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How to Create a Sales Brochure

Updated over 2 weeks ago

Introduction

  • Purpose: Show how to set up a sales brochure in Fieldbook if it has been removed.

  • Note: Fieldbook automatically creates three documents (Guide Itinerary, Passenger Itinerary, and Sales Brochure) when you create a new package.


Creating Sales Brochure Document

1. Start Document Creation

  • Click on 'Create Document'.

  • Name the document (e.g., 'Sales Brochure').

  • Set Audience to 'Public' (accessible to everyone).

  • Choose 'Style' as 'brochure' for a visual format.

2. Add Cover Page

  • Create a cover page for the brochure.

  • Example title: 'Sales Brochure'.

3. Add Day Summary Section

  • Add a section titled 'Day Summary' as part of the Sales Brochure.

4. Add Itinerary Overview Section

  • Create a section called 'Itinerary Overview'.

  • This section can be left blank initially.

5. Add Itinerary Section

  • Add the final section titled 'Itinerary'.

  • Configure settings to show only start times if desired.

6. Finalize Document Creation

  • Complete the document creation process.


Understanding Itinerary Information

  • Information in the itinerary is pulled from two sections:

    • Day level: Add a sales description.

    • Itinerary item level: Add a separate sales description.

  • Decide whether to show specific items on the sales itinerary (e.g., van rental can be hidden from the sales brochure).

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