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Note: Users can also assign a promotion to a Contact ID under the Manage Contacts screen in the CRM. See the Softrip CRM manual for more information. |
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In order to assign promotions to specific contacts, users must first have the promotion created under Marketing Promotions. Because the marketing promotions screen offers a variety of different filters, users can tailor the promotion to fit the desired scenario. This includes controlling the date in which the promotion can be redeemed, controlling when the passengers must travel by for the promotion to still be valid and potentially controlling the destination of the passenger(s) for promotion redemption.
See the Promotions manual for more information on Marketing Promotions and their fields.
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Scenario 1 A business has a customer care team that handles onsite issues and different complaints from passengers. Because of this, it was determined that there are three different discounts that the business would like to offer to passengers depending upon their complaint. Discount Discount 1 - $50 off per person for future travel Each discount should be applied to a contact depending on the situation. For example, Discount 1 could be applied any time a passenger calls into the contact center post travel and advises that the sight seeing company did not have their names. Discount 2 could be applied any time a passenger calls and advises they were unhappy with the meals served at one of the restaurants that were included in their tour. Users can set-up a "customer service" travel credit under marketing promotions so that the customer care team can assign the promotion to any given contact at any point. |
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Users can create new data by selecting the plus (+) sign at the top of the screen. This will open the bottom grid which will allow users t start assigning promotions to contacts.
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Defining the
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Fields
Contact ID:
The Contact ID is the ID that is assigned to the contact once the contact has either been manually created in the Softrip CRM or is created in reservations.
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The following fields are available for users to conduct a search on the contact promotions screen.
Defining the
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Fields
Contact ID:
Users can search for a specific contact by either manually entering the Contact ID number or by expanding the search grid using the arrow. Using this option will display only one contact at a time; therefore, users can also take advantage of viewing the full user profile under the CRM.
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