Sales & Marketing Travel Agent Export (Desktop) 🎥

Sales & Marketing Travel Agent Export (Desktop) 🎥



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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