Marketing

Front Office Profiles “Marketing” tab

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You use the “Marketing” tab to manage all marketing activities relating to a guest. It allows you to view past activities and plan new ones. You can also assign certain marketing or VIP codes to your guest. Marketing codes allow you to address mailing promotions to specifically selected customer groups; VIP codes help to provide a more personalized service to your guests.

Creating or modifying a note

Use the “Create or modify notes” section to enter marketing-related information about the current guest. For instance, when the guest needs to be contacted or sent a specific item of advertising material.

  1. Enter a date on which the action is to be performed or the guest contacted.
  2. Enter a descriptive text.
  3. Optional: If you select the On resubmission at check box and enter a date, the guest will be included in the “Guest profile/Resubmission list” report. This information can also be referenced when creating mail merge letters or sending group e-mails (see also the “File Export/Mail Merge” chapter).
  4. Finally, click [New] to add the entries to the list above.

Tree view

You can use the tree view in the right pane to enter marketing and VIP codes and other marketing-specific information.

Sales department

If the Sales and Marketing module of protel PMS is active (SQL version only), the system enters the sales user here automatically. Otherwise, this entry does not have any function.

Marketing

 

Main code:

You can select a marketing code from the list box (if entered in the system data). Marketing codes can be used, for example, to record the source of the guest address (e.g., advertisement, request for brochure). This field can also be used as a filter by the “File Export/Mail Merge” feature when creating mailings (e.g., to export all guests with marketing code x).

Sub codes

You can enter any number of marketing codes in a profile as sub codes. Click the required codes to select them. They are assigned the protel system date when you exit the dialog box.

VIP

 

Main code:

VIP code. You can use  VIP codes to assign guests to certain customer groups with specific privileges.You can also use VIP codes for analysis purposes and creating mail merge letters. You create the codes in the system data under Reservation > Guest profile codes.

Sub codes

You can enter any number of VIP codes in a profile as sub codes. Click the required codes to select them. They are assigned the protel system date when you exit the dialog box.