Introduction
The system offers various possibilities to build and display Modules and Templates. This article serves as an overview of the offered possibilities.
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Article Available in Video The information in this article is available in video and with additional example videos below. |
00:00: Welcome to Templates! In this guide, you will learn more details about templates and their general uses. 00:07: Templates can be accessed inside the Package Builder in Inventory. Click on it. 00:13: A new page will open that will display all the templates created on your instance. If none have been created so far, the list will be empty. 00:22: As we explained in our Inventory introduction video, templates are the blueprint of an itinerary, which will be displayed once published on the Discover page. 00:31: Templates can be created with or without the use of modules to create different types of trips. Without Modules, stops and products are directly added to the templates to create flexible templates. Creating this kind of template allows for stops to be moved, deleted, and exchanged on the Planner. And products can be added and removed depending on the user's liking. 00:54: Templates created with Modules can consist of 1 to 3 modules (Pre-Main-Post) with a set order. If one module is selected, then the module and the template need to have the same start and end location. Suppose more than a combination of pre and post options to a main tour can be created. These modules are exchangeable components of a Tour in Planner. 01:17: To create a new template, click on the "Create Template" button. 01:22: When creating a new template you will first be directed to an overview screen to add the basic information of the template. At this point, no draft version of the template has been created yet. Only once you have entered all the information and clicked create. A draft version of the template is saved and can be further worked on. 01:41: To start with enter - the title of the template which will be the title of the trip you want to sell. - the start and end location of the trip. The start and end location should reflect the start and end location of the trip in destination. If you sell trips with flights then these locations should be airports. 01:59: When you create a template, you can define if it should be saved as custom or not. 02:04: If a template is defined as custom or not, define if the template is listed on the published or custom template in the template overview page in inventory. But there is more. Published templates are shown once published on the Discovery page. Custom templates are not shown and can be used for specific customer creations or if you want to test a template before you want to make it publicly available. Note whether it is custom or not. This setting on templates can be adjusted at any time. 02:32: Furthermore, you can define if the template you create should have the rental car feature enabled from the start. This feature automatically defines the connections between stops as rental car connections. Note that this setting can be adjusted on the template at any time. If the feature is not enabled from the beginning, then the connections between stops are left empty and can be filled with transfer products or placeholders. Click on the "Learn more" on your screen to learn more about rental car templates. 03:01: When a template is created, the itinerary trip type is set, per default, to Standard (Pre/Main/Post). No changes are required here. With this itinerary trip type, many different template setups can be created. 03:18: The tour type of the template allows you to define if you want to create a template which can be booked as individual tour (FIT) or if the template should be used for group booking. For both the setup, display and pricing structure will be different. Therefore, you need to be sure beforehand what you want to create. 03:36: ONce you have defined all mandatory details, make sure to hit "Create" to create the draft version of your template. 03:43: After the template has been created, you will be directed to the stop tab of the template. Here, you see the added start and end locations of the creation screen. 03:53: Next to the start and end locations you will see the options to Copy existing stops. This function allows you to copy stops from other created templates. Add new stops. This function allows you to create stops and their number of overnights one by one. Import Module. This function allows you to import previously created modules to create the structure of your trip. 04:16: Additionally, to stops or modules, you can add connections to the template. These are particularly used in the combination with stops. As mentioned earlier, if you have the rental care feature enabled, then the connections will be automatically filled with a rental car connection. If the feature is not enabled from the beginning, then the connections between stops are left empty and can be filled with transfer products or placeholders. 04:42: Templates can be created with or without the use of modules to create different types of trips. Following, we will show some example options: 04:51: Flexible Standard Pre-Main-Post Template with stops and rental car connections. Products such as accommodation and activity can be pre-defined and added to the stops. However, it can be exchanged by the user in the planner. Connections on the template can be rental cars or other means of transportation. All details are directly built on the template without the use of modules. 05:14: Flexible Standard Pre-Main-Post Template with stops and rental car connections. Display of the template on Discovery Detail. 