G'day! As your friendly support team at Tourism Accelerator, I'm absolutely delighted to help you get the most out of your platform. Today, we're going to dive into managing your contacts – it's a super important part of building strong relationships with your customers and growing your wonderful tourism business!
This feature is available in all plans, so everyone can enjoy the benefits of organised contacts.
What This Does
Think of your contact database as your very own little black book for your tourism business. It's a central, organised place where you can keep track of everyone important to your operation – your amazing customers, potential new guests, suppliers, partners, and anyone else you connect with.
Why is this so brilliant for your business? Well, having all this information neatly organised means you can:
Build Stronger Relationships: Imagine remembering a guest's favourite tour or their special occasion from their last visit. Keeping notes helps you offer those thoughtful, personalised touches that make people feel truly special and eager to come back!
Communicate Effectively: Want to send out a special offer, share exciting news about a new experience, or just say hello? Having everyone's details in one spot makes it easy to reach out to the right people at the right time.
Save Time and Stress: No more rummaging through old emails or scribbled notes! Everything you need is right here, ready when you are.
Understand Your Customers Better: Over time, your contact list becomes a goldmine of information, helping you understand who your customers are, what they love, and how you can best serve them.
In simple terms, "Managing Contacts" helps you keep track of all the wonderful people who interact with your business, so you can nurture those relationships and help your tourism venture truly flourish. Don't worry, it's simple to get started!
How to Get There
Getting to your contact management area is super easy. Let me show you how:
You can pop straight over to your contacts page by clicking on this link:
👉 https://launchpad.tourismaccelerator.com.au/contacts
Alternatively, once you're logged into your Tourism Accelerator account, simply look to the left-hand side of your screen. You'll see your main menu there. Just click on 'Contacts', and you'll be taken straight to your database. It's really that straightforward!
Step-by-Step Guide
Let's walk through how to add, view, and manage your contacts. You'll be a pro in no time!
Adding a New Contact
This is where you bring new people into your organised world!
Click 'Add New Contact': Once you're on the Contacts page, you'll see a prominent button, usually near the top, that says 'Add New Contact'. Give that a friendly click!
Fill in the Details: You'll see a form appear. This is where you'll pop in all the important bits of information.
First Name & Last Name: Essential for knowing who you're talking to!
Email Address: So you can stay in touch via email – great for newsletters or special offers.
Phone Number: Handy for quick calls or texts (just remember to check local communication rules!).
Organisation/Company: If they're part of a business or group, you can note that here.
Notes: This is a super helpful spot! Use it to jot down anything important about this contact. Did they mention their favourite experience? Are they interested in a specific tour? The more detail, the better for personalising future interactions.
You might see other fields too, like address or custom fields – just fill in what's relevant for you.
Click 'Save': Once you've filled everything in, look for the 'Save' or 'Create Contact' button (usually at the bottom of the form) and click it. And just like that, your new contact is safely stored in your database!
Viewing and Editing an Existing Contact
Need to update someone's details or just want to refresh your memory before you call them?
Find Your Contact: On the main Contacts page, you can scroll through your list or use the handy 'Search' bar at the top if you have lots of contacts. Just type in their name, email, or even part of a note you've made.
Click on Their Name: Once you've found the contact you're looking for, simply click on their name. This will open up their full profile, showing you all the information you've stored.
Click 'Edit': On their profile page, you'll usually see an 'Edit' button (often a pencil icon or just the word 'Edit'). Click this to make changes.
Make Your Updates: Now you can change their email, add a new note, update their phone number, or anything else you need.
Click 'Save': Don't forget this crucial step! Once you're happy with your changes, hit the 'Save' button to make sure everything is updated.
Deleting a Contact
Sometimes, you might need to remove a contact. Just be extra careful here, as this action is usually permanent!
Find Your Contact: As before, find the contact you wish to remove.
Click 'Delete': On their profile page, or sometimes directly from the contact list, you'll find a 'Delete' button or a small bin icon.
Confirm: The system will almost always ask you to confirm if you really want to delete the contact. This is your chance to double-check! If you're sure, click 'Confirm' or 'Yes, Delete'. And poof, they're gone from your list.
What You Can Do
With your Contacts database, you've got a powerful tool at your fingertips! Here's a quick rundown of what you can achieve:
Centralise All Your Important Details: Keep names, email addresses, phone numbers, and company information for all your customers and partners in one secure spot.
Record Helpful Notes: Add private notes about interactions, special requests, preferences, or any other details that help you provide a personalised experience.
Search and Find Instantly: Quickly locate any contact using the search bar, saving you precious time.
Maintain Up-to-Date Records: Easily edit and update contact information as things change.
Build a Foundation for Future Marketing: A well-maintained contact list is the first step towards targeted email campaigns, special offers, and building a loyal customer base.
Tips to Get the Most Out of This
To truly make your contact management work wonders for your tourism business, here are a few friendly tips:
Make it a Habit: Try to add new contacts and update existing ones regularly. The more current your information, the more valuable it becomes. For example, after a customer books, pop their details straight in!
Be Generous with Your Notes: This is where the magic happens! Don't just record "Visited on March 1st." Add details like "Loved the sunset cruise," "Celebrated 10-year anniversary," or "Asked about future whale-watching tours." These little nuggets of information allow you to create truly memorable and personalised experiences next time.
Think About Organisation: If you want to group your contacts (e.g., "Past Guests," "Local Partners," "Potential Leads"), you can use the notes section or any custom fields you might have to mark them. This makes it easier to find specific groups later.
Respect Privacy: Always be mindful of privacy. Only collect information you need, and ensure you're handling it responsibly and according to any relevant privacy laws. Your customers trust you with their details!
Get Your Team Involved: If you have other team members, encourage everyone to use the contact database consistently. This ensures everyone has access to the same up-to-date information, making your whole operation smoother and more customer-focused.
Connect the Dots: Think about how your contact information links to other parts of your business. A well-organised contact list is a fantastic base for your marketing efforts and understanding your customer journey.
Need More Help?
Don't worry if something isn't quite clear, or if you get stuck at any point – that's totally okay! We're here to help you every step of the way.
If you have any questions at all about managing your contacts, or anything else on the Tourism Accelerator platform, please don't hesitate to reach out to our friendly