Ensemble Marketing Plans - Tramsstatic.trams.com/tramslibrary/documentation/hidden/...ID E0708) up to 5,000 profiles. Note: Profiles over 5,000 are charged $100 per 1,000 profiles

Updated 09/16 Ensemble Marketing Plans 1

Table of Contents

Not Using ClientBase Windows or ClientBase Online Yet? ......................................................... 2

Adding Ensemble Marketing Codes and Partner IDs to your Database ...................................... 3

E-Marketing: ClientBase Windows Unlimited Names ................................................................. 5

E-Marketing: ClientBase Online 5,000 Paid Names .................................................................... 7

Pubications and Target Mail: Ensemble Selects Paid Names ...................................................... 9

Publications and Target Mail: Agency Selects Paid Names ...................................................... 19

Ensemble Marketing Categories, Codes and Partner ID’s ........................................................ 32

Ensemble Marketing Plans


Not Using ClientBase Windows or ClientBase Online Yet?

In order to maximize the benefits of the Ensemble Marketing programs you should be on ClientBase

Windows and synchronizing your data or ClientBase Online.

If your agency does not have their own ClientBase Windows or ClientBase Online account contact

Elizabeth Metlitsky at Ensemble and she will work with you to include your customer data in the

Ensemble Consolidate Database

If you would like to learn more about these products contact your sales rep:

http://www.trams.com/home/contact/sales_representatives/?utm_source=Home&utm_medium=W

ebsite&utm_campaign=Sales

http://www.trams.com/home/contact/sales_representatives/?utm_source=Home&utm_medium=Website&utm_campaign=Sales

http://www.trams.com/home/contact/sales_representatives/?utm_source=Home&utm_medium=Website&utm_campaign=Sales


Adding Ensemble Marketing Codes and Partner IDs to your

Database Refer to the Ensemble Marketing Categories and Codes list at the end of this document to determine if categories and/or codes need to be added to your database. If both a category and related codes need to be added, create the category first. To add a Marketing Category:

1. Select Global Defaults > Profile Defaults > Marketing Categories

2. Select Add. 3. Enter the Category Name. 4. Select OK.


To add a Marketing Codes and Partner IDs:

1. Go to Global Defaults > Profile Defaults > Marketing Codes.

2. Select Add

3. Select the Category you need to add the code to. 4. Enter the name of the Marketing Code. 5. Enter the Marketing Partner ID. 6. Click on OK.


E-Marketing: ClientBase Windows Unlimited Names Plan Details:

All profiles your agency wants to be Cohorted need to be flagged with the Bonus Names marketing code (Marketing Partner ID E0708). Only include profiles that have a full address and email with marketing permission checked.

Add Bonus Names marketing code to all profiles

1. Search for all Leisure Profiles 2. In the display area, right click and choose Select All. The list of profiles will turn blue.

3. Right click again and choose Add Marketing Code


4. Move down and check select Bonus Names 5. Select OK


E-Marketing: ClientBase Online 5,000 Paid Names Plan Details:

All profiles Agency wants included need to be flagged with the Bonus Names marketing code (Marketing Partner ID E0708) up to 5,000 profiles. Note: Profiles over 5,000 are charged $100 per 1,000 profiles.

Update Individual Profiles with Marketing Codes

1. Open the profile 2. Select the Marketing Codes link 3. Move down to the appropriate Category 4. Select the appropriate Code

Update Multiple Profiles with Marketing Codes

1. Use your advanced search to find the profiles to update 2. Select Tools > Global Modify

3. Select the Marketing Fields tab 4. Click on the drop down and select the marketing category


5. Select the correct marketing code 6. Select Global Modify Now


Pubications and Target Mail: Ensemble Selects Paid Names Plan Details:

Agency clears old Ensemble Lifestyles, Ensemble Vacations and Bonus Names marketing codes

All profiles are designated with the Bonus Names marketing code (Marketing Partner ID E0708)

Ensemble will select the names that are considered ‘Paid’ based on Cohorting

After first publications are sent, mailer records will be loaded into the agency’s database for Ensemble Vacations

Agency will query for the mailer records and global modify to update profiles with the appropriate marketing code (Ensemble Vacations E0707)

Agency will ‘count’ the number of paid names to ensure they did not exceed their total paid names

