Instructions
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From the main menu, click Guests and select Guest List
From the Guest List, select 1 or many Guests by ticking the checkbox beside each Guest.
There is no Select All check box available for the Guest List
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Once at least one record has been selected with the checkbox(es),
then the Action button becomes enabled.From the dropdown list, select either SMS or Email
The selected guests will be displayed on the right side, and their mobile numbers or email addresses will be added to the TO (for SMS) or BCC (for email) field by default.
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The content fields available when sending bulk messages from the
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Guest list
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are limited to
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passenger content fields only (white buttons). There are no blue (
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booking content fields) buttons available on this form.
The process from here is the same as sending from the Dashboard. Please continue to step 7 for either SMS or Email below
Dashboard Bulk Action
Quick Ref : Dashboard / Booked / Action / Send Comms)
From the main menu, click Dashboard
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Find the Tour and Time and Date for your preferred departure
New Search bar and Filter options due in Q4 2023Choose the Booked Passengers (with the padlock icon)
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From the filtered Bookings List, select 1 or many Bookings by ticking the checkbox beside each booking.
The checkbox located in the title row is the Select All check box
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Once at least one record has been selected with the checkbox(es), then the Action button becomes enabled.
From the dropdown list, select either SMS or Email
For SMS
The contacts recipients from the selected bookings will be displayed on the right side, and their mobile numbers will be added to the TO field by default
Choose a template to auto-fill the subject and email SMS body, or
Create a freeform email SMS with custom subject and email SMS body
The Subject is not used in the SMS but is used on the Comms Log
As the contacts are all identified from bookings, all of the content fields are available for the email SMS body.
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To use the Content fields, place your cursor where you want the field to be inserted in the email template SMS body and simply click on any content button. Remember to add spaces, commas, hashtags and periods wherever you need them to be to ensure the email SMS is correctly formatted
(hint: add a space before each inserted field)
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To use the Content fields, place your cursor where you want the field to be inserted in the email template body and simply click on any content button. Remember to add spaces, commas, hashtags and periods wherever you need them to be to ensure the email is correctly formatted
(hint: add a space before each inserted field)
* Passenger details are represented in white.
* Booking details are represented in blue.
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To add an Attachment, click on the large box labelled
Choose or drop a file to upload (optional).
If there were attachments already in the template, these will be added to the email by defaultAdd a label (optional)
Add a type
Select Save
Images will be previewed, and all other documents will show their file type
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To Review or Resend the message, there are detailed instructions provided in the Comms Log documentation and summarised below
From the log, find the message using date range, email address, mobile number and/or message type
Select Preview to review the message or
Select Resend to resend the message
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