Profile tabs contain personal and contact information, stay and campaign histories, and possibly more.

Profile Tab

Select the Profile tab.

Search Guests Tab

Search for a profile on the Search Guests tab. In the results area, click on a guest name to view the guest's profile and stay details. A new tab with the guest's name will appear to the right of the Search Guests tab.

Profile Tabs

On the individual guest profile screen you will see a Guest Summary section at the top. Below the Guest Summary are Profile tabs. Click on these tabs for additional details (if so configured):

Standard Tabs

The standard tabs available in eInsight CRM are: Profile, Stays, Feedback, Campaigns History, Web Forms, Cluster, and Subscriptions. Your corporate configuration and user access settings determine the visibility of each tab.

(Jump to Custom Dynamic Tabs)

Profile

Personal and contact information.

Stays

Past and future stays with reservation details; ability to resend the confirmation email.

Feedback

Survey history (optional integration).

Campaigns History

Click, bounce and unsubscribed history for recently sent email campaigns. Click the Subject of a campaign to jump to that campaign's summary page. 

Web Forms

Archive of eSurvey related data (optional integration).

Cluster

The purpose of this tab is for investigating if a client did/didn’t receive an email because they did/didn’t meet the conditions of a cluster. Specific campaign cluster rules that apply to the profile. 

Email Status

Ability to view whether an email address is globally subscribed or unsubscribed.

Custom Dynamic Tabs

Custom dynamic tabs are available upon request when data is available to be provided to Cendyn. Examples include: Subscription Center, Matched Profiles, Notes, F&B, Tickets, Notes and Comments, GuestRevu, Data Sources, Spa, and Gaming.

Subscription Center

Displays whether a profile is opted-in or opted-out of the available mailing lists.

Matched Profiles

Compilation of the guest's profiles including ranking, name, email, email status, address, phone, home phone, cell phone, business phone, source, guest ID and match rule (optional integration).

Notes

Notes about the guest broken down by property, reservation number, type, category, created by and date.

F&B

Purchases broken down by quantity, item, sub category, cost and location.

Tickets

Purchases broken down by reservation code, reservation status, date of transaction, date of performance, total quantity, total revenue, total tax, total revenue and tax and user.

Notes and Comments

Add and view notes organized by category (Beware, Call Center Log, Front Desk Call Log, Incident and Other).

GuestRevu

If you are a GuestRevu customer, view raw GuestRevu survey data such as review rating, sentiment score, net promoter score, booking source, and review date (may vary according to your data).

Data Sources

Data sources from which data in the profile was pulled, including ranking, name, email, email status, address, phone, source and match rule.

Spa

Purchases broken down by quantity, item, sub category, cost and location.