Default Marketing Segmentation in a Reservation (Desktop)

Default Marketing Segmentation in a Reservation (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. 




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