Customer survey updated with new functions and fully integrated into website design
The customer survey module has received a major upgrade.
The customer reply page can now be fully integrated into the website design and style. This provides an attractive and good looking page for the client where they can continue to browse for the next tour after submitting the replies.
The admin part has received an updated layout, more and simplified filter possibilities and preview option for the survey integrated into the website.
The report for survey replies has a new modern design which is suitable to print PDF or similar to provide to tour leaders and other.
Messages to customers with link to the survey can be scheduled and automatically sent out for example 3 days after return from the tour. The message can automatically be resent after a desired number of days if the customer has not replied.
Store documents on project calculation
New function has been added to upload document to project calculation row. For example to store confirmations from suppliers.
Message function for staff assignment to tour
New features have been added to automatically send out a standard message when staff is connected to a project in the staff module. Upon connecting the staff you can select if the message should be sent.
Customer reply from message function integrated into website
Through the function write letter / message you can request a confirmation and reply from the customer that the message has been received. This can be used for time changes for instance. The target for the reply link can now be fully integrated into the website. Looks good and creates a possibility to create more interaction with the customer.
New features for gift card
A new feature has been added for automatic discount on gift cards. This can easily be activated and changed for campaigns and similar.
More possibilities to make the gift card booking easy and good looking have been added. More texts can be customized and the amount of information for the order person can be reduced.
New functions have been added for differentiated seating prices. The price can be set individually for each seat in the bus. In addition, the price can be made dynamic based on the tour duration.
Automatic tagging based on booked tours in Paloma
The product can now be tagged to one or several customer categories. This can for example be different themes, geographical areas or type of tours. Customers who have booked on the products will automatically be transferred to Paloma and tagged to the lists for efficient marketing based on interest and preferences.
Functions for FAQ handling on website
Features have been added to handle frequently asked questions, FAQ, in the content management section. The FAQs can be tagged to specific categories or be of general kind. This enables you to easily display relevant information for different types of tours and destinations.
New booking for additional nights
A new dynamic booking engine for additional nights have been developed. This is based on the same design as the package booking and to enable the same styling as through the website. After a package booking the customer can select to book additional nights with the hotel and dates preselected. As logged in staff you can use this booking engine for a la carte booking.
Blog for website
A separate section for handling of blog posts for the website has been added. A blog is an efficient way to create interesting articles and landing pages for Google.
Automatic handling of gold customers for mailings in Paloma
New functions to automatically list gold customers for mailings in Paloma have been added. Gold customers can be identified by the number of tours booked or total booked value during for example the last three years. This enables efficient and simple marketing through Palomo for your most important customers.
New automatic display of connection cities and times on website
New functions have been developed to automatically publish a section on the destination pages for cities and time for connections. If you have different connections for different date bands this will also be automatically handled.
Option to automatically anonymize passport information
Features to automatically remove passport details a set number of days after return have been added. From an GDPR perspective, it is normally relevant to remove these data before other personal data are removed. With these new functions this can be fully automised.
Collection of cancellation reasons
New features to collect the cancellation reason have been added. You can have separate options for web customer and logged in staff. A new report for cancellation reasons analysis has been added. The entire cancellation handling for logged in staff has been modernised in conjunction with this.
New functions to sort out inactive timetables
New functions have been added to simplify inactivation of timetables no longer in use on active transports. You can search for the timetables and select to inactive multiple timetables. This makes it easier to add new transports and select the active timetables.
New support page in admin
A new support page in admin has been released. The page is integrated with the new design for the Travelize sites. In addition to a more modern design and simplified handling, features to search through all help documents as well as display of some of the most recent news are integrated.
Modernised multiple transport update and edit single transport
New modernised multiple transport update as well as single transport edit have been released. The fields are grouped in boxes facilitating finding the fields. More fields can be updated from the multiple transport update function. The functions have a updated design and looks better.
Modernised multiple project update and edit single project
New modernised multiple project update as well as single project edit have been released. The fields are grouped in boxes facilitating finding the fields. More fields can be updated from the multiple project update function. The functions have a updated design and looks better.
