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    Support Home Setup Correspondence Triggered Correspondence Automated Reservation Confirmation

    Automated Reservation Confirmation

    Setup Triggered Correspondence for reservation confirmation emails in RMS.

    Decision Tree

    Reservation Confirmation emails can be sent automatically to guests by using Triggered Correspondence.

    • Information
    • Setup
    • Add Button

    Information

    Reservation Confirmations can be sent to guests to provide information on their booking as well as any details for deposit payments required and any pre check-in processes.

    Triggered Correspondence enables automation of sending SMS, email, EDM campaigns or Guest Portal correspondence based on preset rules and can be used to send before, after or when a certain action occurs in RMS.

    Additional filters and exclusions can be added to target Triggered Correspondence based on the needs at the property.

    Form Letters can be used to setup Reservation Confirmations and setup with Triggered Correspondence to automatically send out to guests when required.


    Users will require Security Profile access to Form Letters & Triggered Correspondence use this feature.


    • Setup
    • Add Button

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Correspondence > Triggered in RMS.
    2. Select the 'Add' icon.
    3. Enter a Name and select 'Next'.
    4. Select the Trigger Type.
    5. Select & Enter the Trigger Rules then choose 'Next'.
    6. Select the Correspondence Type.
    7. Select the Correspondence Template and choose 'Next'.
    8. Optional: Add Date Filters.
      1. Select the 'Add' icon.
      2. Select the Date Made option.
        1. Select the Date Range.
      3. Select the Reservation Stay Dates option.
        1. Select the Date Range.
      4. Optional: Select the checkbox for Days of the Week.
      5. Select 'Save/Exit'.
    9. Select 'Next'.
    10. Select the checkbox for the Reservation Filters.
    11. Select the checkbox for the Reservation Statuses to include.
    12. Select 'Next'.
    13. Select the Recipients and choose 'Next'.
    14. Optional: Select the Exclusions.
      1. Expand an Exclusion Type.
      2. Select the Exclusions and choose the button.
      3. Repeat for all required Exclusions.
    15. Select 'Save/Exit'.


    Select the  'Back' button to make changes in a previous step.


    • Guide
    • Add Button

    Guide

    Go to Setup > Correspondence > Triggered in RMS.

    Select the  'Add' icon.

    Enter a Name and select  'Next'.

    Select the Trigger Type.

    Select & Enter the Trigger Rules then choose  'Next'.

    Select the Correspondence Type.

    Select the Correspondence Template and choose  'Next'.

    Optional: Add Date Filters.

    Select the  'Add' icon.

    Select the Date Made option.

    Select the Date Range.


    Select the Reservation Stay Dates option.

    Select the Date Range.

    Optional: Select the checkbox for Days of the Week.

    Select  'Save/Exit'.

    Select  'Next'.

    Select the checkbox for the Reservation Filters.

    Select the checkbox for the Reservation Statuses to include.

    Select  'Next'.

    Select the Recipients and choose  'Next'.

    Optional: Select the Exclusions.

    Expand an Exclusion Type.

    Select the Exclusions and choose the button.

    Repeat for all required Exclusions.

    Select  'Save/Exit'.

    This Triggered Correspondence will send the selected correspondence based on the rules and exclusions setup.

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Correspondence > Triggered in RMS.
    2. Select the 'Add' icon.
    3. Enter a Name and select 'Next'.
    4. Select the Trigger Type.
    5. Select & Enter the Trigger Rules then choose 'Next'.
    6. Select the Correspondence Type.
    7. Select the Correspondence Template and choose 'Next'.
    8. Optional: Add Date Filters.
      1. Select the 'Add' icon.
      2. Select the Date Made option.
        1. Select the Date Range.
      3. Select the Reservation Stay Dates option.
        1. Select the Date Range.
      4. Optional: Select the checkbox for Days of the Week.
      5. Select 'Save/Exit'.
    9. Select 'Next'.
    10. Select the checkbox for the Reservation Filters.
    11. Select the checkbox for the Reservation Statuses to include.
    12. Select 'Next'.
    13. Select the Recipients and choose 'Next'.
    14. Optional: Select the Exclusions.
      1. Expand an Exclusion Type.
      2. Select the Exclusions and choose the button.
      3. Repeat for all required Exclusions.
    15. Select 'Save/Exit'.


    Select the  'Back' button to make changes in a previous step.


    • Guide
    • Add Button

    Guide

    Go to Setup > Correspondence > Triggered in RMS.

    Select the  'Add' icon.

    Enter a Name and select  'Next'.

    Select the Trigger Type.

    Select & Enter the Trigger Rules then choose  'Next'.

    Select the Correspondence Type.

    Select the Correspondence Template and choose  'Next'.

    Optional: Add Date Filters.

    Select the  'Add' icon.

    Select the Date Made option.

    Select the Date Range.


    Select the Reservation Stay Dates option.

    Select the Date Range.

    Optional: Select the checkbox for Days of the Week.

    Select  'Save/Exit'.

    Select  'Next'.

    Select the checkbox for the Reservation Filters.

    Select the checkbox for the Reservation Statuses to include.

    Select  'Next'.

    Select the Recipients and choose  'Next'.

    Optional: Select the Exclusions.

    Expand an Exclusion Type.

    Select the Exclusions and choose the button.

    Repeat for all required Exclusions.

    Select  'Save/Exit'.

    This Triggered Correspondence will send the selected correspondence based on the rules and exclusions setup.



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