Why CBMS Is Better


Targeted Marketing


Creative & Personalized


Find the Right Customers


ClientBase Marketing Services


ClientBase Marketing Services (CBMS) offers fully integrated and targeted marketing programs that are important tools for your success. Let CBMS help you reach out to your clients in creative and personalized ways that motivate them to book their travel with you!  How? CBMS finds the right customers in your database and automates the sending of relevant marketing on your behalf, earning you greater sales opportunities.  When using your database to get the right promotions to the right client, your agency will have the leading edge in the travel industry today! To participate in ClientBase Marketing Services, you must be subscribed to ClientBase Windows or ClientBase Online.


Automate your email marketing and free up your time for selling

Agency branding on all of your CBMS marketing pieces

Choose the Primary Suppliers you want to promote

Your database synchronizes with our secure server so that you never have to upload a client list again

Your client looks forward to receiving appealing promotions from you that are relevant to their interests and preferences

Determine a client's interest in a promotion by tracking when a client has received, opened or clicked on an offer

Measure the success of your marketing with ClientBase


Our integrated technology enables you to implement the best marketing programs in the industry

Your agency's Marketing Calendar is accessible anytime from the CBMS website to let you know which promotions are scheduled to go out to your clients

Easy to modify the date of a promotion or cancel a promotion if you are not interested

Promotions are sent to targeted list using travel history and marketing preferences stored in ClientBase

Marketing is CAN-SPAM and Seller of Travel Compliant

The monthly Ezine is sent to clients on your behalf, and is packed with supplier deals, and helpful traveler information.

Mailing labels and Mail Merge files

Trackable data is created for agent follow-up with your ClientBase database

Strenghten the relationships when you send electronic client surveys, greeting ecards, and reminders with TouchBase

Access and Availability

Available now to ClientBase subscribers.


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Basic Query
Learn a Basic ClientBase Query

CBMS Frequently Asked Questions

CBMS Tips on Marketing Codes
CBMS Tips on Marketing Codes

CBMS v4.3 Release notes
Enhancements/Features in ClientBase Marketing Services Release v.4.3

ClientBase Marketing Services Manual
Set Up and Usage for ClientBase Marketing Services

Email Deliverability
FAQ’s on Email Deliverability

Global Modify for Marketing Codes
Globally Modify Your Marketing Codes

Query for Marketable Profiles
Learn how to query for profiles that can be used for marketing

Query for Promo Clicks
Query for Promo Clicks in the Last 14 Days

Shore Excursions in TouchBase and In Touch
How to use triggered emails for Shore Excursions in TouchBase and In Touch

Uncheck Marketing Permission for Clients that Opt Out of Promotions
How to Uncheck Marketing Permission for Clients that Opt Out of Promotions