(Quick Ref : Guests / Connect / Template)Templates can either be set created as an email either Email or an SMS (text). Using the Send Comms function, staff can use templates to send one-off emails or texts. A template is also a prerequisite so a Scheduler can be set to send bulk communicationsSMS formats and are typically used to automate bulk notifications to guests based on a set Schedule. Additionally, these templates can be used for manual email and SMS communications to guests, accessible through either the Templates tab or the Send Comms tab.
Instructions
From the main menu, click Gueststhen Connect.
Navigate to the “Templates“ tab. Click on the “Add Template” button.
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The “From” field is only available when “Email” is selected. The “From” field is optional and may be left blank. If left blank, the “From” email by default is no-reply@mailer.respax.com. The email can be included manually or choosing the “+ Add” button when it will display all emails set in Lookups Senders. |
b. SMS
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In both formats, DO NOT enter any information into the “TO” field. Additionally, for the email template, DO NOT enter any information into the “BCC“ field. Both fields must be left blank. |
The email/SMS body is empty by default. Content Fields can also be incorporated into the body to automatically extract passenger and/or booking details. Please refer to the Content Fields documentation for guidance when creating templates or sending one-off emails/SMS.
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Click SAVE when ready, and the template form will remain opened for review.
Some changes are applied to this form when saving the template to allow users to send an email, similar as Send Comms:
The options Email and SMS are shown as grey out.
The Search By field is included in the top right called to search for a booking number or passenger name.
The “Send“ button is added in the bottom left as disabled by default.
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