Fideltour CRM
What is the CRM module and how does it work?
Where do we start? CRM Modul definition This module allows us to know each contact and automatically enrich it using back-food techniques. The CRM offers the user the possibility to perform a whole in one; attracting contact through the channel that ...
How do I segment my clients in Fideltour?
Where do we start? Definition of interests The first step to be taken in order to define the interests we wish to add is, once logged in to the intranet, in the module CRM we will click Configuration - Interests. Creation of interests Once inside the ...
How do I create a segment in Fideltour?
Where do we start? Configuring the segment Once we are clear about the kind of audience we are going to address, we will go to the menu on the left and in the CRM module, we will click on Segments - Population segment We will proceed to create a new ...
How to add tags to my contacts in Fideltour?
Where do we start? Definition It is important to understand that they are labels in order to make the correct use of these. Labels are words created manually by the user and serve to help differentiate a particular group of contacts so that we can ...
How to export my database in Fideltour?
Where do we start? Selection of database Once we have accessed the Fideltour intranet, we will select the module "CRM"which is shown on the left side of the platform. Once inside, we click on the top of the "Contacts". If we want to export certain ...
How to import my database into Fideltour?
Where do we start? Selection of database Once we have accessed the Fideltour intranet, we will select the module "CRM"which is shown on the left side of the platform. Once inside, we click on the top of the "Contacts". Once we are on the contacts ...
How to import reservations into Fideltour?
Where do we start? Importation of reservations Once we have accessed the Fideltour intranet, in the CRM module we will select the sub-paragraph of "Movements". Once the motion page is loaded, we will click on the icon of the file with the arrow ...