Global Modify for Marketing Codes

This article covers how to query your travel history and global modify to populate Marketing Codes for Marketing Categories Trip Type, Budget, With Whom?, and Where?.

Trip Type: Cruise, Package, FIT, Tour-Escorted, Tour-Unescorted, All-Inclusive

Cruise:

• Profile Level 2 Query
• General Info Tab: Leisure
• Travel History Tab: Travel Categories > Cruise
• Select OK

*Note:  You can only do this query for cruise and not the other travel types because the travel category in travel history would just be tour and would not differentiate between package/FIT and escorted tour.  See the queries below for other travel types.

Global Modify records from query above:

• Utilities > Global Modify
• Select the Marketing Fields tab
• Select ‘What Type?’ from the drop down.
• Check Cruise
• Select Global Modify Now

*See footnote to global modify only select records from a query

OR!

• Profile Level 3 Query
• General Info Tab: Leisure
• Travel History Tab: Select ‘Does Have Travel History Records with the following criteria’
• Vendor: ‘Is Equal To’. Choose a cruise line (ie..Royal Caribbean)
• Select OK
• Add another filter to this level 3 query
• Repeat steps above until you have chosen every cruise line that you sell (including river cruises such as Viking River, AMA Waterways, Uniworld)
• Select OK
• Select Refresh

Global Modify records from query above:

• Utilities > Global Modify
• Select the Marketing Fields tab
• Select ‘What Type?’ from the drop down.
• Check Cruise
• Select Global Modify Now

*See footnote to global modify only select records from a query

Package and FIT:

• Profile Level 3 Query
• General Info Tab: Leisure
• Travel History Tab: Select ‘Does Have Travel History Records with the following criteria’
• Vendor: ‘Is Equal To’. Choose suppliers offering packages or FIT trips (ie. Funjet, Delta Vacations, etc.) Select OK
• Add another filter to this level 3 query
• Repeat steps above until you have chosen every cruise line that you sell
• Select OK
• Select Refresh

Global Modify records from query above:

• Utilities > Global Modify
• Select the Marketing Fields tab
• Select ‘What Type?’ from the drop down.
• Check Package & FIT
• Select Global Modify Now

*See footnote to global modify only select records from a query

Tour Escorted:

• Profile Level 3 Query
• General Info Tab: Leisure
• Travel History Tab: Select ‘Does Have Travel History Records with the following criteria’
• Vendor: ‘Is Equal To’. Choose an escorted tour company supplier (ie. Globus, Cosmos, etc.)
• Select OK
• Add another filter to this level 3 query
• Repeat steps above until you have chosen every cruise line that you sell
• Select OK
• Select Refresh

Global Modify records from query above:

• Utilities > Global Modify
• Select the Marketing Fields tab
• Select ‘What Type?’ from the drop down.
• Check Tour Escorted
• Select Global Modify Now

*See footnote to global modify only select records from a query

Tour Non-Escorted: 

This category is more for companies that offer a complete package similar to an escorted tour, where activities, sightseeing, etc. are included but there is no tour guide and you do not travel in a group but everything is prearranged.

• Profile Level 3 Query
• General Info Tab: Leisure
• Travel History Tab: Select ‘Does Have Travel History Records with the following criteria’
• Vendor: ‘Is Equal To’. Choose an escorted tour company supplier (ie. Monograms, Avanti, etc.)
• Select OK
• Add another filter to this level 3 query
• Repeat steps above until you have chosen every cruise line that you sell
• Select OK
• Select Refresh

Global Modify records from query above:

• Utilities > Global Modify
• Select the Marketing Fields tab
• Select ‘What Type?’ from the drop down.
• Check Tour Non-Escorted
• Select Global Modify Now

*See footnote to global modify only select records from a query

All-Inclusive: 

Most all-inclusive resorts are booked via a tour company, however, there are a few companies that it is not unusual to see an agent book direct with that company.  An example would be Sandals and of course, most all (if not all) Club Med vacations are booked direct so if an agent books a particular all-inclusive company direct then we can query on that supplies to achieve the all-inclusive marketing code selection.

