Info Request-Information Request Setup

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Information Request Setup

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Information Request Setup

Info Request has many selections that are customized to your chamber, tailoring this module to your unique chamber needs. Before using the Info Request module, custom selections can be determined for

General consumer interests

Publications and emails

Delivery methods for information

Consumer “Trip Purpose” options

Consumer “Referred by” options

Once these custom options have been determined in the Setup module, consumer information can easily be captured on a fill-in-the-blank screen (see Figure 2-1) that is custom-designed by your chamber for your chamber.

Figure 2-1 Info Request fill-in-the-blank screen

Consumer information is saved on this screen and automatically listed on the Lead Management screen where chamber employees may view and print lead information using several filters - - consumer name, interest category, date or date range.

Other options on the Lead Management screen include the ability to distribute these leads to targeted groups of members. These groups are separated into general interest lead groups and travel lead groups, which are created in the Groups module and designated as General Lead List Contact Groups or Travel Lead List Contact Groups in the Setup module.

The General Interest check box(es) selected by the consumer or chamber employee determines which group will be marked to receive the general interest lead. Travel leads are queued for distribution when travel information is specified.