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Auto Actions

44 bytes removed, 13 June
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== 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.
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====Send an Email to guests confirmation for channel bookings - ''Select from Channelsthe predefined template''====
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Booking Souce :-
*Booking Source = All
*Booking Status = All but not cancelledConfirmed
Booking Conditions:-
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====Send Email with Guest Invoice invoice after check-out - PDF attachment- ''Select from the predefined template'' ====
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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)
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
*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
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====Group check-in - ''Select from predefined templates'' ====
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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
*Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365conditions:
*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
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====Identify Repeat Guest ====
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