17,267
edits
Changes
Jump to navigation
Jump to search
If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. *Attachment = Select the Invoice Template from the drop down list. 1
*Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365conditions:
Invoice tab:
no edit summary
__TOC__
== General Information Summary==<div class="summarybox">An Auto Action is an action which can be used '''manually or programmed to run automatically''' at a specific time relative to the time of the '''booking''', to the '''check-in''' date or to the '''check-out''' date.
Auto actions have one or more trigger conditions and one or more actions. They can be triggered on a number of different conditions, like property, time or booking related conditions. Auto Actions can be to *send pre-drafted emails/Emails, messages or SMS, *change booking or information*change invoice information or *run webhooks*trigger HTTP POST notificationsYou can create chains of actions to automate workflows.</div>
== General Information ==
Template variables provide great flexibility when creating/managing the Auto Actions. Setup one Auto Action to trigger on multiple/all properties/rooms with the property specific details, using the [[Template Variables]]. This removes the need to duplicate your auto actions for each Property. Reducing the ongoing management, multiple copies of the same auto action will require you to edit/modify each auto action rather than update one auto action.
<div class="headline-collapse" >
====Send an Email to guests confirmation for channel bookings - ''Select from Channelsthe predefined template''====
</div>
<div class="mw-collapsible-content">
Booking Souce :-
*Booking Source = All
*Booking Status = All but not cancelledConfirmed
Booking Conditions:-
<div class="headline-collapse" >
====Send Email with Guest Invoice invoice after check-out - PDF attachment- ''Select from the predefined template'' ====
</div>
<div class="mw-collapsible-content">
Time:
*Trigger Event = Checkout
*Trigger Time = Immediate+8hrs
*Trigger Window = 1 day
Booking Conditions:
*Group bookings = Trigger all on master
*Booking Status = All but not cancelledConfirmed
Info Codes:
'''Messaging tab:'''
*Send Email = Guest API/Smart Email email - (or one of the other options)
*Subject - enter the subject for your Guests
*Plain text box - will send to channels using Message API
Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]]
*HTML box - Email will be sent
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Group check-in - ''Select from predefined templates'' ====
</div>
<div class="mw-collapsible-content">
This requires the master booking to be checked-in via the check-in function.
'''Trigger tab:''' *Trigger Event = Checkin*Trigger Time = immediate*Time Window = 1 day
*Booking Source = All
*Booking Status = All but not cancelled
*Group bookings" = Trigger all on masterif group
*Info Code = CHECKIN
'''Booking info tab : ''' *Booking Info Code = CHECKIN*Booking Info Text = Group checked in
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Identify Repeat Guest ====
</div>
<div class="headline-collapse" >
====Assign Automatically apply invoice numbersnumber at check-out - ''Select from predefined templates'' ====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:'''
*Trigger Event = Check-out
*Trigger Time = Immediate
*Time window = 1 day Booking Conditions:*Status = Confirmed Info Codes:*Any Booking Info Code = CHECKOUT (optional only if you use the check-out function, if not leave blank) '''Invoice tab:'''
*Assign Invoice Number = yes
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Using Pending Payments as a Payment Reminder====
</div>
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the email.
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Apply a flag when NO payment is made - ''Select from the predefined template''====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:'''
*Trigger Event = Booking
*Trigger Time = Immediate
*Trigger Window = 1 day
Booking Source:
*Booking Source = All
Booking Conditions:
*Booking Status = All not cancelled
*Invoice Balance = No payment made
'''Booking tab:'''
*Execution = One time only
*Flag Text = Not Paid
*Flag Colour = fee0dd
</div>
</div>
