Q: General View of Travel & Hospitality in Parcy: Managing Travel Plans

Travel &amp; Hospitality is a feature set in Parcy, specifically designed for managing travel plans with various resources like planes, trains, transfers, hotels, and rooms. Key Features of Travel & Hospitality With Travel &amp; Hospitality, you can: <ul> <li>Assign travel plans to your guests</li> <li>Customize each guest's travel experience effortlessly</li> <li>Manage travel or hotel room allotments</li> <li>Monitor booking numbers and prevent overbooking</li> <li>Integrate advanced travel booking functionalities into your registration forms</li> <li>Send mass email campaigns containing personalized travel plans for every guest</li> <li>Handle and collect payments for trips directly from the registration form or backend through attendee lists</li> <li>Manage and distribute air or train tickets</li> </ul> Creating Travel Plans To start, create a travel plan linked to one of your attendee lists. Keep in mind that you can only link a travel plan to a single list, so you cannot assign the same travel plan to multiple lists. If necessary, you can duplicate an individual travel plan and associate it with another list to manage travel plans across more than one attendee list. Components of a Travel Plan A travel plan comprises routes, which in turn consist of various travel or accommodation-type resources. When you've linked a travel plan to a list, new tools for managing travel and assigning travel routes to attendees will become available within that list. Travel and Accommodation Resources Parcy provides two types of resources

Question 1

General View of Travel & Hospitality in Parcy: Managing Travel Plans

Accepted Answer

Travel & Hospitality is a feature set in Parcy, specifically designed for managing travel plans with various resources like planes, trains, transfers, hotels, and rooms.

Key Features of Travel & Hospitality

With Travel & Hospitality, you can:

Assign travel plans to your guests
Customize each guest's travel experience effortlessly
Manage travel or hotel room allotments
Monitor booking numbers and prevent overbooking
Integrate advanced travel booking functionalities into your registration forms
Send mass email campaigns containing personalized travel plans for every guest
Handle and collect payments for trips directly from the registration form or backend through attendee lists
Manage and distribute air or train tickets

Creating Travel Plans To start, create a travel plan linked to one of your attendee lists. Keep in mind that you can only link a travel plan to a single list, so you cannot assign the same travel plan to multiple lists. If necessary, you can duplicate an individual travel plan and associate it with another list to manage travel plans across more than one attendee list.

Components of a Travel Plan A travel plan comprises routes, which in turn consist of various travel or accommodation-type resources.

When you've linked a travel plan to a list, new tools for managing travel and assigning travel routes to attendees will become available within that list.

Travel and Accommodation Resources Parcy provides two types of resources

Question 2

How to Download/Login to the Parcy Mobile App

Accepted Answer

Parcy allows you to check in your attendees in person with a few simple steps. In this article, we will discuss the process to download the Parcy app, check-in attendees, and monitor it on the backend.

Downloading The App

To start, search the Parcy app on either the App Store or Google Play. For this example below, we searched Parcy on the app store.

Once you download the app, open the app where you will be taken to a page asking to sign in as shown below.

To log in to Parcy App, you need to scan the QR Code on the Dashboard area of your event on your desktop computer. Begin by going into your event, and selecting the "Dashboard" section on the left-hand side of your screen. There you will see a "Mobile App Login" button on the top right-hand side of your screen, click on it.

Here you will see a pop-up taking you through the steps of using the Parcy Mobile App. Follow the instructions to log into your event on your Parcy App.

Once you scan the QR Code, you are asked to enter your Operator's name. Type in the operator's name for your event.

Question 3

How to send an invitation from an email campaign

Accepted Answer

To send an email template to a large list of guests, you need to set up an email campaign. Here’s a step-by-step guide to creating and sending a campaign using Parcy:

Access Email Campaigns: Navigate to the 'Email Campaigns' section on the Parcy platform. Click on Create a Campaign: Follow these simple steps to set up your campaign:

Steps to Create and Send an Email Campaign Select a Template: Choose the email template you want to send. Name Your Campaign: Give your campaign a unique and identifiable name. Enter the Subject Line: Provide the subject line for your email. **Select Your Attendee List: **Choose the list of guests who will receive the email.

Target Your Audience Choose Recipients: Decide who will receive the email by selecting the recipient type (main guest, extra guest, or both) and their status (e.g., whole, attending, waiting). Apply Filters: Optionally, apply any pre-set filters or select recipients based on assigned activities. Discover how to create a custom filter. Assign Marker: You can assign a specific marker to a custom field for all recipients of this email. Markers in Parcy help you track who has received your campaign emails and who hasn't. This feature is particularly useful when managing ongoing event registrations. Here's how

Question 4

How to Archive an Event

Accepted Answer

Parcy makes it easy to archive and restore archived events with a few simple steps. In this article, you will learn how to manage archiving events.

Archive an Event

Once you are on your event dashboard, click on the event you want to archive. After that, it redirects you to inside your event. By clicking on the options menu, a dropdown will appear where you can choose among other actions, 'Archive Event.'

The system will ask for confirmation.

Restore an Archived Event

In order to restore an archived event, you need to click the Settings icon on the left-hand side of the screen.

When you reach general settings, click on the tab that says, "Archived Events". Within this tab, you see all of the events you have archived. Click "Restore Event" to the event you want to restore. A pop-up form appears to double-check if you want to restore your event. Choose "Yes, restore it".

Your archived event is now restored back onto your event dashboard! No more stress if you archived an event and want to bring it back. 😎

Question 5

How to Export an Attendee List

Accepted Answer

In the Export section, you have the flexibility to export reports by selecting specific parameters. Let's delve into the details.

Firstly, navigate to the Options dropdown menu and select Export.

Next, choose the desired export type from the "Select an Export Type" dropdown menu. Here are your options: Whole list: This is like taking everything, all your data, and exporting it as is. Imagine you've got this big list with lots of info, and you just want to export it exactly as it is. Whole list by filters (sheets): Now, if you've applied some filters to your list, like maybe you only want to see certain types of data, this option will export your list but neatly split it into different sheets based on those filters. It keeps things organized. List by single filters: This one's for the detail-oriented folks. If you've got a bunch of different filters applied, and you want separate reports for each filter, this option will do just that. So, if you're tracking different categories and want separate reports for each one, this is your go-to. Streaming Page Accesses: Say you're tracking who's been accessing your streaming service or content. This option lets you export a list specifically for those guests who've been checking out your streams. Attendees with Assigned Route: If you're managing an event or something similar and you've assigned specific routes to attendees, this export option will give you a list of those attendees along with their assigned routes

Question 6

Zapier Integration

Accepted Answer

With Parcy, you can integrate with your CRM in a matter of minutes. In this article, you will learn the steps of integrating your CRM.

To start, go inside of your event and select the lightning bolt icon on the left-hand side of your screen.

Click on the icon, and it will redirect you to the Integration page. Here is where you will connect Parcy with any of the 4,000+ CRMs that you want.

Let's use Google Sheets as an example. Select Google Sheets and a button appears asking you if you want to create your own workflow with Parcy + Google Sheets.

Click on it. You are redirected to Zapier's page where you will connect Parcy + Google Sheets.

Click Connect Parcy + Google Sheets. Name your Zap, select your Parcy account and click continue.

After that, find your event and attendee list that you want to match your trigger with then hit continue.

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