• Profile Level 3 Query
• General Info Tab: Leisure
• Travel History Tab: Select ‘Does Have Travel History Records with the following criteria’
• Vendor: ‘Is Equal To’. Choose an all-inclusive company (ie. Club Med, Sandals, etc.)
• Select OK
• Add another filter to this level 3 query
• Repeat steps above until you have chosen every cruise line that you sell
• Select OK
• Select Refresh

Global Modify records from query above:

• Utilities > Global Modify
• Select the Marketing Fields tab
• Select ‘What Type?’ from the drop down.
• Check All-inclusive
• Select Global Modify Now

*See footnote to global modify only select records from a query

*Footnote: When you run the queries, you may decide to global modify all profiles that are populated with the query; however, if you do not want to modify all profiles but only select profiles from the query, then follow the below instructions:

From your queried profiles, while holding down the Control key click on only the profiles that you would like to modify. Then follow the global modify instructions above however before clicking Global Modify Now, in the bottom right-hand comer in the Include Records box choose Selected Results in Profile Manager. This will only modify those you individually selected.

Budget: Economy, Moderate, Deluxe

Economy:

• Profile Level 3 Query
• General Info Tab: Leisure
• Travel History Tab: Select ‘Does Have Travel History Records with the following criteria’ ‘Invoice Total Fare’ from $1,000 to $1,500
• Select OK
• Select Refresh

Global Modify records from query above:

• Utilities > Global Modify
• Select the Marketing Fields tab
• Select ‘What Budget?’ from the drop down.
• Check Economy
• Select Global Modify Now

Moderate:

• Profile Level 3 Query
• General Info Tab: Leisure
• Travel History Tab: Select ‘Does Have Travel History Records with the following criteria’ ‘Invoice Total Fare’ from $1,500 to $3,000
• Select OK
• Select Refresh

Global Modify records from query above:

• Utilities > Global Modify
• Select the Marketing Fields tab
• Select ‘What Budget?’ from the drop down.
• Check Moderate
• Select Global Modify Now

Deluxe:

• Profile Level 3 Query
• General Info Tab: Leisure
• Travel History Tab: Select ‘Does Have Travel History Records with the following criteria’
• ‘Invoice Total Fare’ from $3,000 to (leave blank)
• Select OK
• Select Refresh

Global Modify records from query above:

• Utilities > Global Modify
• Select the Marketing Fields tab
• Select ‘What Budget?’ from the drop down.
• Check Deluxe
• Select Global Modify Now

 

With Whom?: Family: Young or Family: Teen

Family: Young or Family: Teen

• Profile Level 3 Query
• General Info Tab: Leisure
• Traveler/Contact Tab: Select ‘Does Have Traveler/Contact Records with the following criteria’
• Enter birthdate that will pull ages 12 & under (ie. January 1, 2009 to December 31, 2021)
• Select OK
• Select Refresh

Global Modify records from query above:

• Utilities > Global Modify
• Select the Marketing Fields tab
• Select ‘With Whom?’ from the drop down.
• Check Family: Young
• Select Global Modify Now
• Modify the query and set birth date range that will pull ages 13 to 19
• Select OK
• Select Refresh

Global Modify records from query above: 

• Utilities > Global Modify
• Select the Marketing Fields tab
• Select ‘With Whom?’ from the drop down.
• Check Family: Teen
• Select Global Modify Now

*See footnote to global modify only select records from a query.

You can change the birthdates for Single: Young or Couple: Young for up to age 35

You can change the birthdates for Single: Mature or Couple: Mature for ages 35-50

You can change the birthdates for Single: Sr.Citizen and Couple: Sr.Citizen for age 50 

*Footnote: When you run the queries, you may decide to global modify all profiles that are populated with the query; however, if you do not want to modify all profiles but only select profiles from the query, then follow the below instructions:

From your queried profiles, while holding down the Control key click on only the profiles that you would like to modify. Then follow the global modify instructions above however before clicking Global Modify Now, in the bottom right-hand comer in the Include Records box choose Selected Results in Profile Manager. This will only modify those you individually selected.