WeTravel provides potential customers with several ways to contact you, the trip organizer.
Firstly, this can be done directly on the trip page that you share with your clients:
Team members will also receive a copy of the submitted question, as long as they have access to "All trips" and "Receives notifications for all trips they can access" is enabled in their team member settings, OR if they have access to this specific trip.
Secondly, clients can click on your account name and contact you directly from your WeTravel profile page:
Here’s what clients will see once they click on the “Ask A Question” button:
Team members will also receive a copy of the submitted question, as long as they have access to "All trips" and "Receives notifications for all trips they can access" is enabled in their team member settings.
Thirdly, if you’re creating and sharing itineraries, your customers can ask questions directly within the itinerary itself and download a PDF brochure.
Here’s what clients will see once they click on the “Ask a question” button:
Note: All fields in the ‘Ask a question’ form within the itinerary are required.
After the question is successfully submitted, you (the organizer) will receive it in your email inbox and can reply directly to the client’s inquiry from there.
A team member will also receive a copy of the submitted question, as long as they are the owner of the itinerary.
Here’s what clients will see once they click on the PDF button (if the email is required):
Once the email is entered, the participant will receive an email to download the itinerary. You, the organizer, and the team member (if they are the owner) will receive an email notification of this new lead.
Opportunities
With WeTravel Pro, you can easily access the list of all the emails that contacted you from your trip and itinerary pages. This will help you gauge potential buyers’ interest in your trips and generate new Opportunities.
Just go to "Trips" > "Manage Trip" and navigate to the "Opportunities" section. Here, we will list emails in the table following the order of the question date. If the requester has signed up for the trip, we will display "Booked" next to their email under "Stage," and "Not Booked" if they sent you a question or downloaded your brochure but haven't signed up for the trip yet.
By clicking the three dots next to a client, you can view the opportunity details and send your opportunities an email via the "New Email" option.
Note: Team members with the "Send Messages to Participants" permission will also have access to send messages.
Additionally, you can filter opportunities by Status, Source, and Creation date:
Don’t worry if you select multiple filters at the same time - they don’t cancel each other out.
You can also quickly access a list of all emails from people who have contacted you through your profile and itinerary pages by going to CRM > Opportunities.
Finally, all information about the questions asked is available in the downloadable Excel sheet on your trip dashboard and in your CRM Opportunities. The sheet will cover:
1. Opportunity Title
2. Stage
3. First Name
4. Last Name
5. Email
6. Contact Phone
7. Assigned Team Member
8. Tags
9. Inquiries
10. Inquiry
11. Created Date
12. Last Activity Date
Please contact us if you have any other questions. We will be happy to help!