Creating New Vendor Profiles Within Vendor Library
If your Vendor Database doesn't include some of your preferred partners you can create and add new vendor profiles to the Vendor Database. Once you create a profile it will be saved and available to all the users in your company.
NOTE: profiles you create are not accessible to users outside of your company.
1. Click the Menu icon tab at the top left of your screen, select Library, and then from the menu list select Vendors.
2. Click the Add icon and select the type of Vendor you want to add to the database.
2. Enter the Vendor name and details and click Create.
3. Click Add Photo to add photos from your library, the web, or upload your own photos.
4. Your new vendor profile will now be available to search in the Vendors tab (if you need to make further edits at any time) AND it will appear as an option when searching for a Vendor when creating a Trip segment.
Vendors can be shared amongst all Company users, but can only be added or edited by Administrators and Power Member users.
Register for a Webinar
Related Articles
Creating New Vendor Profiles Within a Trip
If you are creating a segment in your Trip and can't find the profile for a certain restaurant, accommodation, or activity, you can choose to create your own and save it to your Vendor Database for future use. 1. Click the Add icon to select a ...
Editing Vendor Profiles
You have the ability to customize all the vendor profiles available in your Vendor Database. You can edit vendor profiles as you are working on building Trips (as shown below) or via the Vendors section within the Library (this is recommended if you ...
Creating Templates
Creating Templates in the Trip Publisher has never been easier. Here's how to get started. Create Template Navigate to Templates and click the +New button in the top-right corner. Add details Give your Template a name and add the duration (these can ...
Adding and Managing Vendor Photos
Whether you are using a Vendor from Umapped's database or a custom Vendor from your own Library, there are several ways to customize how and which photos appear in each Trip. Managing Vendor Photos 1. Click View Details on the bottom-right corner of ...
Creating a Tag Group
Administrators can create Tag Groups, where multiple Tags can be added to a single Tag Group. Only Administrators have access to Tags and Tag Groups. Select the Tags section within your Library and select a Category from the navigation menu. Click on ...