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An Auto Action is an action which can be programmed to occur at a time relative to the time the booking was made, to the check in date or to the check out date. To use this function you need to set the system to use you own Email address for sending in SETTINGS->ACCOUNT->OUTGOING EMAIL. == General Information ==
The An Auto Action is an action which can be programmed to run at a pre-canned email sent specific time relative to the guest or to a fixed email addresstime of the booking, and it can also make changes to the booking information. Click on "Edit" to modify an existing auto action check in date or on "Create New Action" to set up a new auto action:the check out date.
The auto Auto actions will appear have one or more trigger conditions and one or more actions. They can be triggered on the 'Mail & Actions' tab a number of each different conditions, like property, time or booking where you manually related conditions. Actions can be to send the email trigger the changes to the pre-drafted emails or SMS, change bookingor invoice information or run webhooks. If you are using your own mail server for outgoing mail the Booking and Invoice actions will also be applied before sending the mail.
<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> Confirmation messages will send automatically Go to the guest. You can customize them in SETTINGS ->GUEST MANAGEMENT->CONFIRMATION MESSAGESAUTO ACTION and click on "Edit" to modify an existing auto action or on "Create New Action" to set up a new auto action.
Email sending works per account. '''You can choose to send an auto action automatically or manually:'''
<span style="color'''Auto sending:#fe746c;“ >{{#fas:exclamation-triangle}} </span>If you have sub accounts and need an auto action to be used across multiple accounts/properties, then create the auto action at the Master Account Level and set Property = 'All visible in account' and ensure the Master account has access to the properties. '
'''Auto sending:'''Action Emails which are sent automatically by the system are sent from the EMail address of the account that created the Auto Action. This is the account set up in in SETTINGS-ACCOUNT-OUTGOING EMAIL. Automatic actions will trigger every 15 minutes.
Auto Action Emails which are sent automatically by the system are sent from the EMail address of the account that created the Auto Action. This is the account set up in in SETTINGS-ACCOUNT-OUTGOING EMAIL. '''Manual sending:'''
Automatic actions When sending manually by clicking on the 'Send now' button you will trigger every 15 minutesneed to make sure you are logged into the account which uses the Email address you want to send from.
When sending manual by clicking on the 'Send' button <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span>To use this function you will need to make sure you are logged into set the account which uses the EMail system to use your own Email address you want to send fromfor outgoing emails under SETTINGS -> ACCOUNT -> OUTGOING EMAIL.
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This page is about the menu {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and explains how to set up and use Auto Actions.
'''Manual sendingBefore setting up an auto action please note:'''
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Email sending works per account.
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> If you have sub accounts and need an auto action to be used across multiple accounts/properties, then create the auto action at the Master Account Level and set Property = 'All visible in account' and ensure the Master account has access to the properties.
<span style="color: #f3e504; font-size: 200%;" >{{#fas:lightbulb}} </span> Confirmation messages will send automatically to the guest. You can customize them in SETTINGS -> GUEST MANAGEMENT -> CONFIRMATION MESSAGES.
<span style="color: #f3e504; font-size: 200%;" >{{#fas:lightbulb}} </span> The auto actions will appear on the 'Mail & Actions' tab of each booking where you manually can send the email trigger the changes to the booking. If you are using your own mail server for outgoing mail the Booking and Invoice actions will also be applied before sending the mail.
__TOC__
Both "Trigger Time" and "Time Window" are relative to a "Trigger Event" i.e. check-in, check-out, time of booking.
== Actions == === Messaging/Email ===
Go to Email to create or modify a prepared Email template. Templates can contain [[Template Variables]] to include information specific to the booking in the Email, for example the guests name or the arrival date.
If this does not work it will pop and send through your desktop. In this case you will see it in your Sent box.
==== Email Attachments====
You can choose to attach an invoice or a booking template as a PDF file to emails sent by Auto Actions.
Other files can not be attached. We recommend you use a link to a file you upload to your web site.
=== SMS ===
You can automatically send SMS messages. Please note that a fee per SMS message applies if this function is activated.
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> The SMS will send in the language of the account, not the language of the booking. Read Example 17 for a way to control the language of the SMS.
=== Booking ===
Go to the tab 'Booking' to set up an auto action which modifies something in the booking.
=== Booking Info===
Set up auto actions which automatically add or remove info codes.
=== Invoice ===
Automatically add invoice items or pending payments.
Invoice changes are applied before the mail is sent.
=== API ===
Create auto actions which trigger HTTP POST notifications.
=== Webhook ===
Create auto actions which trigger a web hook when the trigger conditions are met.
