Best practices, tips & inspiration
Dashboard
All Itineraries
Calendar Builder Itineraries
Guest Portals
Task Manager
Invoicing & Financials
General
Webinars
2025 Webinars
2023 Webinars
2022 Webinars
December 5, 2024: Safari Portal's Year-End Update

🎬  Missed Our Thursday Webinar on Safari Portal's year in review?

Don't worry! Watch it below 🌟

 

 

🚀 Pro Tip: All of our mini-training sessions are available via the Help Center in the Webinar Library section.

 

Quick Takeaways:

  • The webinar reviewed Safari Portal’s 2024 achievements and provided a preview of 2025 updates.
  • The Task Manager, launched in the summer of 2024, was highlighted as a major operational tool. Task Sets in the Task Manager allow automation of repetitive tasks, such as sending invoices or finalizing itineraries.
  • Users can customize tasks within Task Sets, including setting due dates and assigning team members. Email templates can be integrated with tasks, saving time on routine communications.
  • Multiple Task Sets can be created for different workflows, such as B2B versus direct-to-client trips.
  • Contacts are automatically added to the system when guests complete forms through their guest portals.
  • A tagging feature for contacts was introduced, enabling segmentation and targeted marketing efforts. Contacts can be imported via CSV files for seamless integration with existing databases. An upcoming feature will allow the exporting of filtered contact lists for marketing or client outreach.
  • The webinar introduced the AI-powered property page generator, which drafts pages in seconds.
  • Users can copy and paste images directly into the platform, streamlining content creation.
  • A new custom white-labeled app feature is set to launch, allowing agencies to provide branded itineraries via mobile apps.
  • The session emphasized Safari Portal’s commitment to improving operational efficiency and customization.

 

📌 Keep an eye on our Notice Board for new and upcoming releases!

Did this answer your question?