This guide is designed to help advisors understand the various activities tracked within Tern. Today, activities are tracked on trips and contacts. You can see the activities under the activity tab.
Activities on Contacts
As an advisor using Tern, you can monitor several activities related to your contacts. These include:
Activity | Description |
Form Completed | This activity is logged when a form linked to a contact is completed. It helps you track the completion of necessary documents or feedback forms. |
Contact Created | Notifies you when a new contact is created through a form response, allowing you to keep track of expanding client lists. |
Created Account | Indicates when a contact creates a user account. This is useful when trying to understand if a contact has signed up for Tern and can thus access detailed itinerary information. |
Note Created | A note was created and associated with the contact record. |
Agreed to Terms & Conditions | A contact agreed to your Terms & Conditions via a Form in Tern |
Activities on Trips
Tracking activities related to trips is vital for effective trip management. Here are the activities you can see:
Activity | Description |
Trip Created | Indicates when the trip was created. |
Trip Published | Created each time the trip is published. |
Trip Status Updated | Created each time the status of the trip changes. |
Trip Created from From | Indicates when a trip was automatically created from a new trip request form. |
Note created | Indicates a note was created and associated with the trip. |
Traveler associated with trip | Indicates a traveler/contact was associated with this trip. |
Itinerary created | A new itinerary was created |
Itinerary deleted | A itinerary was removed/deleted from the trip. |
Itinerary status updated | The status of an itinerary was updated. |
Agreed to Terms & Conditions | A contact agrees to your Terms & Conditions when requesting a Trip via a Form |
Trip unpublished | When you unpublish a trip - which makes it inaccessible to any travelers it is shared with |
Trip itinerary approved or revisions requested | When a traveler approves a trip itinerary or requests revisions to your trip |
Conclusion
With Tern's new activity feature, staying informed about the activities related to your contacts and the trips you plan has never been easier. This real-time tracking enables you to provide responsive and effective service to your travelers. Should you have any questions or need further assistance, our support team is always here to help!