This guide walks through how to build a trip itinerary using the Umapped Trip Publisher in five easy steps for an FIT.
A. Trip Info
F. Traveler Interface
Before using the Umapped Trip Publisher, we suggest reviewing the Trip Publisher 101 information found here so you have all the information needed to get started.
**Bookmark the link trip.umapped.com to quickly access the Trip Publisher login page.
After reviewing Trip Publisher 101, add a new trip from your Umapped dashboard to get started.
A. Trip Info
Start creating your trip by entering basic information under “1. Trip Info”.
1. Add a Trip Name
Clients will see the trip name as the title of their trip. This name is included in the emails they receive and is visible on all three formats of the trip.
2. Add Travel Dates
Select when the trip will begin and end. Next, select Save Trip to create the trip.
3. Add a Cover Photo
After saving the trip name and dates, you have the option of adding a cover photo. This is the main visual on all three formats of the trip.
Step 1: Click on the grey photo thumbnail to add a photo.
Step 2: Search for a photo in the image library (powered by Wikimedia,) add a photo directly from a website, or select a photo from your computer.
Step 3: Select Save Trip to continue building your trip.
Please see here for instructions on adding photos.
All bookings, reservations and important travel information are consolidated into the day-by-day itinerary for travellers.
Step 1: Add Bookings
There are different ways to add booking information to the trip itinerary. Please review the following options to learn all the ways you can add reservation information!
A. Import from GDS/ClientBase
B. Forward Email Confirmations
C. Import from a Tour Operator
D. Add Bookings Yourself
Import from your GDS by selecting Import from GDS from the Import Bookings menu. Click here for full instructions.
Import from ClientBase by selecting Import from ClientBase from the Import Bookings menu. Click here for full instructions.
You can forward official booking email confirmations from hundreds of different vendors into your Umapped trip itineraries. Simply forward your confirmations from your email address (that is associated with your Umapped account) to your API Email Address with the name of the trip you would like the bookings added to as the email subject line. For full instructions, click here.
C. Import from a Tour Operator
Select the tour operator from the drop-down menu. To read more about the various integrations available please click here.
Add bookings yourself by selecting a category from Add Bookings. For full instructions, please click here.
2. Add Content
Add notes, destination content and other additional information for your travellers within the trip. Read here to learn how.
Include supporting documents, travellers may need during their travels, directly in the trip. Documents are available to travellers in the documents tab of the mobile app and the web itinerary. Documents can be used in a variety of ways: adding more information about a specific booking, including vouchers, e-tickets, cancellation policies or destination content (like a country guide).
Attach PDF or Word files under 10MB (like e-tickets or vouchers) to a trip. Click here for full instructions.
**Any Word or PDF Files that are attached can be linked to a specific booking within the trip itinerary for easy access for travellers. Click here for more information.
You can review the following in Step 4:
Step 1: Calendar All Bookings will be visible on their specified date.
Step 2: Documents See any documents added in Step 3.
Step 3: Map Review the locations visible to the travellers on their map. If you are missing locations, add addresses to vendors you have used in Step 2. Please see here for instructions.
Step 4: Preview PDF Download the PDF to view what your travellers will see.
Publish and send the trip to your travellers. Enter names and email addresses of individuals traveling to send them a personalized, branded email that includes links to the Traveler Interface (Web, PDF and Mobile App).
Step 1: Add the travellers' email, first and last name. Then select Add Traveler. Repeat for each traveler.
**Add yourself as a Traveler to receive a copy of the itinerary by email. This is a great way to review the trip from the client's perspective.
Step 2: When you are ready select Publish Trip to send an email to the listed travellers.
**See the email sent to your traveler by clicking on the “Preview Email” button after adding your traveler. Click here to see more.
Step 3: If you make any changes to the trip, you can re-publish the trip. Please see here for instructions.
F. The Traveler Interface
A branded email will be sent to the traveler, when you add them in Step 5. Publish, containing everything they need to access their trip.
Travellers can access their Trip in three formats. Click here to learn more:
3. Mobile App
**Now that your traveller has access to the trip on Web Itinerary and the Mobile App, use the Umapped Messenger to send them recommendations and upsell products for their journey.
Click here for more information.
For further assistance please contact email@example.com