Digital pax report and efficient mobile handling on tour
A brand new pax report to be used on tour has been developed. It can be used by a driver or a guide in a mobile without logging in. They will get a link with a secure code which will provide access to the report, only for a selected number of days before and after departure date.
Simply with a click the travellers can be checked in and the report provides real time information of status and number of checked in etc. For bus connections the report is grouped by connection city.
A click on the person provides basic information about hotel, comments, additions.
When using the SMS (text message) module, the guide or driver can send a link by text message to the client; which when clicked provides access to the My Booking page where they can buy additions and make payments. The tour-operating staff can even just enter an amount and click and it will be stored as an addition booked on tour and the client gets a link to My Booking page for quick payment.
Show blocked seats, allow customer to buy an extra empty seat
Our seating module has been updated with mulitple new features as well as an updated design.
You can now block and display seats as "blocked for your safety" to show the customers that you have blocked seats for their safety and to stimulate sales of attractive seats.
There is also a possibility to allow the customer to buy an extra empty seat - which generates extra safety and additional sales.
New admin top menu
A brand new top menu for logged in admins has been released.
In addition to an updated design, it features a new search gateway where you can search for bookings, persons and projects in the same search field. Search features include logics to get directly into a booking, person or project with a unique match on booking number, telephone or project code respectively. When searching for part of a booking number, a name or part of a project code expandable sections for bookings, persons and projects with matching records will be shown. You can enter "today", "tomorrow" or "yesterday" to get bookings and projects departing accordingly.
Number of bookings made on the current date is also shown in the new admin top menu. To refresh the content of the admin top menu, you can simply click on the Travelize logo.
Image texts in Cloudinary slide shows
When using Cloudinary slide shows, the images can now be presented with describing texts.
Cloudinary is a Content Delivery Network (CDN) solution with massive amount of servers to deliver static content such as images. Benefits of using Cloudinary for images include:
* Easy upload of a single image in large format - no need to adopt the format to smaller images
* The image will automatically be delivered to the browser in the best format and size depending on screen size and type of device.
* Pictures are automatically delivered in most recent picture formats with the best compression and image quality.
* Increases search engine optimisation (SEO) as loading is faster and images are delivered in an optimised format.
Contact our support if you want to implement Cloudinary on your website.
Additional data in Paloma newsletter and market automation integration
The automatic integration to Paloma now sends the full postal code, city and country of the newsletter subscribers. This in addition to the previous data with last destination, next destination, first part of postal code, number of tours booked and contact details gives a very good tool for market automation in Paloma.
Are you not using Paloma yet? Contact our support to get details about how to start using this integration.
New report and base parameter handling
A new design and handling for base parameters has been released.
In addition to an updated design, there are more filter possibilities e.g. to search for date band when parameters have been added or changed to see recent changes.
Additional features for rebooking by web customer
The possibility to allow the web customer to self rebook through links submitted by email has been extensively used since it was released.
Now you can also set a rebooking deadline in number of days before departure to prevent the customer from using the link sent out to them long time ago.
Another new option is to have an automatic rebooking fee added to the booking when a customer rebooks a booking.
Booking of staff in updated booking engine
The special booking engine for booking of staff on projects has been converted to the modern booking platform which is used for all other project bookings. As previously, the price will be automatically set to zero and most fields are not mandatory; which facilitates an easy and rapid booking process.
Filter on project creation date in overview tours
The admin overview of tours now includes a search option for date when the project was created. This can be used e.g. to find recently added projects to check or update them. The project creation date is added recently so this search feature will not work fully on projects created a long time ago.
Additional filtering option in payment report
The payment report can now be filtered on project, product and amount. The amount filtering can be made in intervals, e.g. <0 gives repayments, 1000-10000 gives pay amounts from 1000 to 10 000.
Remember Me - customer data prefilled
Remember Me makes it easier for the customer to make more bookings. They can opt-in to keep different levels of data so it is remembered and filled out when making the next booking. This can work on three different levels:
E-mail: The e-mail address is stored. If this is used together with the Rebuild Booking function, the rebuild booking email can be sent to abandoned bookings even if the customer had not entered an e-mail address in the abondaned booking.
