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Trip Main Contact

What does it mean to be a Trip Main Contact, how it's shown to Travelers, and how to set it up

Setting a User as the Main Contact for Trips they Create

As the Team Owner or Team Admin, you'll be able to set this when creating a new Team Member (ie. internal role), by going to:

  1. ACCOUNT > TEAM MEMBERS
  2. ADD USER or ADD TEAM MEMBER or EDIT USER
  3. In the popup window, scroll down to Main Contact

If you choose 'Yes - For NEW trips they create' then

1. Travelers will see this User listed as contact on Trip Page

2. Travelers will receive AUTOMATED EMAILS from this User's email address

Here is an example of an AUTOMATED PAYMENT REMINDER, where Ben Southall is the Main Contact:
Screen_Shot_2019-09-17_at_10.52.58_pm.png

If you don't want either of this, then choose No.

🔧 Set your Main Contact on Trip Creation

Now when you're creating a Trip, you can choose to set your Main Contact to someone other than the Team Owner (the default). This saves you from having to change it after creation and means it is passed via the Create Trip webhook for automations. 

Combine this with the ability to set a Traveler facing contact email (Account -> Team Member), so you can set the Main Contact to the right Team Member, but Travelers still communicate with your shared mailbox. The Main Contact is then shown on the List View of the Dashboard and can be filtered on both views to see only the Trips assigned to that Main Contact. Share the workload and keep track of who is responsible! 

  1. Create Trip 

  2. Select TRIP MAIN CONTACT

    1. The current user will be set as the default Main Contact.

    2. If you have WLES configured, only the email addresses that match your WLES domain will appear (i.e., only the Team Members within your company).

    3. After a team member is selected as the Main Contact, they will also become the Trip Page Contact, and the setting under Account → Team Member → Team Member > Main Contact will be overwritten.

    4. They will automatically gain access to become the Main Contact for all new trips they create.

  3. If you need to select another Team Member, that can still be done from Manage Planners once the Trip has been created.


Note:

  • Trips have a single main contact, which must be one of the internal users on the Team.
  • If you want the name of the Main Contact to show to travelers, but have a different email address used for Traveler emails, set the Traveler Contact Email
  • The Trip Owner is automatically designated as the Main Contact for a Trip, however, the main contact can be changed to another member of the Team.
  • You can change who is listed as the Contact on a Trip Page, but we do not recommend removing the Main Contact as that is who emails will be sent from for automated emails.

 

Related Articles

How-to: Change Main Contact on a Trip

What Is a Trip Page Contact? How Do I Assign Them?