Sales & Mktg Guest Export (Cloud) 🎥
🎥 Watch Video
This collection of data is provided for the Guest as an individual traveler. Many filters are available to generate the data. The created list can be printed or exported to allow for possible label printing or email transmission.
Path: Sales and Marketing > Marketing > Guest
1. The report can be filtered with 25 parameters that we can sort into 7 categories:
- By type of client: member of a mailing list, specific status (VIP, DNR, ...), member of a Company list, Birthday.
- By date: booking and/or arrival day.
- By marketing segments: market, referral, the reason for the stay or discount code.
- By revenue: revenue or number of nights overall and/or year to date
- By provenance: zip code, state/province and/or country.
- By contact information: if the profile has a fax number and/or an email.
- By Incentive Program: this section is currently not activated.
2. Click Process.
3. The screen report will show a limited number of information as followed:
- Guest Name and Type.
- Incentive Program affiliated to the guest and Effective Date.
- Guest Phone number and State.
- Date of the guest First and Last Stay.
4. Click Print to print this result or click Export to get more data. See next.
5. Choose the Format you want for the data export: Comma Delimited (PeachTree), Tab Delimited or IIF (Quickbooks).
6. Enter a name for the file.
7. Click OK.
8. Choose if you want to merge the data by Guest or have every reservations for every guest.
9. See the attached document for an example of the exported data. It will include the 39 following fields:
- Names, Guest Type, Guest Incentive Code, Effective Date.
- Guest Phone, State, Arrival Date of First and Last Stay, First and Last Name, Address 1 and 2, City, Zip, Country Name, Birthday, Fax and Email.
- Mailing List 1 to 4 the Guest is part of.
- Market Segment, Referral Method, Reason for Stay, Discount Code and Source Code (Company Code) assigned to the guest.
- Total Revenue, Total of Nights, Year to date Revenue and Number of Nights.
- Night Audit Room Rate (Average), Night Audit Room Tax ID.
- If export by reservation, Arrival Date of the reservation, Date the reservation was Made, Status ID and Description of the Reservation, and Franchise Member Code (BWR).
Related Articles
Sales & Mktg Company Export (Cloud) 🎥
? Watch Video This collection of data is provided for a Company. Examples of some available filters are as follows: Company Code, Market Segment. The created list can be printed or exported to allow for possible label printing or email transmission. ...Sales & Mktg City Ledger Export (Cloud) 🎥
? Watch Video This collection of data is provided for the City Ledger. Examples of some available filters are as follows: Account #, (one account or all). You can see the total YTD revenue for a particular company once filters are put in place. The ...Sales & Mktg Guest Incentive Forecast Report (Cloud)
The Guest Incentive forecast report will display a recap of Guests that are assigned an incentive number in their profile and have booked a reservation. It is like tracking VIP guests but more precisely. Path: Sales & Marketing > Reports > Forecast > ...Sales & Mktg Travel Agent Export (Cloud) 🎥
? Watch Video This collection of data is provided for the Travel Agent/Agency. Examples of some available filters are as follows: IATA#, Zip Codes. The created list can be printed or exported to allow for possible label printing or email ...Sales & Mktg Reservation (Res) Origin Forecast Report (Cloud) 🎥
? Watch Video The Reservation Origin forecast report will show statistics of the origin of reservations between local and channel managers from current and future reservations. If you have multiple channel managers, they will each have their own ...