You can create an online sales email workflow that automatically sends your email templates when all online sales conditions you specify are met. Before you can add an email workflow, you must add email templates and specify who they send to, in addition to the Kube defaults. 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.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all these menus or services may not be available or displayed.
To create an online sales 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 Online Sales in the Category selector.
TIP: If you are creating a property workflow, select the property the workflow is for in the Property field.
In the Action section, complete the fields. See the end of this article for a screen reference.
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 the selected template when a [Prospect Portal Sale] is made and the purchase type is [Monthly, One-Time, and/or Bookings].
Click Save.
Online sales email workflow screen reference
Send an email with the 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 at the bottom of the screen.
NOTE: 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. You must add email templates before Kube populates the drop-down list. For more information, see Adding an email template for email workflows. |
when a...is made | Kube automatically selects Prospect Portal Sale |
and purchase type is | Select which type of purchase(s) trigger the workflow. |