New Releases Fireside Chat: October 2019


Thank you to all of our customers who joined in on our inaugural feature release Fireside Chat! We went over a ton of exciting releases from this past summer and September. We’ll get to those in just a minute, but first, for those of you that didn’t get a chance to join in on our Facebook Live Fireside Chat, don’t worry. We’ll be hosting these on the second Tuesday of each month. The next one will be on Tuesday, Nov. 12 at 3 pm EST. All you have to do to join in on the conversation is log into Facebook and visit our page,

Now, let’s chat about those new releases …

“How did you hear about us?” addition to the lead form

For those of you who are new to Tripleseat, the Tripleseat lead form is an inquiry form that captures potential client and event information. The specific fields on the lead form are meant to reduce the number of initial emails and calls between event planner and client. What fields are required on your lead form along with exact verbiage and branding are all customizable. This past summer we added a new field option to the form that asks, “How did you hear about us?” This new field adds yet another layer of lead data for our customers. Understanding where your business is coming from is crucial. We have always had a section for the lead source, which tells our customers if the client emailed, called or stopped by the venue. With the addition of this new field option, our customers can now not only track how the lead came in, but also how they came upon their venue in the first place.

What’s more, this new field is reportable! To run reports in Tripleseat you do need access to the settings tab. From settings simply choose “Preferences” and then “Dropdowns.” Everything in the Dropdowns section is reportable.

For more information on the Tripleseat lead form and how to use and embed it properly, check out this video:

PDF Converter

The new PDF converter allows for more flexibility, including adjustable margins, various paper size defaults, and the ability to create headers and footers using merge fields. The new converter is automatically enabled for all new layouts. If you’d like to use it on your existing document layouts, you can implement it in Layout Properties. Watch the video below for a quick tutorial on how this new feature works.

Marketplace + Benbria Loop

You may have noticed that Tripleseat recently added a Marketplace tab. Click on this new tab and you’ll find all of our integrations and partnerships. Currently, we have 20 partnerships including PMS systems, email marketing programs, floor plan software, and even costing solutions. Because we’re always open to suggestions from our customers, you spoke, and we listened. This past summer we added an integration with survey software Benbria Loop.

For over 10 years Benbria Loop has been delivering customer experience management solutions to a number of industries — helping brands engage customers and measure every touchpoint in their unique journey.

You can use Benbria Loop to measure critical moments in the customer journey related to loyalty, satisfaction, and effort while comparing across a range of locations to improve the experience and sentiment. Benbria Loop provides you with the data and tools to make the most strategic decisions.

GRC filter

The new filter for our Guest Room Control (GRC) feature will enable you to add and see all of the locations within your group when booking hotel guests. These locations may not associate with guest rooms, but the meeting spaces or event rooms and areas can be added to complete the total booking experience of your guests. Check out the video below for a quick clip on how it works.

Still want more? You can watch our inaugural Fireside Chat facebook LIVE below

Tripleseat resources

If you have any questions about these or any other Tripleseat features, contact our amazing support team by clicking the Help/Question button at the top, right-hand corner of your Tripleseat page. From there you’ll be able to enter a support ticket, chat in real-time with a support team member, and find links to training resources like Tripleseat University, FAQs, and our Knowledge Base.