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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,

  1. navigate to General Settings menu → Templates:

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Email templates page is displayed →

  1. 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 2024-11-27_15-02-28.png (question) icon next to Save Changes button:

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  1. 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 2024-11-27_14-57-42.png 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:

  1. Mass mail for clients (menu My company -> Private Clients, or My company -> Corporate Clients, or My company -> Travel agencies etc. - ex. to send Birthday Congratulations):

  1. Mass mail for reservations (e.g. Flight time has been changed - menu Reservations):

  1. 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):

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.

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