Adding and Managing Travellers

Adding and Managing Travellers

Travellers will be able to interact with their Trip on the Web View and through the mobile app.

From within a Trip, select Travellers from the left navigation menu or click the Share icon and select Travellers.



Click Add Traveller, and fill out the fields in the dialogue box. Click Add Traveller again to add them to your Trip.
Trips created from HELiO will automatically add the Trip Contact (in most cases, the Lead Traveller) email address. The Travellers section allows you to add additional Traveller emails to the Trip.



If the Trip is not yet published, travellers will be notified (receive their Trip email) when you Publish the Trip.

If the Trip is already in Published status (as will be the case for all bookings sent from HELiO to Trips), your Travellers will receive a Trip email immediately. You can add an optional message before adding the traveller and sending the Trip email.



Once your Traveller has been added, click the Options icon (three vertical dots) to remove the Traveller, preview the Trip Email, or view their Trip Email Log.
All Travellers added to a Trip will have access to the Trip by email, on the web and via the mobile app.
If you need to revoke access to a Trip, your client's email must be removed from the Travellers section of the Trip.
The HELiO Trip Contact (Lead Traveller in most cases) will automatically be added as a Traveller when a HELiO booking is sent to TRIPS.


Trip Email Log

The Trip Email Log allows you to track and view the status of the Trip emails sent to Travellers.

The Trip Email Log shows:
  1. when the Trip email(s) was sent
  2. when the Trip email(s) was delivered
  3. how many times the Traveller(s) have opened the Trip email
  4. how many times the web view has been accessed
Click the Travellers option from the left navigation menu or the Share icon and select Travellers.

Click on the Options icon to the right of the traveller and select Trip Email Log.


Understanding the Email Log



EMAIL SENT ON
  1. The date and time that the Trip email was sent to the Traveller;
  2. There will be an entry for each time the Trip email has been sent.
STATUS
  1. Processed: the Trip email is being prepared by the TRIPS email processor for delivery.
  2. Dropped: The Traveller has previously unsubscribed or marked TRIPS emails as Spam.
  3. Sent: the Trip email has been sent from the TRIPS email processor.
  4. Delivered: The Trip email has been accepted by the receiving server (i.e. the Traveller's email server).
  5. Bounced: The server cannot or will not deliver the Trip email; bounces are often caused by outdated or incorrectly entered email addresses.
  6. Opened: The Trip email has been opened.
STATUS UPDATED
  1. Date and time of the most recent Trip email status update.
OPENS
  1. The number of times the Trip email has been opened. This may not always update depending on the settings of the email recipient/domain.
CLICKS
  1. The number of times one of the social icons was clicked from the trip email.
You will receive a bounce-back email if the email is not sent successfully. Please check the email entered for the Traveller. If the email is entered correctly, please ask your client to check that your email address and <no-reply@fctg.umapped.com> is on their safe sender's list and not being filtered and that their spam/junk folder has been checked.

The Trip Email Log also includes the number of times a traveller has logged in to view the Web View, including a timestamp of the first and most recent instance.

You cannot add emails associated with a TRIPS Travel Advisor account as Travellers. If you wish to add yourself or a fellow travel professional as a Traveller, please use an email not associated with your Trip Publisher account.

Your Travellers must register for the mobile app with the same email you use to add them to a Trip.

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