Some amenity and package purchases in the Prospect and Member Portals require additional configuration or confirmation by the property from where they were purchased. The Amenity and Package Purchases Email Workflow allows you to configure a workflow that triggers an email to the property's primary contact when amenities and packages are purchased through the Marketplace or added to a booking. Additionally, the workflow can be configured to create a Task for the property's primary contact.
However, before you can set up the email workflow, the template must first be set up. For more information, see Adding an email template for email workflows.
You can create both operator and property email workflows. Operator workflows are used for all of your properties, and property workflows are only used at the property you create the workflow for. This article describes adding an operator email workflow, but the steps are almost identical for property workflows.
To create an amenity and packages purchase email workflow
Select your Personal Profile in the top menu. Select System Settings from the drop-down menu. The Operator Details screen appears.
Select Workflows in the side menu and select the Emails tab.
Click the Add button in the Operator Level Email Workflow section.
TIP: If you want to create an email workflow for a single property, click the Add button in the Property Level Email Workflow section.
In the General section, select Amenity and Package Purchases in the Category selector.
TIP: If you are creating a property workflow, select the property the workflow is for in the Property field.
Complete the fields in the Action section. For field descriptions, see the Workflow Action Screen Reference at the end of this article.
NOTE: The conditions you select in the Action section fit together to form a complete sentence describing the workflow's behavior:
Send an email with selected template when [select condition(s)]...
Workflow Action Screen Reference
Send an email with selected template | Select the email template that Kube uses when sending the email. Kube displays a read-only version of the selected template in the Template Preview section.
When you create an operator workflow, Kube only displays operator email templates in the drop-down menu. When you create a property workflow, Kube displays both operator and property templates from the property the workflow is for.
NOTE: You must add email templates before Kube populates the drop-down list. For more information, see Adding an email template for email workflows. |
When the following amenities are added to a booking in the Prospect or Member Portals: | Select the amenities or packages added to a booking that trigger the email. |
-Alternatively or in addition,- |
|
When the following amenities and/or packages are purchased in Marketplace: | Select the amenities or packages purchased through the Marketplace that trigger the email. |
Additionally, create a task for property's primary contact. | Set this option if a Task should also be created for the property's primary contact. The task appears in the primary contact's My Tasks menu. |