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.
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:
- [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.
- [DEPARTURE_DATE] This will be the folder departure date
- [FINANCIAL_TRANSACTION_NUMBER] This can be used for Invoice, credit notes, receipts, and refunds
If you have any queries please contact firstname.lastname@example.org.
Article is closed for comments.