The messaging center is the place from which you will be able to
set up events, to which you can associate a previously written message,
to allow it to be sent automatically.
Once you have created your models (templates) in the section below, you can choose to set them up for automatic sending or to send them manually from other sections.
↳ Useful link: ZaK > Impostazioni > Modelli di Testo
Automatic Sending - Creating Events
Like the templates section, this section will appear empty, and all events that are to be created will be shown here.
By
clicking on the gear button in the upper right corner, you can choose
the failback language, that is, the language in which the email will be
sent in case the email does not have a translation available in the
client's nationality. It is therefore advisable to set it to English!
The
first step in setting up automatic message sending is to create an
event, with certain conditions, which ZaK will monitor to automatically
send the associated message once the event requirements are met.
First, click on the "Add New Event" button in the upper right corner.
A window will open where you can decide:
- Name of the event
- Event type
- The associated message
- The matching logic
- Event requirements
Event types
There are several types of events, and different parameters correspond to each. The various types are:
- Reservation level templates:
- New reservation - When you receive a new reservation
- Check-in/Check-out done - When check-in/check-out is completed within a reservation
- Option/offer expired - When an option/offer reservation expires
- Reservation status change - If a reservation undergoes a status change (Confirmed, canceled, etc.)
- Option/offer expiring in x days - When there are X days left until the expiration of an option/offer reservation
-
Check-in/Check-out in x days - When there are X days left until check-in
-
Check-in/Check-out after x days - When X days have passed since check-in/check-out
- Reservation created after x days - When X days have passed since the reservation was created
- Templates for fiscal documents:
- Fiscal doc emission - When a tax document is issued
- Fiscal doc emission towards a reservation - When a document is issued for a reservation
-
Generic payment templates:
- Incoming payment in x days - When X days remain until an expected payment
- Payment received - When a payment is recorded
- Missing payment - When a payment is not received
- Missed payment after x days - When a payment is still expected after X days
-
Payment templates with reservation:
- Payment received towards a reservation - When a payment linked to a reservation is recorded
- Missing payment towards a reservation - When a reservation is unpaid at check-out
- Incoming payment related to reservation in x days - When X days remain until an expected payment in a reservation
- Missed payment related to reservation after x days - When a payment is still expected after X days from check-out
-
Templates for zCrm quote requests:
- zCrm Estimate Request - When you receive a request on zCrm
-
Templates for sending zCrm quotes:
- zCrm Estimate - When you send a quote from zCrm
- zCrm Estimate Sold - When a customer accepts a quote and proceeds with the reservation
Once you have chosen the type of event,
you can move on to choosing the parameters. You can set more than one
requirement, and you can decide whether to trigger the event in one of
two possible cases:
- All requirements are met
- If only one of the requirements is met
- The reservation is either Confirmed, in Option, or in Offer;
- The treatment is either B&B or Half Board;
- The reservation comes from the Online Reception or Channel Manager.
Warning!!! Configuring multiple parameters that are inconsistent with each other will result in the message not being sent!!!
Manual sending
The new messaging center involves the addition of a new feature in several sections of ZaK:
You can find this icon in 5 sections within ZaK:
- In the summary on the left in the reservation detail
- In the Finance > Payments section, accessible from each transaction
- In the Finance > Documents section, retrievable from each document
- In the zCrm requests section, available for all requests without a estimate and to which you have not responded
- In the top bar in the detail of a zCrm estimate
By pressing the button from any of the
aforementioned sections, you will be asked to choose from which
messaging channel you want to communicate (Email, SMS, WhatsApp).
The message sending window, which is integrated with the new text models system, will then open.
The window looks like this:
A box with the client's contact appears at the top.
The left side shows all the pre-written messages in the system (filterable by language and category), and a free-write button if you do not want to send a text template.
Finally, on the right is a
preview of the message you are going to send, with the possibility to
edit its subject, text, and language (in case it is a text template with
multiple translations available). You can also make a new translation
on the fly for one of the already existing templates, simply by choosing
the new language in which you want to send the message.
Sending a message from this interface is as simple as selecting the message you want to send, the language in which to send it, and clicking "SEND."