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.
Set Up Market Segments (Desktop) 🎥
QUICKLINKS: TUTORIAL VIDEO | VM UNIVERSITY COURSE | CLOUD VERSION | SETUP REASON FOR STAY | SETUP REFERRAL CODES Market Segments will help you determine who are your guests: business men and women, individual tourists, corporate groups, tourist ...
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 > ...
Front Office Marketing Arrivals Report (Desktop) 🎥
QUICKLINKS: TUTORIAL VIDEO | CLOUD VERSION | SETUP MARKET SEGMENT The Marketing Arrivals report allows you to see the list of all reservations for a specific time frame and their associated market segments. Path: Front Office > Supervisor > Reports > ...
Marketing Fields in a Locally Made Reservation (Desktop)
QUICKLINKS: CLOUD PMS | MARKET SEGMENTATION SETUPS Path: Sales & Marketing > Setup 1. In a reservation, the three marketing segments are at the bottom of the reservation. 2a. If the Marketing Segment was checked as Required in the setup, a segment ...
Night Audit Referral Method Report (Desktop) 🎥
QUICKLINKS: VIDEO | CLOUD VERSION | REPRINT NA REPORTS | ALL VM REPORTS The Referral Method report show the total revenue for each Referral Method Segment for the day, the month, and the year. Path: Accounting > Night Audit > Reprint Reports > ...