05:22: Fixed Standard Pre-Main-Post Template with Tour Module as connection. The start and end locations of the template are the same as the module, as well as the transit activity used within the tour module. 05:34: Flexible Standard Pre-Main-Post Template with tour module as connection. Display of the template in Discovery Detail. The layout of the tour module is different from the stop-by-stop option. You will see the day-by-day description of the segments created in the used transit activity. 05:52: Fixed Standard Pre-Main-Post Template with Tour Module and Extension Module. The start and end locations of the template are the same as the modules. The tour module is the main module of the template and is not exchangeable. The extension module is created as a default transfer module marked as exchangeable. Other modules with the same start and end location can be selected in the planner as extensions. 06:17: Fixed Standard Pre-Main-Post Template with Tour Module and Extension Module. Display of the template on Discovery Detail. 06:25: Fixed Standard Pre-Main-Post Template with Stop-by-Stop Module, as well as pre and post-extension Module. The start and end locations of the template are the same as the modules. Everything is connected. The stop-by-stop module is the main module of the template and is not exchangeable. The extension modules are created as a default transfer module marked as exchangeable. Other modules with the same start and end location can be selected in the planner as extensions. 06:54: Fixed Standard Pre-Main-Post Template with Stop-by-Stop Module and Extension Modules. Display of the template on Discovery Detail. 07:03: Group Tour Template with fixed Stop-by-Stop Module. The start and end locations of the template are the same as the modules. Everything is connected. The fixed stop-by-stop module is the main module of the template and is not exchangeable. The module pricing type is based on room category pricing. 07:23: Group Tour Template with fixed Stop-by-Stop Module and room category pricing. Display of the template on Discovery Detail. The user is able to select between two categories, "Standard" or "Deluxe", an the description is based on a day-by-day description. 07:40: This guide gave you a general introduction to templates. We hope it was helpful.
Template & Module
The basic setup of a Trip is done as follows:
- Products are created and added to Modules → Modules are created and added to Templates → the Template is the blueprint tour that is displayed in Discovery and Planner.
- Modules can act as exchangeable components of a tour and are displayed as exchangeable options in the Planner.
- Depending on the content, the type of Module needs to be set in the Backend.
- The defined Module Type has an impact on the display of the tour on the Planner.
Possible Tour Options
- Stop-to-Stop Options
- with Rental Car, Transfers or both
- Group, Private Tours or Cruises
- with or without exchangeable pre-and/or post-programs
Template Type
When a template is created, the itinerary trip type is set, per default, to Standard (Pre/Main/Post). No changes are required here. With this itinerary trip type, many different template setups can be created.
| Type | Modules | Description |
| Standard (Pre/Main/Post) |
without Module
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with Modules
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Template Creation - Video Examples
Creating a Flexible Template with a Rental Car
00:00: This guide will walk you through the steps to create a flexible template with rental car option using the TripBuilder application. A rental car template is a stop-to-stop Standard (Pre/Main/Post) template option without Modules. Stops and products are directly added to the template and can be moved, deleted, and exchanged on the Planner. 00:22: In the Inventory navigate to the Itinerary Template section within the Package Builder. Here click on the "Create Template" button. 00:30: A new screen opens to create the template; enter the: - Title of the template (The Trip) - Start and end location of the trip (airport or city in destination) - Tick the Enable Rental Car feature box - Make sure the Itinerary Trip Type is Standard (Pre/Main/Post) and the Tour Type is Individual Tour. 00:51: Once you have entered all the details, click the "Create" button. Please Note: A template can be marked as Custom at any time, in which case it will not be displayed in the Discovery Overview after publishing. This is a good option if you want to create and test something new. 01:08: The template is now created in draft mode. After clicking on create, you are led to the stop tab of the template, where you are able to add the different stops to define the routing of the template. 01:20: Click the "Add New Stop" button. 01:23: Search for the stop (place of overnight) that you want to add to the template and select the number of nights at the stop. Then click add. 01:32: The stop is now displayed as the first stop after arriving at the airport, and the connection between the airport and the stop is automatically calculated with a rental car connection. Continue adding all the stops that you wish to have in your itinerary in that way. Please Note: You are able to add a stop with 0-Nights into the route for a suggested stop, sightseeing spot, or similar. 01:55: On the added stops of your route, you are able to define default and recommended accommodation, as well as activities. This is not mandatory, templates can also be created without adding default and recommended accommodations or activities. Click on the edit pen on the right side of the stop to be directed to the stop screen. 02:15: Click the "Add new default accommodation" button. 