This article will take you through the steps to adding Triggered Correspondence rules into your RMS9 system.
Triggered Correspondence can only be added through your RMS9 application and is only available to Cloud Customers.
This feature does ...
From any screen within RMS9
Click once on Setup on the Navigation bar
Choose Correspondence from the list
Choose Triggered Correspondence from the sub list
Before setting up the rules for your Triggered Correspondence please ensure that you read through the article 'Triggered Correspondence' to ensure you are aware of which Triggers will work from RMS 8 and those that will only work from your RMS9 application.
First you must enter a Description
Select if you wish the correspondence to be sent out via SMS or Email
Note: You must have activated the SMS module to use the SMS option
Using the drop down field provided select the letter template that you wish to use.
Note: To setup templates please refer to the articles 'Email Templates' and 'SMS Templates'. The list of templates that will show will filter on how you have chosen to send out your correspondence I.E. If you have chosen to email your correspondence only email templates will be shown in the list.
You must now apply the rules for sending your Correspondence, either at the 'Time Of' and action or 'X Period Before/After Action'.
Select who should receive this correspondence. Multiple choices can be selected. If you choose Secondary Clients, Company or Travel Agent, the reservation must have these elements present for the triggered correspondence to send. You must also ensure that you have added an email address to each Company and Travel Agent.
We now move onto the Room Type tab at the top of the screen
Here you can select the specific Room Types that the Triggered Correspondence rule should be sent for.
By default all Room Types will show under the 'Access Allowed' column. For those you do not wish to include click once on the description of the Room Type then select the < button to move it to the 'No Access list'.
Once you have completed all of the above steps, select Save/Exit.
Your rules will now start functioning automatically the next time the Action is completed.