Setup Email Templates
Rich Messages supports both Account Wide templates and Vendor Specific templates.
If a vendor specific template exists for the lead booking in a package, RoomBoss uses that template. Otherwise, RoomBoss uses the Account Wide template.
Create vendor specific templates only when the message needs to change based on the lead booking vendor. For general company wide messaging, maintain the Account Wide template.
Only company-owned vendors can have vendor-specific templates.
Automated email types
You can configure templates for the following automated email types.
Available email types can depend on whether you are editing the Account Wide template or a vendor specific template.
| Email Type | Trigger |
|---|---|
| Send Email button on the Edit Booking page | Sent when a user clicks Send Email on the Edit Booking page. |
| Direct / Portal enquiry made | Sent when a booking or enquiry is made via the booking widget. |
| Payment received | Sent when the guest completes a payment. |
| Reservation canceled | Sent when a booking is cancelled. |
| Send email / 2nd email / 3rd email with x days offset from invoice due date | Sent x days before, on, or after the invoice due date. |
| Send email / 2nd email / 3rd email x days before start date of master booking in package | Sent x days before the package's master booking check-in date. |
| Send email x days after departure date of last booking in package | Sent x days after the package's final booking check-out date. |
Language Selector
Use the language selector to choose which language version of the template you are editing.
Supported languages are:
- English
- Japanese
- Korean
- Chinese - Traditional
- Chinese - Simplified
The guest locale determines which language template is used. If there is no matching language template, RoomBoss uses the default language.
Template content
Each automated email template is made up of:
- A required subject
- One or more completed content blocks
Tags and Advanced Settings conditions are optional. They are not required for the email template to be used.
You can only save the template once all sections marked with an * are completed.
In addition to using the editor to create your templates, you can also edit the HTML directly. Advanced users can view or edit the block HTML using the <> source button in the editor.
