Instructions
Step-by-step guide to selecting multiple recipients from the Dashboard before sending SMS or Email
Bulk Action (Quick Ref : Dashboard / Booked / Action / Send Comms)
From the main menu, click Dashboard
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)
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
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 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 body, or
Create a freeform email with custom subject and email 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 body.
To use the Content fields, place your cursor where you want the field to be inserted in the email template 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.
To review the sent SMS, see the Comms Log
For EMAIL
The contacts from the selected bookings will be displayed on the right side, and their email addresses will be added to the BCC field by default
Choose a From Address to send the email from
Choose a template to auto-fill the subject and email body, or
Create a freeform email with custom subject and email body
As the contacts are all identified from bookings, all of the content fields are available for the email body.
To use the Content fields, place your cursor where you want the field to be inserted in the email template 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.
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
Preview the Email (optional)
Send the email
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
