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TLN Marketing Integration

How to integrate TLN Marketing Program into PlanitEasy

Written by Sophia Boulaich

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 receieve 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.

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