Automated Email Setup Instructions

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Overview

This document provides a step-by-step guide to setting up automated emails.

Prerequisites

  • Access to the Grid interface
  • Permissions to access the Admin tab

Steps

  1. Access the Menu
    - From the Grid, click the Menu button.
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  1. Navigate to Marketing Email Setup
    - Under the Admin tab, select Marketing Email Setup.
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  1. Add a New Marketing Email
    - Click the Add button.
    - Input the Name of the Marketing Email.
    - Select the Marketing Email Type (e.g., "After Reservation Checked Out", "Before Reservation Check In", "Before Reservation Check Out").
    - Click Submit.
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  1. Fill in Applicable Fields
    - Name
    - Email Subject
    - Target Type (necessary before selecting Email Body Content)
    - Email Body Content (created in Content Setup and Assigned in Content Assignment Setup)
    - Active (to make available)
    - Number of Days (before or after check in/out)
    - Target Date Range Active (time frame applicability of this email)
    - Link to Unit Type (if specifically for certain types)
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  1. Submit the Email Setup
    - Click Submit.
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Troubleshooting

For more information about creating automated emails, click here.