groupconnect user guide · 2018-05-21 · groupconnect user guide step by step guide groupconnect...

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GROUPCONNECT USER GUIDE Step By Step Guide GroupConnect User Guide InfoTree Inc. Spring 2016 Welcome to GroupConnect, the online Group Tour platform! Through your listing on GroupConnect.com, you can connect with your customers in an easy-to-use environment. Below are some step-by-step guides for getting you started with GroupConnect. Table of Contents Getting Started........................................................................................................................................... 2 The Profile Tab...........................................................................................................................................4 The Extended Profiles Tab......................................................................................................................... 6 Logo and Pictures Tab................................................................................................................................7 Document Tab............................................................................................................................................ 9 Contacts Tab............................................................................................................................................. 11 Finalize Your Settings.............................................................................................................................. 13 Further Questions?................................................................................................................................... 14 1

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Page 1: GroupConnect User Guide · 2018-05-21 · GROUPCONNECT USER GUIDE Step By Step Guide GroupConnect User Guide InfoTree Inc. Spring 2016 Welcome to GroupConnect, the online Group Tour

GROUPCONNECT USER GUIDE Step By Step Guide

GroupConnect User Guide

InfoTree Inc.Spring 2016

Welcome to GroupConnect, the online Group Tour platform! Through your listing on GroupConnect.com, you can connect with your customers in an easy-to-use environment. Below are some step-by-step guides for getting you started with GroupConnect.

Table of Contents

Getting Started...........................................................................................................................................2The Profile Tab...........................................................................................................................................4The Extended Profiles Tab.........................................................................................................................6Logo and Pictures Tab................................................................................................................................7Document Tab............................................................................................................................................9Contacts Tab.............................................................................................................................................11Finalize Your Settings..............................................................................................................................13Further Questions?...................................................................................................................................14

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Page 2: GroupConnect User Guide · 2018-05-21 · GROUPCONNECT USER GUIDE Step By Step Guide GroupConnect User Guide InfoTree Inc. Spring 2016 Welcome to GroupConnect, the online Group Tour

GROUPCONNECT USER GUIDE Step By Step Guide

Getting StartedTo log in for the first time, visit http://www.groupconnect.com/ and click Login in the top right corner

To set your Password:

Enter your Username: [Your Email] and click “Forgot Password?”

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Page 3: GroupConnect User Guide · 2018-05-21 · GROUPCONNECT USER GUIDE Step By Step Guide GroupConnect User Guide InfoTree Inc. Spring 2016 Welcome to GroupConnect, the online Group Tour

GROUPCONNECT USER GUIDE Step By Step Guide

You will be sent an email to reset your password. Be sure you can access the email associated with your account. Click the link in this email to set a new password for your account.

You will be prompted to enter a new password and confirm your new password. Then click “Send”. You can now log in to GroupConnect using this password!

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Page 4: GroupConnect User Guide · 2018-05-21 · GROUPCONNECT USER GUIDE Step By Step Guide GroupConnect User Guide InfoTree Inc. Spring 2016 Welcome to GroupConnect, the online Group Tour

GROUPCONNECT USER GUIDE Step By Step Guide

The Profile Tab

From the Profile tab, you can update general information about your business. This information is visible to GroupConnect visitors, so it is important that this information stay current.

Company/Organization Contact Information• Company/Organization Name: The name of your business• Position/Title: Your position within your business• Email: The email associated with your membership. This is also your Username. This

cannot be changed from the Profile tab.• Website: Insert the URL of your website. This will create a link in your listing.• First Name: Your first name.• Middle Name: Your middle name (optional).• Last Name: Your last name.

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Page 5: GroupConnect User Guide · 2018-05-21 · GROUPCONNECT USER GUIDE Step By Step Guide GroupConnect User Guide InfoTree Inc. Spring 2016 Welcome to GroupConnect, the online Group Tour

GROUPCONNECT USER GUIDE Step By Step Guide

• Phone Number: Your business contact phone number.• Alternate Phone: An additional phone number (optional).• Cell: Your business cell phone number (optional).• Toll Free: The toll free line for your business (optional).• Fax: Your business fax number (optional).• Youtube Username: If your business has a Youtube profile, you can connect it here.

Geographic InformationInclude your company's address including city, state/province, country and zip/postal code.

Trip AdvisorYou can include your Trip Advisor Location ID to connect your Trip Advisor profile with your GroupConnect listing.

Be sure to save after making any changes.

TIP! Click the Preview button to see a preview of what your listing will look like.

