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Templates · Practical guide

Worksheets and templates

Copy practical briefs for campaigns and articles, an enquiry record and a support request template.

3 minute readReviewed 20 October 2026
In this guide

A one page campaign brief

Complete these fields before making content or spending money:

  • Customer group and need:
  • Holiday or service we want to sell:
  • Why our advice or offer is useful:
  • Page the customer will visit:
  • One action we want them to take:
  • Verified facts, current price evidence and image permissions:
  • Channel and permitted audience:
  • Marketing permission or advertising consent checks needed:
  • Time allowance and maximum affordable spend:
  • Person responsible for enquiries:
  • Measurement method and review date:
  • What would make us continue, change or stop:
  • When customers are likely to book and when they will travel:
  • Supplier availability and genuine deadlines last checked:
  • Contribution after discounts, fees and servicing:
  • When income is received and what we can afford to test:
Example to adapt

A completed campaign brief

Illustrative example to adapt to your actual service.

Audience

First-time cruise customers

Question: how should we compare cabin options?

Destination

Our cruise cabin guide

Action: read the guide, then ask our team for help.

Evidence

Checked information and adviser knowledge

Use verified ship details. Do not invent personal experience or prices.

Ownership

A named adviser and review date

Review useful visits, valid enquiries and later bookings.

A useful article brief

Customer question: [one specific question heard by your advisers].

Reader: [the traveller this is for].

Advice: [the practical choices they need to understand].

Our contribution: [genuine experience, comparison or explanation].

Evidence: [supplier or official sources for factual claims, with dates checked].

Next step: [relevant holiday page, search or enquiry route].

Owner and review date: [person and date].

If using AI to help draft, supply the verified facts and ask it to flag gaps. Do not let it invent hotel visits, customer stories, prices, testimonials or protection claims. Check the finished copy before publication.

An enquiry record

Use your existing approved CRM or a securely managed record. Keep an internal reference, date received, stated source, campaign where known, holiday interest, responsible adviser, current stage, next action and eventual outcome. Keep marketing permission separate from the fact that somebody enquired.

Agree what counts as a valid enquiry before comparing campaigns. For example, it should be a real, contactable person asking about a product you sell; spam and duplicate enquiries should not inflate the figure. Do not publish personal details in campaign reports or put them in tracking links.

Put it into practice

Send a support request someone can act on

Include the details needed to reproduce the problem.

Where

Website and starting page

Give the exact URL and describe the customer action being tested.

What

Expected result and actual result

For example: the form confirms success, but the enquiry does not arrive.

When

Device, browser, date and time

These details help someone trace the same journey.

Evidence

Relevant error or measurement detail

Remove customer information from screenshots and examples.

A support request that is easy to act on

Website address: [URL]

Page where the journey starts: [URL]

What I want the customer to do: [search, enquire or book]

What happens now: [short description]

What I expected: [short description]

Device and browser: [details]

Test date and time: [details]

Measurement or error message: [exact wording with personal data removed]

Ask Travelgenix which editing, tagging, booking and enquiry measurement options your current setup supports. Confirm any required work and its scope with the team. Do not send passwords or customer booking details in an initial support request.