Customer data: name, address, e-mail, telephone, postal code and city are stored. The customer confirms with a checkbox that this should be remembered.
Traveller data: name, date of birth and gender for all travellers will be remembered. This is also confirmed by a checkbox.
The time span for which the data is stored can be set by parameters.
Please contact our support if you want to implement these features.
Rebuild Booking - automatic mail for abandoned bookings
An automatic mail is sent out for abandoned bookings which are not completed within a set time-span. The mail is automatically sent out with a link to proceed with the booking(s).
When using this function, the e-mail address is filled out in step 2. The e-mail is not mandatory as default as they can still select regular mail delivery in step 3. When the e-mail address is entered the basic data about which project and the number of travellers are connected to the e-mail address, allowing the system to send out the Rebuild Booking e-mail.
The e-mail content is edited in Edit texts and will contain links to projects the customer has started and not completed bookings for, provided these are still open for booking. If the customer (the e-mail address) has made any booking within a set time span (this can be set by a parameter), no Rebuild Booking e-mail will be sent.
A new report under Market is available when the Rebuild Booking function is activated, which allows you to search and see data about bookings and Rebuild Booking mails sent.
Please contact our support if you want to activate this function.
Automatic unsubscribe from Paloma
Newsletter subscribers who unsubscribe in Paloma are automatically marked as unsubscribed in Travelize. Also hard bounces are marked as unsubscribed in Travelize. This enables the customer database to be fully and automatically be updated in Travelize.
Automatic transfer of data to newsletter and market automation
An extensive integration has been made to newsletter and market automation system - Paloma.
Information about new subscribers in Travelize as well as data - such as last travelled destination, next destination, number of booked tours, initial part of postal code - is automatically sent and updated to Paloma. Also customer categories are sent to Paloma and can be used to automatically add the subscriber to different lists in Paloma.
Paloma is a powerful, simple and reasonably priced newsletter and market automation systesm. Yon can easily make nice newsletters and get statistics about opened newsletters, clicks etc.
New customer advances report with additional features
An updated version of total customer advances report has been released.
A major new feature is that the bookings included can be selected in three different ways.
1. Reconciliation date: bookings that depart after the reconcilation date or cancelled before the reconciliation date.
2. Reconcilation on departure date for all: As above but the planned departure date is used for reconcilation date instead of cancellation date.
3. Bookkept status: bookings that are not set to status book-kept. In the routine for income handling ("book keep") the customer advance will be bookkept against the income accounts. If you have not recorded the revenue by departure, this selection will support easier reconcilation.
New functionality on the customer accounts report
The customer account report can now be filtered on departure date, booking date and project code. Multiple project codes can be entered using semicolons, e.g. project1;project2;project3. Furthermore, the report can easily be exported to Excel or text file.
Geo-tagging and map display for coach connections
New admin functions to geo-tag and enable display of coach connections on map has been developed. A separate template can be added to the website displaying this. Please visit rokebuss.se for a sample (website in Swedish).
Export and import of URL redirects
New function where all URL redirects can be exported, edited in Excel and thereafter imported back into Travelize with changed and new redirects. If many changes/additions should be made, this will facilitate the work.
New cash flow report also includes detailed rows
The cash flow report showing expected customer payments has been made in a new more compact format. You can also select to show details about which bookings are behind each date and expected payments.
Rebooking to gift card
New functions to allow the customer to rebook to gift card has been added to the gift card module.
From the write message function a link can be sent out to the customers allowing them to rebook to gift card.
When the customer uses the link and confirm the rebooking, the booking will be automatically converted to gift card to the value of the total payed on the booking. The gift card can thereafter be used by the customer when making another booking.
This is a powerful tool when you need to cancel a tour and want the customer to be able to get a gift card instead of a refund.
New payment overview with several new features
A new payment report has been launched providing better overview with a more compact format.
A book keeping summary is provided where normal payments and re-payments are handled separately.
You can also mark the payments as sent to book keeping system and filter on new / book kept payments.
Filtering on flight number on write message
A new filter option for write message has been added so you can search for bookings by the flight numbers on the transport.
