Travel Agency Tribes CMS - Helps RSS Feed

How to use Tags and Category

pim@travelagencytribes.com (Pim Rongkasuwan)

Tags:

Tags are used to place the content into specific locations on the site. (e.g. the tag 'Groups' could set the content under the Groups section of your website.)

Landing pages specific to an agency must follow a specific protocol.

The first tag must be “specialty” if the landing page is one of the special/specific services that an agency offers.

The tag that follows specialty landing pages should be one word – if the specialty has more than one word.

Category

It’s a way to organize content, not mandatory

When the website is setup we can show a page with just posts in that category if we want

(Same for Tags and location)

Location:

The destination/location is relevant to the post

Content Creation Guidelines

anabelunga@gmail.com (Anabel Fernandez) — Tue, 17 May 22 18:51:32 +0000

Use these guidelines, specifications, and best practices to create clear and effective content for customers.

PDF Templates

Choose an appropriate template before creating content.

For promotional offers, use:

Generic Flyer
Single Departure Flyer
Detailed Tour Itinerary
Cruise with Itinerary

For news and events, use:

What’s New

Promotional offer templates include additional features such as pricing, departure dates, and terms & conditions.

Post Title

Choose a strong, engaging title to capture customer attention.
- Minimum: 8 characters
- No maximum, but keep it concise to avoid formatting issues in PDFs.

Cover Photo

Follow these specifications for best results:

Format: JPEG or JPG
Orientation: Landscape
Minimum Width: 1200px (to avoid low resolution)
Max File Size: 1MB (to reduce download time)

Summary (Optional)

Add an introductory paragraph if needed.

Content Guidelines

Use the Content Management System (CMS) for creating and publishing content.

Best practices:

Avoid using "Heading 1" (already assigned to the post title).
Use "Heading 2", "Heading 3", or "Heading 4" for subheadings.
Do not add unnecessary spaces—PDF formatting is predefined.
Keep formatting simple (avoid excessive colors, fonts, and styling).
Use left-aligned text for better readability.
Recommended length: 1,500-1,900 characters (including spaces).
Insert images in the "Photos & Videos" section for promotional content.
Include relevant links where necessary.

Photos & Videos

Your cover photo will be displayed here. You can upload additional images or choose from the gallery.

Note: In PDFs, only images will be visible (videos are not supported).

Terms & Conditions

Add relevant details such as pricing, restrictions, and fees.

Creating a Blog

pim@travelagencytribes.com (Pim Rongkasuwan) — Wed, 20 Apr 22 20:48:02 +0000

Step-by-Step Guide to Creating a Blog

Follow these steps to create a blog post using the system.

After clicking “Add”, the system will display the following page:

Note: The system does not autosave. Please save your work before refreshing or exiting the content editor.

Creating a Product

pim@travelagencytribes.com (Pim Rongkasuwan) — Wed, 20 Apr 22 20:17:44 +0000

Step-by-Step Guide to Creating a Product

Follow these steps to add a new product in the system.

After clicking “Add”, the system will display the following page:

Note: The system does not autosave. Please save your work before refreshing or exiting the content editor.

Leads Section

pim@travelagencytribes.com (Pim Rongkasuwan) — Tue, 19 Apr 22 10:18:18 +0000

Leads Section Overview

Access Permissions:

Admin Role: Can view all leads.
Agent (Employee Role): Can only view leads assigned to them.

Editing a Lead

Click on the lead you want to edit. The system will display a detailed view, as shown below:

How to Upload a CSV File to Your Contacts

pim@travelagencytribes.com (Pim Rongkasuwan) — Wed, 23 Mar 22 19:38:25 +0000

Uploading a CSV File

Follow these steps to upload your CSV file to your contacts:

CSV Validation

After selecting your CSV file, a preview will appear:

If there are invalid emails, the "Confirm" button will turn grey, preventing the upload. Please check and correct your file before retrying.
When all contacts are valid, the "Confirm" button will turn green, allowing you to proceed.

Send PDFs to Customers from the Front End (User Access)

pim@travelagencytribes.com (Pim Rongkasuwan) — Thu, 10 Mar 22 13:52:54 +0000

Login to your subscription
Click on the content you wish to send.

