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Contact Preferences Overview
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In order to customize this information, users can access the contact preferences screen in Marketing. Accessing Contact Preferences in Marketing
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Note: There are two areas of Softrip that users can see the contact preferences. The first is through Reservations and the second is through the CRM. It is important to note that not all preferences will display in reservations, however, when user's setup these preferences in the contact preferences screen, the applicable checkboxes will display based on the contact preference type selected or created. |
How to create Contact Preferences
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Select from the drop-down menu options.
Display types
There are three type of display Types in the Contact Preferences to select from:
Text Box
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Checkbox
Dropdown
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Text Box
Selecting the Text box option, gives user the ability to enter in free text of information in the Passenger form in Reservations, or Softrip CRM
Display on Passengers Page in Reservations:
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Check Box
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Gives the user option to select one or more options.
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Dropdown
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Gives the user option to select one option to select from as a drop down menu option.
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CRM:
Type:
Air Requests:
Preference Type
There are three options to select from as Preference.
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Hotel Requests
This option allows users to select from hotel preferences created during the trip. If user enters in information during the booking process or post booking process, the information will display in Rooming lists, and manifests in the system.
Meal Preferences
Air Requests can be used for seating requests. If connected to a GDS, the information can be sent to the air record of the carrier. If user enters in information during the booking process or post booking process, the information will display various reports and manifests in the system.
Air Requests
Meal Preferences: Air Requests can be used for seating requests. If connected to a GDS, the information can be sent to the air record of the carrier. If user enters in information during the booking process or post booking process, the information will display various reports and manifests in the system.
Hotel Requests: This option allows users to select from hotel preferences created during the trip. If user enters in information during the booking process or post booking process, the information will display in Rooming lists, and manifests in the system.
| Info |
|---|
Note: There are two areas of Softrip that users can see the contact preferences. The first is through Reservations and the second is through the CRM. It is important to note that not all preferences will display in reservations, however, when users setup these prefences in the contact preferences screen, the applicable checkboxes will display based on the contact preference type selected or created. |
Accessing the Screens
Accessing Contact Preference Types and assigning contact preferences to contacts in CRM
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How to enable to option to appear on Passenger Page:
When creating the preference, by default the options created will can be viewed in the Softrip CRM. By Selecting this option, you can have the preference to appear on the passengers page during a new booking process or post booking process.
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Can I make this option required during the booking process?
Yes, by selecting the option “Set this Preference Required during Reservation” will make that option mandatory of the user to take action on.
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How to create Contact Preferences video
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CRM Contact Preferences
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video
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