Group landing pages, contact collaboration, and more!
Molly Johnson
·
Nov 14, 2024
Group landing pages, contact collaboration, and more!
Welcome back to our weekly Tern product update! From group landing pages to the ability to seamlessly collaborate with contacts, we can’t wait to show you the latest. Let’s dive right in!
Contact Collaboration: Empowering Teams to Work Together
Sharing contact information just got a whole lot easier. Whether you’re working closely with other advisors, a virtual assistant, or within an agency, Tern’s new Contact Collaboration feature ensures seamless access to critical client details.
Key Highlights:
Automatic Sharing for Agencies: New contacts created within Tern are automatically shared with your agency owners and administrators. Advisors can also bulk-share existing contacts to ensure no critical information is left behind.
Flexible Individual Sharing: Not part of an agency? No problem. Advisors can share contacts individually with trusted collaborators.
Comprehensive View and Edit Access: Collaborators can view and update most contact details, access contact documents, trips, and emails.
This feature is perfect for agencies striving for operational efficiency or advisors partnering with virtual assistants to streamline trip planning and booking. Learn more.
Market Your Group Trips With Beautiful Landing Pages
Tern is raising the bar for group travel with customizable landing pages designed to showcase group trips in a visually stunning and interactive way. These pages simplify how advisors present group itineraries and drive client engagement.
What’s New?
Customizable Landing Pages: Add titles, overview content, featured images, and additional sections to create a fully personalized experience.
Dynamic Group Itinerary Previews: Clients can interactively explore itineraries before diving into the full details.
Flexible Calls-to-Action: Link to forms, email addresses, or other resources to collect interest or gather trip requests.
Looking to learn more? Here are a few helpful resources -