3. This icon will appear on the left side of your page.

4. Once you’ve clicked on the icon, you’ll be redirected to this page.

5. (Optional) Click on 'See the PDF preview' or 'Send me a preview' if you want to see the preview before sending it to your customers.

6. There are 3 ways to send your PDF:

Click on "Send to all contacts" to send it to your whole database.
Manually enter the emails of the specific customers you want to reach.
Or send it to a group by selecting a tag. Only customers that were tagged with that group will receive it.

7. Click 'Send PDF'

Creating a New Member to Your Subscription

anabelunga@gmail.com (Anabel Fernandez) — Tue, 08 Mar 22 21:14:09 +0000

Only admin role users will be able to add members to a subscriber/agency.

1- Unless you are already inside the subscriber/agency admin, the first step will be to access the admin dashboard by clicking on the red top menu icon. Otherwise, go directly to the third step.

2- Search the agency/subscriber by typing the name or domain, and select/click as soon as you see it. You will be redirected to the agency/subscriber dashboard.

3- Once you are inside the agency admin, click on the top menu setting icon.

Note: If you do not select the agency where you want to add the new member, you will end up adding them in a different subscriber. Be sure you are seeing the name of the agency in the header.

4- Inside the setting page, please look for the “Manage my team” link on the right side and click.

5- The next page is the list of members. If it is empty, no worries, you are here exactly for that purpose. Just click on the red button “+ New” located at the right corner. You will see a form appearing on your right side. Please start adding the new member's information. All fields are required except the photo. After, click on “Create”.

Note: For the password, you can use the online tool https://passwordsgenerator.net/, just be sure to set the length to 8 characters.

6- Now you will finish setting up the user. Inside the form, you will find multiple fields. Some of them are not required, like Address, About, Social Links, or Photo, as we are not currently showing any of that information on the TDC front-end. However, you are free to fill them out.

The system automatically generates the username, and we recommend keeping it as it is because the “Username” is unique for each user.

The other field that is automatically selected when creating a member is the “Role”, and here it is very important to decide whether you want to update it or not. Please check the link “The difference between all the roles” to better understand the permissions each role has.

Only select the admin role if you want the user to access the “Team Dashboard”. If the user is just a subscriber member, keep it as “Employee”.

Note: For members, please do not select the role “customer” as they will not have access to the front-end or the admin dashboard.

Publish Content to Subscribers

anabelunga@gmail.com (Anabel Fernandez) — Thu, 10 Feb 22 20:58:25 +0000

Content is the most important piece in the whole process because posts are the content that subscribers will send to the customers. Be sure to publish the correct ones to the subscriber's front-end.

From the dashboard page (if you are not there, click on the very right-top red icon).

Select one of the team's “TDC CMS” or “SGC TDC FR” and go to the Team Section page. The link to access all team content is at the top menu "Content".

A page with a list of all posts will show; Blogs, Products, Offers, Photos, Pages... The order is by the date of creation. Also, there you will find at the top multiple options for searching in case you don't find the one you want to publish.

Once you find the post you want to publish, there are a few ways to do it: from the post itself, from the publish icon on the list, or using the cart.

Publishing from the Post Editor

(Use this option if you're planning to publish only one post or if it's the first time you're publishing the post)

Select the post by clicking on the name, and on a separate page, a form with all the details will show.

The form has a tab specifically for “Publish”. Click on it, and you will be able to see the whole list of subscribers related to the team you are working on.

You also have multiple options: you can Publish to all, Check one by one, or select the assigned Groups. Did you select the wrong ones? No worries, the option to “Unpublish All” is there too.

Important: If you just created a post and it's the first time you're going to publish it, we suggest you publish it first to the templates “Transat Travel Template” or “Voyages Transat Template”. This way, you can check in the front-end if all the post info is correct before it becomes visible to the subscribers, including photos, texts, PDFs, etc.

Publishing from the “Publish” Icon

(Use this option if you're planning to publish only one post, just be sure the post is active before publishing.)

From the same list of posts, you will see a group of icons in the last column of each post. The second one is for “Publish”.

Click on it, and you will be able to see the whole list of subscribers related to the team you are working on.

