Favorite and Example Itineraries
Be the first one to present an itinerary in a custom client portal to change a lead to a client
Do you have a client dancing with the idea of going on an African safari but are unsure where/how/why they should go?
Being the first one to place an itinerary in front of a client often times is the push that turns a lead to your largest trip sale to date. With itrvl's Favorite and Example Itineraries you are able to present pre-loaded Wilderness curated itineraries or your custom favorite itineraries with the push of a button.
What are Saved Itineraries?
From the moment you login to itrvl you have access to 25 + "Recommended Itineraries". Our recommended itineraries are carefully curated by Wilderness Safaris Specialist and span across Southern and Eastern Africa. These are tried and true itineraries with 30 years of expertise behind them.
With the click of a button you can share an itinerary complete with a video itinerary, transfers and more.
Have a favorite itinerary you built and would like to present to all new leads? You are able to create or import your favorite itineraries and save them so you can present them to new leads in the matter of seconds.
How does it work?
1. Begin by selecting a client the 'Saved Itineraries' button on your home page.
Note: If you want to use Example Itinerary Links for the purpose of marketing you can go ahead and select any client — once an example itinerary link is generated it will not effect that clients client portal.
2. You will see 25+ itineraries as you scroll down the page with a Recommended tag next to the itinerary name. Under the itinerary title you will see basic itinerary details, such as, number of nights, countries, accommodations, and a description about the itinerary.
3. When you find an itinerary you would like to share click the Example Itinerary Link button on the left side of the orange View Calendar button. This will automatically copy a link to your clipboard.
4. Paste the Example Itinerary Link in a new tab. The Example Itinerary will not address a client but say "Welcome, Guest". This makes Example Itinerary Links perfect to integrate into your website of social media.
5. Example Itinerary links include a Video Itinerary, as well as, written itinerary complete with photos and links to each accommodations individual Accommodation Profile.
Have a look here at an Example Itinerary and Accommodation Profile.
Save an Itinerary as a Favorite Itinerary
1. To save your itinerary as a favorite, click the orange button in top right corner to go back to the "Client Details" page.
2. On the itinerary you would like Save as a Favorite, click the "down-arrow" button next to "Edit" on the itinerary.
3. A drop-down menu will appear, click "Save as Favorite".
4. Go to ‘Saved Itineraries’ and scroll to the very bottom. You will see your newly ‘Saved Itinerary’ with a blue Favorite tag next to its name .
5. This will present your newly built and saved itinerary similarly to Example Itinerary Links.
3. You will be brought to a page similar to the ‘Adventure Screen’; however, it won’t address a specific client but say “Welcome, Guest”.
4. On this screen a lead will be able to enquire.
5. Leads will be prompted to fill out their traveler information. An email will then be sent off to the agent's email address that generated the Example Itinerary. This allows leads to automatically qualify themselves to agents for specific trips.
This feature gives you the ability to easily gauge a client’s interest or even embed your desired itineraries into your website, giving potential travelers the ability to view your custom itinerary videos and learn more about their destinations.