Top Tip - Mail merge tags

When emailing customer-facing documents from within a Travel Folder it is possible to configure “mail merge tags” in the Document Setup area. 

This will enable you to automatically include some folder/customer level information such as: Folder Number (fig.1), Folder Destination (fig.2) and Customer Name (fig.3) in the Footer Text section; plus email subject line, default email body and the default attachment name - all bringing a more personalised feel to your customer documentation.

Example:

 This is supported on the following document types.

• Customer Booking Confirmation
• Customer Itinerary
• Customer Receipt
• Customer Invoice
• Customer Credit Note
• Customer Refund

Below is a list of the supported tags:

• [BRANCH_CODE]
• [BRANCH_NAME]
• [BRANCH_PHONE]
• [BRANCH_EMAIL]
• [BRANCH_ADDRESS_1]
• [BRANCH_ADDRESS_2]
• [BRANCH_CITY]
• [BRANCH_CITY_CODE]
• [BRANCH_ZIP_POST_CODE]
• [BRANCH_STATE]
• [BRANCH_COUNTRY_CODE]
• [CUSTOMER_TITLE]
• [CUSTOMER_FIRST_NAME]
• [CUSTOMER_NAME] This will be the last name for a client, the company name for a company or the agent’s name for an agent.
• [COMPANY_NAME]
• [FOLDER_NUMBER]
• [LEAD_PAX_TITLE]
• [LEAD_PAX_FIRST_NAME
• [LEAD_PAX_LAST_NAME]
• [DESTINATION]
• [DEPARTURE_DATE] This will be the folder departure date
• [PROJECT_NO]
• [FOLDER_OWNER_NAME]
• [FOLDER_OWNER_PHONE]
• [FOLDER_OWNER_EMAIL]
• [FOLDER_BOOKED_BY]
• [FOLDER_BALANCE_AMT]
• [FOLDER_DEPOSIT_AMT]
• [FOLDER_BALANCE_DUE_DATE]
• [FOLDER_DEPOSIT_DUE_DATE]
• [FOLDER_SELL_CURRENCY_CODE]
• [FINANCIAL_TRANSACTION_NUMBER] This can be used for Invoice, credit notes, receipts, and refunds
• [PRINTED_DATE]
• [VAMOOS_OPERATOR]
• [VAMOOS_PASSCODE]

If you have any queries please contact support@dolphind.com.