Guest profile & data management
Customer profiles, data handling, and profile management tools
Understand and manage the membership registration verification pathwayLearn how to configure and manage the membership registration verification pathway.
Contact match setupThe contact match setup menu controls how the CRM identifies, scores, and merges duplicate guest profiles.
Manage do not contact or opt-out importsThe CRM provides two distinct suppression methods that work at different levels of the system they will be outlined in this article.
Import guest profile informationLearn how to import guest profile information into the CRM using the guest bulk import feature.
Bulk import of loyalty pointsLearn how to add loyalty points to guest memberships using the loyalty points import tool.
Bulk import of loyalty reward importLearn how to import loyalty rewards into the CRM using the loyalty reward import feature.
View CRM administrative logsHow to use the CRM's administrative logs.
Understand and manage reservation bulk importIn this article we will cover how to import reservation data into the CRM using the reservation bulk import function.
Understand and manage transaction importsIn this article, we will cover how to import transaction records into the CRM using the transaction import tool.
Segmentation of profiles for communicationsProfile segmentation in the CRM enables hoteliers to create targeted audiences for marketing, loyalty, and operational communications.