Agency will ensure Bonus Names ‘count’ does not exceed the contract allotment

Clear old codes for Ensemble Lifestyles, Ensemble Vacations and Bonus Names

1. Select the Level 3 Tab 2. Select Add Filter

3. General Info Tab: Select Profile Type Leisure 4. Marketing Tab: Select Ensemble Vacations 5. Select OK


6. Select Add Filter 7. Marketing Tab: Select Ensemble Lifestyles 8. Select OK

9. Select Add Filter 10. Marketing Tab: Select Bonus Names 11. Select OK

12. Select Refresh 13. Select Count


14. Go to Utilities > Global Modify 15. Select the Marketing Fields tab 16. Click the drop down and select the Publications Codes category (or the category that contains the Ensemble

Vacations code) 17. Select Ensemble Vacations 18. Make sure REMOVE MARKETING CODES is selected 19. Select Global Modify Now

20. Repeat this process selecting Ensemble Lifestyles and Bonus Names. a. Keep in mind Ensemble Lifestyles may be in a different Marketing category.


Add Bonus Names marketing code to all profiles

1. Search for all Leisure Profiles 2. In the display area, right click and choose Select All. The list of profiles will turn blue.


4. Move down and check select Bonus Names 5. Select OK


Query for specific Mailers that have been created for Direct Mail marketing.

1. Find the Mailer ID associated with the Ensemble Vacation publication by logging into the Ensemble Marketing Center.

a. Click on the Promotion Description b. Locate the Mailer ID

2. In ClientBase, Select the Profile Manager 3. Select the Level 3 Tab 4. Select Add Filter

5. Activities Tab: Does Have Activity Records with the following criteria 6. Activity Type = Mailers 7. Move down to the Mailer ID field. Click on the drop down and select Is Equal To. Enter the Mailer ID.


8. Select OK 9. Select Refresh 10. These are all your profiles that have been selected to receive the Ensemble Vacations publication based on

Cohorting. 11. Add the Marketing Code (see directions below)

Add Marketing Codes for specific Mailers

1. In the display area, right click and choose Select All. The list of profiles will turn blue.

2. Right click again and select Add Marketing Code


3. Move down and select Ensemble Vacations marketing code 4. Select OK

Verify total Paid Names


3. General Info Tab: Select Profile Type Leisure 4. Marketing Tab: Select Ensemble Vacations

a. Note: You may need to move down using the arrows on the right to find the category 5. Select OK



8. Verify the Profile count matches your Ensemble contract for Paid Names.

Verify total Bonus Names

IMPORTANT!!! Based on your contact count of Bonus Names, you cannot have more than your allotment. For example, if your contact allows 1,500 Bonus Names, only 1,500 profiles can have the Bonus Names marketing code checked. You will need to query your database for all profiles flagged with Bonus Names and check the count (similar to Paid Names). You will then need to do one of two things:

1. Remove the Bonus Names marketing code for all profiles and add it to profiles up to your allotted amount


a. For Example, if you have 3,500 profiles flagged with Bonus Names, remove the marketing code for ALL 3,500 profiles add the marketing code for your allotted amount.

2. Remove the Bonus Names marketing code for any profiles over your allotment. a. For example, if you have 3,500 profiles flagged with Bonus Names but your contract allows only

1,500, you will need to remove the Bonus Names marketing code from 2,000 profiles.

Remove Bonus Names marketing code from all profiles NOTE: Perform this ONLY if you will be manually checking the Bonus Names marketing code to profiles. See ‘Verify total Bonus Names’ above.


3. General Info Tab: Select Profile Type Leisure 4. Marketing Tab: Select Bonus Names 5. Select OK

6. Go to Utilities > Global Modify. 7. Select the Marketing Fields tab. 8. Click the drop down and select the Publications Codes category (or the category that contains the Ensemble

Vacations code). 9. Select Bonus Names 10. Make sure REMOVE MARKETING CODES is selected. 11. Select Global Modify Now.



Publications and Target Mail: Agency Selects Paid Names Plan Details:

If Agency plans to use the same paid name coding as the previous year, convert Ensemble Lifestyles to Ensemble Vacations.

If Agency wants to change the names previously selected, clear old codes from Ensemble Vacations, Ensemble Lifestyles and Bonus Names.

