Sales & Marketing Travel Agent Export (Desktop) 🎥

QUICKLINKS: TUTORIAL VIDEO | VM UNIVERSITY COURSE | CLOUD VERSION

Path: Sales and Marketing > Marketing > Travel Agent

Part of any business is marketing their products and/or services they supply to their existing or potential customers. Visual Matrix offers a platform that will allow you to create mailing lists for their existing customer base. There are four primary target areas where data is collected.

Those four areas are as follows: Guest, Company, Travel Agent, and City Ledger accounts.

This article will go over the possibilities of Travel Agents' data export.

Report Parameters

In the Sales and Marketing database, a collection of data is provided for the Travel Agent/Agency. As noted, the access path is as follows: Sales and Marketing > Marketing > Travel Agent.

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 transmission.

The parameters can be sorted in 5 categories:

1- By type of Travel Agent: by TA type (commissionable or not), IATA number, and member of a company list.

2- By date: booking and/or arrival day.

3- By provenance: zip code, state/province, and/or country.

4- By revenue: revenue or number of nights overall and/or year to date. This will populate after filters are set. 

5- By contact information: if the profile has a fax number and/or an email.

Once processed, the view given on the screen is limited. To see the full report, it has to be exported.

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