Exactly like the first method, you have multiple options: Publish to all, Check one by one, Unpublish All, or select the assigned Groups.

Publishing Using the Cart

(Use this option if you're planning to publish multiple posts, for example, when you create a new subscriber)

From the same list of posts, you will see a group of icons in the last column of each post. The first one is for the "Cart".

Click on it to add one by one the posts you want to publish. The number of items added to the cart will show at the top menu. When you finish adding posts to the cart, click on the top menu cart icon.

Group of Subscriptions

pim@travelagencytribes.com (Pim Rongkasuwan) — Wed, 09 Feb 22 15:44:41 +0000

From the dashboard page (if you are not there, click on the very right-top red icon).

Select one of the team's “TDC CMS” or “SGC TDC FR” and go to the Team Section page. The first column is about the Team Main Information, scroll a little down, and you will see the field "Groups". Inside is the list of current groups, you can create a new group or groups just by typing the name of the new group. There is no limit of quantity or characters, just be sure not to leave a space between words or characters. For example: "BritishColumbia(BC)" or "New-Group".

You will also be able to delete any group, but be careful when removing them.

Note: Remember to click Save before you leave the page.

Assign Group/s to Each Subscriber

From the same Team Section page, go to the top menu and click on "Agencies".

A page with a list of all subscribers, ordered alphabetically, will show. At this point, some of the subscribers will have assigned a group or groups. Yes, you can assign multiple groups.

You have two ways to assign the group/s to a subscriber: one from the same list of agencies or by going to the agency/subscriber dashboard page.

From the list of subscribers:

Just search for the specific agency, and the second column "Groups" has an icon where you can click, and the whole list of groups will show. Check the one you want to assign to the agency.

From the Agency/Subscriber Dashboard:

After you select a subscriber and go to the main admin page, the first column is about the main agency information. One of the fields is the list of available group/s. Select the one or ones you want to assign, and don't forget to save.

Note: In the same way, you can remove the subscriber/s from the groups.

Groups for Publishing

After you create and assign groups, you can easily publish content to specific subscribers just by selecting the group/s. See how to publish the posts.

Update subscriber information

anabelunga@gmail.com (Anabel Fernandez) — Tue, 08 Feb 22 20:56:37 +0000

Here is how you can update the subscriber's main information like; Agency Kind, Phone Number, Address, Logo...

From the dashboard page (if you are not there, click on the very right-top red icon)

Once on the “Admin Dashboard” search for the new subscriber name ex: “Howard Travel” and select the name under the “Agencies” column, not the users.

After you click, the following page is the new subscriber admin dashboard, to update the information, just click on the very top menu “Settings” icon.

Basic Site Info

If the subscriber was just created there are some fields that must be filled out “Kind” and “State/Province”. The rest of the fields are not required but you can still fill them.

Kind

The default value for kind is “travelagency,v2” you will only need to add one after a coma from the following list, depending on the kind of subscriber:

Subscription	Kind
Transat Travel (en) / Voyage Transat (fr)	Transat
Marlin Travel	Marlin
Travel Plus	Plus
Club Voyages	Club

Independent: (do not add a kind, keep the default value)

State/Province

Add the State/Province where the subscriber belongs, it will define the terms & conditions related to that zone or state.

Domain Names

Please add under CNAME field the domain provided, usually end it on "tdcxpress.ca".

Logo

You do not need to upload a logo unless the subscriber provided a custom logo, for example:

The logo specifications are:

Preferably a .png file with transparent background.
Minimum width 600px.
If the logo is dark, you should upload a white version inside the “Secondary logo” section. A visible version of the logo in front of an image background.

Please, be sure to click on the “Save” button after you make the updates.

How to create content in Admin

pim@travelagencytribes.com (Pim Rongkasuwan) — Thu, 30 Dec 21 21:58:12 +0000

From admin, you can create different content like Blog Posts, Travel Products, Photos, Videos, Questions and also some marketing content: Landing Pages and Testimonials.

How to give an admin access to your team

pim@travelagencytribes.com (Pim Rongkasuwan) — Thu, 30 Dec 21 21:43:53 +0000

To add a new member to your team TDC CMS (English) or SGC TDC FR (French), first, the user must be an admin inside of any of the subscribers.

