Who can see Marketing Campaign results in Vacation Creations CRM? 

Question:
If I send a marketing campaign, who can see the performance results? Can agents and agency owners see each other’s campaign data?

Answer:
Campaign visibility in Vacation Creations CRM depends on who sends the campaign.

When an Agency Owner or Admin Sends a Campaign
If an agency owner or admin sends a marketing campaign and selects customers across multiple agents (for example, choosing “All Agents”):

• All included agents can view the campaign performance
• Agents will see:
  • The full campaign results
  • A list of all customers included in the campaign
  • Each customer’s engagement status (sent, opened, clicked, etc.)
• Contact details are not shown – only customer names are visible.

This allows the agency to review overall campaign performance while still limiting access to sensitive contact information.

When an Agent Sends a Campaign
If an individual agent sends a marketing campaign to their own customers:

• Only that agent can see the campaign and its performance
• Agency owners/admins cannot view the campaign
• Other agents cannot view the campaign

This ensures that each agent’s customer communications and results remain private.

Question:
What is a lead in Vacation Creations?

Answer:

A lead in VC is NOT a human. It is a reservation that hasn’t been booked yet.

Think of a lead as a potential trip or quote you are working on for a client. The customer is the person. The lead is the travel opportunity tied to that customer before it becomes an active reservation.

Once the client books, that lead can be converted into a reservation so you can continue tracking the trip, payments, emails, tasks, notes, and booking details in the right place.