Update of due date on multiple bookings
New functions have been added allowing you to update due dates for booking fee and final payment for multiple bookings in one easy process. The dates can be set to number of days before departure or to a set date. These functions are found in customer administration in the "Update price, Bookings" function.
Admin rebooking of multiple bookings to gift card
New functions have been added in the gift card module enabling easy rebooking of multiple bookings into gift cards. When cancelling a tour you can easily select to rebook multiple bookings into a gift card instead of refunding. The gift card amount will be the total paid amount on the bookings. The customer can thereafter easily use the gift card when booking a new tour.
New filter on the report for cancelled bookings
New filter features have been added to the cancellation report. Among other filters you can now search by booking date band to be able to report cancelled bookings made in a certain period of time.
Possibility for customer to self rebook
Now it is possible to let the web customer rebook for another package by sending a link via Write letter / message. The customer receives a link / links to rebook their booking to another bookable trip on the same product.
This function can also be used when cancelling a tour to allow the customer to rebook to avoid refunding.
Additional filters for rebooked bookings
Additional filter functions have been added to the report for rebookings. With finance access you can search for paid amount and booking value and see summaries on those columns.
Cancellation date new filter in write message
In write letter/message you can now search by date band for cancellation date. When using this, only cancelled bookings will be included. This function can be used to send information about new tours for those that have cancelled tours.
DIBS Easy payment gateway for card, pay later and mobile payments
With Dibs Easy the payment process is very simple and flexible for the customer. They can pay with card, pay later in installments or by mobile payments such as Swish (Sweden), Mobilepay (Denmark) and Vipps (Norway). Additional sales can also be paid very easily.
Multiple travellers can make payment for the same booking and Dibs Easy will provide information into Travelize about who paid what.
Repayments are also very easy. A report in Travelize shows what should be repaid, and you can confirm this in Travelize and thereafter it is sent automatically to Dibs Easy and processed. Saves a lot admin time and gives a good experience to the customer.
Simplified and optimised image handling through integration to Cloudinary
Cloudinary is a Content Delivery Network - CDN for fast delivery of content such as images. A CDN hosts a large number of servers and is often a suggested measure for website speed improvement. In addition to large number of servers distributing the image, they are always delivered in an optimized format and size.
Briefly about the benefits:
* Images are automatically delivered to the visitor in an optimal size. This is especially good for mobile devices. No extra work is needed, you only upload one large image.
* Also the image format is optimized using the best format such as WebP where the browser accept those improved image formats.
The handling is easier, you can upload the image in raw or large format and do not optimise for web use or similar.
New functions have been added enabling copying of follow up points from a project to a series of projects. Dates are logically adjusted. Once the follow up points have been copied they can be individually edited.
New search result for thematic tours
A new version of search results has been developed for Prima Travel, which provides a compact and mobile-friendly search result.
Possible to split additions into multiple boxes in My Booking
A new type of categories for additions has been added which allows the additions to be divided into separate boxes. This enables more efficient sales of the additions as they can be displayed in a separate box with a dedicated sales text.
New possibility for step indicator in booking flow
A new updated design for step indicator in the booking flow has been added.
It is also possible to have an image from the product being displayed in the top section of the booking template to individualize the booking engine for different products.
New and simplified management of start banners
A brand new function for start-up banners has been developed which makes it much faster and easier to update and add start-up banners.
New report for orderline details for free invoice
A new report has been added for free invoices which shows the detailed orderlines for free invoices and is also searchable in various ways.
Quick registration of a refund through Klarna
A new function for payment gateway Klarna has been added allowing simple registration of a repayment for a single booking. The refund information is sent to Klarna automatically to process the refund.
Klarna integrated as payment gateway
Klarna is a leading payment gateway for smooth and flexible payments which increase conversion for many online stores. Klarna is now integrated for easy payments in the booking process and from My Booking.
* Simple payment process for the client.
* Many different payment methods available, card, invoice, pay now, pay later, pay in installments.
* Travellers can pay their own part for a booking and information about who has made the payment is sent to Travelize.
* Increased conversion into completed bookings as clients know it is simple to pay through Klarna.
