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Overview

Templates can be created as either Email or SMS 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.

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  1. From the main menu, click Guests> Connect.

  2. Navigate to the Templates tab. Click on the Add Template button.

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  1. The following are REQUIRED fields for both Email and SMS in order for the Preview and Save button to be enabedenabled.

    • Template Name

    • Subject

    • Content (Email or SMS body)

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  1. Images and Links can also be added in the body of the Email. This is not available for SMS. Images cannot be added to SMS. While links won't appear as clickable hyperlinks, they will be displayed as hyperlinks on recipient’s mobile phone once they receive the SMS but still depends on the settings of their mobile devices.

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  1. Alternatively click on the ‘Choose or drop a file to upload’ section to attach a file. This is not available for SMS. Please refer below to the Send Comms article for guidance on Attachments.

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  1. When the Template is finalised and Saved:

    • The options Email and SMS are greyed out.

    • The Search By field is included in the top right cornerto search for a booking number or passenger name.

    • The Send button is added in the bottom left and is disabled by default.

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Limitations

Note

Using “EMOJIs” in the body will decrease the SMS character limit. Refer to the breakdown table below.

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