Agency identifies profiles for Ensemble Vacations

Agency will query and update profiles with the appropriate marketing code (Ensemble Vacations E0707)

If the agency’s marketing plan includes bonus names, agency will query profiles not included in the Ensemble vacations E0707 and will designate with the Bonus Names marketing code (Marketing Partner ID E0708 up to the Contract allotment)

Agency will ‘count’ the number of paid names to ensure they did not exceed their total paid names

Agency will ensure Bonus Names ‘count’ does not exceed the contract allotment

Convert Ensemble Lifestyles to Ensemble Vacations 1. Search for profiles with Ensemble Lifestyles marketing code 2. Select the Level 2 Tab 3. Select Filter

4. General Info Tab: Select Profile Type Leisure 5. Marketing Tab: Select Publications category and Ensemble Lifestyles Marketing Code

a. Note: You may need to move down using the arrows on the right to find the category 6. Select OK


7. In the display area, right click and choose Select All. The list of profiles will turn blue.



9. Move down and select Ensemble Vacations 10. Select OK

11. WITH LIST STILL IN THE DISPLAY AREA, Go to Utilities > Global Modify 12. Select the Marketing Fields tab 13. Click the drop down and select the Publications Codes category (or the category that contains the Ensemble

Lifestyles code) 14. Select Ensemble Lifestyles 15. Make sure REMOVE MARKETING CODES is selected 16. Select Global Modify Now


Clear old codes for Ensemble Lifestyles, Ensemble Vacations and Bonus Names




6. Select Add Filter 7. Marketing Tab: Select Ensemble Lifestyles 8. Select OK

9. Select Add Filter 10. Marketing Tab: Select Bonus Names 11. Select OK



14. Go to Utilities > Global Modify 15. Select the Marketing Fields tab 16. Click the drop down and select the Publications Codes category (or the category that contains the Ensemble

Vacations code) 17. Select Ensemble Vacations 18. Make sure REMOVE MARKETING CODES is selected 19. Select Global Modify Now


20. Repeat this process selecting Ensemble Lifestyles and Bonus Names. a. Keep in mind Ensemble Lifestyles may be in a different Marketing category.

Update Individual Profiles with Marketing Codes

1. Open the profile 2. Select the Marketing tab 3. Select the Ensemble Vacations marketing code


1. Query for the profiles to update 2. In the display area, right click and choose Select All. The list of profiles will turn blue.



4. Move down and check select Ensemble Vacations marketing code 5. Select OK


Add Bonus Names marketing code

IMPORTANT!!! Based on your contact count of Bonus Names, you cannot have more than your allotment. For example, if your contact allows 1,500 Bonus Names, only 1,500 profiles can have the Bonus Names marketing code checked. You will need to query your database for all profiles that do not have the Ensemble Vacations marketing code. You will then need to do add the Bonus Names marketing code up to your contract allotment.


3. General Info Tab: Select Profile Type Leisure 4. Marketing Tab: Click on Ensemble Vacations TWICE to see . 5. Do the same for Ensemble Lifestyles 6. Click OK


Update Individual Profiles with Bonus Names Marketing Code

1. Open the profile 2. Select the Marketing tab 3. Select Bonus Names


1. Query for the profiles to update 2. In the display area, right click and choose Select All. The list of profiles will turn blue.



4. Move down and check select the appropriate code 5. Select OK

Verify total Paid Names





Verify total Bonus Names

IMPORTANT!!! Based on your contact count of Bonus Names, you cannot have more than your allotment. For example, if your contact allows 1,500 Bonus Names, only 1,500 profiles can have the Bonus Names marketing code checked. You will need to query your database for all profiles flagged with Bonus Names and check the count (similar to Paid Names). You will then need to do one of two things:

1. Remove the Bonus Names marketing code for all profiles and add it to profiles up to your allotted amount (instructions below)

a. For Example, if you have 3,500 profiles flagged with Bonus Names, remove the marketing code for ALL 3,500 profiles add the marketing code for your allotted amount.

2. Remove the Bonus Names marketing code for any profiles over your allotment. a. For example, if you have 3,500 profiles flagged with Bonus Names but your contract allows only

1,500, you will need to remove the Bonus Names marketing code from 2,000 profiles.

Remove Bonus Names marketing code from all profiles

NOTE: Perform this ONLY if you will be manually checking the Bonus Names marketing code to profiles. See ‘Verify total Bonus Names above.