If the user is still not in the system, please create a new member inside of any of the subscribers, we suggest creating a new member inside any of the two templates “Transat Travel Template” or “Voyages Transat Template” and assign the role “Admin”.

Once the user is in the system as an admin member you are ready to add to your team, here are the steps:

1- Access the admin dashboard by clicking on the red top menu icon.

2- From the first column, select the team you want to add your member: TDC CMS (English), or SGC TDC FR (French).

3- Once you are under the team dashboard page, look for the “Admins” list located in the center column, and start typing him/her email address. If the user is a member of any of the subscribers, a list of suggested users will show, as soon as you see the email, select and just click enter. If the admin user belongs to a different team just copy the email and click enter.

Note: If the member's email doesn't show inside the admin's list is very possible he/she is not an admin user.

After you finish the process be sure you notify the new member sending all need it information, subscriber link, and password.

The difference between all the roles

pim@travelagencytribes.com (Pim Rongkasuwan) — Thu, 30 Dec 21 19:33:07 +0000

When creating a new user you can assign he/she three different roles: Admin, Employee, Customers. The following table is showing all the permissions and access each role has except the “customers” who only will receive emails to check the PDFs.

Only admin users can be added to the Teams TDC CMS (English) or SGC TDC FR (French), those admins who belong to any of the teams will have different access.

Function	Team Admin	Subscriber Admin	Employee
Creating Customers	x	x	x
Updating Customers	x	x	x
Creating Admins	x	x
Assigning Customers to Admins/Employee	x	x
Adding Team Admins	x
Access Front End	x	x	x
Send Emails/PDFs	x	x	x
Importing Customers Via CSV	x	x	x
Access Team Admin	x
Creating Subscribers	x
Editing Subscribers Info	x
Creating Content	x	x (only blogs and products)	x (only blogs and products)
Updating Content	x	x (only content created inside the agency)	x (their own content)
Creating Content Inside Team	x
Publishing Content to Multiple Subscribers	x
Creating to Design Pages	x (Need HTML Knowledge)
Updating Design Pages	x (Need HTML Knowledge)

How to create new subscriber

pim@travelagencytribes.com (Pim Rongkasuwan) — Thu, 30 Dec 21 17:05:54 +0000

Have ready all the subscriber information (*required):

Subscriber Name * (see below)
Domain Name * (see below naming convention per brand)
Main Contact Email *
Address (*Region is required)
Phone Number
Language *
Brand (Transat Travel/Voyages Transat, Marlin Travel, Travel Plus, Club Voyages)
Agent Name
Logo Color .png format, preferred size 600px width (only for custom logo agencies)
Logo White .png format, preferred size 600px width (only for custom logo agencies)

Subscriber Name :

MT, VT, TT, CV, AFF, TP, VEL & unbranded agent@home: Use the agency name

Branded agent@home : Use the agent full name

Domain Naming convention:

Transat Travel, Voyages Transat, & Branded agent@home

Naming convention: Agency brand-agency code -first two letter of last name & first letter of first name.gttwl2.com

ie: transattravel-652geg.gttwl2.com; voyagestransat-584duk.gttwl2.com; transattravel-795kor.gttwl2.com

Club Voyages, Marlin Travel

Naming convention: Agency brand-agency code.gttwl2.com

ie: marlintravel-1536.gttwl2.com; clubvoyages-549.gttwl2.com

TravelPlus AFF, VEL

Naming convention: Agency name-agency code.gttwl2.com

ie: voyages-saintaugustin-461.gttwl2.com; progress-travelplus-1171.gttwl2.com

Unbranded agent@home

Naming convention:

Agency brand-agent code.gttwl2.com

ie: Yourlifestyle-travel-795rok.gttwl2.com

After you have all the information you are ready to start creating the new subscriber

Create a new site

From the admin dashboard select the CMS depending on the language: TDC CMS (English) or SGC TDC FR (French)

The following page is the Team/CMS admin. The third/yellow column is the site/subscriber's list, find the button to "Create new site":

After you click, you will redirect to a page to start creating a new subscriber. Please fill out the form with the Agency information you already have.

