1. ClientBase Web Seminar 2018
Marketing Codes
Advanced Search Features
Sending E-Blasts, E-Invites & E-Cards

2. Marketing Codes
ClientBase allows us to assign Marketing Codes to our Clients’ Profiles enabling us to extract Specific Client Lists.
At Maritime Travel, our Best Practice is to assign a minimum of three Marketing Codes per Leisure Client Profile:
MLM – Are they an A, B or C Client
With Whom? – Single, Double Income No Kids (DINKS), Family, Empty Nester, Senior, Small Business
When do the Travel? – Travelled 01May17-30Apr18 (Fiscal Year)
Helpful Tip – The best time to update these Marketing Codes is when you’re reconciling your Top 20% List for MLM.
Additional commonly used Marketing Codes include:
What Type? - Cruise, All-Inclusive, Package, etc.
Select Mailing – Christmas Cards, Consumer Nights, Holiday Club, etc.
Tactic Tracking

3. Let’s take a look. ‘Click’ on the Marketing Codes Tab in your Client’s Profile:
Are they an A, B or C Client?
Are they Single, Double Income No Kids (DINKS), Family, Empty Nestor, Senior or Small Business?
Did they Travel Last Year?
Have the Travelled this Year?

4. Additional commonly used and useful Marketing Codes include:
What Type?
Cruise
All-Inclusive
Package
Select Mailing
Christmas Card
Consumer Night
Tactic Tracking
2019 Tactic #1
To track Sales for a Specific MLM Consumer Night

5. Advance Search
One of the significant advantages to using ClientBase is our ability to extract information and target specific groups of clients.
If we take the time initially to enter as much of our clients’ information as possible into their profiles, we can then use this information to our advantage.
The ‘key’ is to not only know our clients, but anticipate what they want before they do and offer them the perfect product.
ClientBase Web can assist us to achieve this…let’s take a look…

6. Our first step is to think about ‘who’ we want to reach out to:
A List of Clients we’ve identified and assigned Marketing Codes
Our ‘A’ Clients
We want to a Christmas Letter to our ‘A’ Client List
A Specific Age Group
Clients aged 50 – 65
We want to hold a Consumer Night and promote River Cruising
A Specific Value
High End ‘B’ Clients
We want to send a mail out to introduce and upsell new product to our High ‘B’ Clients
Specific Travel Dates
Clients who travelled during Spring Break last year
We want to send an E-Blast to get them thinking about booking their next ‘Spring Break’ vacation
Specific Suppliers
All Clients who travelled with Celebrity Cruises
We want to invite our past Celebrity Clients to a Ship Tour and send them our Exclusive Savings

7. Regardless of our queries, our first two steps are the same:
Go to ‘Advance Search’
Under the ‘General Info’ section, under ‘Profile Identity’ select ‘Leisure’

8. 2. Under the ‘General Info’ section, under ‘Profile Details’
Select a Counsellor (optional, leave blank if you want your query for the entire branch)
Select your Branch

9. Now we can narrow our search. Let’s look at our first scenario:
A List of Clients we’ve identified and assigned Marketing Codes
Our ‘A’ Clients
We want to a Christmas Letter to our ‘A’ Client List
Click ‘OK’

10. ClientBase has provided us with a list of all Profiles that have Marketing Codes checked off as ‘A’ Clients and to receive Christmas Cards.
*** General Info __________________________________________
Profile Type Is Equal to [Leisure]
Primary Agent Is Equal to "Nicholas Howard" [977779]
Profile Status Is Equal to Active
*** Marketing Codes ________________________________________
MLM
A Client $750 and over
Select Mailing
Christmas Card

11. For our second scenario we are targeting a Specific Age Group:
Go to the Traveler/Contact Tab
Under Birth Date enter a range including the year
01Jan Dec68 – will capture clients years old
Click ‘OK’

12. ClientBase has provided us with a list of all Profiles that contain Birthdays between 01Jan53 – 31Dec68 (Clients aged 50 – 65)
*** General Info __________________________________________
Profile Type Is Equal to [Leisure]
Primary Agent Is Equal to "Natasha Plingen" [977781]
Branch Is Equal to [85] West Vancouver
Profile Status Is Equal to Active
*** Traveler/Contact __________________________________________
Birth Date Between "JAN 1, 1953" And "DEC 31, 1968"

13. For our third scenario we are targeting a Specific Value of clients:
Targeting a Specific Value (High End ‘B’ Clients)
Go to the Travel History Tab
Go to the Invoice Section
Under Total Commission From/To - enter a value range
$600-$750
Under Issue Dates From/Through – enter a date range
11/01/2017 – 10/31/2018 (01Nov17-31Oct18)
Click ‘OK’

14. ClientBase has provided us with a list of our High ‘B’ Clients who booked between 01Nov17 – 31Oct18, with revenue from $600 - $750
*** General Info __________________________________________
Profile Type Is Equal to [Leisure]
Primary Agent Is Equal to "Natasha Plingen" [977781]
Branch Is Equal to [85] West Vancouver
Profile Status Is Equal to Active
*** Travel History______________________________________________
Invoice Total Commission From To
Invoice Issue Date Between 11/1/2017 And 10/31/2018

15. In our fourth scenario, we are targeting a specific ‘Travel Timeframe’:
Targeting Specific Travel Dates (Who Travelled Last Year During March Break)
Go to the Travel History Tab
Go to the Booking Section
Under Departure Dates From/Through – enter a range
03/01/ /31/17 (01Mar17-31Mar17)
Scroll down to:
Click ‘OK’