3. General Info Tab: Select Profile Type Leisure 4. Marketing Tab: Select Bonus Names 5. Select OK

6. Go to Utilities > Global Modify. 7. Select the Marketing Fields tab. 8. Click the drop down and select the Publications Codes category (or the category that contains the Ensemble

Vacations code). 9. Select Bonus Names 10. Make sure REMOVE MARKETING CODES is selected. 11. Select Global Modify Now.


Ensemble Marketing Categories, Codes and Partner ID’s

Category Code ClientBase-Partner ID

TRAVELER TYPE Upscale Traveler E0503

Mass Market Traveler E0504

Mid-Market Traveler E0501

VIP Client E0505

Steady Client E0506

Shopper E0507

Prospect E0508

Physically Challenged E0502

PUBLICATION CODES Ensemble Vacations E0707

Ensemble Select Publication E0750

Bonus Names E0708

MTRS-E-Matrix E0755

Past PAX E0703

Pub 5 E0704

Pub 6 NCOA Update Invalid Address

E0705 NCOAE INVAD

PUBLICATION CODES2 Ensemble Lifestyles E0751

DESTINATIONS Africa E0910

Alaska E0911

Amazon E0901

Asia E0912

Australia E0913

Bahamas E0902

Bermuda E0903

British Isles E0904

California E0914

Canada E0915

Cape Horn E0905

Caribbean E0916

Central America/Costa Rica E0906

China E0917

Continental USA E0918

Disney E0919

Eastern Europe E0920

Europe E0921

Florida E0922

Greek Islands E0907

Hawaii E0923

India E0908

Indonesia E0909

Japan E0935

Las Vegas E0924

Mediterranean E0936


Mexico E0925

Middle East E0926

New Zealand E0937

North America E0927

Pacific Northwest E0938

Pacific Rim E0928

Panama Canal E0939

Polar Regions E0929

Russia E0930

Scandinavia E0931

South America E0932

South Pacific E0933

Tahiti/Fiji E0940

Turkey E0942

Vietnam E0941

Western Europe E0934

INTERESTS Adventure Travel E1001

All-Inclusive E1002

Alt. Lifestyles E1003

Archaeology E1029

Art/Culture/Theatre E1004

Bed & breakfasts E1005

Bicycling Tours E1006

Boating/Yachts E1007

Couples Only Resorts E1030

Cruises E1008

Diving/Water Sports E1009

Eco-Tourism E1010

Escorted Tours/Coach E1011

Family travel/Disney E1012

Fishing E1031

Fly/Drive Trips E1013

Food & Wine E1014

Gambling E1015

Golf E1016

Hiking/Walking E1017

Islands resorts/Sun E1018

Luxury Resorts/Hotel E1019

Religious Vacations E1032

River Cruises/Barges E1033

Safaris E1020

Scuba Diving E1034

Shopping trips E1021

Sightseeing/Museums E1022

Singles Trips E1023

Skiing E1024

Spas & Fitness E1025

Sports/Active Enthusiast E1036

Standard Hotels E1026

Tennis E1027

Villas/Condos E1028

World Cruises E1037


TOURS Abercrombie & Kent E1301

(max PartnerID E1331) Avanti Destinations E1305 CIE Tours E1306 Classic Travel E1330 Delta\MLT Tours E1331 Globus E1315 Gogo Tours E1316 Qantas Vacations E1322 Tauck Tours E1325 Travel2 Travel Impressions E1327 Ya'lla Tours E1328

CRUISES Avalon Waterways E1401 (max PartnerID E1422) Azamara E1402 Celebrity Cruises E1404 Crystal Cruises E1405 Cunard E1406 Disney Cruise Line E1407 Holland America E1408 Norwegian Cruise Line E1409 Oceania Cruises E1410 Paul Gauguin Cruises Princess Cruises E1411 Regent Seven Seas E1412 Royal Caribbean International E1413 Sea Dream Yacht Club E1414 Seabourn Cruise Line E1415 Silversea E1416 Star Clippers Uniworld E1417 Variety Viking River Cruises E1418 Voyages of Discovery E1419 Windstar Cruises E1420

Documents

Ensemble Marketing Plans - Tramsstatic.trams.com/tramslibrary/documentation/hidden/...ID E0708) up to 5,000 profiles. Note: Profiles over 5,000 are charged $100 per 1,000 profiles