Overview

Using the Agent Center, travel agents can email a customer an itinerary link. A form collects the customer's contact information for email delivery. When customers click the itinerary link, they are redirected to TripBuilder's IBE (Internet Booking Engine), where they can view the itinerary details.

How to Send an Itinerary Link to a Customer

Follow these steps to use the feature:

1. Go to the TripBuilder Dashboard

2. Click on Customer Itineraries

3. Search for or filter the itinerary you wish to send

4. Click on the envelope icon at the top right of the itinerary card

5. A popup titled "Send personalised itinerary to customer" will appear

6. At the top of this popup, you will see the link to be shared via email with the customer. This link will open the publicly accessible IBE, so having it configured is mandatory to use this feature.

7. The agent will be presented with up to four fields for customer data collection:

• Email (mandatory): Enter the email address where the link will be sent.
• First name: The first name of the email recipient.
• Last name: The last name of the email recipient.
• Gender: The gender of the email recipient for additional personalisation.

While the Email field is always mandatory, the remaining fields (First Name, Last Name, and Gender) can be configured as required, optional, or hidden from the data collection form.

8. Decide whether to send the email using the form's data, overwriting any existing contact details collected in checkout

9. Agree to the data protection notice

10. Click the Send Email button

11. The email will be sent to the customer, and the popup will be closed

Itinerary Link Received by the Customer

The customer will receive an email similar to the example below.

Upon clicking the Open Itinerary link, the customer will be redirected to different areas in TripBuilder, depending on the itinerary status:

• If the itinerary is not yet confirmed, it will open in the Planner (IBE), allowing further editing.
• If the itinerary has been confirmed, the link will open the itinerary's Travel Documentation.