16. ClientBase has provided a list of all clients who travelled last year during March Break.
*** General Info __________________________________________
Profile Type Is Equal to [Leisure]
Primary Agent Is Equal to "Natasha Plingen" [977781]
Branch Is Equal to [85] West Vancouver
Profile Status Is Equal to Active
*** Travel History ______________________________________________
Depart Date Between 3/1/2017 And 3/31/2017

17. Targeting a Specific Supplier (Celebrity Cruises)
In our last scenario, we are looking to target clients who previously travelled with a ‘Specific Supplier’:
Targeting a Specific Supplier (Celebrity Cruises)
Go to the Travel History Tab
Go to the Booking Section
Type in your Vendor Name and select from the Drop Down Menu
Celebrity Cruise Lines-cad
Click to ‘Check Off’ the ‘Travel Category Cruise Box’
Under Depart Dates From/Through – enter a date range
11/01/2017 – 10/31/2018 (01Nov17-31Oct18)
Click ‘OK’

18. ClientBase has provided us a list of our clients that travelled with Celebrity Cruises from 01Nov17–31Oct18.
*** General Info __________________________________________
Profile Type Is Equal to [Leisure]
Primary Agent Is Equal to "Natasha Plingen" [977781]
Branch Is Equal to [85] West Vancouver
Profile Status Is Equal to Active
*** Travel History ______________________________________________
Vendor Is Equal to "Celebrity Cruise Lines-cad"
Travel Categories Is Equal to [Cruise]
Depart Date Between 11/1/2017 And 10/31/2018

19. Thinking ‘Outside the Box’
Let’s take things one step further…
Imagine a promotion has been brought to your attention…Regent Seven Seas Cruises has a great offer and you would like to try and upsell your existing clients.
You can combine different types of scenarios to narrow your searches even further enabling you to target a very specific group of clients.
By combining our searches we can create a list of:
Clients aged 50 – 65
Who Travelled with Celebrity Cruises
From 01Nov17 – 31Oct18
Were Invoiced between 01Nov17-31OCT18
With Revenue of $600 - $750

20. Here’s what our ClientBase Search Criteria would look like:
  *** General Info __________________________________________          Profile Type Is Equal to [Leisure]          Primary Agent Is Equal to "Natasha Plingen" [977781]          Branch Is Equal to [85] West Vancouver          Profile Status Is Equal to Active                   *** Traveler/Contact __________________________________________          Birth Date Between "JAN 1          1953" And "DEC "                   *** Travel History ______________________________________________          Vendor Is Equal to "Celebrity Cruise Lines-cad"          Travel Categories Is Equal to [Cruise]          Depart Date Between 11/1/2017 And 10/31/2018          Invoice Total Commission From To          Invoice Issue Date Between 11/1/2017 And 10/31/2018]

21. ClientBase has provided us with one Profile.
The perfect client to reach out to and offer an Amazing Deal & Travel Opportunity!

22. Sending our E-Blasts, E-Invites & E-Cards
Once we have our Client List, we’re ready to send out our E-Blast, E-Invites & E-Cards In our example we will send out an E-Invite for a Consumer Event

23. Prior to sending your E-Invite, check your Profile Login Settings
Go to the ‘Tools Menu’
Click ‘My Login’
Click ‘ Settings’

24. Outgoing Mail Server (SMTP) Port Authentication Type
Ensure your Login Settings are as follows:
From Address
Enter your address, or your branch’s address
Outgoing Mail Server (SMTP)
Enter – clientbase.office365.local
Port
Enter 25
Authentication Type
Select None
Account Login – Leave Blank
Password – Leave Blank
Secure Connection

25. Click ‘Merge Options’, ‘Merge to E-mail’

26. The Merge to E-mail Window will be displayed
Note the:
‘Sort By:’ options,
‘Look for s In:’ options
‘Primary & Marketing Permission’ options
Click ‘OK’

27. The ‘Merge to E-mail’ Screen is displayed for you to complete.
Add a Subject Line
Priority – Normal
Mode – select HTML from the Drop Down Menu
Type your message
Use the formatting tools to adjust your Font Size & Colour, to Bold and/or Italicize, and align your text (e.g. centre)
Click on the ‘Insert Picture’ Icon and enter the URL (MT Website address of your image) -
Your Image has now been uploaded into the body of your .

28. Helpful Tip What exactly is an Image URL???
In order for an image to be displayed in the body of your client’s , when sent from ClientBase Web, it needs to be saved onto our Website first.
The ‘Website Link’ of your Image is your Image URL Address.
Your image must be a JPEG.
We can easily save your chosen image
to our Website by contacting either Rosanne Gibson or Sue Vogl.

30. You’re now ready to send your E-Invite.
Click ‘Send All’
Your E-Invite has been sent (note the ‘ job based on query:’ dialogue box)
Click ‘OK’

31. Your E-Invite has been received!

32. Click ‘Close’
You will be prompted to create a Mailer
Click ‘Yes’ (this will keep a record of your mailing in the ‘Activities Section’ of your client’s ClientBase Profile).

33. Complete the Mailer
Mailer Type – General Correspondence
Mailer ID – Name your Mailer (Princess Consumer Night Invite)
Link to Details – you can add your E-Invite URL
Click ‘OK’, Click ‘Close’

34. A copy of your Mailer has been saved to the ‘Activities’ Section of your client’s profile
Click ‘View’ for details

35. at the perfect time to the perfect client.
As you can see,
by taking advantage of ClientBase,
selecting Marketing Codes
and using the Advance Search,
you can extract very specific client lists,
giving you the ability to provide
the perfect product
at the perfect time
to the perfect client.
Your options are limitless!

36. And that’s it! Any Questions or Comments? Thanks for attending…
We’ve got you covered Coast to Coast
From 9am AST to 5pm PST
Sue Vogl – –
Suzanne Jacobs – –