Guest profile & data management
Customer profiles, data handling, and profile management tools
By Michelle1 author15 articles
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.
Profile field configurationThis article explains how to configure profile fields that appear on guest sign-up forms, sign-in forms, and profile pages in the CRM.
Record non-room revenueMany properties offer ancillary outlets or affiliated services beyond room bookings such as spas or restaurants. Recording these purchases directly in guest profiles provides a complete view of each guest's…
Profile and membership purge automationIn this article we will cover how the CRM automatically manages inactive guest profiles and loyalty memberships through purge and inactivation rules.
Guest and marketing profile data and managementIn this article we will cover how to access, search, view, and manage guest and marketing profiles in the CRM.
Guest preferences explainedIn this article we will cover guest preferences, including how to configure preference categories in the CRM, how guests interact with their preferences, and how preference data flows through the…