From the My Account Page you will go to the Marketing Program section you will add your Agency ID (given to you by TLN).
Your agency will first be Verified by TLN and all of the advisors will then be automatically loaded in below:
You can sync all of the advisors individually, or all at once.
Side Note: You no longer have to send TLN your quarterly updated client list, the sync feature does it for you!
Now, from each individual client profile you also have the opportunity to sync client Marketing Preferences which will be synced in real time and sent to TLN.
In addition, TLN Marketing will recieve live data once a client Books a Trip, Cancels a Trip and/or Completes a Trip. This will allow TLN to market to the client based on their real travel history.
Learn More Here:
USER GUIDE: PlanitEasy SETUP
The purpose of this user guide is to document the steps you must follow to sync your customer data from PlanitEasy into your Engagement Marketing Account.
This document does not replace any PlanitEasy instructions but is an extension of those documents used by Travel Leaders Network Members.
SET UP AFFILIATION
Top right corner click on My Account
Click on Marketing Programs from the left navigation
To add your agency ID click on New Mapping
Enter ID provided to you by Travel Leaders Network and click Save
Acknowledge PlanItEasy’s marketing terms and Conditions by selecting the check box.
Once the agency ID is entered, select the users associated with that ID/agency.
TIP: Any new or updated customer profile will automatically sync with TLN in real time.
Once Affiliation is associated with Travel Leaders Network the
Marketing Codes will be viewable within the customer profiles.
When marketing codes are displayed you see on the top right corner the last time and date your marketing preference synced to your Engagement Marketing Account.
TIP: Any creation or updates to customer marketing preferences (marketing codes) will be transmitted to TLN in real time.