02:18: Search for the accommodation that should be added as the default for the stop and click on select and done. The accommodation on the list is retrieved from the Nezasa database and your created inventory accommodation. 02:30: The selected hotel is now displayed as the default hotel. Follow the same procedure to add possible recommended hotels to the list below. You can add as many recommended accommodations as you like. 02:43: Additionally, you have the possibility to enable the tick box "Only show default and recommended accommodation in planner" for this stop at the bottom of the page. This means that no other accommodation than the one you have selected will be shown to the user in the planner for that specific stop. This both works for inventory and 3rd party accommodation supply. 03:04: Click the "Save" button. 03:07: Additionally to defining accommodation on a stop, you can also define the default and recommended activities for the stop. Click on activities. 03:16: Click on the edit pen of the desired day on the stop to add the default activity. 03:21: Enable the box of the connected activity supplier located below the search field to allow searching for not only inventory activities. 03:29: Search for the activity that should be added as the default of the stop, click on select, add the language and display settings and click on done. 03:38: The selected activity is now displayed on the selected day. Follow the same procedure to add possible recommended activities to the list below. You can add as many recommended activities as you like. Additionally, you have the possibility to enable the tick box "Only show default and recommended activities in planner" for this stop at the bottom of the page. This means that no other activities than the one you have selected will be shown to the user in the planner for that specific stop. 04:06: Click on "Save" and go "Back" to the main screen. 04:09: The selected default accommodation and activity are now displayed on the selected stop. Follow the same procedure to add default hotels and activities to the other stops of the route, if required. Always make sure to save your changes in between. 04:24: On the Description tab, you can add all the template's descriptive elements. Click the "Descriptions" tab. 04:31: Add all the template's descriptive elements such as: -Title of the template (The Trip) that you entered while you started to create the template. - Key Sentence of the template can be added and will be displayed in the template card in Discovery. - Key Highlights of the template can be added and will be displayed on the template card in Discovery. (If enabled) - Descriptive Duration allows you to add the duration of the template either as a fixed display, i.e., 10 days, or as a date range of 8-10 days. - Short Description which will be displayed on the detail page of the template. 05:04: Further down, you will also be able to define - Tour Info which are displayed on the template detail page - And Tour Categories, which will be used as filter attributes on the Discovery. 05:15: On the Base Service & Rental Car tab, you are able to set the rental car. If you have already ticked the Enable Rental Car feature box while you start creating the template, the rental car connections for the whole template are already set. Unticking the Enable Rental Car feature box will remove the rental car connection between the stops of the template. Clicking on the Edit default rental care will allow you to define the: - Start Location & Day - Return Location & Day - Supply Source - and the Rental Car Category 05:45: Move to the Pictures tab to be able to add pictures to your template. The tab is directly linked with the picture library. Pictures need to be uploaded to the Picture Library before they can be assigned to a template. Be aware that you need to add at least 1 picture to be able to publish the template. - Click on the plus button to access the Picture Library. - Select the pictures that you want to add to the accommodation and click on assign. - And click save. 06:11: Move on to the Miscellaneous Tab. Here you are able to: - Review the availability of the template. - Decide if the International Flight Support should be enabled for the template or not. If enabled, the user can search and add flights to the trip in the planner. - The Itinerary Trip Type should be Standard (Pre/Main/Post program). - The Show Route Builder allows you to define if the Route Builder should be enabled or displayed in the planner for this template. - Mark this template as a showcase template to block the check-out/booking for this template. To text and showcase new trips. 06:46: After you have added all the relevant information that was explained in the previous steps, you are now able to publish the template. - Click on Validate to see if your template has been created correctly without any errors. The pop-up will show you what information needs to be adjusted in order to publish the template. - Please note that only validated templates can be published. 07:07: Clicking on Publish sets the draft version of the template into a published version. 07:12: An additional pop-up will open to confirm if the template should be published. Click on Confirm to do so. The template will be validated again and published if everything is correct. 07:24: The draft label next to the title will change to published. 07:28: Published templates displayed as template card on the Discovery page. 07:32: Detail view of the published template on Discovery. 07:35: Published template instantiated as Itinerary in Planner. 07:39: This guide covered the steps to create a flexible template with rental car options using the TripBuilder application. Thanks for watching.
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