Overview

Marketing Types allows the ability to keep track of how clients hear about your business. Collect feedback on all your marketing methods.

Prerequisites

• Access to the system's Menu button and Setup tab.

Steps

Location

• Click on a Menu button.
• Select the Setup tab.
• Click on Marketing Type Setup within the Marketing Setup section.

Add a New Marketing Type

• Click "Add" to add a new marketing type.
• Label: Name of the marketing type.
• Enter any additional information in the Description field, if needed.

Delete

• To delete a Marketing Type, expand the Marketing Type and click "Delete."

Merging Duplicate Marketing Types

• Expand the Marketing Type to be merged.
• Click "Merge."
• In the light box, select the Marketing Type to be merged together.
• Click "Accept" to accept the merge.

Marketing Field in Guest Folio

• To display the Marketing Types field in a Reservation Guest Folio:
• Click on a Menu button.
• Select the Setup tab.
• Click on Business Setup and change to the Preferences tab.
• Click "Show" to make the field available in the Guest Folio.
• Click "Force?" to make entering a Marketing Type required with each new reservation created.

Marketing Field on the Online Booking Interface

• To display the Marketing Types field on the Online Booking Interface:
• Click on a Menu button.
• Select the Setup tab.
• Click on Resort Web Setup.
• Click "Show" to make the field available on the Online Booking interface.
• Click "Force?" to make entering a Marketing Type required with each new reservation created.
• Marketing Type Message: Enter a custom message to display online. Default Message: "How Did you Hear about us?"
• Click here to print the Help Document on Marketing Type Setup

Reporting

• Multiple areas to get the Marketing Type data for reporting:
• Marketing Report
• Marketing Type Statistics panel

Marketing Report

• To run the Marketing Report:
• Click on a Menu button.
• Select the Reports tab.
• Click on Marketing Report within the Manager section.
• Enter the required date range.
• Report Parameters: 1 = Check In Date; 2 = Made Date.
• Click "Submit" to produce the report.

Marketing Type Statistics Panel

• Click on a Menu button.
• Select the Admin tab.
• Select Marketing Type Statistics within the Analytics section.
• Date Range: Select the required date range for the report. Limit of 6 months or less. For larger ranges, export data and combine via Excel or run the Marketing Report within Report Category: Manager.
• Search Options:
• Type of Reservations (Regular or Cancelled)
• On-Site During Range; By Check In Date or By Made Date.
• Rez/Occ Products Only or All Products.
• Breakdown Options:
• By Item: All the Marketing Types created in RezExpert.
• By State: All entered States.
• By Zip/Postal Code: All entered Zip/Postal Code.
• By Country: All selected Countries.
• By Country – Summary: Summary of all countries.
• Press "Refresh" to see the Marketing Type Statistics.
• Statistics Display:
• Label: Name of Marketing Type

• of Reservations: Total number of (selected Search Option) reservations

• Occupied Days: Number of occupied days for the reservations within the Date Range selected.
• Project Revenue: The revenue amount from the Marketing Type.
• Load Chart: To view a Pie Chart for the displaying Marketing Statistics, click "Load Chart."
• Chart Options: Choose the type of chart to display – Pie or Column. To print/download the Chart, click the three bars within the Chart.
• Print Report: To print the Marketing Report from the selected Search Options, click "Print."
• Click here to print the Help Document on Marketing Type Statistics

Troubleshooting

• Ensure that all steps are followed correctly.
• Verify that the correct tabs and options are selected as per the instructions.
• If issues persist, consult the help document or contact support.