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June 25, 2010 – 9:00 am

Documents such as PDF’s or Word Docs can be attached to any email template created in TravelManager. This feature allows for operators to attach terms and conditions, marketing information about their fleet and company or any type of document that would be of value to send with an email template.

As will all features of the email templates the user can override the default options to remove or add additional attachments on per charter / private hire basis.

Some recommended templates would include:

1)   Terms & Conditions

2)   Company History & Fleet Profile

3)   How to Charter/Hire a Motorcoach?

4)   What additional fees/services are included and not included?

5)   Etc.

Setup requires administrator level access under MyAccount -> Admin -> Email Templates.

Regards,

Eamonn

May 31, 2010 – 9:00 am

In Saturday’s rollout we’ve updated the email templates section with “Cancellation Penalties” so now you can have automated calculations of penalties for a cancelled charter. A TravelManager Administrator can now edit fees based on the date of cancellation ranging from 30 days to 24hrs before the booked service.

Cancellation Fees as a percentage over time1 Charging a Cancellation fee in TravelManager – NEW FEATURE

ancellation Fees as a percentage over time

The software automatically calculates the difference between the date of cancellation and the date of service to generate the correct penalty (if applicable).  This facilitates a consistent company policy and reduces potential lost revenue.

New Merge fields have been added to help display the charges in your cancellation email template so the customer can clearly see the fees that maybe applied to a late cancellation.

New Merge Fields Email Templates1 Charging a Cancellation fee in TravelManager – NEW FEATURE

New Merge Fields for Email Templates

Tip: It’s recommended to include your cancellation policy in any terms and conditions document that you may attach to emails to your customer.

Regards,

Eamonn

eamonn Charging a Cancellation fee in TravelManager – NEW FEATURE

May 28, 2010 – 3:26 pm

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?

May 1, 2010 – 5:11 pm

As promised in last weeks blog post we’ve rolled out Email Templates this week so you can now create a range of emails to handle regular scenarios during the charter process. You have the full flexibility to have different templates for every step of the process from sending a quote, to confirmations and payment acknowledgement emails and more…

You’ll find the setup under MyAccount -> Admin -> Email Templates and to send this emails just click on the new button in Quotes.

TravelManager Template New Email Button Email Templates – Now LIVE in TravelManager

TravelManager New Email Button

Some of the advance features include:

  • Send both plain text and HTML emails
    TravelManager Email Template Email Formats Email Templates – Now LIVE in TravelManager

    Send HTML and Plain Text Emails from TravelManager

  • Automatically have attachments to your email templates

    Email Templates Email Templates – Now LIVE in TravelManager

    Automatically Attach Documents to Email Templates

  • Preview your emails before sending

    Email Templates Preview with Image and Attachment Email Templates – Now LIVE in TravelManager

    Preview with Image and Attachment

Emails are stored in Notes

TravelManager Email Templates Copied to Notes Email Templates – Now LIVE in TravelManager

TravelManager Emails are copied to Notes

We’ve more updates to follow next week to automatically trigger Status changes based on the email templates you use but more to follow on that early next week icon smile Email Templates – Now LIVE in TravelManager

*I’m running Webinars this week for any TravelManager user that wishes to get some training on this new feature. Email info@gotravelmanager.com for more information.

Regards,

Eamonn

eamonn Email Templates – Now LIVE in TravelManager

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