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For the typical e-mails it’s necessary to have templates for quick creation of notifications and e-mails based on them.
Create New Template
To create a new notification template,
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Email templates page is displayed →
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Click Select a Recipient type for the emails (Company, Supplier or Tourists Templates) and click Add. New email template page appears, complete the email template with corresponding information. To view detailed information on the list of dynamic placeholders, click on (question) icon next to Save Changes button:
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Click Save changes. The created template is saved to database and is available for e-mails from Reservations and mass mails from all parts of the system.
To edit a template, click on icon in Edit column at the corresponding template.
There is a possibility to copy existing template to a new one clicking on Copy link, a copy of existing template will be created.
Use Templates
The templates can be used in the following areas:
Mass mail for clients (menu My company -> Private Clients, or My company -> Corporate Clients, or My company -> Travel agenciesetc. - ex. to send Birthday Congratulations):
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Mass mail for reservations (e.g. Flight time has been changed - menu Reservations):
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Manual e-mail from Reservation (e.g. send again booking confirmation to supplier in case he says that did not receive previous one - see Send e-mail button within Reservation Details - both in summary and for each service):
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How to use templates in e-mails:
by default e-mail is empty, template is not selected → select a client type (check checkboxes “client”, “supplier”, “traveler”) to indicate an e-mail recipient. If no checkbox is selected, then all e-mail templates from settings are available within Template drop-down. If only some of these checkboxes are selected, then only templates that relate to corresponding client type (ex. “Supplier E-mail Templates” from settings) are available.
When a template is selected, Subject and Message fields of the e-mail are automatically filled.
Fill in sender’s e-mail and add more recipient(s) if needed.
Attach file(s) in Attachments section if needed.
Click Send or Preview to verify e-mail displaying before sending it.
Selection of templates
When a new e-mail is being sent from the system, it’s based on certain e-mail template that can be configured via CMS. Now it is possible to select from templates for manual sending of e-mails - both via Reservation details, from the list of Reservations and from the lists of Clients.
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Own templates for e-mails
One more useful enhancement - is ability to create own e-mail templates and use them for e-mails.
For example, you can configure template for Birthday congratulations or New Destinations Proposals, or any other reasons. As usual, you can also use placeholders within templates for flexibility.
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