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Page 6: GroupConnect User Guide · 2018-05-21 · GROUPCONNECT USER GUIDE Step By Step Guide GroupConnect User Guide InfoTree Inc. Spring 2016 Welcome to GroupConnect, the online Group Tour

GROUPCONNECT USER GUIDE Step By Step Guide

The Extended Profiles Tab

Use the Extended Profiles tab to add details about your company such as a description of your service, hours of operation, payment types accepted, any additional services provided, etc.

TIP! You can always call InfoTree for help at 978-263-8558

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Page 7: GroupConnect User Guide · 2018-05-21 · GROUPCONNECT USER GUIDE Step By Step Guide GroupConnect User Guide InfoTree Inc. Spring 2016 Welcome to GroupConnect, the online Group Tour

GROUPCONNECT USER GUIDE Step By Step Guide

Logo and Pictures Tab

From this tab, you can upload your logo, a banner and images for a gallery. To upload imagesclick on the camera icon that says “Click to Add”

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Page 8: GroupConnect User Guide · 2018-05-21 · GROUPCONNECT USER GUIDE Step By Step Guide GroupConnect User Guide InfoTree Inc. Spring 2016 Welcome to GroupConnect, the online Group Tour

GROUPCONNECT USER GUIDE Step By Step Guide

In the Edit Image Details screen, you can upload your image, add a caption and select either logo, banner or general gallery image. The recommended sized for logo and banner are shown.

Click Save to save your image.

To change an existing image, simply click “delete” under the photo you would like to change, the upload a new one following the steps above.

Recommended Sizes for Images (.jpg or .png only)

1. LOGO: 134px X 134px

2. BANNER: 250px X 150px

3. IMAGE (in general image gallery): Not larger than 1000px X 1000px

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Page 9: GroupConnect User Guide · 2018-05-21 · GROUPCONNECT USER GUIDE Step By Step Guide GroupConnect User Guide InfoTree Inc. Spring 2016 Welcome to GroupConnect, the online Group Tour

GROUPCONNECT USER GUIDE Step By Step Guide

Document Tab

From the Document tab, you can add itineraries, and upload your flyer in a variety of different languages. All of these files are optional, but highly recommended if available.

TIP! Itineraries and Flyers can be uploaded in .pdf format. The size limit is 8 MB. If you need a larger size uploaded, contact us.

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Page 10: GroupConnect User Guide · 2018-05-21 · GROUPCONNECT USER GUIDE Step By Step Guide GroupConnect User Guide InfoTree Inc. Spring 2016 Welcome to GroupConnect, the online Group Tour

GROUPCONNECT USER GUIDE Step By Step Guide

To upload files, click the +Add File button. From the screen that pops up, you can choose your .pdf file, upload it and add a description. Be sure to save when you're done!

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Page 11: GroupConnect User Guide · 2018-05-21 · GROUPCONNECT USER GUIDE Step By Step Guide GroupConnect User Guide InfoTree Inc. Spring 2016 Welcome to GroupConnect, the online Group Tour

GROUPCONNECT USER GUIDE Step By Step Guide

Contacts Tab

The Contacts Tab will allow you to add multiple contacts to your profile. To add a new contact just click +Add Contact. The Contact Information window will open.

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Page 12: GroupConnect User Guide · 2018-05-21 · GROUPCONNECT USER GUIDE Step By Step Guide GroupConnect User Guide InfoTree Inc. Spring 2016 Welcome to GroupConnect, the online Group Tour

GROUPCONNECT USER GUIDE Step By Step Guide

Fill in the contact information for the new user. You can select “Receive Quote” to allow this member to see quote requests.

TIP! If you add an email as a contact on your profile, that email cannot be used as a Username to log in, so be sure to add contacts carefully!

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Page 13: GroupConnect User Guide · 2018-05-21 · GROUPCONNECT USER GUIDE Step By Step Guide GroupConnect User Guide InfoTree Inc. Spring 2016 Welcome to GroupConnect, the online Group Tour

GROUPCONNECT USER GUIDE Step By Step Guide

Finalize Your SettingsWhen you have finished updating your profile, you must SAVE (scroll to the bottom of the page). To view your updated listing you must first LOG OUT. Search for your listing on the home page by entering your City and State/Province and hit search. Scroll to find your listing.

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Page 14: GroupConnect User Guide · 2018-05-21 · GROUPCONNECT USER GUIDE Step By Step Guide GroupConnect User Guide InfoTree Inc. Spring 2016 Welcome to GroupConnect, the online Group Tour

GROUPCONNECT USER GUIDE Step By Step Guide

Further Questions?If you have any further questions, please do not hesitate to contact us! Our office Hours are Monday thru Friday 9am – 6pm EST.

GroupConnect Support

[email protected]

+1 (978) 263-8558

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