How to use Templates for frequently added content

How to use Templates for frequently added content

Info
Meet Nick, an experienced travel professional that creates and delivers amazing travel itineraries to his customers powered by Umapped. Nick regularly adds an insurance segment to his trip itineraries with policy details and terms. When adding insurance to a trip, Nick found it time-consuming to type and copy the same information each time. Then, he discovered templates! After creating a few insurance templates, the basic insurance segment details can be added to an itinerary in three quick steps, including attachments!

Here's how Nick created his templates, and how he imports them effortlessly into his trip itineraries.

First, we'll create a couple of templates for the different insurance plan types. Expand Part 1 below for a complete step-by-step.
Part 1 | Creating a Template
From the Trips Dashboard, click the Menu icon.



Select Library. The default landing page will be Templates. If you are not on the Templates tab, select it now.



In this scenario, Nick from The Sample Travel Company has two types of insurance policies he frequently provides his customers: Emergency Medical and All-Inclusive. We'll create a template for each of those policy types.

Click the + NEW button to create a new template.



On the Create Template pop-out enter a name and duration for the template, then click Create Template.
Idea
Choose a name for the template that you can easily identify. In this example we indicated that this template is for an Emergency Medical Insurance segment, which we can easily identify when adding to a trip in the future.


We now have the shell of template created. If you would like to add a cover photo (optional) to this template, select the Edit icon and upload an image.



Next click + icon (Add icon) in the bottom right corner and select Insurance.



Fill in the details of this policy including the Provider, Policy Type, Emergency #, Important Information, and Policy Description. Then click ADD TO TEMPLATE.
Notes
Use a placeholder in the Policy # field, as this will be updated each time that you add this template to a trip.


Nick also prefers to include a PDF copy of the complete terms and conditions of the insurance policy for his customers to reference. To add a file, select View Details on the segment card, scroll to the bottom of the Details pop-out, and select Attach File.



On the Attach File pop-up, select the Upload A File tab, click the Upload Additional Files button, and choose the file you would like to attach, then click ATTACH FILE.



The file is now associated with this segment.



Now that our template is complete, the last step is to publish the template. Click the PUBLISH button in the top right corner to publish the template. Once a template is published, it will be available to import into trips.



As previously mentioned, Nick from The Sample Travel Company has two types of insurance policies he frequently provides his customers: Emergency Medical and All-Inclusive. Now that we've created a template for the Emergency Medical policy, we'll repeat all of the above steps to create a template for an All-Inclusive policy.

Now that both templates are published, we're ready to utilzie them in any trip that we create!
 Next, we'll cover how to add the template created in part 1 to a trip. Expand Part 2 below for a complete step-by-step.
Part 2 | Adding a template to a trip
Our Travel Advisor Nick has just put together an itienrary for his client Zanza. She's heading to Rome and has purchased an All-Inclusive insurance policy from Nick to protect her travel plans.

Now that Nick has created templates for his insurance policies, he can add these to a trip in only three quick steps!


Click Import Template from the left-side menu.



Begin typing the name of the template in the Search Templates field, then select the template from list.
Idea
This is why it's important to give your templates unique and specifc names (as mentioned in Part 1). It makes adding a template to a trip much easier when searching.


Next, select the applicable start date, then click IMPORT TEMPLATE INTO TRIP.



That's it! You've now saved time by added a pre-filled insurance segment to a trip (including attachments).



Don't forget to edit the segment and add in the specific policy number for your client.



Alert
It is also recommended to review the imported details to ensure the information is still relevant and correct.
 Now, what if you need to update the content of a Template? That's super easy. Expand the section below for complete details.
Part 3 | Editing a Template
Nick, our Travel Advisor, received notification that the All-Inclusive insurance plan from his provider has updated their plan inclusions. To ensure his template contains the correct and up-to-date information, Nick heads on over to his Templates to make the change.

From within your template, click the UN-PUBLISH button to enter edit mode.



Click View Details on the segment, then click the Edit icon.



Update the details that have been changed/modified, then scroll down and click SAVE.



Delete and re-add any file attachments if necessary.

Publish the template to make it available to import into trips.



Alert
NOTE: Updating a template will ensure that the next time it is imported into a trip, it will include the updated details. Previously imported templates WILL NOT be udpated.

 

Using the same workflow as outlined above, you can create templates for other segments, such as a Day Tour, Restaurant (reservation), or Transfer.

Templates have a wide range of functionality, including:
  1. storing segments such as tours, flights, accommodations, and more;
  2. sharing Templates within your Company;
  3. adding Supporting Documents (PDFs, Word Documents, and Library Documents);
  4. and more!
Additional Resources
  1. Support Hub → Creating and Managing Templates

    Umapped Announcement
    June 5, 2025

    Umapped to be discontinued on October 8, 2025

    After careful consideration, we have made the decision to discontinue the Umapped platform.

    We appreciate this may cause inconvenience, and we remain committed to supporting you during this transition.

    Please review our FAQ Page (https://umapped.com/faq) for detailed information about the service discontinuation.