The first field is very important, you must select the template, be sure to select the correct one:

English Team TDC CMS: “Transat Travel Template - transattravel.gttwl2.com”
French Team SGC TDC FR: "Voyages Transat Template - transattravelfr.gttwl2.com"

After you select the template add the domain name and must finish on “.gttwl2.com”.

For the Admin Password, there is no requirement, we suggest using a password generator like https://passwordsgenerator.net/.

After all the fields are filled click on the “Next” button.

The next page is about the “Template pages”, please keep the selected pages by default (as it is) and click on the "Next" button for the last step.

The last page is about “Landing Pages”, please be sure to select all of them and click on “Save”.

Congratulations you just created the new subscriber.

Is very important to verify if the front-end is working properly. From the dashboard page (if you are not there, click on the very right-top red icon) search for the new subscriber name ex: “Howard Travel” and select the name under the “Agencies” column, not the users.

After you click, the next page is the new subscriber admin dashboard, to check the front end, just click on the very top menu “globe” icon and the new subscriber webpage will open.

It should look very similar to the templates English: https://transattravel.gttwl2.com/ or French: https://transattravelfr.gttwl2.com/. To access, please always use your admin credentials, in that way you will be able to see all the options for super admins.

After you check everything is working, let's update the subscriber information.

How to Delete Pictures from Your Content

pim@travelagencytribes.com (Pim Rongkasuwan) — Thu, 30 Dec 21 09:13:55 +0000

After the content is created, under “Photos & Videos,” click on the picture that you want to delete under “Photos & Videos” and click on the “garbage” icon on the bottom left.

*Don't forget to click “Save” when you are done making your changes.*

How to Use the Advanced Search

pim@travelagencytribes.com (Pim Rongkasuwan) — Thu, 30 Dec 21 09:13:55 +0000

Search Modifiers:

KEY	DEFINITION
internal: keysearch	Shows posts created by this agency.
external: keysearch	Shows posts not created by this agency.
me: keysearch	Shows posts created by me.
tag: keysearch	Specific tags or tags only.
tags: keysearch	Aliased to key tag:
source: keysearch	Search by some text in the src or source.
title: keysearch	Search by some text in the title only.
summary: keysearch	Search by some text in the summary only.
lang: keysearch	Search by the language of the contents.

Note: keysearch is a key used to search by specific key definition.

How to export contacts from Outlook Web to a CSV File

pim@travelagencytribes.com (Pim Rongkasuwan) — Thu, 30 Dec 21 09:13:55 +0000

Sign in to Outlook.com.
Select at the lower left corner of the page to go to the People page.
On the far right of the toolbar, select Manage > Export contacts...
Choose to export all contacts or only contacts from a specific folder, and then select Export.
At the bottom of the page, select Save to save "contacts.csv" in your default Downloads folder. Or, select the arrow next to Save and select Save as.

How to export contacts from Outlook Desktop to a CSV file

pim@travelagencytribes.com (Pim Rongkasuwan) — Thu, 30 Dec 21 09:13:55 +0000

1. Open the Outlook Desktop Client application.

2. Click the "File" tab at the top left.

3. At the top of the sidebar on the left, click “Open & Export”.

4. Click “Import/Export”.

5. Click “Export to a file” and click “Next”.

6. Select “Comma Separated Values” and click “Next”.

7. Select “Contacts (This computer only)” and click “Next”.

8. Name the file, or click “Browse” to find an existing export file (if you’ve done this previously) and then click “Next”.

9. Click “Finish”.

The file will now save to your documents folder for easy import into any service that accepts CSV files.

How to Edit Your Content - Itinerary

pim@travelagencytribes.com (Pim Rongkasuwan) — Thu, 30 Dec 21 09:13:55 +0000

Title: A summary of the itinerary

Location: Destination/destinations included in your itinerary

Content: What is the plan for that day/product or any information that could be helpful to travelers

Photo: A photo that is relevant to your itinerary

After filling in all of that information, click the 'add' button to add this to your itinerary.

You can edit an itinerary line by clicking the 'Edit' button (pencil icon). You can delete a line by clicking the 'Delete' button (garbage icon).

You can add as many itinerary lines as you want by filling in all the information and then clicking the 'add' button.