option will be the first box at the top of each Marketing Segment Set up list:
- If the box is checked: the field will be empty when you create a local reservation. The field will have to be populated using the drop-down before it will let you save the reservation.
- 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.
Marketing Segments Reports (Desktop)
This article refers to the Desktop version. For the Cloud version, click HERE. Front Office, Market Arrivals Report Go to Front Office > Supervisor > Reports > Marketing Arrivals You can also find the same report in Sales and Marketing > Reports > ...
Market Segmentation: What is it and How to Set them up? (Desktop | Video)
This article refers to the Desktop version. For the Cloud version, click HERE. What is Market Segmentation and why is it important? Hotel market segmentation is a way of dividing current and future guests into groups based on a set of shared ...
Front Office Marketing Arrivals Report (Desktop | Video)
This article refers to the Desktop version. For the Cloud version, click HERE. The Marketing Arrivals report allows you to see who has booked, modified, or canceled for your hotel as well as who's booked packages. The report can be generated to show ...
Marketing Fields in a Locally Made Reservation (Desktop)
QUICKLINKS: CLOUD PMS | MARKET SEGMENTATION SETUPS In a reservation, the three marketing segments are at the bottom of the reservation. If the Marketing Segment was checked as Required in the setup, a segment has to be chosen from the drop-down. If a ...
Night Audit Referral Method Report (Desktop | Video)
This article refers to the Desktop version. For the Cloud version, click HERE. The Referral Method report is a report that is part of the Night Audit. It can be found in Accounting > Night Audit > Reprint Reports > Referral Method. The report will ...