* Refunds are approved in Travelize and thereafter sent to Klarna automatically for handling the refund.
A brand new generation of My Booking is now available to integrate with your website. This will use the same style sheets used for the booking engine and webiste. You can tailor the content to a large extent and add selling and informative text as optimal for you. Based on rules and parameters, the customer can add additions, update personal details etc.
* Improve your profile with modern and good looking My Booking section for customers
* Provide additional information about the destination, hotel and similar
* Sell more additions
* Simplify the booking process by moving sales of additions from the booking into the My Booking. Less options for the customer to consider to make the booking and afterwards you can send links to the My Booking to promote more additions.
* Simple and good looking interface for the client to add and update information as well as to make payments.
New module to automate generation of SMS
Text messages (SMS) is the most direct and effective way to communicate with customers and has a extremely high open and read frequency.
The age groups that are not so commonly users of e-mail tend to use text messages extensively.
The delivery is also more secure and does not depend on new and changing spam rules implemented by the receiving mail servers.
With this new module you can tailor-make content that is automatically sent out:
* When new booking is made
* When booking has been amended
* Before due date for deposit payment
* If deposit payment is late
* Before final payment is due
* If final payment is late
* Before departure
* After return
Flagging of packages with strange dates on admin start page
Projects where there seems to be an error on dates entered are displayed on admin start page. This could happen if you copy a project without updating the transport. The function will display projects where there is an abnormal date span between check-in, check-out and transport departure / return dates. Please note that this function cannot detect all strange dates even though many potential mistakes are handled.
Update due dates on multiple bookings
Functionality to update due dates for multiple bookings has been added to the function to update price on multiple bookings.
Possibility to automatically display similar tours
A function to display similar tours based on a point system on product types has been developed for automatic and logical display of similar tours.
Connect additions to multiple products
Additions become more and more important in the service to the customers as well as a revenue source for the tour operator. A brand new report with features to easily connect additions to multiple products has been added.
Functions for automatic display of customer rating on website
New functionality to make it possible to automatically display the current customer rating per product has been added.
Publish customer reviews on the webiste
Features to enable selection of customer reviews from surveys and automatically publish these on the corresponding product have been added.
Update price on existing bookings - currency addition
A new function to update price on multiple bookings has been added, for example for currency surcharge. You can find bookings by booking date, departure date and project codes and then the price change can be made in percentage or in fixed amount.
Quick load of multiple room allotment and handling of overlapping date bands
A brand new function for quick load of multiple room allotments has been added.
You can simply enter the values on the first row and the same rows will be automatically copied to the other rows if no value are entered. Hence it is quick to add many date bands where for example only the price changes and the other values are the same.
If a new date band is partly overlapping with an existing, the existing dates which are not included in the new entry will be set up as separate date band(s) with the old values.
Create additional invoice to project bookings
A function the create free invoices to charge additional cost to project bookings after the project booking has been fully handled. This can be used to charge additions sold by the guide at the destination and which are only reported back through the guide and not booked through My Booking. This new feature is found under the Free Invoice section.
Brand new start page for admins
The start page after logging in as admin is totally new with a modern design and new features.
A lot of actions and information is given on the startpage. Red indicates what should normally be actioned and blue for information items. You can open / close the sections. As standard upto 10 rows are shown in a section on the page, if there are more lines you will be redirected to the full report.
New features for improved merging of duplicate customers
New features have been added to the customer merge function. You can now select which of the customers should be kept as active.
The default selection is to keep the customer with most bookings, thereafter the customer with most filled out address and name field, thereafter the most recently added customer. This logic handles the absolute majority of the cases automatically, but can now be changed if needed.
The merge selection can be made on similarity on name and address, phone number or e-mail address.
Change language on booking
In the multi-language module you can now change the language for a booking after it has been booked in the customer administration.
Automatic e-mail to bookings not paid within a set time span
For bookings where payment should be done in connection to booking, an automatic e-mail can be sent out if not paid. The e-mail content can contain dynamic data and tailored to your needs.
Allotment on discount rules
A possibility to have allotment on discount rules has been added. This can be used if a discount should be given to a certain number of bookings.