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:
Note: All fields, except “Phone Number”, are mandatory.
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 a Pro user creating and sharing itineraries, your customers can ask questions directly within the itinerary itself and download a PDF.
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 be able to 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.
Leads
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 leads.
Just go to "My Trips" > "Manage Trip" and navigate to the "Leads" 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" close to their email under the "Booking Status" and "Not Booked" if they sent you a question or downloaded your brochure but haven't signed up for the trip just yet.
By clicking on the three dots next to a client, you will be able to view Lead Details as well as send your leads an email via the "Send Message" option.
Note: Team members with the "Send Messages to Participants" permission will also have access to send messages.
Additionally, you can filter leads by Booking Status, Lead Type, and Request 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. Simply go to Customers > Leads.
Finally, all information regarding the asked questions is available in the downloadable Excel sheet in your trip dashboard as well as in your Leads Tab. The sheet will cover:
1. Email
2. Name
3. Phone number
4. Lead type
5. Booking Status (Booked/Not Booked)
6. Question
7. Date created
Note: The document exported via Customers > Leads will appear the same, but will also include the associated trip or itinerary under the "Source" column.
Please contact us if you have any other questions. We will be happy to help!