Let ClientBase help you impress your clients even more with TouchBase. This service enables you to to "touch" your clients by sending them greetings and/or reminders at regular intervals. Recognize birthdays and anniversaries, welcome them to the agency, thank them for referrals, and more! The TouchBase Program is the best solution for staying at the top of your clients!
Click here to sign up for Touchbase!
Click on the following to view a sample of the promotion:
Happy Birthday to passenger email address only
Happy Birthday to primary if not passenger email exists
Query is done every Monday - looking for any travelers with a birthday Monday thru Sunday of the current week. Query is off the traveler Tab.
Passenger Email Only ----only travelers with an email, marketing permission and 2 letter state code
Primary Email for No Passenger Email --promo will go to travelers with DOB in profile but have no email associated, which is sent to primary email
Exclusion Marketing Partner ID: NOBDY
Query is done on Fridays. Query from General Info Tab under the Special Dates of Wedding Anniversary from Monday - Sunday or the next week.
Exclusion Marketing Partner ID: NOANN
Query is done once a month - usually first Wednesday of the month. Query is looking for any new leisure profiles created the month prior.
Exclusion Marketing Partner ID: NOWTA
Query is done on Fridays. The Query will look for any res cards with a Trip Start Date between Monday and Sunday of the upcoming week with a confirmed Air, Hotel, Tour, Cruise and Rail reservation.
Exclusion Marketing Partner ID: NOBVE
Query is done every Friday. Query looks for any res cards with at Trip End Date between the last Saturday and Friday of the current week with a confirmed Air, Hotel, Tour, Cruise and Rail reservation.
Exclusion Marketing Partner ID: NOWHE
Query is done once a month - usually last Friday of the Month. Query looks for any passports that expire in 9 months.
Exclusion Marketing Partner ID: NOPPR
Query is done once a month - usually the 2nd Wednesday of the month. Query is looking for reminders with a reminder type of "Referral" from Date X to Date Y.
Exclusion Marketing Partner ID: NOREF
Query is done every Monday. Query will look for res cards with a create date from the previous Saturday thru Friday.
Exclusion Marketing Partner ID: NOINQ
The program includes 3 Holidays per year.
Happy Valentine's Day, Happy Canada Day, Happy 4th of July, Happy Labor Day, Happy Holidays, Happy New Year
Exclusion Marketing Partner ID: NOSHO
The survey is sent out by itself 2 times per year. Usually January and July. This survey is based on the marketing codes in your Marketing Tab.
If you have a profile/email that you do not want to receive ANY TouchBase messages please use the NOTBM Marketing Partner ID to flag those.