Travel Manager



This is the first of several blog posts we’ll be making about the new Email Template section of TravelManger. After several weeks of development and planning we rolled out the new email template feature of TravelManager in last weeks rollout.

All emails sent via TravelManager either automated / user driven are now customizable. So everything from the quotation widget acknowledgement email sent to a customer that submits an online quote to the customer feedback email are editable.

Screen shot 2010 05 28 at 15.03.00 300x295 Email Templates 1: How to edit Email Templates?

Email Template Navigation

In this 1st post I’ll explain quickly how to find and edit the email templates. Navigate to MyAccount -> Admin -> Email Templates. From here you will be able to see some default templates we’ve created to based on customer feedback.

Here’s a quick video explaining how to edit your email templates:

**Tip: Expand the video to full screen by clicking on the Monitor icon at the bottom right of the video

More posts to follow tomorrow and over the next few days.

Regards,

Eamonn

eamonn Email Templates 1: How to edit Email Templates?

In the latest rollout we’ve added an upload facility to attach files to Charter / Private Hire Quotes / Booking. This facility allows for TravelManager users to attach documents that a client or subcontractor may have provided.

File Upload Facility in TravelManager Quotations Updates to Quotation Process and Email Templates

File Upload Facility in TravelManager Quotations

File Upload Facility in TravelManager 2 Updates to Quotation Process and Email Templates

File Upload Facility in TravelManager (part 2)

The email templates section has also been updated with the addition of some new Merge Fields such as “Customer Company/Group Name” and “System Generated Reference”. The layout of the fields have also been improved by grouping them into Customer, Quote and User/Company details. We hope this makes it easier to create your dynamic email templates.

New Layout Email Templates in TravelManager Updates to Quotation Process and Email Templates

New Layout for Email Templates in TravelManager

Finally, the HTML email template has now been moved ahead of the plain text template. The HTML email template is the default template and the plain text template is only displayed if the customer opts to view plain text rather than HTML.

Regards,

Eamonn

eamonn Updates to Quotation Process and Email Templates